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 ‘Socialware’
Helping State and Local Government Agencies Get Social
Our very own Chris Richter was recently interviewed on Federal News Radio 1500. The topic was social networking use at state and local government agencies, how to protect the agencies infrastructure and how to ensure compliance with laws, such as the Freedom of Information Act. Some of the questions answered in the interview are: – [...]
Social Networking: Going Online Without Crossing the Line (Research Magazine Cover Story)
In the March edition of Research Magazine they take a detailed look at the challenges financial advisors face in dealing with social networking sites like Facebook, Twitter and LinkedIn. As they point out “Some have blocked access to networking websites from advisor workstations. At least one broker-dealer requires new hires to delete their LinkedIn profile [...]
New research report on the use of social at work
Every day we are flooded with statistics about social media use, companies defining policies, companies blocking access and even companies forcing employees to delete their LinkedIn account. Well today is no different. Manpower, a world leader in the employment services, released a report that surveyed over 7,700 business in the Asia-Pacific region. Their findings are [...]
Real world advice for independent advisors, an interview with Kristen Luke
Kristen Luke, from Wealth Management Marketing, was gracious enough to spend some time talking through her work with independent investment advisors and financial planners. We specifically discussed social networking, what’s holding her clients back and how they are dealing with SEC and FINRA compliance issues. 1. Tell me a little about your background and Wealth [...]
FINRA Webinar: Compliance Considerations for Social Networking Sites
If you happened to miss it, FINRA hosted the Social Networking Compliance webinar this afternoon. Here is a summary from their site on what was scheduled to be discussed: “This webinar covers compliance and regulatory considerations when using social networking sites to communicate firm business. With the advent of Facebook, LinkedIn, MySpace and Twitter, business [...]
Straight to the point interview on Blogtalkradio
I had the pleasure of talking with Jeff Majka on Blogtalkradio this afternoon. Jeff is the Director of Marketing and Business Development for Strategic Communications Group, a nationally recognized public relations agency that develops and executes integrated PR and business development strategies for technology companies. He also runs Straight To The Point, a podcast focused [...]
Just released: Companion Guide to FINRA Social Networking Compliance
Yesterday FINRA surprised everyone by releasing Regulatory Notice 10-06, titled “Social Media Web Sites – Guidance on Blogs and Social Networking Web Sites.” Since September of 2009, FINRA created and has been working with a Social Networking Task Force to discuss “how firms and registered representatives could use social sites for legitimate business purposes in [...]
When is a social media policy not enough?
As more and more companies race to adopt social technologies they inevitably ask the question, “what should our policy be?” Depending on the industry and the company you will find a wide range of policies. Some are a few paragraphs and some are literally pages long. If you are looking for some examples here is [...]
Socialware featured in the Austin Business Journal
Staff writer Christopher Calnan just published a profile piece on Socialware and the need for Social Middleware. The article gives an overview of the company, the problems we are solving in the social space, background on our funding and a perspective from the industry. On that front here are a few of my favorite quotes: [...]
Top 5 predictions for social in 2010
ReadWriteWeb recently released a great post on their predictions for 2010. It is a long list and definitely worth a read. I thought I would share my own personal top 5 list distilled down from all the great insights they had to share. #5 “A new social network will rise to join the big ones. [...]