SlideShare a Scribd company logo
1 of 39
Download to read offline
View of
       Social Media !


By Michelle Golden!
This year’s college freshmen...!
 •  They’ve always lived in cyberspace!
 •  If they miss The Daily Show, they can always get their news on YouTube !
 •  Robert De Niro is Greg Focker's father-in-law, not Vito Corleone or Jimmy
    Conway!
 •  They have never seen an airplane “ticket”!
 •  They can’t picture people actually carrying luggage through airports
    rather than rolling it!
 •  There’s always been football in Jacksonville but never in Los Angeles!
 •  There have always been blue M&Ms, but no tan ones!
 •  Before they buy a textbook, they see if it’s available as an e-book!
 •  History has always had its own channel!



Beloit	
  College,	
  Mindset	
  List:	
  beloit.edu/mindset/2016/	
  	
  
Who else is a freshman?!
Today!

•    Truths about social!
•    Lessons from crises!
•    Social for business!
•    SEC & the Web!
It’s just the dang Internet. !




TRUTHS ABOUT SOCIAL!
9	
  
    Image:	
  thomaschung	
  (flickr)	
  
Image:	
  fuzzyscalyman	
  (flickr)	
  
Policy components!

•  Liability disclaimers*
•  General communications/behavior*

•  Internet & email policies*

•  Specific social media tool policies



slideshare.net/goldenm/social-­‐media-­‐policy-­‐sample-­‐policy	
  
Secret Formula!
 V	
  
 +	
  	
  
 C	
  
 +	
  
 R	
  
Your job = reassure!

Am I making the right decision buying from you? !
   Or investing in you?!
•  Helpfulness!
•  Accessibility!
•  Coolness factor!
•  “Get” them!
•  Synergy!
•  Evidence of knowledge!
•  Third party acknowledgment !
Pick Your Purpose!

•  Business development, growth!

•  Customer service, reputation
   enhancement!

•  Just to learn or play !
  (passive, but OK without expectations)!
Pick Your Purpose!
Business development, growth!
  •    Build & strengthen business relationships!
  •    Interact, share content!
  •    Help & promote others (good citizen)!
  •    Increase credibility!
  •    Lead generation!
  •    Build team (recruiting)!
Not why SM were created.!




Image:	
  rthakrar	
  (flickr)	
  
Pick Your Purpose!
Customer service, reputation!
  •    Be accessible!
  •    Create proactive fan base!
  •    Public & investor relations!
  •    Gather intelligence & monitor!
  •    Make problems right!
Presenting yourself!

    •  People are ALWAYS better than logos!
          •  e.g., Twitter: other than marketing or !
             cust svc rep, tweet under your own name!
    •  Be friendly & helpful!
    •  Promote others!
    •  10:1!                       photo!



goldenpracLces.com	
                                    19	
  
Humanize!
Humanize!
Humanize!
Social is so easy to blame.!




LESSONS FROM CRISES!
SM Crisis!
Image:	
  wetwebwork	
  (flickr)	
  
@jkrums: There’s a plane on the Hudson!
Skip the middleman!




SOCIAL FOR BUSINESS!
Skip the middleman!


                •  Pay for space!

                •  Pray for space!

                •  Use your space!
Growth purpose?!
Business	
  development	
  &	
  growth	
                            Measure	
  
Build	
  &	
  strengthen	
  business	
       Number	
  &	
  depth	
  
relaLonships	
  

Interact,	
  share	
  content	
              InteracLons,	
  RTs,	
  shares	
  

Help	
  &	
  promote	
  others	
  	
         Who	
  you	
  promote,	
  whether	
  they	
  
(being	
  a	
  good	
  ciLzen)	
             noLce	
  

Increase	
  credibility	
                    Target	
  group’s	
  responses,	
  raLngs	
  

Lead	
  generaLon	
                          Number	
  of	
  leads	
  of	
  the	
  right	
  type	
  

Build	
  team	
  (recruiLng)	
               Engagement	
  with	
  prospecLve	
  
                                             employees	
  
Reputation purpose?!
Customer	
  service,	
  reputa9on	
                               Measure	
  
Be	
  accessible	
                            Number	
  of	
  menLons,	
  number	
  you	
  
                                              respond	
  to	
  (and	
  don’t)	
  


Create	
  proacLve	
  fan	
  base	
           Fan	
  discussion/acLvity,	
  do	
  they	
  
                                              independently	
  defend/promote	
  you?	
  


