Archive for the ‘Marketing’ Category
When will we learn? Enterprises are getting social.
Access to social media at work continues to be a hot topic. A recent article – like many others – underscores the challenges and victories that can come from blurring the lines between personal and business. “It’s the dumbest policy in the world to block your employees from going to social media sites,” said Mark [...]
Are you a social networking two-face?
We get this question all the time: “How do I separate personal activity from business activity on Facebook or Twitter?” The bottom line? You don’t. Here’s why. The lines between personal and business are inextricably linked. Who knows if that high school buddy you reconnected with on Facebook might be looking for a financial advisor? [...]
Center for Due Diligence Interview
In preparation for the CFDD’s New Age Marketing Advisor Conference I did a short interview which you can hear below. // Some of the topics discussed were: – Implications and questions of FINRA Notice 10-06 for financial advisors. – Whether or not financial advisors will get value out of social networks. – How you should [...]
The slow death of email; see you on Facebook
Last month, Morgan Stanley’s Mary Meeker and associates gave their annual insights on Internet trends. In short, social networks continue to grow leaps and bound, and we haven’t seen anything yet. Online users want to get information on their own terms. In the past, that meant email – consumers set their email preferences and institutions [...]
Much Ado about Facebook Fan Pages
Last week there was a ton of buzz around Facebook’s annual conference, f8. As part of that conference there was quite a bit of news for anyone that manages a Facebook Fan Page. I’ll get into that shortly. Before I do I want to announce the release of Fan Page support for Socialware Sync. Sync [...]
Top 10 social media best practices
You can’t go a day without seeing a news article, blog post or tweet about the growth of social media. Many advisors, agents, firms and government agencies have already experienced the power of this new channel while many others are just getting started. In the financial sector, with the recent clarification from FINRA there is [...]
Tweets of the week: Cool Vendor, New Survey and Best Practices
This has been an exciting and busy week here at Socialware. In case you missed it here are the tweets of the week. To stay up to date in real-time follow @bockius and @socialware. Gartner Names Socialware Cool Vendor in Cloud Security Services for 2010 http://bit.ly/dqA2lB RT @enterprises: Social media compliance extends beyond archiving http://bit.ly/9RS7jd [...]
Advisor Spotlight: VitaVie Financial Planning & Social Media
Welcome to the first edition of our Advisor Spotlight. Our goal is to find financial advisors that are successfully using social media to build their business and highlight them here. Ideally we can all learn something from the efforts of these trailblazers as more and more advisors start to take advantage of social media. Kristin [...]
Calling all Financial Advisors (that use social media)
Are you part of the “44% of advisors who use social media for business” (American Century Study)? If so we want to hear from you. We are starting a Financial Advisor Showcase and want to hear about your use of social media. How you got started. What results you are seeing. What best practices you’ve [...]
25½ reasons to backup your social activity
By now we all know that if you are in a regulated industry you need to archive your social activity. But aside from complying with industry regulations there are a number of other reasons you should be backing up your social posts, mentions, updates, connections and more. Here are 25 reasons I came up with, [...]



