Our infographic is a good beginner’s guide for RIA firms thinking about creating a Twitter account. RIA firms should consider the following:
- Treat all social media posts just like any other form of advertising.
- Remember to properly archive all social media posts.
- Never be false or misleading or advertise something is free unless if truly is free.
- Never post client testimonials.
- Be careful not to share any sensitive personal details that could lead to cybersecurity issues.
Contact us if you any questions about our compliance software.