7 social media tips for advisors

“Failure to get into the game could result in missed opportunities.”

-James Pelmore (@jamespelmore) on social media

• Talk to your compliance department and find out what your advisor agreement states, and whether your firm already has a compliance policy in place
• Post only as much personal information as is available on your business card
• Be a follower rather than an active poster
• Retain permanent records of all online communications with clients
• Refrain from giving investment product recommendations
• Don’t hide behind a screen name. It doesn’t help you establish your brand
• Be prepared to defend what you say online. Once you’re out there, you’ll have critics.

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