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 ‘Social Media Policy’
LiveOffice and Socialware Partner
We are excited to announce a strategic partnership with LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions. Through this partnership LiveOffice is now able to offer their customers an integrated email, social media compliance & archiving solution.
New Survey Published on Advisor’s Use of Social Media
Last week we unveiled the results of our 2010 Advisor Survey – An Examination of Social Media Use by Financial Advisors across North America. As part of this survey we set out to answer the following questions: What percentage of advisors use social media for business purposes? Are firms taking the necessary steps to support [...]
2010 Recruiting Pitch: “Social networks are open for business”
Whether you are trying to recruit a seasoned advisor with a healthy book of business to join your firm or attracting the best and brightest to enter the profession, you have to differentiate yourself from the pack. (See more on Social Recruiting – value of networks and recent statistics). If I’m an advisor with a [...]
Financial professionals get social, regardless of policy
A recent survey by financial marketing firm LederMark Communications found that most financial services professionals – 85% of those under age 50; 50% of those who are older – are using social media. And many of them – up to 40% — say it’s helping them build their business. Why? LinkedIn and Facebook, the preferred [...]
Webcast: FINRA Conference Recap on Social Media
Last week FINRA held their Annual Conference in Baltimore. One of the most heavily attended sessions was the discussion on social media and Notice 10-06. Here is how FINRA described the session: “This session addresses supervision of social media, including third-party networks, firm sponsored communities and blogs. Industry panelists discuss FINRA Regulatory Notice 10-06, what [...]
When will we learn? Enterprises are getting social.
Access to social media at work continues to be a hot topic. A recent article – like many others – underscores the challenges and victories that can come from blurring the lines between personal and business. “It’s the dumbest policy in the world to block your employees from going to social media sites,” said Mark [...]
An Up-Close Look at FINRA’s Guidance on Social Media Webinar
Join Socialware, FINRA, BD Week, IA Watch and others this Tuesday for a new webinar: An Up-Close Look at FINRA’s Guidance on Social Media: Practical Tips to Comply Important guidance that FINRA issued this year can affect your firm in a big way when it comes to the use of social networking sites, whether you’re [...]
Center for Due Diligence Interview
In preparation for the CFDD’s New Age Marketing Advisor Conference I did a short interview which you can hear below. // Some of the topics discussed were: – Implications and questions of FINRA Notice 10-06 for financial advisors. – Whether or not financial advisors will get value out of social networks. – How you should [...]
LinkedIn Compliance Self-Assessment – Are you at Risk?
In the last few months we’ve heard a common refrain from financial industry professionals regarding LinkedIn. Things like: “We aren’t allowed to use social networks but we can use LinkedIn” “Our firm allows us to use LinkedIn but the activity isn’t monitored” “LinkedIn doesn’t fall under Notice 10-06” “We prohibit use, and our employees follow [...]
Smarsh and Socialware Partner
We are very excited to announce a new partnership with Smarsh, a managed-service leader in email archiving and compliance solutions. Together with Socialware, Smarsh can now offer an integrated solution for messaging and social media compliance. Some of you reading this may wonder, what does email archiving have to do with social media? As it [...]