Live Webcast: How to Become Socially Savvy While Remaining Compliant

Wednesday, November 12 at 11am EST, 8am PST

November 10, 2014

The world as we know it is being reshaped.

This statement could not be more descriptive of the Financial Services industry and the world of wealth management. Leadership teams around the globe are grappling with the rapid adoption of, increasing reliance on and relationship dynamics fueled by social platforms. Facts called out in the soon to be released book, The Socially Savvy Advisor, may have bordered on blasphemy in board rooms years ago. However, as the author Jennifer Openshaw clearly points out, these behaviors are setting new rules of engagement. Join us on Wednesday, November 12th as we outline these new rules and answer your biggest questions about social media in our next LinkedIn webcast.

We now live in a world where:

  • 50% of investors rely heavily on financial websites and blogs, ahead of financial newspapers and financial planners. (source: Ing Direct)
  • 70% of wealthy investors have restructured their investments based on content found on social media. (source: Cogent Mass Affluent 2014)
  • Among “Under 40” HNWI, 40.5% cite social media as important for accessing information and 36.3% for engaging with wealth managers and firms. (source: RBC Wealth Management/CapGemini World Wealth Report 2014)

And these are changes I have seen firsthand. I have spent the past 15 years focused on digital technologies that disrupt, enhance and create value for clients as they navigate intricate relationships with financial institutions. Having joined LinkedIn in early 2011 as Global Head of Category Development - Financial Services, I have watched LinkedIn’s network grow threefold to over 330 million members today. Within this vast network, the Financial Services industry has seen tremendous traction. In fact, the Financial Advisors Group is one of our fastest-growing communities with 700,000+ members globally. Financial Advisors are actively leveraging LinkedIn to build their professional brands, grow their business, and access industry news, market perspectives and peer insights. This rapid uptake presents financial services firms and those selling to them with tremendous opportunities to engage and interact with prospective clients. But there are right and wrong ways to go about seizing this opportunity.

On Wednesday, November 12 at 11am EST, 8am PST,  LinkedIn is thrilled to host a discussion around The Socially Savvy Advisor with author, Jennifer Openshaw, contributors Amy McIlwain and Stuart Fross along with Dan Swift, Director of Financial Services at LinkedIn. We’ll be discussing successful strategies and 'how-to' tips to transforming advisors' social marketing efforts from a tangential business strategy to a decisive game changer.

Register to learn actionable insights about how to create a complaint social media policy today.