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csrollyson : advisor   9

Technology’s Impact on the Value of Financial Advice -
USEFUL post on #Social Business/Media on wealth management; cites sev. analyses of fin. advisor adoption
Financialservices  wealth  management  social  business  media  reference  client  development  report  accenture  deloitte  fidelity  Morganstanley  adoption  Advisor  2blog 
april 2013 by csrollyson
When Financial Services Met Social Media — A Tale of Two Tweets | SPURspectives
Juxtaposing pro- and against-social business for financial services; quote from Putnam Investments
Financialservices  advisor  pointofview  adoption  analysis  2009  regulation  cfgfsdscn 
october 2012 by csrollyson
Welcome - Next Door ™
State Farm pilot project for community hangout with financial advisors & classes in Chicago
insurance  innovation  chicago  Financialservices  advisor  community  cafe  cowork 
july 2012 by csrollyson
B2B Social Business Case Study: Jefferson Financial - YouTube
How a financial services firm energized its channel using #socialbusiness + direct sales - & grabbed market share during recession
social  business  casestudy  b2b  2sbs  insurance  twitter  facebook  youtube  sales  kentucky  publicrelations  advisor  brand  channel  marketing  b2b2c  Financialservices  Platform 
may 2012 by csrollyson

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