I continue to get questions on which social media channels are most effective for what purposes. No wonder, considering the growing complexity. Thankfully, there is a very simple explanation, which I will be using from now on: You’re welcome.
Social media
Learning from Customers in Social Media
I was recently interviewed by BAI Banking Strategies on the evolving use of social media in banking and wealth management. Here is an excerpt from the article, which was published yesterday: Nicols, a former executive with Minneapolis-based U.S. Bancorp, agrees that social media can warn financial institutions of potential problems. “You ought to be happy […]
Demystifying Social Media: It’s All About Business Strategy
(I originally wrote this as a guest post for the management consulting and strategic communications firm Beyond the Arc. You should check them out for a lot of great information on customer experience, strategy, analytics and social business. I will be speaking on a panel on How to Monetize Social Media with their CEO Steve Ramirez, […]
Social and Channels and Brands, Oh My!
Hopefully readers can forgive me if I sometimes seem a little disjointed in my writings. I attend wealth management conferences and find myself the only person talking about digital marketing, social media and engaging clients across multiple delivery channels. Then I attend social media and financial technology events and find myself the only person talking […]
Top Ten Geek Week Sneak Peeks – Part 2
Today: The GeekWire Summit Startup technology news site GeekWire held its first birthday party on March 7 with the GeekWire Summit. Speakers included former Microsoft Chief Software Engineer and Cocomo co-founder Ray Ozzie, former Swype CEO Mike McSherry, Hulu CTO Richard Tom, T-Mobile CMO Cole Brodman, Rhapsody President Jon Irwin, venture capitalist/serial founder Oren Etzioni […]
Are You Using Technology to Engage and Collaborate With Your Clients?
I created this blog to explore the intersection of leadership, advice and technology to improve the lives of financial advisors and their clients. Leadership is a critical element for any organization, and there are many great sources to tap for inspiration and further exploration. But setting leadership aside for the moment, I have lately found […]