Public	
  (and	
  investor)	
  relaLons	
     Outbound	
  &	
  inbound	
  
                                              communicaLons	
  

Gather	
  intelligence	
                      MenLons	
  of	
  you	
  &	
  type,	
  compeLtor	
  
                                              and	
  supplier	
  menLons	
  &	
  type	
  


Make	
  problems	
  right	
                   Problems	
  &	
  resoluLons	
  
Measuring engagement!

•    Where did it appear?!
•    Who said it?!
•    What was said? (categorize, clip file)!
•    Was it about particular dept or person?!
•    Was it positive, neutral, or negative?!
•    Did it include reference to page? Which?!
•    Who responded? How fast? (clip)!
Try tracking w/Google Reader!
What would NIRI like to see?!




SEC & THE WEB!
Regulatory guidance!
Public Companies (simplified):!
•  Reg FD, Reg G, “material,” “future-looking” !
•  Consistent, Credible, Accurate, Factual, Transparent, Timely!

Advisors:!
•  SEC issued loose guidance Jan 2012!
•  FINRA says treat SM like “public appearance”!
•  NASD 2210 says blogs/web are like ads!
•  Tools (e.g., Arkovi, Socialware) capture (comply)!
•  Policies need specificity appropriate to you!
•  Employees need education !
•  Judgment seems to be the theme within the guidelines!

Jan	
  4	
  2012	
  SEC	
  guidance:	
  sec.gov/about/offices/ocie/riskalert-­‐socialmedia.pdf	
  
SEC/FINRA for inv. advisors!
Advertisement!
•  Websites, banner ads, static content on blogs and social sites
   (including Twitter backgrounds, FB wall cover photos, LI or FB groups,
   bulletin boards) !
Sales Literature!
•  Email or IMs to 25+ prospects (w/in 30 days)!
•  Password protected websites!
Correspondence!
•  Email or IMs to any # of customers!
•  Email or IMs to less than 25 prospects (w/in 30 days)!
Public Appearance!
•  Posts in chat rooms!
•  Blog comments!
•  Real-time interactions on SM (incl: Twitter, LI, FB)!
Scripted Communication!
•  Webinar, seminar, podcast, videocast!
Clarity?!

•  Refining the message!
•  Location, location!
•  If Reg FD is to encourage disclosure, then
   CEOs and IR pros sharing real-time would
   be a good thing as investors probably have
   more access to SM than EDGAR. !
   (Steven Davidoff, commenting on ZipCar)!
   http://dealbook.nytimes.com/2013/01/04/zipcar-makes-s-e-c-filing-after-executives-
   twitter-message/ !
sec.gov/pdf/handbook.pdf	
  
2 things:!

1.  Own your content!
2.  Own your message!
More Info:!
slideshare.net/goldenm!


michelle@goldenpractices.com!
goldenpracticesinc.com!
goldenpractices.com (blog)!
@michellegolden (twitter)!

More Related Content

What's hot

Summer summit social media
Summer summit social mediaSummer summit social media
Summer summit social mediaKen Blevins
 
Getting started socially - SugarCon 2011
Getting started socially - SugarCon 2011Getting started socially - SugarCon 2011
Getting started socially - SugarCon 2011Leading Results, Inc
 
Data science opportunities
Data science opportunitiesData science opportunities
Data science opportunitiesJay Buckingham
 
LinkedIn Training Seminar - Vorian Agency - Bunbury, August 2014
LinkedIn Training Seminar - Vorian Agency - Bunbury, August 2014LinkedIn Training Seminar - Vorian Agency - Bunbury, August 2014
LinkedIn Training Seminar - Vorian Agency - Bunbury, August 2014Vorian Agency
 
Getting started socially - SugarCon 2011
Getting started socially - SugarCon 2011Getting started socially - SugarCon 2011
Getting started socially - SugarCon 2011Leading Results, Inc
 
LinkedIn for Real Estate Agents
LinkedIn for Real Estate AgentsLinkedIn for Real Estate Agents
LinkedIn for Real Estate AgentsColin Anstie
 
