From the Inside Flap
Social media platforms have transformed investor habits and expectations. Investors are researching opportunities online and sharing thoughts and exchanging ideas about financial products and services. Today's tech-wise investors expect their financial advisors to be similarly engaged.
The Socially Savvy Advisor is the complete guide to creating an effective social media strategy without breaking the rules or causing conflicts with regulators. Written by industry leader Jennifer Openshaw, the text and companion website combine marketing basics with FINRA and SEC guidelines to give financial advisors and other professionals the confidence to create an effective social media campaign specifically designed for the finance and investing world.
With a laser-like focus on compliance, the author addresses the top social media challenges, dispels common myths, and outlines the most effective methods and techniques. To help advisors keep current with the most popular social media trends, Openshaw shows how to work with the business-oriented network LinkedIn to leverage existing relationships. She also explains how Facebook offers advisors an opportunity to track important events that have financial implications in the lives of their clients. And Twitter gives advisors a quick way to reach and educate influencers and investors. Read this book and you'll have the tools to deal with emerging social platforms into the future.
The Socially Savvy Advisor is filled with contributions from executives at industry leaders such as Charles Schwab, Citibank, and others to provide an insider's perspective. By tapping into these top performers' insights and experiences, advisors can learn to harness the power of social media to strengthen their client bases and increase their business prospects.
To get the most from this resource, The Socially Savvy Advisor's website features videos, Q & As, tutorials, regulatory guidelines, and a social media policy template.
JENNIFER OPENSHAW, a nationally known leader in wealth management and consumer advocacy, has observed first-hand how technology is rapidly changing the financial industry. She has advised Fortune 500 firms, including Microsoft, on technology, social media, and communications, and writes a column on consumer investing and tech tools for MarketWatch and the LinkedIn Influencer program. She was named among the 25 Rising Stars of the Internet for her work as founder and CEO of Women's Financial
Network, a pioneer in serving women investors online, and later sold the business to Wall Street legend Muriel Siebert. Jennifer has held senior positions at Bank of America, Wilshire Associates, and BankOne, and has been an executive of several social networking platforms geared toward investors. She has appeared on Oprah, Dr. Phil, CNN, and Fox and speaks nationwide. She lives in Connecticut with her husband and two daughters.
Contact the author at LinkedIn/in/jenopenshaw or info@sociallysavvyadvisor.com. Written with:
STUART FROSS, partner, Foley & Lardner, former general counsel, Fidelity International.
AMY McILWAIN, president, Financial Social Media.
