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 ‘Marketing’ Category
It’s Not Just Social Media: You Want Social CONNECTION
There’s no way around it—adoption of social media by your firm requires coordination between departments and roles including Marketing, Distribution, Compliance, IT, and more. As marketers, we face a particular challenge to overcome the tendency to treat social networks as merely a new set of publishing mediums, where familiar types of content are distributed to [...]
Why Facebook is Important for the Financial Professional
Facebook is much more than a just a website. It is social platform of stellar proportions that has been woven into the very fabric of the web and society as a whole.
Why Twitter is Important for the Financial Professional
There is a free and easily accessible platform where millions of people from all walks of life are sharing everything from the mundane to the magnificent. All this sharing creates a lot of opportunity for the financial professional who is willing to harvest it.
Driving ROI with Social Media in a Relationship Business
Much of the discussion about the ROI of social media tries to tackle the actual math and articulate some level of expected result. In this post however, we will focus on what drives return on investment for the financial advisor using social media.
Financial services marketing leaders discuss social media
We hosted a forum with more than forty of the top marketing leaders in financial services firms from across the country. We met in New York City to discuss the dynamics of using social media for this market.
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.
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?
Why I Joined Socialware
Social media will never be this new again. Socialware is solving a huge problem for a very important industry that provides very important services to all of us. We all use financial services. And most of us, soon to be nearly all, use social media on a day to day basis. Within a few weeks of first reading about the company I had made the decision to join Socialware as their Social Business Strategist and my wife and I were starting the process of moving our family from Boston to Austin.
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.
Advisers failing to communicate with clients
A new article from American Banker points out how Advisers are deficient in client communication. In the article they highlight findings from SEI, a provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management.