Reputation Economy (Sept 2017)
Reputation Economy (Sept 2017)Reputation Economy (Sept 2017)
Reputation Economy (Sept 2017)KR_Barker
 
GPlus communities - Nurturing relationships and building an audience
GPlus communities - Nurturing relationships and building an audienceGPlus communities - Nurturing relationships and building an audience
GPlus communities - Nurturing relationships and building an audienceJohn Moore
 
October 2017 Digital Marketing Roundtable
October 2017 Digital Marketing RoundtableOctober 2017 Digital Marketing Roundtable
October 2017 Digital Marketing RoundtableMartha Herdendorf
 
Job search secrets of an industry insider
Job search secrets of an industry insiderJob search secrets of an industry insider
Job search secrets of an industry insiderTom Erb
 
Actionable Takeaways from Launch Scale 15
Actionable Takeaways from Launch Scale 15Actionable Takeaways from Launch Scale 15
Actionable Takeaways from Launch Scale 15WeFinance
 
YJLC Online Strategy for Nonprofits Presentation
YJLC Online Strategy for Nonprofits PresentationYJLC Online Strategy for Nonprofits Presentation
YJLC Online Strategy for Nonprofits PresentationForwardJump Marketing
 
Developing a More Compelling Social Media Presence for Tourism Professionals ...
Developing a More Compelling Social Media Presence for Tourism Professionals ...Developing a More Compelling Social Media Presence for Tourism Professionals ...
Developing a More Compelling Social Media Presence for Tourism Professionals ...Philip Calvert
 
“Linking Up through LinkedIn” Be a Social Media Rock Star
“Linking Up through LinkedIn” Be a Social Media Rock Star“Linking Up through LinkedIn” Be a Social Media Rock Star
“Linking Up through LinkedIn” Be a Social Media Rock StarSocial Media Rockstar
 
HighEdWeb Rochester Regional Keynote
HighEdWeb Rochester Regional KeynoteHighEdWeb Rochester Regional Keynote
HighEdWeb Rochester Regional KeynoteRachel Reuben
 
Partner Masterclass - Digital Leadership
Partner Masterclass - Digital LeadershipPartner Masterclass - Digital Leadership
Partner Masterclass - Digital LeadershipSuperfast Business
 
Top 10 Things I Learned While Taking My Startup through a Silicon Valley Acce...
Top 10 Things I Learned While Taking My Startup through a Silicon Valley Acce...Top 10 Things I Learned While Taking My Startup through a Silicon Valley Acce...
Top 10 Things I Learned While Taking My Startup through a Silicon Valley Acce...Scott Salkin
 

What's hot (20)

Summer summit social media
Summer summit social mediaSummer summit social media
Summer summit social media
 
Getting started socially - SugarCon 2011
Getting started socially - SugarCon 2011Getting started socially - SugarCon 2011
Getting started socially - SugarCon 2011
 
Data science opportunities
Data science opportunitiesData science opportunities
Data science opportunities
 
Networking 1.6.2012
Networking 1.6.2012Networking 1.6.2012
Networking 1.6.2012
 
Anything but Flat: Developing a 3D Brand
Anything but Flat: Developing a 3D BrandAnything but Flat: Developing a 3D Brand
Anything but Flat: Developing a 3D Brand
 
LinkedIn Training Seminar - Vorian Agency - Bunbury, August 2014
LinkedIn Training Seminar - Vorian Agency - Bunbury, August 2014LinkedIn Training Seminar - Vorian Agency - Bunbury, August 2014
LinkedIn Training Seminar - Vorian Agency - Bunbury, August 2014
 
Getting started socially - SugarCon 2011
Getting started socially - SugarCon 2011Getting started socially - SugarCon 2011
Getting started socially - SugarCon 2011
 
LinkedIn for Real Estate Agents
LinkedIn for Real Estate AgentsLinkedIn for Real Estate Agents
LinkedIn for Real Estate Agents
 
Reputation Economy (Sept 2017)
Reputation Economy (Sept 2017)Reputation Economy (Sept 2017)
Reputation Economy (Sept 2017)
 
GPlus communities - Nurturing relationships and building an audience
GPlus communities - Nurturing relationships and building an audienceGPlus communities - Nurturing relationships and building an audience
GPlus communities - Nurturing relationships and building an audience
 
