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Wed, Feb 29 2012 14:14:09

Social Media in Wealth Management Leadership Forum

2/23/12: Wealth management firms need to enable their advisors to connect with clients through social media. In doing so, they face a number of challenges including technology, compliance, and marketing.

  1. miandrea
    Mireille Andrea@miandrea
    #bdi1 thanks to @BDIonline, todays speakers and audience for a thoughtful and informative forum. @arielSPAT @Belbey
    Thu, Feb 23 2012 10:25:20
  2. claudiah00
    Claudia Hernandez@claudiah00
    #bdi1 mobilizing advocacy through customer survey 'in the moment' that then goes social.
    Thu, Feb 23 2012 08:26:11
  3. MargaretMolloy
    Margaret Molloy@MargaretMolloy
    Advocacy is the New Marketing. #bdi1 @empathicaCEM
    Thu, Feb 23 2012 08:20:10
  4. On stage now Bill Dunn @EmpathicaCEM talks social media advocacy on #bdi1 stage http://pic.twitter.com/DwtdYgkn
    Joyce Sullivan@JoyceMSullivan
    ·
    Thu, Feb 23 2012 08:18:54
  5. miandrea
    Mireille Andrea@miandrea
    #bdi1 If compliance/legal is the SM road block at your org, take time to educate them, include in meetings and policy and include IT as well
    Thu, Feb 23 2012 08:17:29
  6. More great tips for the financial services industry.. By David Chung #bdi1 http://pic.twitter.com/9qk5g2pP
    Rich LoPresti@RichLoPresti
    ·
    Thu, Feb 23 2012 08:14:58
  7. Ah yes! The #FINRA 1006 and 1139 regs for social media in #FinServ @TheatreDave takes the #bdi1 crowd through it http://pic.twitter.com/fDbr0627
    Joyce Sullivan@JoyceMSullivan
    ·
    Thu, Feb 23 2012 07:58:43
  8. David_Dreyfuss
    David Dreyfuss@David_Dreyfuss
    getting update on social media and wealth management at BDI event - very helpful #bdi1
    Thu, Feb 23 2012 07:54:43
  9. Do you know the answer?"So, what's a tweet" > find out as you build your social media strategy for #FinServ #BDI1 http://pic.twitter.com/xEbkfse4
    SocMediaFin Inc@SocMediaFin
    ·
    Thu, Feb 23 2012 07:52:10
  10. RichLoPresti
    Rich LoPresti@RichLoPresti
    To add to @belbey's gr8 linkedin strategy at #BDI1 here is a relevant article I wrote about social prospecting recommendedadvisor.com/social-communi…
    Thu, Feb 23 2012 07:46:40
  11. miandrea
    Mireille Andrea@miandrea
    #bdi1 Some Fin svcs firms are managing social media compliance by blocking re-tweeting and "likes." Forces original content!
    Thu, Feb 23 2012 07:46:37
  12. TheRudinGroup
    April Rudin@TheRudinGroup
    For those here who are interested, here is a report on #socialmedia in #HongKong: huff.to/zzHSRY #bdi1
    Thu, Feb 23 2012 07:46:13
  13. JoyceMSullivan
    Joyce Sullivan@JoyceMSullivan
    so true! > RT @MargaretMolloy: In Social Media we are a Tribe, we click... a risk to mitigate @belbey #Bdi1
    Thu, Feb 23 2012 07:39:37
  14. MargaretMolloy
    Margaret Molloy@MargaretMolloy
    Key RT @miandrea: #bdi1 with social media, every employee is the face of your business. @Belbey
    Thu, Feb 23 2012 07:39:03
  15. claudiah00
    Claudia Hernandez@claudiah00
    #bdi1 risks of using social media and web 2.0 pay attention to: data leakage, incoming threats, compliance and ediscovery, user behavior.
    Thu, Feb 23 2012 07:38:36
  16. TheRudinGroup
    April Rudin@TheRudinGroup
    Firm's curve RT @miandrea: #bdi1 4 points on the SM Maturity Curve: Pre-consideration, early consideration, early adopters, early majority.
    Thu, Feb 23 2012 07:34:57
  17. claudiah00
    Claudia Hernandez@claudiah00
    #bdi1 'listening is key, watching connections who matter'
    Thu, Feb 23 2012 07:34:00
  18. claudiah00
    Claudia Hernandez@claudiah00
    #bdi1 Joanna B case study: Raymond James 1000 FA's in 3 weeks. Wow!
    Thu, Feb 23 2012 07:30:29
  19. Go @belbey! Watching financial presentation at #bdi1 http://pic.twitter.com/jVuuEFkF
    Rich LoPresti@RichLoPresti
    ·
    Thu, Feb 23 2012 07:24:30
  20. CInsight
    Corporate Insight@CInsight
    Additional information on our upcoming Social Media Leaders Report: corporateinsight.com/research/speci… #BDI1
    Thu, Feb 23 2012 07:20:48
  21. SocMediaFin
    SocMediaFin Inc@SocMediaFin
    Important #sm success factor for #finserv @jenEdowd of @followMFS "Bring compliance / legal into social media conversation early on" #BDI1
    Thu, Feb 23 2012 07:07:05
  22. kieranhannon
    Kieran Hannon@kieranhannon
    Discovery is critical via #recsys engine RT @MargaretMolloy: Big Theme at #BDI1. It's all abt relevant #content.
    Thu, Feb 23 2012 07:03:11
  23. Excellent insights today at #bdi1 event Social Media in Wealth Management. Big crowd! http://pic.twitter.com/FMyOcuoD
    SocMediaFin Inc@SocMediaFin
    ·
    Thu, Feb 23 2012 07:00:58
  24. miandrea
    Mireille Andrea@miandrea
    #bdi1 Financial svcs industry is second largest user of LinkedIn.
    Thu, Feb 23 2012 06:58:59
  25. TheRudinGroup
    April Rudin@TheRudinGroup
    FA's are quants! ROI + analytics will drive their interest + adoption! @BDIonline #BdI Conference #wealthmanagement + #socialmedia
    Thu, Feb 23 2012 06:57:13

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Steve E & Jennifer R.

Business Development Institute's (BDI) Steve Etzler, founder/CEO and Maria Feola-Magro, Director of Events. Producers of conferences for marketers & communicators.

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