Social Media for Professional Development: Finance
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Social Media for Professional Development: Finance

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

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

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Social Media for Professional Development: Finance Social Media for Professional Development: Finance Presentation Transcript

  • Social Media for j.mp/kempcfa Professional Development: Finance for CFA Vancouver By: Kemp Edmonds
  • Choose your own adventure Facebook Fired, Legal Expert Witness Pakistan’s First Social Media Company Tweeting to a Job
  • No One is An Island
  • The Big Picture
  • Where are people spending all that time? 2012
  • Stay professional or stay private There are risks.
  • “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
  • •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
  • Financial Social Media Examples 60% of online investors are active social media users
  • Honesty Gets You Everywhere
  • l itHonesty ^Gets You Everywhere ^
  • CTO OF NASA, KEMP
  • CTO OF NASA, KEMP
  • CTO OF NASA, KEMPkemp.com
  • Lesson 1: Express your interest(s)Lesson 2: Demonstrate your expertise
  • Lesson 1: Express your interest(s)Lesson 2: Demonstrate your expertise
  • Lesson 2: Demonstrate your expertise
  • Agenda ? ?? ?
  • The Power of Positive Networking
  • The Power of Positive Networking
  • Lesson 1: Express your interest(s) Make Real Connections
  • The Strength of Weak Ties
  • The Strength of Weak Ties
  • Lesson 2: Demonstrate your expertise LinkedIn Answers
  • Focused Groups
  • - TO DO• Complete your profile• Ask two ?s answer one.• 5 external invites• 50 internal• Join 5 Groups• Connect with me :)• Bonus: Recommendations
  • Twitter: What’s it good for?
  • A Social GardenAn Information Flow
  • 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
  • Serve your AudienceBe Helpful & Create Value
  • Don’t give up
  • StockTwitsNew Learning Resources
  • - TO DO• Search.Twitter.com• Complete your profile• Follow 100 people• Remember your Garden• Connect with me• Bonus: Build a Few Lists
  • Facebook: Friends & Family
  • FacebookAdvertising: The New Billboards
  • Ever buy something in a bar?
  • - 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.
  • BloggingWriting
  • Find Blogs
  • Follow BlogsWhat’s an RSS Feed?
  • An RSS Reader
  • Information Overload
  • - 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.
  • Bridge the Digital DivideDevelop Relationships - Long Term
  • 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?
  • One tool to rule them all
  • 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.
  • 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