How Can Financial Services Companies Engage with Social Media? Financial services companies and advisors alike have been slow to fully step into the world of social media given the highly regulated nature of their industry. Some, however, are blazing the trail and leveraging the powerful nature of conversational media to help grow their businesses. In this video, you will learn how financial advisors are using social media in their daily business practices and how financial services companies can best engage them in this new platform. Featuring: • Lauren Boyman, Executive Director, Marketing and Client Services at Morgan Stanley Smith Barney • Cathy Curtis, Independent Certified Financial Planner • Jennifer Grazel, Financial Services Category Lead at LinkedIn
Marketing Solutions Webcast: The Emerging Role of Social Media in Financial Services
LinkedIn asked:
Great video showing two very different approaches to financial social media. Unfortunately the financial services industry is hard-wired to expect an ROI in any marketing effort. Whether it’s cold calling, direct mail or seminars- we operate with an expectation that X many calls/mailer/invites will lead to x number of leads, and in turn x number of appointments and x number of clients. Social media doesn’t work that way. It takes time, training and aptitude to get it right. @victorgaxiola
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