social media

social media like

Financial Services to Test the Waters of Social Media Testimonials

Until very recently, social media testimonials or endorsements from clients were strictly off limits to financial advisers. And since consumers mine social media for reviews on all manner of service providers, the financial services industry has been at a bit of a disadvantage, unable to benefit from clients’ shared positive experiences. The industry has earnestly sought guidance ...

privacy policy

Protecting Proprietary Information

This scenario is built from a real-life experience working for a high-tech company, but it can apply to any organization or situation you might be facing. Apart from tangible physical assets, if we own intellectual property or proprietary information, this issue is relevant.