Your social-media presence should be part of your business-development strategy
Leo Purcell, chief compliance officer, Richardson GMP Ltd. describes the steps his firm took to roll out social media services to its advisor team. He outlines which services advisors are allowed to use and why. He spoke with Fiona Collie at the TMX Broadcast Centre in Toronto.
Advisors talk about their hands-on experience using social media to deepen client relationships
Firms share insights on the steps they are taking to prepare their advisors to use social media for client communications, while steering clear of regulatory hurdles
Start your engines. With the regulatory landscape offering more guidance on the dos and don’ts of using social media, this may be the moment to get in the game
As personal information becomes more and more accessible across the web, governments are stepping in to caution searchers and those who search
Providing material that people can respond to will result in the greatest amount of engagement — and people visiting your business’s Facebook page
Asif Nasim, managing director, Wickware Communications, talks about how to leverage social media to increase your community, referrals and public profile, while staying firmly within compliance procedures. Nasim spoke with Investment Executive reporter Fiona Collie, at the TMX Broadcast Centre in Toronto.
Following the release of IIROC's final guidelines on the use of social media late last year, firms of all stripes are in various stages of exploring how social media can be harnessed as a communication tool between advisors and their clients
Ed Rempel started blogging as a way to increase financial literacy. That's still his main purpose, but his large online following also has expanded his financial planning practice and reduced time spent on conventional marketing strategies