SocialwareSocialware Blog
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LinkedIn Financial Services Summit: Key Themes
May 10, 2012 14:05 -
LinkedIn Financial Advisor Survey: Trends and Opportunities
May 10, 2012 06:05 -
LinkedIn: Compliance for Financial Professionals
May 1, 2012 07:05 -
LinkedIn: Business Hub for the Financial Professional
April 26, 2012 07:04 -
3 Key Themes from the Facebook Marketing Developer Conference
April 19, 2012 09:04
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Tim Walker:
Good point, Mark. And we've seen this happen already among the advisor populatio -
mark newcomer:
Good stuff Tim. I think your last comment is really apropos. At what point may l -
Tim Walker:
Thanks, Sheri. It's only a matter of time before most FAs are using social media -
Sheri Fitts:
This is fabulous content to site, specifically as it relates to the financial ad -
Tim Walker:
Thanks for the comment, Rich. It will be interesting to see how advisors adapt t
SocialTurns
Posts Tagged ‘Enterprise Social Networking’
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.
Financial Firms: Social Media Lessons Shared
Throughout 2011, all of us at Socialware have had the opportunity to share numerous conversations across firms, departments and advisors about social media.
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
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.
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.
Drawing the Line- Personal and Professional in Social Media
In the first of a joint webinar series, speakers from Distribion, LIMRA and Socialware discuss numerous questions and perspective on personal and professional use of digital and social media.
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.
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…”
Socialware and LinkedIn to tackle Financial Services
Today Socialware and LinkedIn announced a new relationship to unlock social media for financial services organizations.