TAUGHT BY

Eric Schwartzman
Digital Marketing Consultant

Eric Schwartzman is a Digital Marketing Consultant with special expertise in digital media compliance. He also advises on digital audits, B2B content marketing, B2B SEO, B2B social media marketing, list building B2B email marketing, social media policy development, social media compliance, social media and web development. Schwartzman founded iPRSoftware and is the author of the best selling B2B digital marketing book “Social Marketing To The Business Customer,” the first book on business-to-business applications of social media with a special chapter on SEO For B2B and the Social Media Governance Template. Download a free copy of his vendor neutral 2020 Media Monitoring Buyers Guide.

Social Media for Financial Services

10+ videos on how to originate new accounts via social media

Originate new accounts, see ‘money in motion’ events as they transpire and build stronger relationships with your clients through social networks.

  • What you need to know about the SEC & FINRA social media rules and regs
  • The business case for financial services providers to use social media
  • Professional social media etiquette and engaging with third-parties
  • Best practices for LinkedIn, Twitter, Facebook and satisfying audit trails
  • Rules concerning online advertising vs. online public appearances

This is not legal advice or current commentary or analysis. You are viewing 2014 open sourced material and should not rely on its content from a legal perspective.

Using Social Media for Financial Services
Social Media for Financial Services Providers is a comprehensive, self-paced social media training course for financial services professionals including financial advisers, investment advisers and registered principals.

The Social Media for Financial Services Providers online training course is available right now and covers:

Curriculum

  1. Intro Lecture

    2:04

  2. Disclaimer

    2:27

  3. Business Case: Why Use Social Media?

    2:27

  4. Social Media Etiquette

    2:59

  5. Facebook for Financial Services

    5:03

  6. Linkedin for Financial Services

    3:17

  7. Twitter for Financial Services

    4:30

  8. General Regulatory Concerns & Advertising v. Public Appearances

    5:48

  9. Advertising v. Third Party Content

    2:52

  10. Testimonials

    3:14

  11. Record Keeping Requirements

    7:04

  12. Other Regulations and Concerns

    2:49

  13. Regulation Fair Disclosure

    3:03

  14. Risk Management Esalation Procedure

    2:02

Total Runtime: 35:32

LAUNCH COURSE

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