The use of social media within an advisory practice has been the subject of much debate. Now that regulators have finalized their guidance on approved uses of social media, many advisors are looking to boost their digital presence and others are just beginning to make a case for using social media.

Join us for a lively discussion on Social Media in an Advisory Practice. If you are just beginning the process of creating a social media program, or looking for tips on how to make your social media presence more robust, be part of the discussion. 

About the Practice Management Series.
The financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.

RSVP by using one of the options at the bottom of this page so we can have a table big enough for this discussion.