Expert Talk: Challenges of Embracing Social Media in FinServ

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Expert Talk: Challenges of Embracing Social Media in FinServRegulation, Social Media for Finance

by Taranita Costales on January 29, 2015

Compliance is no longer an excuse to avoid social media. It’s about taking the time to learn and get used to it.” – Courtney McQuade, Forward (@CourtMcQuade, @ForwardInv) It’s important to remember that social needs to be owned by the many but guided by the few within an organization.” – Vivienne Hsu, Cognito (@Viv_Hsu, @CognitoPR) As a …

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LinkedIn Yields Next-Gen Wealth Transfer Clients For Advisors

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LinkedIn Yields Next-Gen Wealth Transfer Clients For AdvisorsSocial Media for Finance

by ThinkAdvisor on December 17, 2014

Financial advisors using social media can significantly boost their business using LinkedIn, as the National Bank of Canada found in a recent pilot project. In fact, the bank says it had a 400% return on its social media investment, which allowed its wholesalers to train 500 investment advisors targeting next-generation clients over a 10-month period. …

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Building a Social Media Brand in Financial Services — Interview with Tash Elwyn

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Building a Social Media Brand in Financial Services — Interview with Tash ElwynSocial Media for Finance, Wealth Management

by Business2Community on November 13, 2014

I first became aware of Tash Elwyn early in 2014. He’s the president of the Raymond James & Associate’s Private Client Group. I was working on an article about business leaders that had embraced social networking in financial services when I came across this Wall Street Journal article and quote from Tash Elwyn: “Having a …

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Top 3 Reasons Why Financial Advisors Should Use LinkedIn

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Top 3 Reasons Why Financial Advisors Should Use LinkedInSocial Media for Finance, Wealth Management

by Business2Community on October 28, 2014

Are you competitive? How are you creating your competitive edge? Would you say that you are the leader of the pack? Beating out your competition? When was the last time you thought about it? One of my favorite types of professionals to work with is the financial advisor. Why? They understand that in order to …

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3 Steps of Social Evolution at Every Fund Firm

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3 Steps of Social Evolution at Every Fund FirmFund Marketing, Social Media for Finance

by Taranita Costales on October 23, 2014

Recently, I attended one of Hootsuite’s informative webinars on social media and financial services, “Investing in Social: Wealth Management in the Social Era.” Hootsuite, alongside the VP of Social Media at Legg Mason, Courtney Fischback, addressed the top challenges of social business in finance and the benefits from being social wealth mangers. Some shocking stats …

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7 Lessons For Training Financial Advisors To Use Social Media

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7 Lessons For Training Financial Advisors To Use Social MediaSocial Media for Finance, Wealth Management

by Forbes on October 1, 2014

The “number one barrier to success on LinkedIn is lack of education and awareness of what’s possible,” according to Brian Tietje, formerly of LinkedIn and now Vice President Sales RockTech. Tietje recently moderated a panel, “Training Employees To Use Social The Right Way,” at Social Media and Compliance (SMAC) conference organized by Financial Technologies Forum. …

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