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’
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
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?
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
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.
5 must read social media articles
The news regarding social media, particularly in financial services, continues to surround each of us. In recent weeks, there have been updates on the regulatory front, companies launching enterprise social media programs, tips and best practices shared to navigate the world of social media, and more.
Compliance leaders in financial services – you are not alone!
In an ever-changing landscape where shades of grey define the world facing today’s financial services compliance leaders, how valuable would it be to talk with others in your same position and ask, “What are you doing about this?”
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
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.
Find the Time to Utilize Social Media
Social media isn’t just an additional task. It is an opportunity to build deeper relationships, create new relationships and do it more effectively and efficiently. A key component of your day is still building and maintaining those relationships but how you deliver those touch points has evolved.
Social media ≠ Social business
It seems like you can’t go a day without seeing another story on social networks, social media, social marketing…the list goes on and on.