To reach audiences today, you have to radically change the way you communicate
As social media gains prominence as a marketing tool for advisors, access is more critical than ever. The firms that provide access to the online platform along with support are praised, while firms that restrict the use of social media are criticized
Rules governing traditional forms of marketing and advertising apply to digital channels
IIROC believes the current social media rule works
The strategy you choose must be in line with your business goals
Various tools can help you save time and track your success as you implement your social media plan
A social media marketing plan should address factors such as the type of content to share and scheduling considerations
Compliance concerns and uncertainty about ROI make many advisors reluctant to embrace social media, but the right approach can have long-term benefits
Service allows clients to open a digital conversation with customer service agents
The new tools will provide financial services firms and their compliance officers better oversight in managing advisors’ electronic communications