With the recent rollercoaster ride that the Dow Jones Industrial Average has taken, much has been said about the future of the markets and where investors should put their money.
From multi-asset fund strategies to interest rate decisions, listen in as Lee Robertson, CEO & Chartered Wealth Manager at Investment Quorum, shares his thoughts on the current market situation and gives his tips on how to take these changes on in stride.
The past 48 hours have shown high levels of market volatility around the globe. Join our chief investment strategist, Jim McDonald after the U.S. markets close to learn more about the day's market activity, its impact and our views for the coming days.
The major strengthening of the US dollar is changing the global investment landscape. In this live Q&A session conducted by Advisor Perspectives CEO Robert Huebscher, Real Vision founders Grant Williams and Raoul Pal will discuss key macroeconomic drivers of asset price movements in international markets, focusing on how advisors can help their clients profit from opportunities created by favorable U.S. currency rates. Topics will include:
•The risks of emerging market investing and how to mitigate those risks;
•How lower energy prices create attractive investment opportunities; and
•The impact of the economic weakness in China on other foreign economies and markets.
Grant and Raoul will answer advisors’ questions and will be available afterward to discuss their presentation on APViewpoint.
The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
Earnings season is underway and has seen a very strong Q2 reporting season for the holdings in the Resolution Capital Global Property Securities Fund. The REITs are enjoying record levels of occupancy and income growth, against a still muted supply outlook. The U.S. apartment sector has been a notable performer given the favourable demographic changes in key U.S. Coastal locations. Transaction activity remains high and capital flows into direct real estate remain robust, which is also supporting underlying asset values.
This webinar will cover the following topics:
•Key Investment Themes
Panacea Adviser has teamed up with ‘ThoughtLeadership Live’ and John Joe McGinley of Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how to prepare your business for the future.
Panacea Adviser and Glassagh Consulting recently launched a new free guide for advisory practices entitled, ‘Getting Ready for the Future of Advice’.
This webcast looks at the various tools this guide covers and will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.
We will also look at future trends and how business tools can be used to plan for the future in a positive and profitable manner.
Traditional Marketing + Digital Marketing + Social Media Marketing = Fusion Marketing!
If you are still calling yourself a “Social Media Expert” then you’re announcing to the world that you have been left behind. If you’re an expert in Facebook and Twitter, then you’re trying to build a entire marketing strategy restricted to using only one or two tools available. Facebook is not a strategy. Twitter is not a strategy. If you’re still stuck looking at social media as a stand alone marketing technology, then you’ve been left behind.
The Fusion Marketing Bible is the next generation of marketing that brings our 6,000 years of traditional marketing, the exciting digital marketing tools of the Internet, and social media and fully integrates them into one seamless tool set that will accomplish every objective you set!
The Fusion Marketing Bible isn’t just about integration; it’s a totally new concept of “Interconnecting” all of your traditional and digital tools together! The Fusion Marketing Bible is about looking at all of your tools, campaigns, objectives, and conversion strategies first in two-dimensions, then taking your entire marketing strategies into the world of three-dimensions. This allows you to look at everything you do in marketing in a completely different way.
The Fusion Marketing Bible, now #3 on Amazon, comes from Lon Safko, the author of the internationally best selling book; The Social Media Bible, #1 on Amazon. Join Lon Safko and host Meridith Ellitott Powell as you learn to transform your marketing strategy in this high-energy and cutting-edge webinar!
Steve Holstein, CMO, Guardian and Chad Bockius, CEO, Socialware
The question still exists of how can financial services firms can effectively and compliantly integrate social media to support business goals. This webinar will tackle that issue with Steve Holstein, CMO of Guardian, discussing his organization's social business process and lessons learned from providing social media tools to the field. Based on working with early adoption programs, Chad Bockius of Socialware will then breakdown a framework for how to build a plan that delivers business results. You'll walk away equipped to lead a strategy conversation with your internal stakeholders.
Chad Bockius, Socialware CEO; Steve Durkee, Sales Director
At the 2012 LIMRA Distribution Conference held last week, Socialware CEO Chad Bockius led a panel discussion, “A Whole New Game: Producers and Technology” where he and a panel of innovative sales professionals discussed different ways that producers are leveraging social technology to engage with clients. He and other Socialware staffers also spoke with many conference attendees, with discussions surrounding the conference’s central theme of “Distribution: At the Heart of the Game.”
Join Chad Bockius, Steve Durkee, and other Socialware staff as we discuss what we learned at the LIMRA Distribution Conference and how to change “the game” for the life insurance industry by using social media to grow business.
Jennifer Grazel, LinkedIn; Mike Langford, Socialware
LinkedIn, the world’s largest professional social network, is a powerful business tool for relationship-driven industries such as financial services. But many people just don’t know where to start. During this four-part webcast series, experts from LinkedIn, Socialware, and Ajax Social Media will share tips and best practices for how you can get the most out of LinkedIn. In Step 4, the 30-minute discussion will focus on how to share content and post comments that demonstrate not only your professional core competencies but also your own personality. We will also address compliance considerations and real-life user examples.
James Burnette, LinkedIn; Mike Langford, Socialware
LinkedIn, the world’s largest professional social network, is a powerful business tool for relationship-driven industries such as financial services. But many people just don’t know where to start. During this four-part webcast series, experts from LinkedIn, Socialware, and Ajax Social Media will share tips and best practices for how you can get the most out of LinkedIn. In Step 3, the 30-minute discussion will focus on how to listen to what your connections are saying and how to identify money-in-motion events such as job changes. We will also address compliance considerations and real-life user examples.
