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Why Financial Advisers Need to Use Social Media. If you’ve sat in on just about any presentation on retaining the heirs of wealthy clients, you will have heard the warnings — the ones along the lines that more than 90% of heirs change advisers soon after receiving their inheritance.

Why Financial Advisers Need to Use Social Media

In fact, I’ve seen that number go as high as 98%. In other words, just 2% of children keep their inheritances with their parents’ financial adviser. Most people would find that statement disconcerting. But not April Rudin, founder and CEO of the Rudin Group. The FCAs Final Guidance on Social Media. FG15/4 - Social media and customer communications: The FCA’s supervisory approach to financial promotions in social media. FCA sur Twitter : "Tracey McDermott, Director of Supervision and Authorisations on our #socialmedia guidance… #smfca...

37 Facts About The Best Institutions Using Social Media. Soundbites: Bridget Greenwood on Social Media. Derek Bradley, CEO, Panacea Adviser & Sim Sangha, Business Development Director Sammedia Limited Following on from our successful Social Media even in June, Panacea Adviser has teamed up with ThoughtLeadership Live and Sammedia to produce a FREE ‘Bento for One’ webcast to support and educate advisers on Social Media.

Soundbites: Bridget Greenwood on Social Media

Increasingly we are all managing certain aspects of our lives on the internet; from socialising, shopping, seeking professional services to generally interacting. However the financial services industry is slow to capitalise on these changing trends. This webinar will look at the evidence of digital behaviours amongst baby boomers, generation X clients and the millenials and how they wish to interact with their wealth managers of the future. We will explore how usage of digital forms of communication is highest amongst higher net worth individuals and some examples of innovation in financial services, which unsurprisingly attempts to disintermediate the adviser.

10 social media do's and don'ts for advisers. 1.

10 social media do's and don'ts for advisers

Do: Invest in Social Media Existing on social media is no longer an optional exercise; it's a requirement to legitimatize your firm in the digital world. As financial services social media guru Michael Kitces says, “I am not giving anyone my life savings before I type their name into Google to make sure they weren't Madoff's lesser-known partner. An adviser's LinkedIn profile establishes this.” Having an up-to-date LinkedIn profile is as important as having a website or a business card today. LinkedIn is the top social network for advisers because it's the #1 business networking site in the world, with one out of every three professionals on Earth owning a profile. 2.

Tesco Clubcard creators want to get fans closer to Rihanna and Justin Bieber. “People like to belong and follow things that they love,” says Dunn, 56.

Tesco Clubcard creators want to get fans closer to Rihanna and Justin Bieber

“They like to belong to communities. It’s a sort of tribal instinct we all have. “If you’re a cycling fan, football supporter, music aficionado or politics buff, you tend to follow certain people. We’ve done research and found that there are about 160,000 ‘stars’ of any significance in the world, including brands and celebrities. #SocialMedia #FinServ #Innovation. Learn About Financial Social Media Marketing with @BridgetFSM at #SMPRMeetup. By Rob | 16 Apr 2014, 10:30am | Category: SMPRMeetup The next #SMPRMeetup is just around the corner and next Wednesday -- April 23rd -- we have a real treat.

Learn About Financial Social Media Marketing with @BridgetFSM at #SMPRMeetup

Bridget Greenwood, or @BridgetFSM on Twitter, is going to guide us through the pitfalls of doing social media marketing in the finance industry. Finance and social are not natural bed fellows. Banker bashing, tax avoidance, bonuses and all that have put a lot of those involved in finance off social. Bridget, however, has spent the last few years advising her clients, big and small, on how to get something out of social. Once again it should be an enjoyable evening. For more details take a look at the meetup group. Navigating Financial Social Media Marketing With @BridgetFSM - StatusPeople Social Media Marketing & PR Meetup #SMPRMeetup (London, England.

What are the key benefits of having a company social media policy? Your company’s social media policy sets the tone and guidelines for social media use within your firm.

What are the key benefits of having a company social media policy?

The first benefit of having a social media policy is that you put time and effort in deciding what you don’t and do want your social media to reflect about your company. There are several different approaches you can take when creating a social media policy. Aim to make the policy specific and relevant to your firm. Are financial service online communities effective? Online communities are a powerful tool.

Are financial service online communities effective?

Get the strategy right and they can help to generate a major success story: get them wrong, and they fade into insignificance, if you are lucky! Historically, social media was seen as an anathema to businesses like banks. Thankfully such narrow minded thinking is a thing of the past, but some businesses have gone too far in the other direction. Excesses are dangerous. If a financial organisation is excessively insular it looks out of touch, whereas by going to the other extreme, and jumping on every social media trend available, banks risk being seen like the deeply embarrassing parent dancing to the latest youth anthem.

Rob Cottingham captures this phenomenon well in the attached comic strip. In the most recent Mapa Credit Card Dashboard update we recorded the demise of First Direct's Little Black Book. The most successful way to exploit this opportunity for sales is to develop a number of groups and or sub-groups within the main online community. Web and Social Media Trends - Conversations That Matter. Dumb Marketing Question #1 - Does Social Media Work? - Sticky Marketing Club. As ‘Social Media’ has become too big to ignore, most companies are dabbling with it in some way.

