How to Stay Compliant & Use Social Media
If I had a nickel for every time an advisor told me they preferred to steer clear of social media, “because of compliance,” I’d have quite the outstanding nickel collection.
Menu
If I had a nickel for every time an advisor told me they preferred to steer clear of social media, “because of compliance,” I’d have quite the outstanding nickel collection.
Are you ready to build an authentic, unique marketing strategy for your financial planning practice? Perfectly Planned Content can help.
Our consulting services begin immediately upon confirmation of purchase and receipt of required onboarding information. Clients may cancel services with a 30-day written notice by contacting us at hello@perfectlyplannedcontent.com. Refunds are considered on a case-by-case basis; please reach out to discuss your specific situation. For any questions or concerns about our services or policies, contact us at hello@perfectlyplannedcontent.com.
©2024 Perfectly Planned Content, LLC All Rights Reserved.
Website Design by Amplify by Design LLC