Social Media for Professional Development: Finance

613 views
549 views

Published on

Originally presented June 21st, 2012 to Certified Financial Analysts of Vancouver.

Published in: Education, Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
613
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
14
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Social Media for Professional Development: Finance

  1. 1. Social Media for j.mp/kempcfa Professional Development: Finance for CFA Vancouver By: Kemp Edmonds
  2. 2. Choose your own adventure Facebook Fired, Legal Expert Witness Pakistan’s First Social Media Company Tweeting to a Job
  3. 3. No One is An Island
  4. 4. The Big Picture
  5. 5. Where are people spending all that time? 2012
  6. 6. Stay professional or stay private There are risks.
  7. 7. “The issue for the pros is that the institution of [financial] analysis risksbecoming de-professionalized. In the sameway many jobs that took specialized skills became commoditized by the use of new tools or access to information, the era of DIY financial analysis is dawning.” Horace Dediu, former analyst, now blogger at Asymco, January 19th 2011
  8. 8. •Archive - All Communications •Supervise - Training, Policy and Procedure •Include Disclaimers - Recommended •Avoid Recommendations - Even Likes! -FINRA Guidelines 20093 in 5 online investors are active social media users -2009 Forrester Research Study
  9. 9. Financial Social Media Examples 60% of online investors are active social media users
  10. 10. Honesty Gets You Everywhere
  11. 11. l itHonesty ^Gets You Everywhere ^
  12. 12. CTO OF NASA, KEMP
  13. 13. CTO OF NASA, KEMP
  14. 14. CTO OF NASA, KEMPkemp.com
  15. 15. Lesson 1: Express your interest(s)Lesson 2: Demonstrate your expertise
  16. 16. Lesson 1: Express your interest(s)Lesson 2: Demonstrate your expertise
  17. 17. Lesson 2: Demonstrate your expertise
  18. 18. Agenda ? ?? ?
  19. 19. The Power of Positive Networking
  20. 20. The Power of Positive Networking
  21. 21. Lesson 1: Express your interest(s) Make Real Connections
  22. 22. The Strength of Weak Ties
  23. 23. The Strength of Weak Ties
  24. 24. Lesson 2: Demonstrate your expertise LinkedIn Answers
  25. 25. Focused Groups
  26. 26. - TO DO• Complete your profile• Ask two ?s answer one.• 5 external invites• 50 internal• Join 5 Groups• Connect with me :)• Bonus: Recommendations
  27. 27. Twitter: What’s it good for?
  28. 28. A Social GardenAn Information Flow
  29. 29. The Language• @ - public mention or reply• # - hashtag; to group messages• RT - Retweet: giving credit (via)• D - DM: Direct Message - PRIVATE• LISTS - Monitor a specified group
  30. 30. Serve your AudienceBe Helpful & Create Value
  31. 31. Don’t give up
  32. 32. StockTwitsNew Learning Resources
  33. 33. - TO DO• Search.Twitter.com• Complete your profile• Follow 100 people• Remember your Garden• Connect with me• Bonus: Build a Few Lists
  34. 34. Facebook: Friends & Family
  35. 35. FacebookAdvertising: The New Billboards
  36. 36. Ever buy something in a bar?
  37. 37. - TO DO• Makes a decision• Enjoy it the way you like• Try Ads - $5• Add a few pages• Don’t connect with me :)• Bonus: Create a page.
  38. 38. BloggingWriting
  39. 39. Find Blogs
  40. 40. Follow BlogsWhat’s an RSS Feed?
  41. 41. An RSS Reader
  42. 42. Information Overload
  43. 43. - TO DO• Google news/blog sites• Setup a Google Reader• Subscribe to 10 sites• Use Technorati.com• Check out Mashable.com• kempedmonds.com RSS :)• Bonus: Build a blog Create.
  44. 44. Bridge the Digital DivideDevelop Relationships - Long Term
  45. 45. What is Success?• Are you learning new things? Finding new sources of information?• Qualitative measures matter more in terms of human connections, learning and experience gained.• Have you connected with someone you admire and met in real life?• Developing meaningful connections?
  46. 46. One tool to rule them all
  47. 47. 3 Ways to Get Started1. Setup your accounts: Connect with fellow financial advisors. Stay away from financial discussions online. Don’t make recommendations2. Post generic information: news items, interesting stories, information that matters to your target audience.3. Combine: social networks with your newsletter and email campaigns. Include social links in your email signature.
  48. 48. Thank You• The GuideBooks: mashable.com/guidebook• The Role of Social Media in Financial Markets: j.mp/finmark• This presentation is available now: j.mp/kempcfa Special Thanks to Ken Wu

×