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Compliant Social Media Strategies for Financial Professionals

How do you successfully let social media into your practice? In this presentation, Rich LoPresti will cover compliant social media strategies financial representatives can use right away to grow their business. Audience will gain helpful tips on prospecting, presenting solutions and following up.
Recorded Dec 14 2011 45 mins
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Presented by
Rich LoPresti, Founder, RecommendedAdvisor.com
Presentation preview: Compliant Social Media Strategies for Financial Professionals

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  • Get Your Own Damn Pay Nov 17 2016 4:00 pm UTC 60 mins
    Scott Gamble, Bruce Parker (ModoPayments)
    In the fragmented world of digital payments, some merchants have shown that they are not willing to abdicate control of their valuable customer relationships to third party open mobile payment systems.

    Companies like Walmart, Target and CVS have announced their own in-app payment solutions to take control of the entire customer life cycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.

    This webinar will feature a diverse panel of experts who will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".
  • Delivering Solutions for Tomorrow: Innovation in Payments Nov 17 2016 3:00 pm UTC 60 mins
    Rashee Pandey (Bankable), Kriya Patel (The Bancorp), Kit Carson (Verdict Financial)
    Payments touches everyone. Hence, it is not a surprise that the industry is worth £75 trillion. With digital innovation adding new payment instruments for consumers, speed and transparency coupled with good user experience have become the norm in the area of payments. Following suit, more and more businesses now too are expecting payments to be processed in real-time.

    With increased expectations and continuous innovation, let’s discuss the present state of innovation and trends in payments globally, the industry challenges and debate on what is the best way forward to innovate in payments.

    Innovation in Payments
    - Payments Today
    o Developed markets vs Emerging markets
    o Which other industries, besides banking, is payments disrupting/innovating in?
    o What current B2B and B2C payment solutions stand out?
    - Challenges
    o Regulation?
    o Identity and security? Is biometrics the answer?
    o Infrastructure?
    o More?
    - What next?
    o How should/would the payments ecosystem look like in the next 5-10 years?
    o Is collaboration between players in the payments ecosystem the answer to innovation?
    o What role will open APIs play in this innovation process?
    o Will digital currencies play a significant role in everyday life?
    o What is UK’s position in paving the way forward for innovation in payments globally?
  • How can smaller financial institutions effectively innovate in payments? Nov 16 2016 4:00 pm UTC 60 mins
    Graham Seel (BankTech Consulting)
    It is particularly challenging for a smaller bank to compete in payment services with larger banks. For example most cannot offer cross-currency or P2P payments. A good innovation strategy will help to nail down what the bank needs to be able to offer, to find the right FinTech partners, and to integrate their solutions.
  • Blockchain for payments: Experience on the ground Nov 16 2016 3:00 pm UTC 60 mins
    Diana Biggs (DCCB Consulting),
    With the increasing ubiquity of mobile and the digitization of cash, the payments industry is facing unprecedented disruption. One of the most hotly debated disruptors has been blockchain technology, for which payments seemed a first and obvious use-case. The application of this, however, is not without its challenges, from regulatory constraints to liquidity, trust and consumer adoption. In this talk, we speak to some of the leading operators in the blockchain payments space to learn more about their experience to date and what they see for the future of blockchain payments.
  • To Blockchain and Beyond: Changes to the Payments Landscape Nov 15 2016 3:00 pm UTC 60 mins
    Lory Kehoe (Deloitte)
    Join us to find out:
    - where blockchain is currently at in terms of the payments landscape
    - who are the early adopters
    - who is leading the way
    - how far are we away from blockchain payment standards
  • Transforming cross-border payments with synergy from banks and FinTechs Nov 9 2016 4:00 pm UTC 60 mins
    Gustė Sadaunykaitė (TransferGo), Alix Murphy (WorldRemit), Céline Winant-Pateron (Mango Pay)
    Join this session where we will discuss:

    -What does transformation in cross-border payments mean today? In your opinion, has the FinTech bubble bursted already?

    -Why have we stopped talking about the revolution but started to look for the synergy between FinTechs and banks?

    -Why do banks cooperate with FinTech companies?

    -What is the advantage for FinTechs working with banks?

    -Does this cooperation comes from necessity or a genuine willingness to improve the services for the consumers?

    -Who is “selling” themselves to whom? FinTechs to banks or banks to FinTechs? Is it really a synergy?

