LinkedIn Tip: Getting Financial Advisors Through Compliance

The adage, “ask forgiveness, not permission”, does not apply to the financial sector. Contact your compliance department to learn its social media protocol.  However, use a collaborative approach to making requests; don’t ask, “Can I . . .?” but rather, “How can I . . .?”  If your firm doesn’t have a written social networking usage document, get involved with creating one.  Volunteer as a test case.

© 2011 Maria Marsala founded Elevating Your Business to provide focus and accountability to accounting and financial professionals seeking to substantially grow their business. Social networking is one of many marketing strategies advisors can use to grow their practice. Maria is a former Wall Street trader and was an early adopter of LinkedIn, joining in as member number 399,261 (currently 100 million members). Read more at


Print Friendly, PDF & Email
(Visited 16 times, 1 visits today)