Socialware Blog

Posts Tagged ‘Marketing’

Webinar Series: Four Steps to LinkedIn Success

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.

It’s Not Just Social Media: You Want Social CONNECTION

It’s Not Just Social Media: You Want Social CONNECTION

There’s no way around it—adoption of social media by your firm requires coordination between departments and roles including Marketing, Distribution, Compliance, IT, and more. As marketers, we face a particular challenge to overcome the tendency to treat social networks as merely a new set of publishing mediums, where familiar types of content are distributed to [...]

2012 Predictions for Social Media in Financial Services

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

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.

Financial Firms: Social Media Lessons Shared

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

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.

Social Media- More than Technology

Social Media- More than Technology

More than five years ago when social media was just beginning to take off, companies were starting to ask how it related to their businesses. Early thought leaders included Forrester analysts, Charlene Li (now Altimeter) and Josh Bernoff, and their book, Groundswell. Charlene and Josh often spoke about the need to follow the POST methodology which first considered people, objectives, strategy and then technology. Each component has an important role in effective social media use.

Financial services marketing leaders discuss social media

Financial services marketing leaders discuss social media

We hosted a forum with more than forty of the top marketing leaders in financial services firms from across the country. We met in New York City to discuss the dynamics of using social media for this market.

Utilize Social Media to Build Lasting Relationships

Utilize Social Media to Build Lasting Relationships

Social Media is a valuable medium to build and grow lasting relationships. As you start off, social media may seem foreign, but really it is just another way to communicate with your clients.

Why LinkedIn should be your new homepage

Why LinkedIn should be your new homepage

LinkedIn recently announced their new social news platform for professionals, called LinkedIn Today. This platform is essentially a daily digest of all the information that your network, your peers or your industry is reading right now.