SOCIAL MEDIA: Can Financial Advisors and Asset Managers Afford to Miss It?

By D. Bruce Johnston, President, DBJ Associates

Much has been discussed in the industry around Financial Advisor’s use of social media. Should they use it? Is it valuable? What are the risks? What are the compliance issues? Can we afford to wait?

Similar questions are being asked by the major asset management companies and distributors.  Firms such as Putnam have aggressively moved onto Twitter. TIAA–Cref, Fidelity, Franklin Templeton, American Century, Raymond James, USAA, Russell Investments, Virtus and Pimco are also on Twitter.  Now Northern Trust has entered the arena with Vanguard possibly next. What issues did they struggle with and more will be discussed.

Please join me June 2nd at 2pm EDT as I participate in an interactive round table panel with other industry experts from Fidelity, American Century Investments and Socialware.  We will be discussing how advisors are using social media to communicate with clients and peers and you will able to tune in online from the convenience of your desk.  We will also be discussing how firms are utilizing social media to keep advisors and shareholders informed.  The free webcast will be streaming live online and you can sign-up, watch the presentation and submit questions through the BrightTALK website.  If you can’t attend live you can also tune in to the recorded version anytime afterward on-demand.

To make sure your question gets answered we welcome your questions prior to the webinar.   If you would like to submit a question prior to the webinar please do so in the comment section below or at our Twitter sites: http://twitter.com/DBJAssociates or http://twitter.com/Advisolocity.

You can sign up for the webinar here: http://www.brighttalk.com/webcast/20874

We look forward to having you join us on June 2nd at 2pm EDT.

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SOCIAL MEDIA: Can Financial Advisors and Asset Managers Afford to Miss It?

By D. Bruce Johnston, President, DBJ Associates

Much has been discussed in the industry around Financial Advisor’s use of social media. Should they use it? Is it valuable? What are the risks? What are the compliance issues? Can we afford to wait?

Similar questions are being asked by the major asset management companies and distributors.  Firms such as Putnam have aggressively moved onto Twitter. TIAA–Cref, Fidelity, Franklin Templeton, American Century, Raymond James, USAA, Russell Investments, Virtus and Pimco are also on Twitter.  Now Northern Trust has entered the arena with Vanguard possibly next. What issues did they struggle with and more will be discussed.

Please join me June 2nd at 2pm EDT as I participate in an interactive round table panel with other industry experts from Fidelity, American Century Investments and Socialware.  We will be discussing how advisors are using social media to communicate with clients and peers and you will able to tune in online from the convenience of your desk.  We will also be discussing how firms are utilizing social media to keep advisors and shareholders informed.  The free webcast will be streaming live online and you can sign-up, watch the presentation and submit questions through the BrightTALK website.  If you can’t attend live you can also tune in to the recorded version anytime afterward on-demand.

To make sure your question gets answered we welcome your questions prior to the webinar.   If you would like to submit a question prior to the webinar please do so in the comment section below or at our Twitter sites: http://twitter.com/DBJAssociates or http://twitter.com/Advisolocity.

You can sign up for the webinar here: http://www.brighttalk.com/webcast/20874

We look forward to having you join us on June 2nd at 2pm EDT.

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