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Blogging in Financial Services, BlogWorld 2011

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Stephanie Sammons speaks at the BlogWorld & New Media Expo on Blogging in Financial Services: current landscape, trends, challenges and opportunities.

Published in: Economy & Finance
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Blogging in Financial Services, BlogWorld 2011

  1. 1. Blogging in Financial Services Stephanie Sammons
  2. 2. Blogging...Helping Investors Achieve More• The Current Landscape• Blogging Trends in Financial Services• Challenges & Opportunities• How Investors Win
  3. 3. A little background...• 15+ years in financial services• Founder/CEO of Wired Advisor (http://www.wiredadvisor.com)• http://www.stephaniesammons.com• @stephsammons
  4. 4. The Current Landscape 4
  5. 5. Where’s the beef trust??? 5
  6. 6. Greater Transparency 6
  7. 7. Strict Industry Regulations 7
  8. 8. “Social” Communications Revolution 8
  9. 9. SMARTER Consumers! 9
  10. 10. Blogging Trends in Financial Services 10
  11. 11. 4 Financial Services Segments:• Corporate/Enterprise• Independent Advisors and Firms• Individual “Investors”• Direct to Consumer 11
  12. 12. Corporate Blogging: Attract New Talent 12
  13. 13. Corporate Blogging: Educate 13
  14. 14. Independent financial advisors and firms 14
  15. 15. Independent financial advisors and firms “http://www.triboomer.com” 15
  16. 16. Independent financial advisors and firms 16
  17. 17. Individual “Investors”(astute investors, traders, portfolio managers, investment professionals) “News & Views” “Idea Network” 17
  18. 18. Direct to Consumer (some blogging element present)“Portfolio Mirroring” “Portfolio Management” 18
  19. 19. Challenges & Opportunities 19
  20. 20. Challenges• Corporate=personalize and humanize• Independent Advisors=stop corporatizing; become more human and more transparent (snow skiing)• Same “Content” Different Day• Jargon, Sales-oriented• Regulatory Environment - no testimonials, no specific recommendations, suitability, registrations, 3rd party content, etc. 20
  21. 21. Opportunities• Make human connection (people, personal, passion)• Strengthen and steer reputation• Establish authority with remarkable, relevant, and resourceful content• Build niche communities or “trusted networks”• Strengthen existing relationships• Capitalize and leverage WOM 21
  22. 22. How Investors Win 22
  23. 23. How Do Investors Win?• Enhanced Information, Insights, Knowledge, Tools• Options• Guidance Spectrum• Lower Fees• Greater Transparency AND... 23
  24. 24. POWER via new media channels! 24
  25. 25. How to Contact Me:• @stephsammons• stephanie@wiredadvisor.com

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