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 ‘Financial Advisors’
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.
2012 Predictions for Social Media in Financial Services
Last week I sat down with Socialware CEO Chad Bockius for our 2012 Predictions webinar, in which we discussed the social media trends he sees emerging in financial services. Now you can listen to the archive of the webinar to hear why Chad thinks that this is the year when social business gets personal, along with his specific predictions for consumers, financial advisors, regulators, and enterprises.
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.
FINRA Opens Door for Social Media with New Rules
FINRA has modified its approach to social media messages by financial advisors, proposing to narrow the categories of messages that require post-use filing. This should help both advisors and their firms embrace social media with less worry about compliance burdens.
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.
The 80/20 Rule Applies to Social Media Users Too
Today’s top advisors will not be tomorrow’s top 20%. Social media technologies are a disruptive force that will shift the balance of power much quicker than people expect. If you are starting now, you have an advantage that you might not see again in your lifetime.
Using Your Social Media Presence as a Defensive Strategy
If you knew your clients were going to be in a room packed with financial advisors there is no way you would miss that party. How are social networks like LinkedIn, Facebook and Twitter any different than such a party? The truth is there is no difference and you need to be there to protect your business.
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.
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.