At Boot Camp, Advisers Learn Social-Media Tools

Dear Boot Camp Graduates,

You may have noticed that Davis Janowski, a reporter from Investment News, sat in on our Web 2.0 and Social Media Boot Camp last week.

Here's his report:

At boot camp, advisers learn social-media tools

Sammie Gatti, Steve Johnson and "Midwest Marty" (Marty Kurtz) are quoted - and our premier got some good, positive ink!

You can "follow" Davis Janowski on Twitter: http://twitter.com/ddjanowski


Marie Swift
Lead Instructor

Reminder to all Boot Camp Graduates

Post-Boot Camp Webinar (3/30/10)
A follow up Webinar will be offered to ensure you have all the help you need to leverage your new tools and build your online presence. Marie Swift and select coaches will answer your remaining questions, take a look at your evolving Web presence, comment on things you are doing wrong/right, etc. Watch for login / callin instructions to arrive via email directly from FPA.

See you there!

Twitter Digest - A Baker's Dozen

Hey Boot Camp Graduates!

Here's a quick look at what I've been reading and tweeting about:
  1. Getting the Most Out of Twitter - good NY Times article - http://nyti.ms/dqg9cU
  2. Advisers aim to ramp up marketing spending - Investment News: http://bit.ly/cListy
  3. David Drucker profiles @brettellen #1 w/ Securities America multiple yrs - FA mag: http://www.fa-mag.com/fa-news/5252-strong-alliances.html
  4. Financial Planning mag: Special Report - Your Practice Management Questions Answered: How do I stand out? http://bit.ly/cmNxeH
  5. Happy to be home after a flurry of trips. Spoke at TD Ameritrade conf, #T3Show and #FPABizSol. Next up Tiburon CEO Summit to run press conf.
  6. Dare we try this? At least we can read this journalist's blog entries about her travails. No Spend Challenge Week 1 http://bit.ly/bPv7Td
  7. FinaMetrica offers risk-tolerance test online FREE thru April if use link www.riskprofiling.com/money (offer in conjunction with MONEY mag)
  8. Gauge your appetite for risk FinaMetrica’s 25-question risk-tolerance test www.myrisktolerance.com accurate measure psychological tolerance
  9. Good article on balancing appetite for investment risk and capacity for investment risk. http://tinyurl.com/riskprofile
  10. From @RIABiz: The FPA's practice management event #FPABizSol boasts two hot speakers in its first day http://www.riabiz.com/a/139166
  11. Wow! This is a GREAT site. Full of free worksheets and articles focused on creating Financial Happiness. http://www.financial-happiness.com
  12. Securities America Advisors Collaborate and Achieve Success - podcast with Paul Lofties, plus related news release: http://shar.es/m3JOb
  13. Estate Planning in 2010 - Good article by Kate McBride, editor, Wealth Manager: http://shar.es/m3iN
Not on Twitter yet? You should be! Sign up for free at http://www.twitter.com and search "people" to find "marieswift". Then follow @marieswift and join in as the spirit moves you.

I learn a lot from following my favorite journalists and industry peers on Twitter.

Why not give it a whirl - if only just to listen?


FPA Business Solutions Conference Recap 2010

Great recap of the conference on Day 2 from Davis Janowski of Investment News!


Social Media Boot Camp to the Rescue!

Great recap of our 3.5 hour workshop together in Dallas on 2/28/10 compliments of the FPA national staff. Good photos, too - Julie Littlechild, Sammie Gatti and
Lewis Walker.

Marie Swift hosted a Social Media Boot Camp on Feb. 28 as a pre-conference event to FPA Business Solutions 2010 in Dallas. During the live session on Sunday afternoon, participants worked with on-site media experts to learn more about avenues on the Web for building interactions with colleagues, clients and prospects. They also got the chance to record short video and audio clips for uploading to their newly created blogs."

Read FPA's complete boot camp recap by clicking here.

We hope to repeat the Web 2.0 and Social Media Boot Camp in cities across the country in the coming months. "Follow" @marieswift on Twitter to ensure you get the latest and greatest news. You can also "follow" this blog and get updates via email every time something new is posted - just click "follow" on the left hand side of the screen.

Also - don't miss this example of new blog one of our "students" created - complete with video interview, podcast and compelling article - during the 3.5 hour workshop: http://www.andymillard.blogspot.com.

Blog on new students!

Marie Swift
Lead Instructor, Dallas Boot Camp 2/28/10