DID YOU MISS THE WEBINAR ON JULY 15, 2011?
MAXIMIZING YOUR ONLINE PRESENCE IN A SMART, COMPLIANT WAY
WEBINAR SPONSORED BY:
FPA Fairfield CT, FPA Hudson Valley, Fairfield University, NAPFA, Securities America* and Impact Communications
CLICK HERE TO DOWNLOAD SLIDES
CLICK PLAYER BAR TO LISTEN TO RECORDING
SESSION DESCRIPTION:
Having a good website is mandatory in today’s digital, online world. Multimedia such as podcasts, interactive graphics, and flash movie segments that combine music, narration, images and video clips can make your website come alive. Social media sites such as blogs, Twitter, Facebook, Ning and LinkedIn can help you connect in new, exciting ways with current and prospective clients. But creating or expanding an online presence that will grow your practice requires clear objectives and a plan that delivers on those objectives. This session will cover the fundamentals – “and then some.”
In this recorded one-hour webinar, you will:
• See colorful examples of what other advisors have done in the digital world
• Learn about Spider Marketing – and how that can help generate more traffic to your primary website
• Understand what the ROI is likely to be
• See why it is more important than ever for you to embrace one or more of the social networking platforms
• Hear from a compliance expert on the do’s and don’ts related to social media use
• Get advice from a marketing expert on where to start if you’re late to the party
• Hear suggestions on what to do next if you’ve already dipped your toe into the water
In a nutshell, your instructors will cover:
• Best practices for creating a powerful online presence
• How to add multimedia to online sites
• When and how to add social media to your strategy
• How to work most effectively with compliance
• What the FINRA guidelines say and how to protect yourself from regulator scrutiny
• The best and easiest ways to get started
• How to get help if you’d rather not do it alone
Your instructors:
Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors, industry thought-leaders and allied institutions.
A regular contributor to industry publications such as MorningstarAdvisor, RIABiz.com, AdvisorOne, Research and Financial Planning magazines, industry expert David Drucker calls her a “PR consultant extraordinaire” and featured her firm in “Raising Perceptions,” an article published by Research magazine about the benefits of public relations and credibility marketing. Bob Veres says, “Marie is perhaps the best PR professional in our industry.”
A popular speaker, Swift has spoken at numerous conferences within the financial services industry. She has received high ratings from participants at various venues including the NFL Players Association, TD Ameritrade, Pershing, Lockwood University, Charles Schwab, Securities America, Financial Network, the Financial Planning Association, the National Association of Personal Financial Advisors and the Garrett Planning Network.
Swift uses Twitter (http://www.twitter.com/marieswift) and her Best Practices in the Financial Services Industry blog (http://www.marieswift.com) as well as LinkedIn, Ning, multi-media engagement tools and online newswire services to build relationships in the digital realm.
Learn more about Marie Swift at http://www.impactcommunications.org.
Leia Farmer is Deputy Chief Compliance Officer with Securities America, Inc., one of the largest independent broker/dealers in the nation. Leia’s primary responsibilities are to oversee the RIA Compliance and Policies and Procedures teams within Securities America.
During its National Conference in Orlando, Fla., in June 2011, Securities America announced its new social media program, which will allow all of its 1,800 reps to access and post content on Facebook, LinkedIn and Twitter in mid-July. Leia was a part of the internal task force that analyzed and selected Securities America's social media compliance solution, and will participate in the social media / compliance training sessions provided by the firm in 2011.
Under the Securities America program, advisors will need to get static content, such as a profile page or market commentary, pre-approved by the firm’s compliance department. But any communications that are interactive—accepting events, creating groups and posting Tweets and comments that respond to questions—will not require pre-approval before they go live. These types of communications will go through a review process after the content has gone up.
Leia understands the FINRA guidelines as they pertain to registered representatives and social media use. She will share her insights with the webinar attendees on July 15th.
Prior to joining Securities America, Leia worked as the Chief Compliance Officer for Brecek &Young Advisors, Inc., a mid-sized broker/dealer that was acquired by Securities America in 2009. She was also a compliance analyst for E*Trade. In addition to over 11 years of industry experience, Leia has a bachelor’s degree from the University of California Berkeley in Legal Studies and a Master’s Degree in Organizational Management from the University of Phoenix. Leia holds the Series 7, 63, 24, 4, and 66 licenses.
*Securities America, Inc. is a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services are offered through Securities America Advisors, Inc., a SEC Registered Advisory Firm.
Want to take a deeper dive? Attend the next Web 2.0 and Social Media Boot Camp!
AS SEEN ON ADVISORTV
If you are interested in taking a deeper dive and/or building your online presence during a live, instructor- guided, computer-lab experience led by marketing expert Marie Swift, sign up now to attend one of these live boot camps:
SPONSORED BY FPA AND FAIRFIELD UNIVERSITY
Fairfield, CT - Saturday, September 24, 2011
Learn more at http://www.fpact.org