Dumb Marketing Question #1 - Does Social Media Work? - Sticky Marketing Club

Of course, there are businesses that take Social Media extremely seriously. Meanwhile, others are merely dipping their ‘toe in the water’. Simply Measured. Tweetping. MOOCs: Top 10 Sites for Free Education With Elite Universities. MOOC stands for Massive Open Online Courses.

MOOCs: Top 10 Sites for Free Education With Elite Universities

Although there has been access to free online courses on the Internet for years, the quality and quantity of courses has changed. Online Reputation, Personal Branding. BrandYourself: Control Your Google Results at How to Make Sure Your Website Passes the Dreaded Blink Test. Visitors judge the value of your website in a matter of seconds.

How to Make Sure Your Website Passes the Dreaded Blink Test

Hours and hours of hard work are distilled into one glance, when they decide whether or not your website is worth their time. This, of course, is what we marketers call "The Blink Test," and it refers to the commonly accepted 3-5 seconds during which a visitor lands on your website, judges it, and decides if they want to stay there and do something, or abandon ship. You need to grab attention, get your message across, and spark interest in your viewers ... all within just a few seconds. Facebook Graph Search Could Be Its Greatest Innovation. If you ever used it, you know Facebook Search barely counts as such.

It’s absolutely awful. As of Tuesday, however, it’s about to go from zero to hero. To understand how fundamentally better Facebook’s new Graph Search will be, just spend five minutes using the current excuse of a search engine. Yes, that’s right, it stinks. 20 Changes Facebook Made In 2012 That Impacted Marketers. By Ryan Cohn on Jan 08, 2013 Facebook was all about refinement in 2012. Faced with the question of how to provide high quality, personalized experiences to a growing number of active users, the social network reworked a variety of its products and systems for increased efficiency, revenue and a stronger image. Facebook Growth in 2012 Facebook’s 2012 was filled with growth. According to their third quarter earnings report, Facebook totaled 1.01 billion monthly active users as of September 30, 2012, an increase of 26% year-over-year.

While Asia and South America are leading Facebook’s growth, North America is holding its own. 189 million users are based in the United States or Canada, and 69.8% of Facebook’s US/Canadian users visit the site every day. Also, 300,000 local businesses currently use Facebook, and the average American Facebook user is worth roughly $13.10/year to the network, an increase of nearly $2 over 2011. Facebook News Feed 1. How to write great headlines in 55 characters or less. This approximates the length of a 55 character headline. (minus the period) That’s how much space you have to tell part of a story intriguing enough to convince a reader to open your email, read your press release, or tap on a story on their mobile phone.

How do you cram that much goodness into so small a space? Start with the 4U rule recommended by the American Writers and Artists Association: A headline should be unique. Revolutionary study: We prove that tweets do affect rankings. Key Stats. How to Convert Blog Readers Into Customers. Barometer - Financial Social Media. Sales Force Effectiveness Blog. Please complete a short survey for Jason. Piktochart. Libel Case That Snared BBC Widens to Twitter. 10 Fun Tools To Easily Make Your Own Infographics. People love to learn by examining visual representations of data. That’s been proven time and time again by the popularity of both infographics and Pinterest. So what if you could make your own infographics ?

What would you make it of? It’s actually easier than you think… even if you have zero design skills whatsoever. Below are my two favorite infographic-making web 2.0 tools that I highly recommend. Click the name of each tool to learn more! One of the more popular ways to discover infographics, actually just launched a design overhaul of their website. The Easy Way to Run Facebook Competitions. The Ultimate Cheat Sheet for Mastering LinkedIn. With more than 347 million users, LinkedIn is the most popular social network for professionals as well as one of the top social networks overall.

Map of BridgetFSM. Socialbakers ❶ Social media (Facebook, Twitter…) marketing, statistics & monitoring - Socialbakers. Flipboard. Three lessons social marketers can learn from email marketers. Top 10 Brands With Highest Social Media Engagement This Week [INFOGRAPHIC] Get up to 1,000 twitter followers. Hello! You wouldn’t be here unless you wanted to get more twitter followers.

Presumably you have done the usual following to the limits, signing up for twiends to follow people for points etc. ASMALLWORLD. Online Presentation Tools. 12SMFS_llsmc_tweets. The 10 Commandments for Giving a Perfect Presentation. 72 Fascinating Social Media Marketing Facts and Statistics for 2012.

MLM Social Media

Google Longtail Infographic: How Google Killed the Long Tail of Search Keywords. Car Dealership Challenges You to Tweet Your Way to a New Audi. 33 Things to Ask Before Hitting Publish. The Future of Streams: Twitter Looms As Biggest Obstacle. One of the five reasons why Web publishing is changing is the emergence of streams of information. In other words, a constant flow of information ordered chronologically and (ideally) topically too. In the near future, the theory goes, it won't matter where you enter content - a blog platform, Facebook, Twitter, Tumblr, etcetera - because all of it will be accessible to other people as a stream. Old Friends. 13 Idea-Starters for Stuck Bloggers. Social Plugins.

Introducing the Recommendations Bar. Today we're launching the Recommendations Bar, a new social plug-in that helps people find articles based on what their friends like and share from your site. As a person reads an article, a small pop-up surfaces at the bottom of the screen highlighting recommended articles and prompting them to like the page. Recommendations are based on content that friends have explicitly liked and shared in your app or website. Just as how the Like button works now, when a person likes an article using the Recommendations Bar, a story is published back to their timeline and friends’ news feed.

Face blurring: when footage requires anonymity.