The Social Elevator

Everyone has heard the elevator pitch… the famous sales-goal of generating an easy pitch to make sure your customers know who you are quickly in the time it takes an elevator to reach your floor. But what happens when things get weird? You know the conversation. When the other person in the elevator initiates the conversation

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Sharks in the Water

The perception for many executives in financial services firms is that once tweets are posted, they sit like fake seals being drug behind a boat in shark-invested waters. Shark week does not pose an adequate analogy, but does gives us a good opportunity to ask the question, “What are the real dangers and where do

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What are the Demographics?

Searching for the right method to reach investors… is social media a good idea? The key question many investment advisors are asking is: “How do I bring on assets when social media is targeted to the younger crowd?” It’s impossible and unfair to disagree with the fundamentals of the question. Firms know the clients that

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The Changing Face of Social Media Security

We are coming off a week of revolutionary change in social media security policies. In the midst of a large breach of security at LinkedIn, Facebook rolled out significant upgrades to its platform to accomodate security policies.  At the same time many states are moving toward laws that prohibit employers asking for Facebook passwords. With

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LinkedIn Security Breach

Today over 6.5 million passwords were compromised on LinkedIn. Reports indicate that LinkedIn is investigating the hacker reports to identify exactly what was stolen and how. @linkedin Our team is currently looking into reports of stolen passwords. Stay tuned for more. What does it mean to you? If you happen to be one of the over

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Burst the Bubble

If you are not proud about something in your company… don’t waste time changing it. Our team gets excited about nearly everything we do. Whether it is a developer sharing a brilliant piece of code to archive millions of messages or a strategy we helped a client execute on, we take pride in what we

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Rapid Automation for Investment Advisors

The broker-dealer and Registered Investment Advisor communities have been rocked with the changes in social media. The speed of communication, need for responsiveness and content creation are paired with the same SEC and FINRA guidelines that apply to slower advertising mediums. Here are the top 5 ways that proper automation answers these challenging questions for your brokers or

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Are you the Smartest Person in the Room?

Chances are good you know your business well and want to project the image that you know what you are talking about. So how do you avoid coming across as the smartest person in the room, even when you might be. Here are a few tips to help your social messages establish credibility while not

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The Traffic Controllers of Social Media

Often overlooked amongst the writers and strategists of social media are the air traffic controllers; your very own Chief Compliance Officers. The role of a compliance officer is becoming more complex as Social Media dramatically increases the amount of messaging to be approved. This is the equivalent of forcing the traffic of O’Hare International Airport

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The Risks of Not Engaging

The most common question asked in regulated industries about social media is, “What are the risks in using social media?” This is a question that needs to be addressed through layers of security, monitoring, moderating of messages and archiving, but it is also worth asking the reverse: “What are the risks to not engaging in

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