Where LPL, Morgan Stanley Social Media Plans Diverge

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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?
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3 Reports To Cite In Your Next Go-Round With The Social Media Skeptics

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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.

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Why Google+ Might Work For Advisors And Asset Managers

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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?

Google+ is the new friend and it offers some potential to financial advisors, too.
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10 Takeaways After Tracking Advisors’ Tweets For 2 Years

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The moving truck came a few weeks ago and took the AdvisorTweets database, files, analytics and Twitter account over to its new home at Smarsh, the email archiving and compliance solutions company. We’ll all just have to wait and see how Smarsh takes the site ("what are advisors thinking?”) to the next level it deserves.

Sigh.

As I said when I announced its sale, I really love AdvisorTweets—although for me it was a crazy, no-revenue model, distraction/indulgence that I obsessed about for two years. And, I’m proud of who I “engaged with” as @AdvisorTweets, which as of July 21 was the #7th most followed personal finance Twitter account, according to Sulia.com.
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Personal Or Turnkey? This Must-Watch Video Presents 2 Very Different Approaches To Social Media

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If your job as a mutual fund or exchange-traded fund (ETF) marketer involves understanding how financial advisors are using social media to build their online profiles and raise awareness of their business, you really need to watch the 40-minute video embedded below.
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