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Social Media- More than Technology

Social Media- More than Technology

More than five years ago when social media was just beginning to take off, companies were starting to ask how it related to their businesses. Early thought leaders included Forrester analysts, Charlene Li (now Altimeter) and Josh Bernoff, and their book, Groundswell. Charlene and Josh often spoke about the need to follow the POST methodology which first considered people, objectives, strategy and then technology. Each component has an important role in effective social media use.

5 must read social media articles

5 must read social media articles

The news regarding social media, particularly in financial services, continues to surround each of us. In recent weeks, there have been updates on the regulatory front, companies launching enterprise social media programs, tips and best practices shared to navigate the world of social media, and more.

Financial services marketing leaders discuss 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.

Morgan Stanley Smith Barney announces move to Social Business

Morgan Stanley Smith Barney announces move to Social Business

MarketWatch shared the news that, “Morgan Stanley Smith Barney advisers soon will be allowed to make pre-approved status updates and tweets…”

Social media compliance clarity for financial services

Social media compliance clarity for financial services

We recently asked top firms in the industry to share the most pressing compliance concerns within their organizations or from colleagues across financial services companies.  The responses shared both the challenges and opportunities that social networks present for business today.  

The 100 million dollar tweet

The 100 million dollar tweet

Reports have indicated that a major investment-banking firm was removed from the GM IPO due to a note sent by a senior analyst the night before GM filed terms for its $13 billion initial public offering.

Find your Financial Advisor on Facebook

Find your Financial Advisor on Facebook

Yet another study of financial professionals – this one by American Century Investments – finds that advisors are using and benefiting from social media for their business. 44% of advisors who use social media for business or business and personal use agree that social media is an emerging trend with significant potential for businesses like [...]

FINRA Webinar: Compliance Considerations for Social Networking Sites

If you happened to miss it, FINRA hosted the Social Networking Compliance webinar this afternoon.  Here is a summary from their site on what was scheduled to be discussed: “This webinar covers compliance and regulatory considerations when using social networking sites to communicate firm business. With the advent of Facebook, LinkedIn, MySpace and Twitter, business [...]

Straight to the point interview on Blogtalkradio

I had the pleasure of talking with Jeff Majka on Blogtalkradio this afternoon. Jeff is the Director of Marketing and Business Development for Strategic Communications Group, a nationally recognized public relations agency that develops and executes integrated PR and business development strategies for technology companies. He also runs Straight To The Point, a podcast focused [...]