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Category Archives: Social Media
Ameriprise Taps LinkedIn Connections To Make Advisor Referrals
Six months ago, I wrote a post about companies that are sharing their business data via APIs, and the insights that result when others work with those APIs. In the last few weeks, Ameriprise Financial has unveiled a reverse of that—their financial advisor search engine now uses the LinkedIn API to enable prospective clients to tap their social networks as a means of surfacing an Ameriprise financial advisor.
Ah, here’s where this social data stuff gets interesting.
Relax, Google+ Isn’t Ready For You Either
Google+ business pages are ready, Google+ business pages are ready!
The urgency of the news Monday reached my mostly offline family, prompting two calls and a text to be sure that I’d heard. They probably recalled my response/anxiety right around our Fourth of July fishing trip when Google launched Google+. (As in, “Wait a minute, wait, Google launched a social network? This week? I need to get to the Internet.”)
Where LPL, Morgan Stanley Social Media Plans Diverge
Two Webinars scheduled at the very same time Wednesday afternoon showcased the differences between the approach to social media being taken by one of the largest wirehouse firms and the largest independent broker-dealer. These update some of the differences aired in July when LinkedIn hosted a social media discussion with Morgan Stanley Smith Barney and independent certified financial planner Cathy Curtis.
I make a point of catching as many of these, in real-time or on-demand, as possible. May I say how refreshing it is to see Marketing replacing Compliance as presenters? But at this point, I’m just listening for what’s new to me.
U.S. Asset Managers Not Part Of Global Slowdown In Financial Services Tweeting
“90% of Twitter accounts in financial services are inactive”
Whoa. I read a Visible Banking blog post with that headline yesterday and then tweeted it. But I couldn’t shake the thought—seriously, all this work to get Twitter accounts up and running and then you’re going to let the opportunity go stagnant by not tweeting in a month or more? That was a dreary thought on what was already a dreary October day in Chicago.
Thought Leadership Marketing And SEO’s Role In It
What role does SEO play in your firm’s Marketing? Many companies we work with don’t invest a lot in search engine optimization. But the companies that do tend to swing over to the other extreme—they tend to have a deeper appreciation for how search drives website traffic and, because of this, they invest many of their hopes and dreams into their SEO efforts.
In many cases, that’s not practical. SEO can’t on its own rescue an online presence, and particularly not if an SEO team is siloed. What an organization knows and understands about SEO can be leveraged many times over once the search professionals are mainstreamed with the rest of Marketing, including writers and producers involved in creating content to be marketed and syndicated.
3 Reports To Cite In Your Next Go-Round With The Social Media Skeptics
Three reports surfaced in the last week that may help your “evangelizing” about social media and even the impact of digital communicating in general.
Changes In Advisor Content Consumption
kasina shared some high-level findings of its annual “What Advisors Do Online” research and facilitated a conversation with two marketers—Liesl Leach, JP Morgan head of digital marketing and advertising, and Catherine Heron Carroll, Allianz Global Investors’ senior vice president and director of digital marketing, during an audio Webcast Thursday. Fortunately for us all, the Webcast was made available on demand and I’ve embedded it below.
Why Google+ Might Work For Advisors And Asset Managers
Last week I took part in an Investment News Webinar panel discussion focusing on three of the top social networks for financial advisors (LinkedIn, Facebook and Twitter, which I contributed to drawing on my AdvisorTweets.com perspective).
I didn’t say anything to anybody but as I was participating, I felt a twinge. Do you know the feeling when you’re getting together with old friends and you wonder whether maybe you should have asked a new friend along?
Twitter’s New Image Gallery: A Surprise…And Maybe An Opportunity?
One of the tricky things about participating in social networks is that you have no idea what the network is planning to do with your data next.
We’ve seen that with Facebook’s Beacon initiative which involved Facebook publishing third-party site activity (e.g., products and services bought on other sites) to members’ Facebook profiles, among other examples. And, LinkedIn got busted this summer when it included LinkedIn members’ names and photos in third-party ads, a practice since reversed.
+1 And PDF Tweaks For Boosting Your Search Rankings
I had been planning a post about the importance of updating your social sharing icons to include Google’s +1 button. You’d do this for two reasons:
1. To enable site visitors to share your mutual fund or exchange-traded fund (ETF) content on Google+. You’d be joining the ranks of more than 1 million sites that have added +1 since its introduction in June, according to Google.
What? FINRA Social Media Guidance Limits Co-Branding?
As you likely know by now, FINRA yesterday published Regulatory Notice 11-39 Guidance on Social Networking Websites and Business Communications. This guidance updates Regulatory Notice 10-06 Guidance on Blogs and Social Networking Web Sites.
Many agree with The Wall Street Journal’s characterization that the guidance provides finer points on how firms and FINRA-regulated financial advisors use the site. The consensus is that it doesn’t change any of the already articulated rules.
