If you are engaging in social selling activities in the financial services industry in Canada or the U.S., you must:
- delete any lasting record of an interaction with clients within 48 hours.
- include a clear profile photo taken within the past 6 months, using passport photo specifications.
- engage with any comments left on your posted content within 24 hours.
- send a disclaimer via direct message before engaging in a private conversation (e.g., via DMs).
- delete or hide any and all LinkedIn recommendations left by clients, colleagues, or anyone else.