Does your company have a system in place to make sure you're following the rules?

It's easy with these eBooks, compliments of SocialFinServ! Let social media help with new and exciting ways to market your financial business.

The U.S Securities & Exchange Commission (SEC) has strict guidelines in place when it comes to what banks, brokers, planners, and other financial entities can post and display on social media. Our FREE eBook teaches you these important policy points and helps you create a process to ensure they’re followed by your employees.

Inside you’ll learn:

  • How to assign responsibility for compliance inside your company
  • How to choose your social media platforms
  • What you can and can’t say
  • Recommended internal policies for personal/business communication
  • Effective employee training tactics -- including a FREE employee compliance exam
  • And more!

Don’t wait another minute: put your company on the path toward financial social media compliance.

Download your FREE eBook now!

Fill out this form to receive our free eBooks, Social Media & Communications Policy Template and Policy Test

Keep Your Employees Compliant

Along with your free eBook, you’ll also receive a FREE 26-question test to administer after training your employees. The test includes both multiple-choice and true-or-false questions that explore a wide range of topics, from who is required to enroll in your company’s social media program, to the specific rules that apply to certain social media platforms.

It’s our mission to ensure that your company, and your employees, can market through social media channels safely. Social media is too powerful to ignore. Download our FREE eBook today and take the first step toward creating a social media program that works.

Content is king, but only if it's compliant and properly distributed