Date/Time: September 1, 2010 (2–3 p.m. EDT)
Presenters: Marie Swift, Chris Hall, Nancy Johnson Jones, CFP®
Educational Track: Practice Management
CFP Board CE Credit: NA
Career Level: II
FPA Competencies: Sales and Marketing, Relationship Skills, Communication Skills
CFP Board Topic List: NA
Tuition: $25 FPA members, $35 nonmembers
Please Note: Registration for this event will end 15 minutes prior to the start. Seating is limited and entering the session late may cause problems with earning your CE credit, so please register early.
Type of Event
Streaming: Audio and visual presentation through your computer
About the Program
Social media describes websites that allow users to share content, media, etc. Popular social networking sites include Friendster, Facebook, MySpace and LinkedIn. Business people are also creating their own virtual networks through free services such as Blogspot, Twitter and Ning. Social media also includes YouTube, Photobucket, Flickr, and other sites aimed at photo and video sharing. News aggregation and online reference sources such as Digg and Wikipedia are also counted in the social media bucket. Join marketing guru Marie Swift, multimedia specialist Chris Hall, and industry compliance expert Nancy Johnson Jones for a robust conversation about the fast-moving world of online communications.
Learn About
- The fast moving world of online communications
- An overview of social media and Web 2.0 options
- Examples of what other leading practitioners are doing online now
- What you can and cannot do as a Registered Investment Advisor and/or Registered Representative
- Resources for the DYI advisor
- Options for creating a professionally branded blog and Twitter page, complete with your first podcast and videocast, at FPA's live Web 2.0 and Social Media Boot Camp (Denver, October 9, 2010). For more information, click here
Who Should Attend
This session is appropriate for those who are just getting their feet wet in the world of social media. FPA Members who want to understand the fast moving world of online communications should attend. It's the perfect foundation for improving your knowledge and will help you be well prepared for the Web 2.0 an Social Media Boot Camp sessions being held as pre-conference offerings in Denver October 9, 2010.
Our Speaker
Marie Swift is Principal of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors, industry thought-leaders and allied institutions. A regular contributor to industry publications such as MorningstarAdvisor, Research and Financial Planning magazines, industry expert David Drucker calls her a "PR consultant extraordinaire" and featured her firm in "Raising Perceptions," an article published by Research magazine about the benefits of public relations and credibility marketing. Bob Veres says "Marie is perhaps the best PR professional in our industry." Swift uses Twitter (www.twitter.com/marieswift) and her Best Practices in the Financial Services Industry blog (www.marie-swift.blogspot.com) as well as LinkedIn and Ning to build relationships. See also www.fpatwitterlive.blogspot.com and www.socialmedia-bootcamp.blogspot.com.
Nancy Johnson Jones, CFP®, AIFA®, provides compliance coaching services to broker/dealers, investment advisers and boutique financial planning firms. She is a recognized expert in working with those new to the financial services profession and helping them understand and navigate the regulatory requirements needed to successfully run their business. Johnson Jones is currently serving on the National Board of Directors for the CFP Board of Standards, Inc., the professional regulatory body for more than 56,000 professionals holding the CERTIFIED FINANCIAL PLANNERTM certification.
Chris Hall has over ten years experience as a multimedia designer. Hall began his career at Garst Seed Company providing video production for corporate conferences, commercials and training. Hall then went to Apple, Inc. to provide training to schools and businesses on graphic, video and web design applications. Since joining independent broker/dealer Securities America, Hall has developed videos for employee training, the Securities America National Conference, and Anti-Money Laundering. Hall is the podcast producer and the developer for www.Advisorpod.com.
