We’ve debated whether social media is a good use of time, but however you’re engaged you must be compliant. You also want to be timely, collaborative, and hopefully effective. Our guest today, Ben Pankonin of Social Assurance, has built a technology for the financial industry that seeks to solve each of these needs:

  • What is Social Assurance?
  • How does focusing on community help a national tech company?
  • How do they handle data security?
  • How do they help individual Advisors?

We hope you enjoy and follow us on this journey!
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Show Notes:

Social Assurance  


Fellow Stagg Pour-Over Kettle

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.