The Socially Savvy Advisor

Compliant Social Media for the Financial Industry

Business & Finance, Finance & Investing, Finance
Cover of the book The Socially Savvy Advisor by Jennifer Openshaw, Amy McIlwain, Stuart Fross, Wiley
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Jennifer Openshaw, Amy McIlwain, Stuart Fross ISBN: 9781118959084
Publisher: Wiley Publication: November 13, 2014
Imprint: Wiley Language: English
Author: Jennifer Openshaw, Amy McIlwain, Stuart Fross
ISBN: 9781118959084
Publisher: Wiley
Publication: November 13, 2014
Imprint: Wiley
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

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.

More books from Wiley

Cover of the book Knowledge of Life Today by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Principles of Assessment and Outcome Measurement for Occupational Therapists and Physiotherapists by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Hydraulic Fracturing in Earth-rock Fill Dams by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Philosophical Engineering by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Functionalization of Semiconductor Surfaces by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book How To Talk To Absolutely Anyone by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book I Should Be Burnt Out By Now... So How Come I'm Not? by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Electromagnetic Transient Analysis and Novel Protective Relaying Techniques for Power Transformers by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Baugruben by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Aquatic Chemistry by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book A Companion to Public Art by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Atlas of Living Cell Cultures by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Life Skills Activities for Secondary Students with Special Needs by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Managing the Global Workforce by Jennifer Openshaw, Amy McIlwain, Stuart Fross
Cover of the book Media and Morality by Jennifer Openshaw, Amy McIlwain, Stuart Fross
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy