10/08/2011
Mastering Social Media - Great Tips for Financial Advisors from Industry Experts
 | Marie Swift and other experts give advice on social media use> |
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| Mastering Social Media - Research Mag - August 2011 | |
9/23/2011
9/09/2011
What Are You Doing to Build Your Online Presence Using Web 2.0 and Multi-Media?
What you do online may improve your bottom line!
Good News!
Fairfield University and two FPA Chapters are hosting a
full-day Web 2.0 and Multi-Media Boot Camp on
Sept. 24, 2011 with marketing experts
Marie Swift and Andy Gluck.
Register now!
Details at www.fpact.org
Julie Littlechild and Sammie Gatti upload video clips at boot camp
Are you a business owner, financial advisor or service professional who’s wondered if you are “missing the boat” online?
Have you ever wondered what the real ROI is on adding multi‐media and/or social media to your online brand building strategy?
Are you totally happy with what comes up when people “Google you”?
Have you ever wondered what the real ROI is on adding multi‐media and/or social media to your online brand building strategy?
Are you totally happy with what comes up when people “Google you”?
Get the help you need.
Register now!
Details at www.fpact.org
Lew Walker, CFP®, learns new skills at boot camp
“Don’t miss this important workshop! It may be quite some time before we’ll be able to get Marie Swift and Andy Gluck back here in our region to do the Web 2.0 and Social Media Boot Camp again!”
Mark Brownstein, President FPA Greater Hudson Valley Chapter
The truth is: Every business professional needs to be online, building their public persona and promoting their business!
Why? Because that’s where your clients, prospective clients and strategic partners are going to check you out.
The truth is: You can’t afford NOT to be building a strong presence online. If you are not seen in a favorable way when people hit your website or do an online search you will not be seen as a viable resource.content
Learn from the pros.
Register now!
Details at www.fpact.org
Ready to blog after uploading podcasts: Chris Hall (left) coaches students Kimberly Curtis, CFP®, and Gary Klaben, ChFC, at FPA Web 2.0 Boot Camp
“I was very pleased with everything I learned at the inaugural Web 2.0 and Social Media Boot Camp led by Marie Swift and sponsored by FPA. Every FPA member should consider attending this workshop!”
Marty Kurtz, President FPA National Board
- Learn how to Build Your Online Presence, whether or not you can or want to use social networking tools such as LinkedIn, Twitter, Facebook, blogging and YouTube.
- This jam-packed day will give you newfound knowledge of the major Web 2.0 and social media tools “out there”. Whether you choose to use them or not, you MUST be aware of what they are and how your clients – and competitors – are using them to gather information and make informed business decisions.
- You’ll do a self-assessment using Marie Swift’s Online Diagnostic tool to determine where the gaps are in your online strategy. You’ll be able to quickly see what your peers are doing online that you’re not and what the next steps are for you.
- Marie Swift, a marketing expert and founder of Impact Communications, will provide a 4-step Success Plan for Building Your Online Presence. She’ll share what other business owners, financial advisors and service professionals are doing to gain visibility online and how they tie-it to real-world results.
- Andy Gluck, a marketing expert and founder of Advisor Products, will tell you how to harness the power of the Web using multi-media, keywords and cross-linking strategies. He’ll show you how to get the highest page rankings when Google you or search for keywords online.
- Drew King from Front Center Media will show you how you can produce a custom lifestyle magazine using their turnkey system.
- Blue Chip PR’s founder Bill Bongiorno will be on hand to answer questions about online visibility tools.
- Other special guest presenters are being confirmed now.
- Those who elect to stay on for the afternoon session will actually build a blog, record a video message, record and audio message, and upload their newly created multi-media clips to their new blog site.
Don't be left behind.
Register now!
Register now!
Details at www.fpact.org
Watch this informative video!
In an effort to beef up their online presence, many financial advisors, business owners and service professionals are turning to Web 2.0 and social media. But can this help your business? Financial Planning magazine's AdvisorTV film crew reports.
http://socialmedia-bootcamp.blogspot.com/2010/10/advisortv-film-crew-surprises-web-20.html
http://socialmedia-bootcamp.blogspot.com/2010/10/advisortv-film-crew-surprises-web-20.html
“Building your online presence can produce big results for your firm. We’ve been seeing results at Inspired Financial. I was pleased to participate in the Web 2.0 and Social Media Boot Camp led by Marie Swift and sponsored by FPA at the 2010 national conference. Good stuff!"
