Social media is undoubtedly the platform for advisors to use to reach affluent investors and potential customers. However, ‘turning on’ social media for wealth management firms is not as straightforward as flipping a switch.

Navigating through the myriad requirements from regulators, federal bodies and state laws before embarking on any social media program is a must. After all, failure to comply could lead to expensive sanctions, negative publicity and even a vote of no-confidence from existing customers.

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