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The socially savvy advisor : compliant social media for the financial industry / / Jennifer Openshaw, with Stuart Fross and Amy McIlwain
| The socially savvy advisor : compliant social media for the financial industry / / Jennifer Openshaw, with Stuart Fross and Amy McIlwain |
| Autore | Openshaw Jennifer |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , [2015] |
| Descrizione fisica | 1 online resource (371 p.) |
| Disciplina | 332.1068/8 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial services industry
Investment advisors Social media |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-118-95909-4
1-118-95910-8 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
The 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
WHAT 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 Millennial 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 NEW 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 THE 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 15. How Can We Use YouTube? |
| Record Nr. | UNINA-9910140505803321 |
Openshaw Jennifer
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , [2015] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The socially savvy advisor : compliant social media for the financial industry / / Jennifer Openshaw, with Stuart Fross and Amy McIlwain
| The socially savvy advisor : compliant social media for the financial industry / / Jennifer Openshaw, with Stuart Fross and Amy McIlwain |
| Autore | Openshaw Jennifer |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , [2015] |
| Descrizione fisica | 1 online resource (371 p.) |
| Disciplina | 332.1068/8 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial services industry
Investment advisors Social media |
| ISBN |
1-118-95909-4
1-118-95910-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
The 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
WHAT 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 Millennial 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 NEW 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 THE 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 15. How Can We Use YouTube? |
| Record Nr. | UNINA-9910812637503321 |
|
Openshaw Jennifer
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , [2015] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||