Evelyn Zohlen, Task Force Chair, FPA 2011 National Conference
Hear what Evelyn Zohlen, CFP®, and several others have to say about the boot camp
Now you can experience the Web 2.0 and Social Media Boot Camp for yourself!
Don't miss this fun and helpful boot camp.
Don't miss this fun and helpful boot camp.
Register now!
Details at www.fpact.org
7/16/2011
Free Presentation - Download Recording: Compliance and Social Media for Financial Advisors
DID YOU MISS THE WEBINAR ON JULY 15, 2011?
MAXIMIZING YOUR ONLINE PRESENCE IN A SMART, COMPLIANT WAYWEBINAR 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
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:
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.
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.
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.
Learn more about Leia at http://www.securitiesamerica.com. Get practice management tips and learn more about building your online presence at http://www.AdvisorPod.com.
*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:
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
Learn more at http://www.fpact.org
4/21/2011
Fairfield University’s Dolan School of Business and the Financial Planning Association to host Web 2.0 boot camp
RESCHEDULED TO SATURDAY SEPTEMBER 24, 2011! IF YOU HAVE ALREADY REGISTERED FOR THE MAY BOOT CAMP WE WILL BE CONTACTING YOU SHORTLY.
FAIRFIELD, Conn., April 20, 2011 – An all-day workshop at Fairfield University’s Dolan School of Business on Tuesday, May 24, 2011, will serve as a crash course for professionals seeking to harness the power of blogs, LinkedIn, Facebook, Twitter, YouTube and other social media to grow their businesses.
“Web 2.0 and Social Media Boot Camp,” presented by Marie Swift, president and chief executive officer of Impact Communications (www.impactcommunications.org), is for small business owners and professionals – including financial planners, attorneys, accountants, physicians, dentists and interested others – who want to learn how to take advantage of the power of today’s online business building tools. The event is co-sponsored by the Financial Planning Association (FPA) of Connecticut-Fairfield County, the Financial Planning Association (FPA) of Greater Hudson Valley and Fairfield University.
Norm Solomon, dean of the Dolan School, said the day should be a productive workshop for time-challenged professionals who want to boost their business’s online presence. “This is where the Dolan School can serve as a classroom for the community,” he said. “People will be able to further their business goals while refreshing their technology skills.
The morning module, “Maximizing Your Online Presence,” from 9 a.m. to 11:30 a.m., will be an interactive workshop for those ready to catch the social media wave. Social media tools such as blogs, Facebook, Twitter and LinkedIn can help business owners and sales professionals gain referrals, attract prospective clients, and connect in new ways with existing clients. But creating or expanding an online presence that will grow a business requires clear objectives and a plan that delivers on those objectives. This session will help attendees iron out such plans. The session will instruct on using blogs, Facebook, Twitter, YouTube, LinkedIn and online news release services to build buzz.
From 1 p.m. to 5 p.m., “Social Media Boot Camp” will put attendees through the paces of putting a social media plan into action. Described as “a roll-up-your-sleeves workshop,” the session will be a how-to on setting up your own Social Media Dashboard so that you can program Tweets, LinkedIn status updates and Facebook posts, all in one quick and easy process. Strategies will take into consideration that professionals have limited time and resources to spend on these efforts.
Attendees will bring their own computers or can borrow one of the loaners that the Dolan School will provide. They will over the course of the afternoon they will actually:
FAIRFIELD, Conn., April 20, 2011 – An all-day workshop at Fairfield University’s Dolan School of Business on Tuesday, May 24, 2011, will serve as a crash course for professionals seeking to harness the power of blogs, LinkedIn, Facebook, Twitter, YouTube and other social media to grow their businesses.
“Web 2.0 and Social Media Boot Camp,” presented by Marie Swift, president and chief executive officer of Impact Communications (www.impactcommunications.org), is for small business owners and professionals – including financial planners, attorneys, accountants, physicians, dentists and interested others – who want to learn how to take advantage of the power of today’s online business building tools. The event is co-sponsored by the Financial Planning Association (FPA) of Connecticut-Fairfield County, the Financial Planning Association (FPA) of Greater Hudson Valley and Fairfield University.
