SocialwareSocialware Blog
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Webinar Series: Four Steps to LinkedIn Success
January 31, 2012 07:01 -
Social Media for RIAs in Massachusetts: The Fourth Castle
January 24, 2012 11:01 -
It’s Not Just Social Media: You Want Social CONNECTION
January 20, 2012 12:01 -
How CIOs and Other IT Leaders Can Enable Social Business
January 19, 2012 12:01 -
Financial Professionals Must Work Social Media To See Real Results
January 17, 2012 12:01
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Terrance Blessing:
Great! Very excited to get going. -
Brent Carnduff:
Great article! Very simple and straight forward! -
Adam Cohen:
Tim, thanks again for including me. I think the challenge of teams working arou -
victor gaxiola:
2011 was an eventful year for financial social media, and I anticipate 2012 will -
Timothy E. Walker:
Excellent coverage and advice! It's too bad that a few "bad eggs" make life har
SocialTurns
Archive for the ‘Best Practices’ Category
2012 Predictions for Social Media in Financial Services
Last week I sat down with Socialware CEO Chad Bockius for our 2012 Predictions webinar, in which we discussed the social media trends he sees emerging in financial services. Now you can listen to the archive of the webinar to hear why Chad thinks that this is the year when social business gets personal, along with his specific predictions for consumers, financial advisors, regulators, and enterprises.
Social Business — Navigating 2012
The entire social media landscape has evolved quickly on the regulatory front, the technology front, and also very importantly, best practices as financial advisors develop new and strengthen existing business relationships with social media.
Social Media Use in Financial Services: Our Ongoing Research
Nearly two-thirds of the financial advisors polled in our recent “Social Media Use by Financial Advisors” survey are using social media for business every day. And 57% of them are using mobile devices to access social networks.
What is the real impact of social media for financial advisors?
In 2010, the Socialware team conducted a survey of financial advisors to learn more about the use of social media for business, the challenges they faced, and more. We just released the 2011 version of the survey results with even more data.
API, Proxy, and Hybrid. Navigating the conversation.
When it comes to social media compliance there has been a lot of debate over what technology is best for firms. You will hear terms like “API”, “Proxy,” and “Hybrid”. Instead of focusing on how specific technologies work, let’s talk about what’s required to be compliant.
Social Business Activity Cycle
A easy to understand framework for ongoing activity designed to produce profitable business results. The efficiency of the system ensures that users won’t get bogged down in minutia or be overwhelmed or frustrated.
Utilize Social Media to Build Lasting Relationships
Social Media is a valuable medium to build and grow lasting relationships. As you start off, social media may seem foreign, but really it is just another way to communicate with your clients.
Find the Time to Utilize Social Media
Social media isn’t just an additional task. It is an opportunity to build deeper relationships, create new relationships and do it more effectively and efficiently. A key component of your day is still building and maintaining those relationships but how you deliver those touch points has evolved.
What if my book of business is all older, longtime clients?
They are likely loyal and very comfortable working with you without social media. But, what about your clients’ heirs? Who will be charged with assuming legal authority over your clients’ assets and accounts when those clients lose their decision making capacity? Who will these people turn to when they have questions about the finances of their parents and grandparents?
Social media ≠ Social business
It seems like you can’t go a day without seeing another story on social networks, social media, social marketing…the list goes on and on.