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Social Media and Blog Mentions
Posted:April 9, 2025
Updated:April 9, 2025
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Can I mention Croft on social media or in blogs?
- Any content mentioning Croft must clearly separate your services from Croft’s.
- Submit all Croft-related social media bios, posts, and blog content for compliance review.
- Do not discuss investment performance, trade ideas, or portfolio strategy unless using Croft-approved materials.
Approved example for LinkedIn or bios:
John Smith, CFP
Financial Strategist
Smith Financial Planning Inc.
Investment Management Services Provided by R N Croft Financial Group Inc. Your Licensed Portfolio Manager
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