LinkedIn Tip: Getting Financial Advisors Through Compliance

Published On: August 5th, 2011 - 0.6 min read - Categories: Social Media - 0 Comments on LinkedIn Tip: Getting Financial Advisors Through Compliance -
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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

 

About The Author

An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life! Contact me now!

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