Socialware Blog

Posts Tagged ‘Facebook’

New Survey Published on Advisor’s Use of Social Media

New Survey Published on Advisor’s Use of Social Media

Last week we unveiled the results of our 2010 Advisor Survey – An Examination of Social Media Use by Financial Advisors across North America. As part of this survey we set out to answer the following questions: What percentage of advisors use social media for business purposes? Are firms taking the necessary steps to support [...]

Social banking, a new trend in 2010

Social banking, a new trend in 2010

More and more banks are finding that reaching online-savvy consumers of all ages takes a variety of new strategies – and most of them are online. In Penny Crosman’s recent article in Bank Systems & Technology, “Channel Innovation: Building Online Relationships,” she explores the variety of new consumers – and how they view banks and [...]

Supercharge LinkedIn and Twitter

Supercharge LinkedIn and Twitter

Most financial services professionals agree – they prefer LinkedIn for business use. But what if you’re missing out on something on Twitter? Recently LinkedIn upgraded its Twitter functionality so now it’s easy to find relevant people to “follow” on Twitter, and track their tweets (and yours) all on LinkedIn. This is important for two key [...]

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 [...]

2010 Recruiting Pitch: “Social networks are open for business”

2010 Recruiting Pitch: “Social networks are open for business”

Whether you are trying to recruit a seasoned advisor with a healthy book of business to join your firm or attracting the best and brightest to enter the profession, you have to differentiate yourself from the pack. (See more on Social Recruiting – value of networks and recent statistics). If I’m an advisor with a [...]

Financial professionals get social, regardless of policy

Financial professionals get social, regardless of policy

A recent survey by financial marketing firm LederMark Communications found that most financial services professionals – 85% of those under age 50; 50% of those who are older – are using social media. And many of them – up to 40% — say it’s helping them build their business. Why? LinkedIn and Facebook, the preferred [...]

Webcast: FINRA Conference Recap on Social Media

Webcast: FINRA Conference Recap on Social Media

Last week FINRA held their Annual Conference in Baltimore. One of the most heavily attended sessions was the discussion on social media and Notice 10-06. Here is how FINRA described the session: “This session addresses supervision of social media, including third-party networks, firm sponsored communities and blogs. Industry panelists discuss FINRA Regulatory Notice 10-06, what [...]

When will we learn? Enterprises are getting social.

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?

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 [...]