Socialware Blog

Posts Tagged ‘Sales’

American Century releases new social media study

American Century releases new social media study

According to the new American Century Investments’ 2011 Financial Professionals Social Media Adoption Study, the number of financial professionals who said regulatory or compliance concerns were a barrier to their social media use dropped to 38% from 47% in last year’s survey.

New Data: Financial Services Loves LinkedIn

New Data: Financial Services Loves LinkedIn

New LinkedIn demographics were shared in January, and they look good for financial users. LinkedIn now claims 101 million members globally, with more than 70% of them between the ages of 25 and 54, and almost 60% of all users being male.

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.

Wealthy investors want to be engaged

Wealthy investors want to be engaged

A May 2010 survey by ByAllAccounts found that advisors to wealthy investors aren’t making the most of these relationships – and lack of communication is the real problem. Here are the actions advisors, and firms, can take to help best serve these (and all) clients.

Surprise! Consumers use social networks for financial decisions

Surprise! Consumers use social networks for financial decisions

Spectrem, a financial research firm and consultant, surveyed 500 financial decision-makers in households with $50,000+ in annual income who spend at least two hours a week on the internet. “Two hours” means that this could be anyone from the recent college grad to your grandfather – in short, virtually anyone. The “Social Media and the [...]

Top 10 social media best practices

Top 10 social media best practices

You can’t go a day without seeing a news article, blog post or tweet about the growth of social media. Many advisors, agents, firms and government agencies have already experienced the power of this new channel while many others are just getting started. In the financial sector, with the recent clarification from FINRA there is [...]

Advisor Spotlight: VitaVie Financial Planning & Social Media

Advisor Spotlight: VitaVie Financial Planning & Social Media

Welcome to the first edition of our Advisor Spotlight. Our goal is to find financial advisors that are successfully using social media to build their business and highlight them here. Ideally we can all learn something from the efforts of these trailblazers as more and more advisors start to take advantage of social media. Kristin [...]

10 reasons you should use social networks for business

10 reasons you should use social networks for business

A while back The Harvard Business Review posted an article titled The Uber-Connected Organization: A Mandate for 2010. In the article they shared details about companies that are still blocking access to social media sites and those that have started to embrace the value these sites can offer. We’ve already shared some stats around companies [...]

Fans are great, connections are better

Fans are great, connections are better

79% of the largest fortune 500 firms “use Twitter, Facebook, YouTube or corporate blogs to communicate with customers and other stakeholders”, according to a study done by PR firm Burson-Marsteller. That number is only increasing. As many companies start to embrace social networking a common first step is to create a Facebook “Fan page” (54% [...]

The Connection Coefficient

The Connection Coefficient

The evolution of the worker has accelerated in recent years. First there were the line workers completing repetitive tasks. Then came the knowledge worker who uses knowledge to be a more productive worker. And today we have the connected worker who uses connections to be more productive. Technology has been evolving at lighting speed in [...]