October 2017 Digital Marketing Roundtable
October 2017 Digital Marketing RoundtableOctober 2017 Digital Marketing Roundtable
October 2017 Digital Marketing Roundtable
 
Job search secrets of an industry insider
Job search secrets of an industry insiderJob search secrets of an industry insider
Job search secrets of an industry insider
 
Actionable Takeaways from Launch Scale 15
Actionable Takeaways from Launch Scale 15Actionable Takeaways from Launch Scale 15
Actionable Takeaways from Launch Scale 15
 
YJLC Online Strategy for Nonprofits Presentation
YJLC Online Strategy for Nonprofits PresentationYJLC Online Strategy for Nonprofits Presentation
YJLC Online Strategy for Nonprofits Presentation
 
Social Media Basics for Job Search
Social Media Basics for Job SearchSocial Media Basics for Job Search
Social Media Basics for Job Search
 
Developing a More Compelling Social Media Presence for Tourism Professionals ...
Developing a More Compelling Social Media Presence for Tourism Professionals ...Developing a More Compelling Social Media Presence for Tourism Professionals ...
Developing a More Compelling Social Media Presence for Tourism Professionals ...
 
“Linking Up through LinkedIn” Be a Social Media Rock Star
“Linking Up through LinkedIn” Be a Social Media Rock Star“Linking Up through LinkedIn” Be a Social Media Rock Star
“Linking Up through LinkedIn” Be a Social Media Rock Star
 
HighEdWeb Rochester Regional Keynote
HighEdWeb Rochester Regional KeynoteHighEdWeb Rochester Regional Keynote
HighEdWeb Rochester Regional Keynote
 
Partner Masterclass - Digital Leadership
Partner Masterclass - Digital LeadershipPartner Masterclass - Digital Leadership
Partner Masterclass - Digital Leadership
 
Top 10 Things I Learned While Taking My Startup through a Silicon Valley Acce...
Top 10 Things I Learned While Taking My Startup through a Silicon Valley Acce...Top 10 Things I Learned While Taking My Startup through a Silicon Valley Acce...
Top 10 Things I Learned While Taking My Startup through a Silicon Valley Acce...
 

Similar to NIRI Dallas*Fort Worth 2013

Richard von Kaufmann Sauna Safari Social Media Presentation 8 May 2014
Richard von Kaufmann Sauna Safari Social Media Presentation 8 May 2014Richard von Kaufmann Sauna Safari Social Media Presentation 8 May 2014
Richard von Kaufmann Sauna Safari Social Media Presentation 8 May 2014Zipipop Freud
 
Toolbox marketing-for-startups02
Toolbox marketing-for-startups02Toolbox marketing-for-startups02
Toolbox marketing-for-startups02Jesse Taggert
 
The Power of Business Networking
The Power of Business NetworkingThe Power of Business Networking
The Power of Business NetworkingSharon Crost
 
Knowledge Circle - The Impact Equation - Business Books Club
Knowledge Circle - The Impact Equation - Business Books ClubKnowledge Circle - The Impact Equation - Business Books Club
Knowledge Circle - The Impact Equation - Business Books ClubViriya Thach
 
Discover Your Inner Marketer and Advocate with Modern Marketing Strategies, N...
Discover Your Inner Marketer and Advocate with Modern Marketing Strategies, N...Discover Your Inner Marketer and Advocate with Modern Marketing Strategies, N...
Discover Your Inner Marketer and Advocate with Modern Marketing Strategies, N...Engagement Strategies, LLC
 
Social Media for Small Businesses
Social Media for Small Businesses Social Media for Small Businesses
Social Media for Small Businesses Sarah Kuntsal
 
United Way Communications Training - Des Moines, Iowa June 13 2012
United Way Communications Training - Des Moines, Iowa June 13 2012United Way Communications Training - Des Moines, Iowa June 13 2012
United Way Communications Training - Des Moines, Iowa June 13 2012Christoph Trappe
 
Marketing the CPA 2011
Marketing the CPA 2011Marketing the CPA 2011
Marketing the CPA 2011Tina Lambert
 
