Social Media Seminar

Social Media Seminar


February 28, 2032
New York
New York, NY  

Social Media Seminar 

Event Overview

The rapid growth of social media channels has created opportunities and challenges for broker-dealers and financial advisors interacting with investors and clients. Using the engaging discussions from past Seminars as a launching pad, this half-day event brought together experts across multiple fields to further explore the increasingly important issues our industry faces.

The seminar featured in-depth panels on the tactical uses of social media by marketers, financial advisors, and business professionals along with the latest legal and compliance regulatory changes, vendor solutions, and technology advancements.

Event Photos

John Maurello, Managing Director of the Private Client Group of SIFMA, welcomed attendees to the 2013 Social Media Seminar.

John Maurello, Managing Director of the Private Client Group of SIFMA, welcomed attendees to the 2013 Social Media Seminar.

Event Photos

Steven M. Samuels, Managing Director of Global Advisor Communications of Bank of America Merrill Lynch, moderated a panel discussion on how to connect via social media with newsmakers and thought leaders, as well as how to help firms best structure and organize around their company's social media efforts.

Steven M. Samuels, Managing Director of Global Advisor Communications of Bank of America Merrill Lynch, moderated a panel discussion on how to connect via social media with newsmakers and thought leaders, as well as how to help firms best structure and organize around their company's social media efforts.

Event Photos

 

Barbara Stettner, Partner of Allen & Overy, led a panel discussion about how to navigate the web of social media.  

Barbara Stettner, Partner of Allen & Overy, led a panel discussion about how to navigate the web of social media.

Event Photos

Steve Garrett, CFP, Head of Cross Sell - Business Services, Wealth, Brokerage & Retirement of Wells Fargo, discusses the options and value of social media in the financial industry with his panel.

Steve Garrett, CFP, Head of Cross Sell - Business Services, Wealth, Brokerage & Retirement of Wells Fargo, discusses the options and value of social media in the financial industry with his panel.

Event Photos

 Mike White, Chief Marketing Officer of Raymond James Financial and Co-Chair of SIFMA Private Client Services Committee, led a panel discussion on social media strategies for financial advisors and client communication.

Mike White, Chief Marketing Officer of Raymond James Financial and Co-Chair of SIFMA Private Client Services Committee, led a panel discussion on social media strategies for financial advisors and client communication.

Event Photos

 The panel led by Shayna Beck, Head of Retail Social Media of The Vanguard Group, discussed social media strategy and use at the corporate level.

The panel led by Shayna Beck, Head of Retail Social Media of The Vanguard Group, discussed social media strategy and use at the corporate level.

Event Photos

 The panel discussion led by Hardy Callcott, Partner of Bingham McCutchen, focused on compliance strategies for social media, mobile devices and other communication tools.

The panel discussion led by Hardy Callcott, Partner of Bingham McCutchen, focused on compliance strategies for social media, mobile devices and other communication tools.


Select Highlights

A Conversation with Leaders of Social Media in Silicon ValleyA Conversation with Leaders of Social Media in Silicon Valley
Steven Samuels led a lively discussion covering each company's primary social media focus and any significant developments in the past six months. Read more...

Social Media and the Financial Advisor-A Conversation about Options and ValueSocial Media and the Financial Advisor-A Conversation about Options and Value
Steve Garrett, in his one-on-one interview, asked George Noceti why he initially "jumped on the wagon" of social media. Noceti, a Wealth Advisor, The Integra Group, Morgan Stanley Wealth Management, replied that the traditional "bricks and mortar way" financial advisors normally conduct business can be leveraged through the adoption of social media to gain a larger client base. "You must have a value proposition" and a process in order to obtain and retain these clients. Read More...

A Deep Dive into Social Media Strategies for Financial Advisors/Client CommunicationA Deep Dive into Social Media Strategies for Financial Advisors/Client Communication
Kimberly Hunter stated that participating in Wells Fargo's social media pilot program has enhanced her ability to stay in touch with existing clients and resulted in greater exposure to potential clients who have found her through search engines. Read More...

Strategy and Use at the Corporate LevelStrategy and Use at the Corporate Level
Shayna Beck started off the discussion by stating that firms should focus on three main areas when utilizing social media: 1) humanizing their brand; 2) measuring the impact of their efforts; and 3) gathering insights into their client base. Read More...


   Presentations

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SIFMA Tech 2013
SIFMA Tech 2013
June 18-19, 2013
New York, NY
 

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