Socialware Blog

Social Media Success, Learn from the Experts

Best Practices, Compliance, Financial Advisors, Marketing — By Chad Bockius on August 1, 2010 5:53 pm

It is going to be a busy week here at Socialware. We have three webinars scheduled and each one promises to offer unique insights and perspectives on the use of social media in financial services. Here is a quick summary of each session and links to sign-up.

Social Media in the Mutual Fund Industry
Tuesday, August 3rd at 1PM EST Unified Fund Services is hosting a webinar on the use of social media in the mutual fund industry. Mutual fund managers and financial advisors will learn the best ways to use social media in their businesses, along with updates on recent regulatory changes and new technologies that make social media communications easier to manage. Speakers include: Jeff Young, Unified Fund Services (Huntington Asset Services), Bruce Johnston, Advisolocity, Ellen Bruno, Compliance Advisor Professionals and Oat Ruchira, Unified Financial Securities.

“Although a significant number of financial services professionals use social media professionally, many are not effectively using these tools to grow their businesses,” said Brian Blomquist, president, Unified Fund Services (Huntington Asset Services). “Our web seminar will help participants learn how to make the most of this growing opportunity while remaining compliant with industry regulations.”

Register here.

Best Practices: Driving Business on Facebook
Tuesday, August 3rd at 2PM EST Socialware will be joined by Stephanie Sammons, CEO of WiredAdvisor, for a webinar titled Best Practices: Driving Business on Facebook. This webinar examines best practices for driving business and connecting with customers using Facebook, keeping in mind the compliance challenges associated with using this site. Learn innovative strategies to Re-Connect, Discover Insights, Distinguish yourself, and Make Fans & Friends through Facebook. Ultimately driving new business and deeper relationships with your customers.

Register here (and if you can’t make it live just check back to watch the recorded version and to also download the slides).

Success Stories: How Advisors are Using Social Media for Business
Thursday, August 5th at 12PM EST Socialware is moderating a roundtable discussion on how advisors are successfully using social media today to drive their business. We will be joined by Paul Hrabel of One Fund and Curtis Smith of Interactive Capital Management. This interactive roundtable will discuss the use of social media by advisors, how this integrates to an overall marketing strategy, success stories and strategies, embracing social in a compliant fashion and finally tips on how you can sell your firm on opening up access.

Register here (and if you can’t make it live just check back to watch the recorded version and to also download the slides).

And as always if you’ve missed any of our previous webinars be sure to check out the Socialware Insights webinar page.

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