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Strong Social Media Policies Shield Wealth Firms from Potential Fallout

For financial advisors and wealth management firms, the risks of social media extend well beyond potential hits to reputation. 

After the killing of right-wing activist Charlie Kirk, many people were fired or disciplined after their personal posts drew attention, a reminder that whether on Facebook, LinkedIn or another platform, online speech can have professional consequences. 

Our CEO Ray Hennessey, author of the book, Beyond Sorry: How to Own Up, Make Good, and Move Forward After a Crisis, recently shared his thoughts on how wealth management companies should navigate social media policies in an article in Financial Planning.