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 ‘Insights’
Social Networks – the CRM of the future
Businesses are very familiar with the idea of a CRM (customer relationship management) system. As individuals our CRM system tends to be either our cell phones or our contact list in our email.
Accelerate the creation of your social media policy
Adopting social media can be a daunting task for any business. If you are in a regulated industry the social media mountain is seemingly insurmountable. Many firms get stuck right out of the gates trying to answer the question of “what should our policy be?”
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 [...]
LinkedIn Compliance Self-Assessment – Are you at Risk?
In the last few months we’ve heard a common refrain from financial industry professionals regarding LinkedIn. Things like: “We aren’t allowed to use social networks but we can use LinkedIn” “Our firm allows us to use LinkedIn but the activity isn’t monitored” “LinkedIn doesn’t fall under Notice 10-06” “We prohibit use, and our employees follow [...]
Top social media myths in the financial industry
Financial Marketing and Communications firm Ledermark, recently released a survey on financial services professionals use of Social Media to network and gain business. The findings are interesting and I will quote many of them here. The more interesting part is that it got me thinking about all the social media myths floating around out there [...]
New Twitter Guide Released, Socialware Insights Preview
On the heels of the FINRA Notice 10-06 we created and released a Companion Guide to FINRA/SEC Social Networking Compliance. After over 750 downloads and 6 webinars (and counting) focusing on the topic we knew there was still a major gap in the industry. It wasn’t a technology gap but one of information. We would [...]