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The Socially Savvy Advisor + Website: Compliant Social Media for the Financial Industry

From the Foreword

"The Socially Savvy Advisor is a comprehensive guide to our social ecosystem and regulatory landscape. It provides pragmatic advice and how-to tips that can transform your social marketing efforts from being a tangential business strategy to a decisive game changer."
—Jennifer Grazel, Global Head of Category Development, Financial Services, LinkedIn

Praise for The Socially Savvy Advisor

"From selecting the right social media platform for your business and creating a social media policy, to creating content and measuring ROI, The Socially Savvy Advisor is a helpful resource for anyone in financial services."
—Leslie Marshall, Director, Social Media, Morningstar Inc.

"The best book on social media for any leader in the financial industry—from CEO and CCO to CMO and others—hands down."
—Douglas G. Preston, SVP, Compliance Executive

"Plenty of pundits have opinions about how to use social media these days, but it's rare to find an expert who can lay out the pros and cons of using LinkedIn, Twitter and Facebook in the financial industry. Jennifer Openshaw takes a step-by-step look at the benefits of online marketing for financial professionals, but she also digs into the risks and examines the challenges of managing social media compliantly in a fast-changing regulatory environment. A great read for advisors."
—Joyce Hanson, Technology Reporter, InvestmentNews

 

 

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