How to Help Clients With Dementia Talking about dementia is one of the hardest conversations advisors will ever have with their clients, says David Gutzke, a wealth management advisor for U.S. Bank. Listen to some of his tips for helping clients and their families with this difficult issue.
From the outset, advisory firms must consider which employees might want to use social media, how they would need to use it and how best to ensure that their use would be compliant with industry regulations.
Taking a measured approach to introducing social media at your firm is essential to avoiding embarrassment, or worse, being caught out of compliance with regulatory requirements. Make sure to avoid these common mistakes.