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A rapidly trending topic continues to be LinkedIn Skills Endorsements. They are a much more gray area than Recommendations as it pertains to being classified as testimonials under SEC guidelines for the financial services industry. Moreover - even where social media might be prohibited by certain firms - we are seeing Skills Endorsements turned on within LinkedIn profiles for those advisors.

Likewise - for the other side of the coin - not all firms are agreeing that they are testimonials - and some will allow them while continuing to require their advisors to disable Recommendations from being published on the profile within LinkedIn.

We discuss this and our experience hearing from advisors at recent conferences.

Show Notes:

• Disabling Endorsements
• Taking Your Profile from Good to Great on LinkedIn
• Bill Winterberg of FPPad.com’s take on managing Skills Endorsements

Podcast: Play in new window | Download (Duration: 7:26 — 3.6MB)