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 ‘LIMRA’
Social Media Sales and Distribution: Harnessing New Technology
At the recent LIMRA Distribution conference, social media experts from Socialware joined sales and distribution leaders from the life insurance sector to discuss new ways to harness social and mobile technologies to drive business. We’ve captured some of the key takeaways from the conference — and other observations on the rapidly changing business landscape for financial services in this webinar, now available on demand.
Social Media for RIAs in Massachusetts: The Fourth Castle
Now we have both the SEC and the Commonwealth of Massachusetts issuing guidance for Registered Investment Advisors. We have seen securities regulators, insurance regulators, and now RIA regulators all say the same things: Yes, social media is an exciting new form of communication. Yes, we will apply existing rules to this new technology.
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.
Networking on Social Media
With numerous industry conferences this fall with dedicated conversations about social media, our team is looking forward to many opportunities to speak with future and current customers.
6 Keys to Social Media Compliance
What does it mean to meet the compliance bar for social media use in financial services? While most now know about FINRA 10-06, there are often questions about what it takes to be compliant.
2011- A busy start to the year
The first quarter of 2011 marked more exciting, fast paced updates for the Socialware team and our customers. As we shared a few weeks ago, we had another record quarter as additional financial services firms came on board to leverage the Socialware platform to realize social business opportunities.
SEC Swept Up by Social Media (PART 2)
For Part 2 of our discussion on the SEC social media sweeps letter I’d like to address the following questions that I suspect many of you are asking:
SEC Swept Up by Social Media (PART 1)
There has been a lot of buzz lately about the regulatory happenings in the financial sector. No, this isn’t about Dodd-Frank, this is about Social Media.
Exciting times at Socialware
This was an exceptional week around Socialware and it got me thinking about everything that has happened in the last few months. Here is a quick recap.
LIMRA and Socialware Announce Partnership
We are proud to announce our strategic relationship with LIMRA. LIMRA is a 90 year old, worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness.