In the wealth management industry, protecting your clients’ assets is crucial.

But are you as focused on protecting your own social media assets and online reputation?

The average enterprise has 178 social media profiles. If you don’t know who’s posting in your name, then you could be at risk. Combine that with the regulatory and compliance burdens you face, and it’s clear that you need a social media strategy tailored to the wealth management industry.

Access our guide, 9 Social Media Guidelines for Wealth Management Firms now and learn the key steps you need to take to protect your social assets—and your online reputation—including:

  • Mitigating risk through customized approval protocols, defined workflows, and education
  • Proactively managing compliance with FINRA, FFIEC, the SEC, and other regulatory bodies
  • Taking control of your social media presence—including profiles created by advisors or subsidiaries

To start implementing a solid social strategy for your wealth management firm, just fill in the form on the right side of this page, and you’ll get instant access to 9 Social Media Guidelines for Wealth Management Firms.