    -What is next for cross-border payments?
  • The Digital Banking Race: Is the customer an opportunity or obstacle? Oct 20 2016 3:00 pm UTC 60 mins
    JS Gourevitch, Joe Salesky (CRMNEXT), Rahul Joglekar (NTT Data)
    Competition is considerably heating up with an increasing roster of new digital challenger banks acquiring banking licenses and preparing an onslaught on incumbent banks, customers will be the precious currency that each of the market players will try to either acquire or keep. And information and data on and from consumers are the oil at the core of the system.

    In this framework, customers are acquiring a real leverage and a central place in the ecosystem. Their reactions and buy-in can make the success or pitfalls of the challenger banks. They have to increasingly become partners or be at the core of the developments.

    The webinar will assess how market players can increase customers engagement, reach out to them in new innovative ways, but also what are the potential risks existing in this ecosystem
  • Coding the Future of FinTech with Smart APIs and Financial Data Oct 20 2016 2:00 pm UTC 60 mins
    Lars Markull (Figo), Bharat Bhushan (IBM), Giles Sutherland (Carta Worldwide), Stephane Dubois (Xignite)
    Financial data is both the most intimate and most powerful data we have about ourselves. Financial data should not kept in a silo but openly available to third parties, -- this is required for true innovation. However, security and data protection are crucial. Banks and third party providers have to work together to provide the infrastructure required to innovate.

    Join this webinar where we will discuss:
    -The power of APIs -- how to integrate banking data and financial sources quickly and easily
    -What developers need to know about banking APIs and how to foster new services in the FinTech space
    -PSD2 Post-Brexit -- what now?
    -Will traditional banks be replaced by FinTech banks one day?
    -Which is the biggest challenge: market education, technical issues, or regulation?
  • Will Alternative Lending take away credits even from Digital Banks? Oct 20 2016 1:00 pm UTC 60 mins
    Eduard Dedu (Kontomatik), Till Kothe (Kreditech), Richard Carter (Nostrum Group)
    Within the last two decades, banks have nearly lost consumer payments. When it comes to lending, the market share of the banks is constantly dropping too.

    In this BrightTalk session, we will take a closer look at old-fashioned banks, digital and digitalized banks, and online lenders to examine which types of companies are more likely to dominate the consumer lending. We will pay extra attention to the role of technology, especially banking APIs.
  • The Data Breach War: How banks can step up their line of defence Oct 19 2016 4:00 pm UTC 60 mins
    JP Vergne (Scotiabank Lab, Ivey B-School), Nik Walser (EY), Mario Maawad (CaixaBank), Lawrence Chin (Palo Alto Networks)
    As holders of valuable client and financial data, banks have been prime targets for hackers and thieves. Entire payment systems can be compromised in the blink of an eye and clients also risk having their identities stolen.

    Join this panel session where our experts will discuss:

    -Best practices for preventing cyberattacks at every stage
    -Top mistakes banks and financial institutions make when dealing with valuable data
    -What makes you a target?
    -Using real-time analytics to identify anomalies and act on them immediately
    -Malware, threat prevention, next-generation security — what are they, what do you need to know?
  • Transitioning from Banking to FinTech Oct 19 2016 2:00 pm UTC 60 mins
    Alexa Fernandez (BBVA), Helene Panzarino (Funding for Dummies), Neha Manaktala (DealIndex), John Hucker (Swiss FinTech)
    FinTech has been a buzz word for quite some time now, but how do you make a change from your traditional banking role to a Financial Technology company?

    Join us as we explore the industry and highlight opportunities for bankers in FinTech. We'll feature people that have successfully transitioned, leveraging their experience and skills into exciting new roles.
  • The Regulation Puzzle: Where do banks and new challengers currently stand? Oct 19 2016 1:00 pm UTC 60 mins
    Shani Reynolds (HSBC), JS Gourevitch
    This year we've seen many changes with regards to financial regulations and all types of organisations in the industry have had to adapt and keep themselves updated lest they risk falling into a regulation trap.

    Join this session where the experts will discuss:

    -Grandfather versus Son - Can the Grandfather banks (traditional, older institutions) move as quickly as the Challenger banks? Are the rules different or just the attitudes influencing the approach? Is the regulator relationship different?

    -Does the time taken to analyse the rules vary? Why? How do smaller institutions get the advice and consultation from experts whether they be Legal or Tax?

    -Manual vs automation - linked to the first point..... does the infrastructure allow swift innovation? Whether purchased innovation or internally developed?

    -How does the customer approach vary? how are customers impacted or communicated with?

    -How can tools developed by software companies/Fintech innovators help? How does the way these companies change between traditional and challengers?
  • Identity Assurance - The art of knowing your customers Oct 19 2016 12:00 pm UTC 60 mins
    John Erik Setsaas (Signicat), IdentityMind Global
    When doing digital business, you will never meet your customers face-to-face, and there is a need to establish certainty and proof of the customer's identity.
    Digital on-boarding must be simple for the user, while at the same time gives the business enough information to ensure trust.