Norm Solomon, dean of the Dolan School, said the day should be a productive workshop for time-challenged professionals who want to boost their business’s online presence. “This is where the Dolan School can serve as a classroom for the community,” he said. “People will be able to further their business goals while refreshing their technology skills.
The morning module, “Maximizing Your Online Presence,” from 9 a.m. to 11:30 a.m., will be an interactive workshop for those ready to catch the social media wave. Social media tools such as blogs, Facebook, Twitter and LinkedIn can help business owners and sales professionals gain referrals, attract prospective clients, and connect in new ways with existing clients. But creating or expanding an online presence that will grow a business requires clear objectives and a plan that delivers on those objectives. This session will help attendees iron out such plans. The session will instruct on using blogs, Facebook, Twitter, YouTube, LinkedIn and online news release services to build buzz.
From 1 p.m. to 5 p.m., “Social Media Boot Camp” will put attendees through the paces of putting a social media plan into action. Described as “a roll-up-your-sleeves workshop,” the session will be a how-to on setting up your own Social Media Dashboard so that you can program Tweets, LinkedIn status updates and Facebook posts, all in one quick and easy process. Strategies will take into consideration that professionals have limited time and resources to spend on these efforts.
Attendees will bring their own computers or can borrow one of the loaners that the Dolan School will provide. They will over the course of the afternoon they will actually:
- Build a blog
- Set up a Twitter account
- Record video clips
- Create audio files
- Upload the digital files to their blog
- Set up a social media dashboard
- Learn the art of cross promoting online
According to Swift, a regular contributor to industry publications such as MorningstarAdvisor, RIABiz.com, AdvisorOne.com, Research magazine and Financial Planning magazine, business professionals who fail to embrace social media strategies will be left behind., A popular speaker in the financial services industry, Swift has spoken at workshops for the NFL Players Association, TD Ameritrade, Charles Schwab, Securities America, the National Association of Personal Financial Planners (NAPFA), the Financial Planning Association (FPA) and Financial Network, among many others.
Registration prior to May 4, 2011, is $130 for FPA members for both sessions, and $170 for non-members for both sessions. After May 4, the fees go up to $160 and $205 respectively. While both the morning and the afternoon sessions are designed to compliment one another, registration is allowed for just one session, so the cost will be less, depending on which session is selected. Attendees may bring their own laptop and tap into the university’s Wi-Fi connection or use one of the PCs in the computer lab at the Dolan School. To register, contact event administrator Lori Somerville at 877-777-0600 or fairfield@fpact.org. More information is available at www.fpact.org. Space is limited.
Registration prior to May 4, 2011, is $130 for FPA members for both sessions, and $170 for non-members for both sessions. After May 4, the fees go up to $160 and $205 respectively. While both the morning and the afternoon sessions are designed to compliment one another, registration is allowed for just one session, so the cost will be less, depending on which session is selected. Attendees may bring their own laptop and tap into the university’s Wi-Fi connection or use one of the PCs in the computer lab at the Dolan School. To register, contact event administrator Lori Somerville at 877-777-0600 or fairfield@fpact.org. More information is available at www.fpact.org. Space is limited.
Media Contacts:
Dolan School
Meg McCaffrey, 203-254-4000, ext. 2726
Financial Planning Association
Lori Somerville, 877-777-0600 or fairfield@fpact.org
Impact Communications
Al Martin, 800-974-7753 or impactmediamanager@impactcommunications.org
Dolan School
Meg McCaffrey, 203-254-4000, ext. 2726
Financial Planning Association
Lori Somerville, 877-777-0600 or fairfield@fpact.org
Impact Communications
Al Martin, 800-974-7753 or impactmediamanager@impactcommunications.org
1/03/2011
Marie Swift on the Future of Social Media at FPA Denver 2010
FTL asked Marie Swift, President and CEO of Impact Communications, to discuss the future of social media in independent broker dealers and wirehouses in this FTL report. The Investius film crew spoke with Swift at the FPA 2010 annual conference in Denver this October where she led workshops on getting started with social media for financial advisors.
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