The Socially Savvy Advisor: Compliant Social Media for the Financial Industry - Couverture rigide

Openshaw, Jennifer

Couverture rigide

ISBN 10 : 1118959078 ISBN 13 : 9781118959077

Editeur : John Wiley & Sons Inc, 2015

A propos du livre

Présentation de l'éditeur :

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.

Quatrième de couverture :

From the Foreword

"The Socially Savvy Advisor is a comprehensive guide to our social ecosystem and regulatory landscape. It provides pragmatic advice and how–to tips that can transform your social marketing efforts from being a tangential business strategy to a decisive game changer."
Jennifer Grazel, Global Head of Category Development, Financial Services, LinkedIn

Praise for The Socially Savvy Advisor

"From selecting the right social media platform for your business and creating a social media policy, to creating content and measuring ROI, The Socially Savvy Advisor is a helpful resource for anyone in financial services."
Leslie Marshall, Director, Social Media, Morningstar Inc.

"The best book on social media for any leader in the financial industry from CEO and CCO to CMO and others hands down."
Douglas G. Preston, SVP, Compliance Executive

"Plenty of pundits have opinions about how to use social media these days, but it′s rare to find an expert who can lay out the pros and cons of using LinkedIn, Twitter and Facebook in the financial industry. Jennifer Openshaw takes a step–by–step look at the benefits of online marketing for financial professionals, but she also digs into the risks and examines the challenges of managing social media compliantly in a fast–changing regulatory environment. A great read for advisors."
Joyce Hanson, Technology Reporter, InvestmentNews

À propos de cette édition

• Éditeur: John Wiley & Sons Inc
• Date d'édition: 2015
• ISBN 10: 1118959078
• ISBN 13: 9781118959077
• Reliure: Relié
• Nombre de pages: 368