The Socially Savvy Advisor / Wiley Finance Editions (PDF)

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.