Social Media Seminar

Event Overview

The rapid growth of social media channels today presents both opportunities and challenges for broker-dealers and financial advisors for interacting with investors and clients.

At this half-day event, SIFMA convened field experts to present in-depth views of marketing, business, and practitioner experiences with social media to help broker-dealers and asset managers as they explore, expand, and refine their business practices. The event featured CBS Money Watch Editor-at-large Jill Schlesinger, who provided an overview of the valuable opportunity social media presents to the financial industry. Panelists from a variety of global and regional broker-dealers, as well as insurance and asset management firms, and social media providers, discussed their experiences with launching, training, managing, marketing, and using various platforms to interact with financial advisors and clients. 

Presentation

• Atwitter Over Social media - Jill Schlesinger, CFP, CBS MoneyWatch.com

Media Coverage

• PR Newswire: Monument Wealth Management's David B. Armstrong Serves as Social Media Panelist at SIFMA and Money Management Institute Events