Using FaceBook In A Compliant Way

Here is a FaceBook post that I created yesterday.

I’m just on the phone with my client Andy Leitch of Canaccord Wealth Management and we are discussing how to use FaceBook in a business capacity as a financial advisor while remaining compliant at the same time.

It is a no-no to offer financial advice through social media.

Andy can remind his clients and friends about the things that are going on at the Chamber Of Commerce in Campbell River which Andy is the President of. At the same time, Andy is the Treasurer of the Kinsmen Club of Campbell River.

This posting is an example of a way for Andy to stay in touch with clients and friends on FaceBook while sharing information about the goodwill that the Chamber and Kinsmen are doing in the area.

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Advisor.ca Name That Visionary

What do Simon Reilly, Mark Carney, Jim Flaherty, Moshe Milevsky and Terry Zavitz have in common?

Voting for Advisor.ca ‘s  Name That Visionary will commence on September 7th 2010 (just after Labour Day). 

If you previously voted you’ll receive an email voting reminder on September 7th. 

Round One is over. Your votes have been cast and tabulated. Advisor.ca’s expansive list of candidates is now down to just 20 entries displayed below. It is your turn to pick the Top Ten for the next phase of Advisor.ca’s poll to determine Canada’s greatest financial visionary. In the Second Round, you can only cast one vote so read the bios carefully, familiarize yourself with the candidates and make your pick. 

Your votes will be tabulated and Advisor.ca’s first round of judging will determine the top ten finalists. A second round of judging will determine the order of the Top 10 nominees and an overall winner.