The Socially Savvy Advisor

The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for theFinancial Industry is the complete guide to creating aneffective social media strategy without breaking the big rules.Written by an industry specialist Jennifer Openshaw, alongsideStuart Fross, Fidelity International's former general counsel, andAmy McIlwain, president of Financial Social Media, this book mergesmarketing basics with FINRA and SEC guidelines to help readerscreate an effective social media campaign specifically for thefinance and investing world. Contributions from industry leaders atCharles Schwab, Citibank, and others provide inside perspective andexperience so readers can tap into a new audience. With a focus oncompliance, the book clears common hurdles while dispelling mythsand outlining effective methods and techniques. Readers also gainaccess 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 solopractitioners to large asset managers, everyone's consumed by how,when, and where to use this new and powerful medium--butguidance is hard to find. The Socially Savvy Advisor coversthe entire issue, from platform, to content, to what not todo. * Best practices in using social media for advisors andcompliance officers * Planning for the regulators, vs. failing to plan * Challenges with LinkedIn, Facebook, Twitter and other socialplatforms * Elements of a good social media policy * Managing the top issues related to marketing and businessdevelopment, engagement, and compliance With the right plan and the proper technique, social mediamarketing can dramatically improve client outreach and retention.The Socially Savvy Advisor provides the expert insight,tools, and guidance that shape a robust, effective strategy.