Book [PDF] The Socially Savvy Advisor Download

Author: Jennifer Openshaw
Publisher: John Wiley & Sons
ISBN: 1118959086
Category : Business & Economics
Languages : en
Pages : 368

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Book Description
The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access 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 solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. failing to plan Challenges with LinkedIn, Facebook, Twitter and other social platforms Elements of a good social media policy Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy.

Author: Jennifer Openshaw
Publisher: John Wiley & Sons
ISBN: 1118959078
Category : Business & Economics
Languages : en
Pages : 368

Get Book

Book Description
The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access 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 solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. failing to plan Challenges with LinkedIn, Facebook, Twitter and other social platforms Elements of a good social media policy Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy.

Author: James T. Ellis
Publisher: Different Roads to Learning
ISBN: 9780991040308
Category : Education
Languages : en
Pages : 0

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Book Description
Socially Savvy is designed for all parties -- from educators to the parent -- working with children in planned and naturally occurring opportunities to help develop these essential skills. This manual serves as a resource to make both learning and teaching social skills a fun, rewarding experience.

Author: Cam Marston
Publisher:
ISBN: 9780998262703
Category :
Languages : en
Pages :

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Book Description
There have been big changes in consumers' buying habits, and financial services are no exception, says Cam Marston, a world-renowned expert on generational issues in the marketplace. Understanding clients' age-based points of view is an indispensable soft skill that you can use to establish connections and make sales. New attitudes about investing break down along generational lines and this book is the definitive guide to tailoring financial services and building relationships with clients based on these new generation-specific expectations and experiences. Whole chapters are devoted to each of the four generations - Matures, Baby Boomers, Generation Xers, and Millennials - and their unique approaches to finance and investing. Marston offers detailed guidelines and an arsenal of proven techniques to help the advisor best serve investors of all ages. Through this book, Marston conveys the changing demographics and shifting experiences that are giving many financial advisors anxiety they haven't felt since the Great Recession. But he also shares a path forward.

Author: Sheri Fitts
Publisher:
ISBN: 9781599326825
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
#Connect With Your Clients--Embrace Digital Social media is here to stay, and as a professional in the financial field, you must learn to navigate the digital realm to stay in-step with your clients and potential clients. But there are regulations. Rules. Compliance. How do you remain within the lines to which you are constrained and really rock social media platforms to connect with your target clients and prospects? Social media guru Sheri Fitts reveals the strategies that will empower you to do both. Follow along in DECONSTRUCTING DIGITAL, where Sheri Fitts will provide you with the resources to: -Understand the digital world. -Clarify your messaging. -Communicate with a new generation of financial clients. -Learn how to make social media work for you.

Author: Judith Ré
Publisher: Pocket Books
ISBN: 9780671690236
Category : Family & Relationships
Languages : en
Pages : 212

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Book Description
Describes the appropriate manners and behavior in various social situations and explores more profound issues such as friendship, money, and difficult times.

Author: Rebecca Black
Publisher: CreateSpace
ISBN: 9781500627331
Category : Education
Languages : en
Pages : 252

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Book Description
Are you teaching children and feel they need a touch of manners? Do they need help with their organizational skills? With The Socially Savvy & Organized Teen-- Lesson Plans for the Classroom, most anyone can teach this etiquette course. However, this lesson plans is specifically designed for the classroom-written to be taught in six, one-hour sessions. This course is designed to help prepare teens for a well-mannered and well-organized future. All social skills, including body language, conversation, and social networking are covered. This plan can easily be altered to teach much younger or much older children. The author gives you the tools you need to be an excellent etiquette teacher! As a teacher and etiquette consultant for over twenty years, the author guides the reader/trainer through the material in an easy to read format. Subjects include Basic Manners, Communication Skills, Appearance, Expected Behavior in Shared Spaces, Organizational Skills and Table Manners. Author, Rebecca Black of Etiquette Now! has taught countless children and teen workshops. Now you can have the same lessons she teaches in the palm of your hand.

Author: Vanessa Green Allen
Publisher: Rockridge Press
ISBN: 9781641520713
Category : Juvenile Nonfiction
Languages : en
Pages : 90

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Book Description
The term bullying is used a lot these days. What does bullying actually mean? How do you know if it's happening to you? And if you are being bullied, what can you do about it? That's exactly what "The No More Bullying Book for Kids" is all about. Being bullied hurts and it's easy to feel as though you don't have any power, which can be scary and lonely. But you'r not powerless, and you're definitely not alone. Here you'll find the information you need to know about bullying as well as tips and tricks for dealing with specific situations whe you or someone you know is being bullied. -- page [4] of cover.