Debra Jasper // September 9, 2014
A little inspiration from the 2014 Social Media for Financial Services conference.
There is clearly a gap between how people view insurance companies and how insurance companies want to be viewed.
This year’s 2014 Social Media Conference for Financial Services offered a lot of ideas for how financial services firms are using...
Rob Messinger // August 1, 2013
The Return on Investment in social media is big. That’s why 71 percent of financial advisors are using a social channel to bring in new business. But there is another ROI – and that is the Risk of Ignoring massively complicated compliance rules. A whole host of federal agencies are...
Rob Messinger // September 20, 2012
Financial advisors are increasingly participating on social networks as they figure out how to navigate regulatory restrictions to gain value from Facebook, Twitter and especially LinkedIn.
How do we know? Here are some of the statistics and stories that back up that idea:
Your customers are there: 68 percent of people with investment...
Mindset Digital // September 4, 2012
Debra and Betsy will be talking today about how to improve your presentations during the Tech Tuesday segment of All Sides with Ann Fisher on WOSU (89.7 FM).
Tune in (on the radio or via live streaming from the WOSU website) during the 11 a.m. hour to hear them.
Debra and Betsy offer these...
Mindset Digital // May 5, 2012
We're excited to be the 2012 national keynote speakers for KeyBank's Key4Women forums.
Debra and Betsy will be highlighting essential communication shifts that business leaders must understand and embrace to remain competitive.
Here's a taste of what to expect at the forums:
There are a number of ways you can follow the tour...