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The Socially Savvy Advisor

Jennifer Openshaw, Amy McIlwain, and Stuart Fross

Social media is one of the hottest topics in the financial industry. Whether it's the 300,000 financial advisors or the asset managers - from Fidelity to Vanguard - all are consumed by how, when, and where to use this new and powerful medium. Yet, the industry is hungry for help.

"The Socially Savvy Advisor + Website: Compliant Social Media for the Financial Industry" will be the industry's "bible" on all things social. It will: Expose common mythsEducate the finance industry about using social mediaEmpower advisors with tools and resourcesAddress marketing and business development, engagement and business efficiences, and complianceWith a focus on compliance and the new rules and regulations handed down by FINRA and the SEC--a key hurdle given the organizational structures and regulatory history--and written by experts in each area, this book is the go-to for those in the finance industry on how to expand their marketing and reach via social media.

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