Socialware Blog

Posts Tagged ‘Prospecting’

LinkedIn Financial Advisor Survey: Trends and Opportunities

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.

2012 Is the Year for Firm-Wide Adoption of Social Media

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.

Why LinkedIn is Important for the Financial Professional

Why LinkedIn is Important for the Financial Professional

LinkedIn is not meant to be a static website. It is a networking tool. Use it as such and you will stand out. Here are three game changing uses of LinkedIn that are sure to produce significant results for you business.

Why Facebook is Important for the Financial Professional

Why Facebook is Important for the Financial Professional

Facebook is much more than a just a website. It is social platform of stellar proportions that has been woven into the very fabric of the web and society as a whole.

Driving ROI with Social Media in a Relationship Business

Driving ROI with Social Media in a Relationship Business

Much of the discussion about the ROI of social media tries to tackle the actual math and articulate some level of expected result. In this post however, we will focus on what drives return on investment for the financial advisor using social media.

Study shows link to social and financial advisor success

Study shows link to social and financial advisor success

A July Pershing study helps confirm that more advisors are using social media and – more significantly – use of social media correlates to a growth in business.