Socialware Blog

Posts Tagged ‘Social Media’

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 [...]

How CIOs and Other IT Leaders Can Enable Social Business

How CIOs and Other IT Leaders Can Enable Social Business

Former Salesforce.com CIO Kirsten Wolberg talked about how often CIOs and other IT leaders are “at the nexus of saying ‘No’,” and how refreshing it is to be able to say “Yes” to new initiatives or tools that enable better business outcomes—especially in areas like social.

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.

Proposed FINRA Rule Changes Delayed

Proposed FINRA Rule Changes Delayed

While firms aren’t delaying their move to social in anticipation of these rule changes, it appears we will have to wait to get the official SEC stamp of approval.

Networking on Social Media

Networking on Social Media

With numerous industry conferences this fall with dedicated conversations about social media, our team is looking forward to many opportunities to speak with future and current customers.

What is the real impact of social media for financial advisors?

What is the real impact of social media for financial advisors?

In 2010, the Socialware team conducted a survey of financial advisors to learn more about the use of social media for business, the challenges they faced, and more. We just released the 2011 version of the survey results with even more data.

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.