Jason Seiden, Ajax Social Media; Mike Langford, Socialware
LinkedIn, the world’s largest professional social network, is a powerful business tool for relationship-driven industries such as financial services. But many people just don’t know where to start. During this four-part webcast series, experts from LinkedIn, Socialware, and Ajax Social Media will share tips and best practices for how you can get the most out of LinkedIn. In Step 2, the 30-minute discussion will focus on how to build quality connections that correspond to your target audience and what tools are available within LinkedIn to find them. We will also address compliance considerations and real-life user examples.
Jennifer Grazel, LinkedIn; Jason Seiden, Ajax Social Media; Mike Langford, Socialware
LinkedIn, the world’s largest professional social network, is a powerful business tool for relationship-driven industries such as financial services. But many people just don’t know where to start. During this four-part webcast series, experts from LinkedIn, Socialware, and Ajax Social Media will share tips and best practices for how you can get the most out of LinkedIn. In Step 1, the 30-minute discussion will focus on the necessary ingredients for presenting yourself and your unique value proposition effectively in your profile. We will also address compliance considerations and real-life user examples.
2011 was a very busy year for social media in the financial services industry. The pace promises to continue throughout 2012. Firms in insurance, wealth management, asset management, broker dealers, and more are leveraging the business opportunities of social media while also ensuring usage is compliant and effective. Attend this webinar to learn key predictions for what to expect from the industry in 2012 including technology, business results, and additional insights into the continuing growth of social media in the financial services industry.
Chad Bockius, CEO, and Christie Campbell, Director of Marketing, Socialware
2011 has been an eventful year for social media across the financial services industry. Here are just a few of the highlights... New regulatory guidance including FINRA Regulatory Notice 11-39, firms across the industry announcing their move from prohibition to participation and even engagement, advisor statistics continually showing the interest to use social media in driving business, and more. Attend this webinar to learn how far things have progressed in just 12 months.
Presenters are Chad Bockius, Socialware CEO and Bob Hansmann, Blue Coat Sr. Security Technology Evangelist, Americas.
Social media use continues to grow rapidly among financial services professionals. The second largest segment on LinkedIn is financial services. 2011 industry data shows that nearly 50% more financial advisors are using social networks for business purposes than were in 2010. Financial services is a relationship driven industry which makes it ideally suited for social networking.
While there are many advantages of social media, there are also challenges including compliance, security, and performance impact. These challenges require education, training, and technology. Understanding and overcoming the risks of security issues like malware are crucial to safe and effective social media use.
View this joint webinar between Socialware and Blue Coat, leaders in social business software for financial services and Web security and WAN optimization solutions for a discussion covering the key issues and practical solutions for unlocking the potential of social media without the exposing your firm to unnecessary risks.
Edgar Rodriguez of Distribion, Steve Selby of LIMRA, and Christie Campbell of Socialware
You recognize that there are advantages to using digital and social media, but there are often questions about the best practices particularly if you work in a regulated industry like financial services. This webcast, presented by Distribion, LIMRA and Socialware will provide insight and conversation around the 5 Ws including:
Why are you using digital & social media programs?
Who is your target audience?
What regulations and brand standards must be applied?
Where do your prospects/customers look for information?
When is your company/brand being discussed online?
Edgar Rodriguez, Distribion, Chad Bockius, Socialware and Steve Selby, LIMRA
Individuals led the way into nearly all forms of digital and social media, from email to YouTube, Twitter to Facebook, SecondLife to LinkedIn. What was once an expression of each user’s individuality is evolving as businesses have realized the power of digital and social media to shape opinions, build brand awareness and deliver real bottom-line results. So it was inevitable that the question of compliance and ownership of social media would become an issue as more and more people began using their expertise, contacts, and networks as part of their career – not simply their personal life.
Regulators in some industries, such as financial services, have said that there is no difference between personal and professional use of the Web. That has all sorts of implications that will affect nearly every business and professional. This webinar offers insights and tools for any business that needs to balance the need to comply with regulations and the need to empower employees and create a work environment that attracts and keeps the best talent.
This webinar will focus on the optimization stage of the Social Media Life Cycle and examine strategies and best practices for optimizing the adoption of social media, stakeholders, and compliance considerations when optimizing.
This webinar will focus on the activation stage of the Social Media Life Cycle and examine strategy, integrations, and processes for adoption. Additionally we will cover IT, infrastructure, distribution and compliance considerations.
This webinar will focus on the training stage of the Social Media Life Cycle and examine processes and documentation for adoption. Additionally we will examine training, field best practices and regulatory considerations.
This webinar will focus on the procedure stage of the Social Media Life Cycle and examine processes, documentation, and tactics for adoption. Additionally we will examine stakeholders involved, and important procedural considerations, such as adhering to regulations.
The webinar will focus on the policy stage of the Social Media Life Cycle and examine characteristics of policies, the stake holders involved, and important considerations when developing and adopting a policy, such as the ROI for the business and costs associated.
Mike Williams (Socialware), Stephanie Sammons CEO & Founder, Wired Advisor™
This webinar examines best practices for driving business and connecting with customers using Facebook, keeping in mind the compliance challenges associated with using this site. Learn innovative strategies to Re-Connect, Discover Insights, Distinguish yourself, and Make Fans & Friends through Facebook. Ultimately driving new business and deeper relationships with your customers.
Mike Williams (Socialware), D. Bruce Johnston President & CEO, (Advisolocity), Cathy Curtis, Financial Advisor
Learn how advisors can use Twitter to supercharge their Research, Communication, and Brand Building. Hear tangible best practices for how Advisors can get started and incrementally add sophisticated techniques to gather insights, enlighten followers, and ultimately become a destination.
Join Socialware and LIMRA for a discussion on the pattern of adoption of social media by financial services firms. Learn about the critical stages of adoption, how to move from one stage to another and the risks associated each step along the way.