    This presentation will:

    -Take a look at methods for digital customer on-boarding, to ensure that reasonable assurance is achieved
    -Discuss the importance of both identity management and identity assurance
    -Explore more streamlined KYC approaches
  • George Kinder on Developing a Mindfulness Practice: Part 2 Oct 12 2016 5:00 pm UTC 60 mins
    George Kinder
    Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • Respectful Disagreement & the Investment Process: Lessons from Panel Discussions Oct 12 2016 4:00 pm UTC 60 mins
    Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski
    Investment panel discussions aim for respectful disagreement among professionals, though this is easier said than done.

    Moderator Rob Martorana shares lessons about respectful disagreement from running a hedge-fund website, and his guests discuss their experiences on various social media platforms.

    Finally, we offer an illustration of respectful disagreement among professionals: We discuss the pros and cons of robo advisor services from Vanguard and Schwab.
  • Should we still be banking on the blockchain? Oct 12 2016 3:00 pm UTC 60 mins
    Cillian Leonowicz (Deloitte), Rafal Lipinski (Hufsy)
    Any conversion on how technology has changed banking will always include blockchain. From building a blockchain-based digital bank to settling financial trades, there is definitely a lot to discuss.

    Join this panel where leading experts will:

    -Debate on how blockchain could fit in the ecosystem of the digital bank
    -Share relevant use cases
    -Discuss which parts of the value chain will be disrupted
  • Mobile Banking - the real killer-app in Mobile Financial Services? Oct 12 2016 2:00 pm UTC 60 mins
    Kristian Sørensen (Norfico), Sirpa Nordlund (Mobey Forum), Meaghan Johnson (11:FS)
    While Mobile payments solutions get most of the attention, despite relatively little user uptake, mobile banking has taken most of the world by storm and is now the most frequently used banking channel in many markets.

    Combining mobility with usability and innovative services e.g. in the PFM space has made mobile banking a true success.

    Finally, as demonstrated by the mobile only challenger banks entering the scene mobile banking has become an important battleground for customer acquisition and retention.

    In this panel we will discuss the following topics:
    Current state of mobile banking
    The options for challenger banks
    How to be secure and compliant
    Recent innovation
    Killer features
    Benefits for banks
    Benefits for customers
    Future outlook
  • The Rise of the Challenger Bank: Where are they now and what’s next? Oct 6 2016 2:00 pm UTC 60 mins
    Katharina Lueth (Raisin), Julian Ratcliffe (Vertex Partners), Marko Wenthin (Solaris Bank), Peter Gee (niu solutions)
    Some of the questions we will be discussing

    -How would you define/differentiate a challenger bank compared to an incumbent bank?

    - What are the most important challenger banks and are there certain markets where challenger banks are already more advanced?

    -What are revenue models of challenger banks?

    -How can Challenger Banks truly differentiate vs. traditional banks?

    -Can this differentiation be sustained in the long-term?

    -What will it take for Challenger Banks to become main-stream and how long will this take?
  • Data Visualization: Best Practice Tips for Improving Personal Finance Recorded: Sep 22 2016 58 mins
    Ina Yulo (BrightTALK), Steve Tigar (Money Dashboard), Dan Scholey (Moneyhub)
    Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats.

    When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting.

    Join this session where we will discuss:

    -Why is data visualization so useful when it comes to personal finance?
    -What are the best data viz tools/apps for personal finance?
    -What are customers missing from banks that personal finance fintechs are able to provide?
    -What are the best practice tips for using dashboards and apps to improve personal finance?
    -What are some common mistakes people make when managing their personal finances?
    -What are some common misconceptions of data visualization?
  • The September FOMC Reaction: No News is Good News Recorded: Sep 21 2016 2 mins
    Kristina Hooper, Head of US Capital Markets Research & Strategy, Allianz Global Investors
    The September FOMC remained steady with no surprises, no rate hikes and not much difference overall. So is no news always good news?

    Hear from Kristina Hooper, Investment Strategist and Allianz Global Investment's Head of US Capital Markets Research & Strategy, as she gives you a quick update on what this means for you, your investment strategy, the economy and what to expect in December.




    Keywords:FOMC, fed, allianz, global, investment, wealth, rates, federal, reserve, economy, finance
Business insight for RIAs and fee-only FAs
Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.

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  • Title: Compliant Social Media Strategies for Financial Professionals
  • Live at: Dec 14 2011 5:00 pm
  • Presented by: Rich LoPresti, Founder, RecommendedAdvisor.com
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