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
Posts Tagged ‘Facebook’
Financial Professionals Must Work Social Media To See Real Results
Success in any business endeavor requires work. It takes effort to build a network and it takes a consistent amount of interaction with that network to build the trust and familiarity necessary to drive business results.
Pay attention to how your clients are using social media
How your clients, prospects and referral partners use the tools available to them should be the primary driver of your social strategy. What should drive you as a professional in any social situation is a desire to add value and build relationships.
Content is king (but not why you might think)
We’ve talked a lot about the issues surrounding social network adoption in financial services. We’ve dedicated entire whitepapers to understanding Notice 10-06, or the latest moves by the SEC or state regulators.
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.
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.
What’s the key to social media success? Connecting to active people.
Activity breeds activity. Connecting with a significant number of quality people who are actively using social sites is a sure way to get started down the path to success. Without a network, not much happens.
FINRA Proposes New Content Rules
A few days ago FINRA submitted to the SEC proposed rule changes regarding communications to the public. The goal of the changes is to simplify and consolidate many of the existing rules.
10.5 Reasons to get social now
The last few months has brought a lot of attention to the topic of social media in financial services. While demand has never been greater to deliver social business solutions for this industry, there are still plenty of companies standing on the sidelines.
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.
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?