Social Media Week Miami What's Your Social Brand Zoom Factor? #SMWMiami
Social Media Week Miami What's Your Social Brand Zoom Factor? #SMWMiamiSocial Media Week Miami What's Your Social Brand Zoom Factor? #SMWMiami
Social Media Week Miami What's Your Social Brand Zoom Factor? #SMWMiamiPam Moore
 
The Digital Coconut Telegraph
The Digital Coconut TelegraphThe Digital Coconut Telegraph
The Digital Coconut Telegraphctcarr
 
How to Create your Buyer Personas
How to Create your Buyer PersonasHow to Create your Buyer Personas
How to Create your Buyer PersonasSigma Web Marketing
 
Marketing strategy 2018 (to double your leads)
Marketing strategy 2018 (to double your leads)Marketing strategy 2018 (to double your leads)
Marketing strategy 2018 (to double your leads)Bluewire Media
 
The Dark Art of Digital Influence Demystified
The Dark Art of Digital Influence DemystifiedThe Dark Art of Digital Influence Demystified
The Dark Art of Digital Influence DemystifiedJoseph Palumbo
 
How to build your reputation
How to build your reputation How to build your reputation
How to build your reputation Will Catterall
 
What Is A Brand…And Why Does It Matter?
What Is A Brand…And Why Does It Matter?What Is A Brand…And Why Does It Matter?
What Is A Brand…And Why Does It Matter?4Good.org
 
Marketing in a Recession
Marketing in a RecessionMarketing in a Recession
Marketing in a RecessionTodd Defren
 
Social Media Marketing what business owners should know ..
Social Media Marketing what business owners should know ..Social Media Marketing what business owners should know ..
Social Media Marketing what business owners should know ..Elizabeth Quintanilla, MBA
 

Similar to NIRI Dallas*Fort Worth 2013 (20)

QRCA - Philadelphia
QRCA - PhiladelphiaQRCA - Philadelphia
QRCA - Philadelphia
 
Richard von Kaufmann Sauna Safari Social Media Presentation 8 May 2014
Richard von Kaufmann Sauna Safari Social Media Presentation 8 May 2014Richard von Kaufmann Sauna Safari Social Media Presentation 8 May 2014
Richard von Kaufmann Sauna Safari Social Media Presentation 8 May 2014
 
Toolbox marketing-for-startups02
Toolbox marketing-for-startups02Toolbox marketing-for-startups02
Toolbox marketing-for-startups02
 
The Power of Business Networking
The Power of Business NetworkingThe Power of Business Networking
The Power of Business Networking
 
Knowledge Circle - The Impact Equation - Business Books Club
Knowledge Circle - The Impact Equation - Business Books ClubKnowledge Circle - The Impact Equation - Business Books Club
Knowledge Circle - The Impact Equation - Business Books Club
 
Discover Your Inner Marketer and Advocate with Modern Marketing Strategies, N...
Discover Your Inner Marketer and Advocate with Modern Marketing Strategies, N...Discover Your Inner Marketer and Advocate with Modern Marketing Strategies, N...
Discover Your Inner Marketer and Advocate with Modern Marketing Strategies, N...
 
Social Media for Small Businesses
Social Media for Small Businesses Social Media for Small Businesses
Social Media for Small Businesses
 
Business And Social Media Victories
Business And Social Media VictoriesBusiness And Social Media Victories
Business And Social Media Victories
 
United Way Communications Training - Des Moines, Iowa June 13 2012
United Way Communications Training - Des Moines, Iowa June 13 2012United Way Communications Training - Des Moines, Iowa June 13 2012
United Way Communications Training - Des Moines, Iowa June 13 2012
 
Marketing the CPA 2011
Marketing the CPA 2011Marketing the CPA 2011
Marketing the CPA 2011
 
Social Media Week Miami What's Your Social Brand Zoom Factor? #SMWMiami
Social Media Week Miami What's Your Social Brand Zoom Factor? #SMWMiamiSocial Media Week Miami What's Your Social Brand Zoom Factor? #SMWMiami
Social Media Week Miami What's Your Social Brand Zoom Factor? #SMWMiami
 
The Digital Coconut Telegraph
The Digital Coconut TelegraphThe Digital Coconut Telegraph
The Digital Coconut Telegraph
 
