SocialwareResources
Socialware guides, research, and webinars provide the latest industry information and educational opportunities. By staying updated on emerging regulatory and social networking developments, financial services professionals can ensure compliant social programs with maximum business results. These resources are a sampling of what's available as a Socialware Insights customer.
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Social Media Use by Financial Advisors
Executive summary and key findings about social media use by financial advisors.
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A Guide to LinkedIn Social Networking Compliance
A detailed analysis of LinkedIn with compliance recommendations based on FINRA Notice 10-06.
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A Guide to Facebook Social Networking Compliance
An in-depth look at every Facebook feature (classified according to FINRA/SEC guidelines) to help plan your social networking policy.
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Social Media Policy Accelerator Kit
Starting on your policy today gets you one step closer to enjoying the benefits this new channel has to offer.
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The Street Interview with Socialware CEO
Debra Borchardt, The Street, interviews Chad Bockius, CEO of Socialware, about leading a rapidly growing technology company.
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The Emerging Role of Social Media in Financial Services
A panel discussion featuring Socialware customers Lauren Boyman, Morgan Stanley Smith Barney, and Cathy Curtis, Curtis Financial Planning. Hosted by Jennifer Grazel, LinkedIn.
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Dow Jones Video of Socialware Forum
Jennifer Cummings, Dow Jones, interviews attendees of the Social Media in Financial Services Forum, hosted by Socialware.
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Morgan Stanley Smith Barney Social Media Plan
Learn about numerous aspects of the Morgan Stanley social media implementation.
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Social Media vs. Social Business
Chad Bockius, Socialware CEO, explains why businesses require a social business vs. social media approach to drive results.
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Relationships, Efficiency, Dynamic, Everywhere = Social Media
Industry panelists from LinkedIn, Forrester Research, Morgan Stanley Smith Barney, and Guardian Life Insurance explain social media.
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Safe and Successful Social Media in Financial Services
View this joint webinar from Blue Coat and Socialware covering the key issues and practical solutions for unlocking the potential of social media without exposing your firm to unnecessary risk.
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Personal and Professional Use of Digital and Social Media
This webinar discusses the distinctions of personal and professional use of digital and social media for employees of financial services firms.
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Top 10 Business Benefits of LinkedIn
Most advisors know that LinkedIn is the premier networking tool, but they do not realize there are many more powerful benefits to using it effectively.
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Social Media Life Cycle in Financial Services
Join Socialware and LIMRA for a lively discussion on the pattern of adoption of social media in financial services firms.
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FINRA Conference Recap on Social Media
A summary of the social media session held by FINRA. Learn about the compliance issues, top questions from the industry and advice from real-world experts, like Debbi Corej, from Prudential.