Remember, we're human beings and after all isn't that what this social media
thing is all about? Isn't it about connecting people to people? Connecting
people to you, your product, your service, your solution? And what will
happen in the future? It will be about connecting clients to clients where
they will discuss you, your product recommendations, your service standards,
and results of the solutions you recommended.
How will you ever provide this high level of connectivity? Will it come
through B2B, P2P, LinkedIn, Twitter, Facebook, some "killer apps" or F2F
meetings? Finally the correct answer is ALL OF THE ABOVE - IT'S ALL
INTEGRATED! And YOUR's is the FACE of the new emerging integrated approach to
So you're frightened of this new world of connectivity, that's human. You
want things to remain the same, that's human. Before you take the ne... (more)
By D. Bruce Johnston, President & CEO, DBJ Associates
We are pleased to offer our readers an on-demand link to the popular webinar:
“Social Media: Can Advisors Afford to Miss It?”
To hear the latest thinking from the industry leaders in financial services
social media marketing — Fidelity, American Century, Socialware and
Advisolocity — please click the accompanying thumbnail link.
Hear Jennifer Sussman, Director of Online Marketing for American Century
provide highlights from her firm’s recently completed “Financial
Professionals Social Media Adoption Study.”
Next, benefit from ... (more)
That is the title of financial services research firm Corporate Insights
update to their 2008 study on the topic of social media in financial
The attached video interviews Alan Maginn, Senior Analyst, Consulting
Services and asks him to answer these four questions:
How are financial services firms using social media? How are financial
services firms handling customer service in regards to social media? How are
financial services firms using Twitter? How are financial services firms
using Facebook to interact with clients and prospects?
While I appreciate Alan’s comment... (more)
New Media on Ulitzer
Topic A at the recent Securities Industry and Financial Markets Association
Annual Meeting (SIFMA) was what to do about the fastest-growing
communications phenomenon since the invention of the Internet: the explosion
in social networking.
Whenever compliance and communications come together there is sure to be a
tussle and this meeting was no different. Chairman and CEO Rick Ketchum cited
the current policy as “currently constructed, these sites would not permit
you to easily supervise these communications. For that reason, most firms
prohibit their employe... (more)
According to a summary report by Doug Anderson, SVP, Research & Development,
The Nielsen Company, growth will be hard to come by in the coming decade and
there are "Five Key Trends Other Than Aging" at work which will make growth
extremely difficult. DBJ Associates provides questions wealth advisors may
want to ask of themselves in order to benefit from these trends, along with
the answer to: "What'd they miss?"
Growth is found in less-developed world.
By 2030, world population will have grown by around 20%. Only 3.2% of this
growth will come from the more developed world.
In th... (more)