Being Social Can Get You To Advisors' Page 1 Search Results

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The shift toward the social Web gets a lot of attention, don’t you think? But there’s a big difference between just reading about the social Web and experiencing the benefits of socializing.

In this post we’re going to look at a specific advantage that you may be unaware of. We realize the limitations of what asset manager employees can do online. Most of you are prohibited from creating accounts on social networks and from accessing social sites from corporate computers. This stands in the way of marketers’ understanding by experiencing the power and value of the connections that are being made online today.
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No Product Tweets? We Agree With Compliance

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It’s spring and some asset managers are busily planning their social media debuts. Lots of attention is being focused on developing policies and procedures, the communications (including listening) tools to be used, the troops to be prepped and the analytics to be put in place.

As much as we hate to heap on, we encourage you to give some serious thought to your content. Never buy something new for something old, my mother used to say.
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The Fragmented Business Of Reaching Financial Advisors Online

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Life has gotten more complicated for asset management marketers interested in reaching financial advisors online.

In the simplest scenario, financial advisors—current producers and prospects—would regularly visit asset managers’ password-protected Web sites, and marketers would be able to meaningfully interact with them there. But, this is a pipedream—as defined: "a fantastic but vain hope."
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Bank Of America Merrill Lynch, NY Life Featured On FINRA Implementation Webinar

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Implementing Compliance Practices for Social Media, FINRA’s sequel to its Webinar held six weeks ago, took place this afternoon. Given that it attracted much less real-time attention (as monitored on Twitter) and that you’ll have to wait a few weeks to listen to the on-demand replay, we thought we’d go ahead and share some of the notes we took while listening. We’re not the keeper of the official minutes, remember; we don’t offer this as a full account of all that was discussed.
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Talking About An Asset Manager Online? We Can Hear You, You Know

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Open letter to those seeking work at asset management companies

Dude.

I know you don’t know me, but your tweets about your prospects for working at a mutual fund or exchange-traded fund (ETF) company show how little you know your prospective employer. You really need to stop.

One of these days all asset managers will be monitoring what’s being said about them online. And when they do, they will not be happy about how you’re using their names, how swanky you think their offices are and how much you think the hiring manager probably earns. We’re not happy about it now, on their behalf.

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