How to Create your Buyer Personas
How to Create your Buyer PersonasHow to Create your Buyer Personas
How to Create your Buyer Personas
 
Marketing strategy 2018 (to double your leads)
Marketing strategy 2018 (to double your leads)Marketing strategy 2018 (to double your leads)
Marketing strategy 2018 (to double your leads)
 
The Dark Art of Digital Influence Demystified
The Dark Art of Digital Influence DemystifiedThe Dark Art of Digital Influence Demystified
The Dark Art of Digital Influence Demystified
 
How to build your reputation
How to build your reputation How to build your reputation
How to build your reputation
 
What Is A Brand…And Why Does It Matter?
What Is A Brand…And Why Does It Matter?What Is A Brand…And Why Does It Matter?
What Is A Brand…And Why Does It Matter?
 
The 9 Immutable Laws of Social Media Marketing 2014
The 9 Immutable Laws of Social Media Marketing 2014The 9 Immutable Laws of Social Media Marketing 2014
The 9 Immutable Laws of Social Media Marketing 2014
 
Marketing in a Recession
Marketing in a RecessionMarketing in a Recession
Marketing in a Recession
 
Social Media Marketing what business owners should know ..
Social Media Marketing what business owners should know ..Social Media Marketing what business owners should know ..
Social Media Marketing what business owners should know ..
 

More from Michelle Golden

Building Member Loyalty - CPA Firm Associations
Building Member Loyalty - CPA Firm AssociationsBuilding Member Loyalty - CPA Firm Associations
Building Member Loyalty - CPA Firm AssociationsMichelle Golden
 
Pricing for Profitability
Pricing for ProfitabilityPricing for Profitability
Pricing for ProfitabilityMichelle Golden
 
Personal Marketing Plans for Professionals
Personal Marketing Plans for ProfessionalsPersonal Marketing Plans for Professionals
Personal Marketing Plans for ProfessionalsMichelle Golden
 
The Value of Facilitators
The Value of FacilitatorsThe Value of Facilitators
The Value of FacilitatorsMichelle Golden
 
Three Steps to Starting Your Social Media Presence
Three Steps to Starting Your Social Media PresenceThree Steps to Starting Your Social Media Presence
Three Steps to Starting Your Social Media PresenceMichelle Golden
 
Social Media Policy Sample Policy
Social Media Policy Sample PolicySocial Media Policy Sample Policy
Social Media Policy Sample PolicyMichelle Golden
 
Where Social Media and Traditional Marketing Intersect
Where Social Media and Traditional Marketing IntersectWhere Social Media and Traditional Marketing Intersect
Where Social Media and Traditional Marketing IntersectMichelle Golden
 
Integrated Marketing Strategies for CPAs
Integrated Marketing Strategies for CPAsIntegrated Marketing Strategies for CPAs
Integrated Marketing Strategies for CPAsMichelle Golden
 
Proposals that Rock (and Win)
Proposals that Rock (and Win)Proposals that Rock (and Win)
Proposals that Rock (and Win)Michelle Golden
 
To Tweet or Not to Tweet - for CPAs & lawyers
To Tweet or Not to Tweet - for CPAs & lawyersTo Tweet or Not to Tweet - for CPAs & lawyers
To Tweet or Not to Tweet - for CPAs & lawyersMichelle Golden
 
Blogging 202: Visibility, Monitoring & Content Inspiration
Blogging 202: Visibility, Monitoring & Content InspirationBlogging 202: Visibility, Monitoring & Content Inspiration
Blogging 202: Visibility, Monitoring & Content InspirationMichelle Golden
 
Blogging: The Practical Matters
Blogging: The Practical MattersBlogging: The Practical Matters
Blogging: The Practical MattersMichelle Golden
 
Personal Marketing Plans for Professionals
Personal Marketing Plans for ProfessionalsPersonal Marketing Plans for Professionals
Personal Marketing Plans for ProfessionalsMichelle Golden
 
Blogging for Lead Generation
Blogging for Lead GenerationBlogging for Lead Generation
Blogging for Lead GenerationMichelle Golden
 

More from Michelle Golden (15)

Building Member Loyalty - CPA Firm Associations
Building Member Loyalty - CPA Firm AssociationsBuilding Member Loyalty - CPA Firm Associations
Building Member Loyalty - CPA Firm Associations
 
