
The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for theFinancial Industry is the complete guide to creating aneffective social media strategy without breaking the big rules.Written by an industry specialist Jennifer Openshaw, alongsideStuart Fross, Fidelity International's former general counsel, andAmy McIlwain, president of Financial Social Media, this book mergesmarketing basics with FINRA and SEC guidelines to help readerscreate an effective social media campaign specifically for thefinance and investing world. Contributions from industry leaders atCharles Schwab, Citibank, and others provide inside perspective andexperience so readers can tap into a new audience. With a focus oncompliance, the book clears common hurdles while dispelling mythsand outlining effective methods and techniques. Readers also gainaccess to a website featuring videos, Q & As, tutorials,Slideshare, and a social media policy template.Social media is one of the hottest topics in finance. From solopractitioners to large asset managers, everyone's consumed by how,when, and where to use this new and powerful medium—butguidance is hard to find. The Socially Savvy Advisor coversthe entire issue, from platform, to content, to what not todo.Best practices in using social media for advisors andcompliance officersPlanning for the regulators, vs. failing to planChallenges with LinkedIn, Facebook, Twitter and other socialplatformsElements of a good social media policyManaging the top issues related to marketing and businessdevelopment, engagement, and complianceWith the right plan and the proper technique, social mediamarketing can dramatically improve client outreach and retention.The Socially Savvy Advisor provides the expert insight,tools, and guidance that shape a robust, effective strategy.

When it comes to making a change in our lives, there is nothing more frightening than taking a financial risk--starting your own business, investing money, or making a career change. Not anymore. Now you can achieve your financial dreams without having to go it alone. By showing you how to stay in your comfort zone, nationally recognized financial expert Jennifer Openshaw eliminates the roadblocks between you and your financial rewards. This book will help you make the change you've always thought about but were too afraid to try. With Jennifer's straightforward, simple approach, youll leave behind all the excuses that hold so many of us back from making the changes necessary to achieve our financial goals. You'll learn how to use what's already at your fingertips--the people, places, and opportunities closest to you--to make money. Along with her seven winning strategies unlocking the secrets to your first million, she includes advice on: $ How to make people want to help you$ Three powerful ways to turn a "No" into a "Yes" $ How to connect with top decision-makers$ How to create your own advisory board$ Dealing with debt--and more$ Turning your passions into profits Jennifer will also inspire you with the stories of how some of America's wealthiest people got where they are today by applying the principles at the heart of this book. Plus, in these pages you'll find groundbreaking research based on surveys and interviews with over 3,000 Americans on how they used familiar things to research financial security. To get you on the path to bigger and better things, Jennifer includes a Millionaire Zone Profile assessment with this book plus a 30-Day Getting Started Program to turn your passions into profits. The Millionaire Zone will not only change your life but the way you operate in the world. Whether you're an employee, investor, or entrepreneur, you'll discover what other "Zoners" already know: That surrounding yourself with familiar things--what Jennifer calls your LifeNet--will empower you to overcome your fears and move your financial life from neutral to high-gear. Thousands of people have reached the Millionaire Zone using Jennifer's winning strategies. Now it's your turn!
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