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 ‘LinkedIn’
LinkedIn Financial Services Summit: Key Themes
Consumers are using social media at a breakneck pace, but the financial services community has not yet caught up with these new social habits. That was a key theme that emerged from today’s LinkedIn Financial Services Summit in New York. Many speakers emphasized that financial services firms need to do a better job of using social technologies to provide the engagement that socially enabled clients now demand.
LinkedIn Financial Advisor Survey: Trends and Opportunities
Financial advisors are using social media more than ever, and they’re winning more business than ever with it. That’s the top-level takeaway from an extensive survey of financial advisors that LinkedIn has just carried out in conjunction with FTI Consulting. The survey findings are being released in connection with the LinkedIn Financial Services Summit underway today in New York City. Later in the day we’ll be reporting more from the Summit—where Socialware CEO Chad Bockius is a presenter—but we wanted to share some of that data with you now.
LinkedIn: Compliance for Financial Professionals
Regulated professionals must be careful to maintain compliance in all of their business communications, whether that means newspaper ads, the telephone, old-fashioned paper letters, or the newest social media platforms. In particular, firms and advisors have to ensure that their use of LinkedIn is compliant.
LinkedIn: Business Hub for the Financial Professional
Our relationship with LinkedIn lets us see the emphasis that they are putting on financial services and on serving the needs of financial professionals. Conversely, our hands-on work providing social media training for the professionals in our client firms gives us detailed information on how they are using LinkedIn to cultivate business.
How to Out-Recruit Your Competition With Social Media
In recent years, social media have become nothing short of necessary tools in the world of recruiting. Ask any recruiter and they’ll likely tell you that LinkedIn is their first destination when searching for new talent. But if you’re worth your weight as a recruiter, you probably already know the value social media in YOUR daily life. But what about the rest of your firm? Are you able to leverage the entire workforce to power world-class recruiting?
2012 Is the Year for Firm-Wide Adoption of Social Media
Disruptive technologies such as social media follow a well-known adoption curve. Author Geoffrey Moore popularized this concept in a book titled Crossing the Chasm, which couldn’t be any more relevant for what we see today in financial services. Social business for financial services has made the leap across the Chasm, and 2012 is the year when we will see the mainstream adopt social.
Financial Advisors Talk Social Media Results
Two weeks ago, I moderated a conference panel in Miami with two financial advisors who had varying degrees of social media experience and expertise. We had a great conversation due in part to the diversity of their business (one with an independent broker dealer and one with a wirehouse) and time working with social media.
IT Forum Addresses Social Media Challenges of CIOs
A few days ago Socialware convened its first IT Forum in New York City. Technology leaders from financial services firms, technology vendors, the social networks, and Socialware itself met to discuss the pressing issues created by the widespread adoption of social media at the enterprise level.
Webinar Series: Four Steps to LinkedIn Success
If you’re a financial advisor, life insurance agent, or other financial professional, you need to be using LinkedIn to build your network and book of business. LinkedIn and Socialware are working together to ensure that financial professionals have the knowledge and tools they need to get the most out of LinkedIn as an effective business platform.
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.