Pricing for Profitability
Pricing for ProfitabilityPricing for Profitability
Pricing for Profitability
 
Personal Marketing Plans for Professionals
Personal Marketing Plans for ProfessionalsPersonal Marketing Plans for Professionals
Personal Marketing Plans for Professionals
 
The Value of Facilitators
The Value of FacilitatorsThe Value of Facilitators
The Value of Facilitators
 
Three Steps to Starting Your Social Media Presence
Three Steps to Starting Your Social Media PresenceThree Steps to Starting Your Social Media Presence
Three Steps to Starting Your Social Media Presence
 
Social Media Policy Sample Policy
Social Media Policy Sample PolicySocial Media Policy Sample Policy
Social Media Policy Sample Policy
 
Where Social Media and Traditional Marketing Intersect
Where Social Media and Traditional Marketing IntersectWhere Social Media and Traditional Marketing Intersect
Where Social Media and Traditional Marketing Intersect
 
Integrated Marketing Strategies for CPAs
Integrated Marketing Strategies for CPAsIntegrated Marketing Strategies for CPAs
Integrated Marketing Strategies for CPAs
 
Proposals that Rock (and Win)
Proposals that Rock (and Win)Proposals that Rock (and Win)
Proposals that Rock (and Win)
 
To Tweet or Not to Tweet - for CPAs & lawyers
To Tweet or Not to Tweet - for CPAs & lawyersTo Tweet or Not to Tweet - for CPAs & lawyers
To Tweet or Not to Tweet - for CPAs & lawyers
 
Blogging 202: Visibility, Monitoring & Content Inspiration
Blogging 202: Visibility, Monitoring & Content InspirationBlogging 202: Visibility, Monitoring & Content Inspiration
Blogging 202: Visibility, Monitoring & Content Inspiration
 
Blogging: The Practical Matters
Blogging: The Practical MattersBlogging: The Practical Matters
Blogging: The Practical Matters
 
Personal Marketing Plans for Professionals
Personal Marketing Plans for ProfessionalsPersonal Marketing Plans for Professionals
Personal Marketing Plans for Professionals
 
Social Media Timeline
Social Media TimelineSocial Media Timeline
Social Media Timeline
 
Blogging for Lead Generation
Blogging for Lead GenerationBlogging for Lead Generation
Blogging for Lead Generation
 

