LEADER 05275nam 2200637 450 001 9910812637503321 005 20230126211122.0 010 $a1-118-95909-4 010 $a1-118-95910-8 035 $a(CKB)2670000000576727 035 $a(EBL)1848230 035 $a(MiAaPQ)EBC1848230 035 $a(Au-PeEL)EBL1848230 035 $a(CaPaEBR)ebr10987393 035 $a(CaONFJC)MIL663042 035 $a(OCoLC)896800074 035 $a(EXLCZ)992670000000576727 100 $a20140731h20152015 uy| 0 101 0 $aeng 135 $aurcnu|||||||| 181 $2rdacontent 182 $2rdamedia 183 $2rdacarrier 200 14$aThe socially savvy advisor $ecompliant social media for the financial industry /$fJennifer Openshaw, with Stuart Fross and Amy McIlwain 210 1$aHoboken, New Jersey :$cJohn Wiley & Sons, Inc.,$d[2015] 210 4$dİ2015 215 $a1 online resource (371 p.) 225 1 $aWiley finance series 300 $aIncludes index. 311 $a1-322-31760-7 311 $a1-118-95907-8 327 $aThe Socially Savvy Advisor: Compliant Social Media for the Financial Industry; Contents; Foreword; Acknowledgments; Introduction; Part One: The New Business Environment; 1. How Is Social Media Changing Investor Behavior?; HOW INVESTORS ARE GETTING SOCIAL; INVESTORS ARE DEMANDING MORE WITH TRANSPARENCY AND REAL-TIME ACCESS; WHAT INVESTORS REALLY WANT: FIND THEIR ADVISORS ON SOCIAL MEDIA; 2. What Are Social Media's Implications for the Financial Industry?; SITTING OUT THE GAME?; FINANCIAL ADVISORY WORLD IN FLUX; FOUR OBSTACLES TO GREATER SOCIAL MEDIA ENGAGEMENT 327 $aWHAT DOES THIS MEAN FOR THE INDUSTRY, CEO's, CCO's, AND MARKETERS?WHAT THE FUTURE HOLDS; 3. What Are the Tensions Between Social Media and Regulation?; THREE REASONS WHY ADVISORS FEEL REGULATORS MAKE SOCIAL MEDIA DIFFICULT; WHAT REGULATORS COULD DO TO MAKE SOCIAL MEDIA EASIER; A DEFENSE: POLICIES IN PLACE; THE REAL BARRIER: REGULATORS OR INDUSTRY?; SOME FINAL THOUGHTS; 4. Are the Risks of Using Social Media Worth the Benefits?; SOCIAL MEDIA'S SHIFTING WINDS IN FINANCIAL ADVISORY; FOUR SOCIAL MEDIA RISKS AND SOLUTIONS; Social Endurance; Reputation Impact; Recordkeeping and Advertising 327 $aMillennial Hiring Risk 5. How Will Social Media Change Our Industry in 10 Years?; GET READY: MORE CHANGE IS COMING; A 10-YEAR LOOK: HOW THE FINANCIAL INDUSTRY WILL CHANGE; EIGHT PREDICTIONS FOR THE NEXT DECADE; 6. What Are the Biggest Social Media Myths?; Part Two: The Regulatory Environment; 7. What Are the Top Challenges Compliance Officers Face?; WHAT CCO's SHOULD KNOW; FIVE KEY CCO CHALLENGES; WHEN TO CALL FOR HELP; 8. What Does FINRA Say about Social Media?; THREE NEW AREAS OF FINRA GUIDANCE; CHOOSING YOUR CONTENT: STATIC VERSUS INTERACTIVE; A FINRA SWEEP OF ADVISOR PRACTICES 327 $aNEW CYBER SECURITY INITIATIVE 9. What Does the SEC Say about Social Media?; SEVEN NEW GUIDELINES THAT CCO's SHOULD KNOW; TESTING FOR TESTIMONIALS; A LOOSER INTERPRETATION; THREE CLARIFICATIONS ON EARLIER GUIDANCE; 10. What Gets Financial Professionals into Trouble with Social Media?; REMEMBER THE GROUND RULES; REMEMBER: THERE'S RISK; DRAWING LINES BETWEEN BUSINESS AND PERSONAL; FOUR WAYS TO MANAGE SOCIAL MEDIA RISK; KEYS TO HANDLING BAD CONTENT; 11. How Do We Create a Social Media Policy?; FIVE STEPS TO STARTING YOUR POLICY; FIVE POLICY ELEMENTS THE SEC LIKES TO SEE 327 $aTHE THREE ``S's ? ? OF A SOCIAL MEDIA POLICY Part Three: Key Playing Fields in Social Media; 12. How Can We Use LinkedIn?; FIRST, WHAT EXACTLY IS LINKED IN?; WHY IS LINKED IN DIFFERENT FROM OTHER SOCIAL NETWORKS?; THREE STEPS TO GETTING STARTED ON LINKED IN; 1. Optimize Your LinkedIn Profile; 2. Build Your Network; 3. Create a LinkedIn Company Page for Your Business; THE PROBLEMATIC ENDORSE FUNCTION; 13. How Can We Use Facebook?; SEVEN WAYS TO START ON FACEBOOK; 14. How Can We Use Twitter?; TWITTER IN FINANCIAL SERVICES; HOW TO GET STARTED WITH TWITTER; WHAT TO TWEET; WHAT NOT TO TWEET 327 $a15. How Can We Use YouTube? 330 $aThe social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contribu 410 0$aWiley finance series. 606 $aFinancial services industry 606 $aInvestment advisors 606 $aSocial media 615 0$aFinancial services industry. 615 0$aInvestment advisors. 615 0$aSocial media. 676 $a332.1068/8 700 $aOpenshaw$b Jennifer$01724295 702 $aFross$b Stuart 702 $aMcIlwain$b Amy 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910812637503321 996 $aThe socially savvy advisor$94126289 997 $aUNINA