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The Socially Savvy Advisor + Website: Compliant Social Media for the Financial Industry (Hardback)

Jennifer Openshaw, Amy McIlwain, Stuart Fross

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ISBN 10: 1118959078 / ISBN 13: 9781118959077
Edité par John Wiley Sons Inc, United States, 2015
Neuf(s) Etat : New Couverture rigide
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A propos de cet article

Language: English . Brand New Book. The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International s former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access to a website featuring videos, Q As, tutorials, Slideshare, and a social media policy template. Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone s consumed by how, when, and where to use this new and powerful medium but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. * Best practices in using social media for advisors and compliance officers * Planning for the regulators, vs. failing to plan * Challenges with LinkedIn, Facebook, Twitter and other social platforms * Elements of a good social media policy * Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy. N° de réf. du libraire AAH9781118959077

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Détails bibliographiques

Titre : The Socially Savvy Advisor + Website: ...

Éditeur : John Wiley Sons Inc, United States

Date d'édition : 2015

Reliure : Hardback

Etat du livre :New

Edition : 1. Auflage.

A propos de ce titre

Synopsis :

The social media marketing bible for the financial industry

The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access to a website featuring videos, Q & As, tutorials, Slideshare, and a social media policy template.

Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do.

  • Best practices in using social media for advisors and compliance officers
  • Planning for the regulators, vs. failing to plan
  • Challenges with LinkedIn, Facebook, Twitter and other social platforms
  • Elements of a good social media policy
  • Managing the top issues related to marketing and business development, engagement, and compliance

With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy.

From the Inside Flap:

Social media platforms have transformed investor habits and expectations. Investors are researching opportunities online and sharing thoughts and exchanging ideas about financial products and services. Today's tech-wise investors expect their financial advisors to be similarly engaged.

The Socially Savvy Advisor is the complete guide to creating an effective social media strategy without breaking the rules or causing conflicts with regulators. Written by industry leader Jennifer Openshaw, the text and companion website combine marketing basics with FINRA and SEC guidelines to give financial advisors and other professionals the confidence to create an effective social media campaign specifically designed for the finance and investing world.

With a laser-like focus on compliance, the author addresses the top social media challenges, dispels common myths, and outlines the most effective methods and techniques. To help advisors keep current with the most popular social media trends, Openshaw shows how to work with the business-oriented network LinkedIn to leverage existing relationships. She also explains how Facebook offers advisors an opportunity to track important events that have financial implications in the lives of their clients. And Twitter gives advisors a quick way to reach and educate influencers and investors. Read this book and you'll have the tools to deal with emerging social platforms into the future.

The Socially Savvy Advisor is filled with contributions from executives at industry leaders such as Charles Schwab, Citibank, and others to provide an insider's perspective. By tapping into these top performers' insights and experiences, advisors can learn to harness the power of social media to strengthen their client bases and increase their business prospects.

To get the most from this resource, The Socially Savvy Advisor's website features videos, Q & As, tutorials, regulatory guidelines, and a social media policy template.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

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Orders usually ship within 1-2 business days. Domestic Shipments are sent by Royal Mail, and International by Priority Airmail. We are happy to accept returns up to 30 days from purchase. Please contact the seller directly if you wish to return an order.

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