NIRI Dallas*Fort Worth 2013

  • 1. View of Social Media ! By Michelle Golden!
  • 2. This year’s college freshmen...! •  They’ve always lived in cyberspace! •  If they miss The Daily Show, they can always get their news on YouTube ! •  Robert De Niro is Greg Focker's father-in-law, not Vito Corleone or Jimmy Conway! •  They have never seen an airplane “ticket”! •  They can’t picture people actually carrying luggage through airports rather than rolling it! •  There’s always been football in Jacksonville but never in Los Angeles! •  There have always been blue M&Ms, but no tan ones! •  Before they buy a textbook, they see if it’s available as an e-book! •  History has always had its own channel! Beloit  College,  Mindset  List:  beloit.edu/mindset/2016/    
  • 3. Who else is a freshman?!
  • 4.
  • 5.
  • 6. Today! •  Truths about social! •  Lessons from crises! •  Social for business! •  SEC & the Web!
  • 7. It’s just the dang Internet. ! TRUTHS ABOUT SOCIAL!
  • 8. 9   Image:  thomaschung  (flickr)  
  • 10. Policy components! •  Liability disclaimers* •  General communications/behavior* •  Internet & email policies* •  Specific social media tool policies slideshare.net/goldenm/social-­‐media-­‐policy-­‐sample-­‐policy  
  • 11. Secret Formula! V   +     C   +   R  
  • 12. Your job = reassure! Am I making the right decision buying from you? ! Or investing in you?! •  Helpfulness! •  Accessibility! •  Coolness factor! •  “Get” them! •  Synergy! •  Evidence of knowledge! •  Third party acknowledgment !
  • 13. Pick Your Purpose! •  Business development, growth! •  Customer service, reputation enhancement! •  Just to learn or play ! (passive, but OK without expectations)!
  • 14. Pick Your Purpose! Business development, growth! •  Build & strengthen business relationships! •  Interact, share content! •  Help & promote others (good citizen)! •  Increase credibility! •  Lead generation! •  Build team (recruiting)!
  • 15. Not why SM were created.! Image:  rthakrar  (flickr)  
  • 16. Pick Your Purpose! Customer service, reputation! •  Be accessible! •  Create proactive fan base! •  Public & investor relations! •  Gather intelligence & monitor! •  Make problems right!
  • 17.
  • 18. Presenting yourself! •  People are ALWAYS better than logos! •  e.g., Twitter: other than marketing or ! cust svc rep, tweet under your own name! •  Be friendly & helpful! •  Promote others! •  10:1! photo! goldenpracLces.com   19  
  • 22. Social is so easy to blame.! LESSONS FROM CRISES!
  • 25. @jkrums: There’s a plane on the Hudson!
  • 26. Skip the middleman! SOCIAL FOR BUSINESS!
  • 27. Skip the middleman! •  Pay for space! •  Pray for space! •  Use your space!
  • 28. Growth purpose?! Business  development  &  growth   Measure   Build  &  strengthen  business   Number  &  depth   relaLonships   Interact,  share  content   InteracLons,  RTs,  shares   Help  &  promote  others     Who  you  promote,  whether  they   (being  a  good  ciLzen)   noLce   Increase  credibility   Target  group’s  responses,  raLngs   Lead  generaLon   Number  of  leads  of  the  right  type   Build  team  (recruiLng)   Engagement  with  prospecLve   employees  
  • 29. Reputation purpose?! Customer  service,  reputa9on   Measure   Be  accessible   Number  of  menLons,  number  you   respond  to  (and  don’t)   Create  proacLve  fan  base   Fan  discussion/acLvity,  do  they   independently  defend/promote  you?   Public  (and  investor)  relaLons   Outbound  &  inbound   communicaLons   Gather  intelligence   MenLons  of  you  &  type,  compeLtor   and  supplier  menLons  &  type   Make  problems  right   Problems  &  resoluLons  
  • 30. Measuring engagement! •  Where did it appear?! •  Who said it?! •  What was said? (categorize, clip file)! •  Was it about particular dept or person?! •  Was it positive, neutral, or negative?! •  Did it include reference to page? Which?! •  Who responded? How fast? (clip)!
  • 32. What would NIRI like to see?! SEC & THE WEB!
  • 33. Regulatory guidance! Public Companies (simplified):! •  Reg FD, Reg G, “material,” “future-looking” ! •  Consistent, Credible, Accurate, Factual, Transparent, Timely! Advisors:! •  SEC issued loose guidance Jan 2012! •  FINRA says treat SM like “public appearance”! •  NASD 2210 says blogs/web are like ads! •  Tools (e.g., Arkovi, Socialware) capture (comply)! •  Policies need specificity appropriate to you! •  Employees need education ! •  Judgment seems to be the theme within the guidelines! Jan  4  2012  SEC  guidance:  sec.gov/about/offices/ocie/riskalert-­‐socialmedia.pdf  
  • 34. SEC/FINRA for inv. advisors! Advertisement! •  Websites, banner ads, static content on blogs and social sites (including Twitter backgrounds, FB wall cover photos, LI or FB groups, bulletin boards) ! Sales Literature! •  Email or IMs to 25+ prospects (w/in 30 days)! •  Password protected websites! Correspondence! •  Email or IMs to any # of customers! •  Email or IMs to less than 25 prospects (w/in 30 days)! Public Appearance! •  Posts in chat rooms! •  Blog comments! •  Real-time interactions on SM (incl: Twitter, LI, FB)! Scripted Communication! •  Webinar, seminar, podcast, videocast!
  • 35.
  • 36.
  • 37. Clarity?! •  Refining the message! •  Location, location! •  If Reg FD is to encourage disclosure, then CEOs and IR pros sharing real-time would be a good thing as investors probably have more access to SM than EDGAR. ! (Steven Davidoff, commenting on ZipCar)! http://dealbook.nytimes.com/2013/01/04/zipcar-makes-s-e-c-filing-after-executives- twitter-message/ ! sec.gov/pdf/handbook.pdf  
  • 38. 2 things:! 1.  Own your content! 2.  Own your message!