Ever feel like you’re lost in a swamp, sinking deeper into a social media quagmire? A bog with no bottom? An endless pool of sticky content? Do you post, tweet and share whatever butterfly catches your eye? If so, then you need to step back—all the way back—to your business or core communications objectives...Read More »
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A top Morgan Stanley Smith Barney compliance officer said recently the company has been surprised to discover that its financial advisors in their 50s and 60s were achieving more success in the use of social media than younger advisors...Read More »
Allow me to start with a complaint. Why would The Charles Schwab Corporation put “60 seconds” in the title of its new video series when the videos average two minutes? I guess you could argue the long-running television program “60 Minutes” is less than sixty minutes when you take out the commercials. But isn’t it on for an hour? Okay, now that I got that out of my system: I come to praise Schwab, not to bury it. The San Francisco-based financial firm’s new video series is all that it should be and everything its competitors should be trying to attain. But they better act fast; first mover advantage and all...Read More »
There’s usually one in every company. The cowboy. He’s got a swagger in his walk and a smirk in his talk. He gives lip-service to the rules because he’s smarter than the rest of us. He’s too full of testosterone or maybe a deep-seated desire to get daddy’s attention. Who knows what really motivates him? If you’ve got one in your company, don’t authorize him to use social media. Don’t let the cowboy shoot your firm in the foot...Read More »
When Morgan Stanley Smith Barney announced in May that it will allow its 17,800 financial advisers to use Twitter in October, I said it was a breakthrough. Here was a major Wall Street wirehouse recognizing that the social media revolution was real and that it had to be part of it. I took a few arrows for that call. Some bloggers and writers thought I was foolishly naive and didn’t understand the fine print. Didn’t Morgan Stanley state that they would allow advisors to use only pre-approved tweets? Didn’t that undercut the conversational power of Twitter?..Read More »
Most mid-sized securities firms are struggling to understand how to use Facebook in their business. They know that Millennials, affluent investors, and the rest of American industry are way ahead of them in its adoption. But they’re worried that examiners from FINRA or the SEC could ask questions that they don’t know how to answer, resulting in disciplinary action. Fortunately, FINRA last month released Regulatory Notice 11-39 for its member firms. It lifts the fog...Read More »
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