RegEd: Recent Episodes
Blane Warrene
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There are a lot of opinions and advice tossed around on how to be social, as well as who to be on social. Recently, RegEd's Blane Warrene was giving a speech in Philadelphia and sat with a financial advisor who stated that he had been coached on what persona to use on social. Blane's question to him - how long is that sustainable?
Personas, in our view, are how you define customer models when building a sales pipeline, not how to behave online. It can make sense for brands that have defined fictional identities - think Peanuts and Met Life.
For you, whether you are a brand or an individual, the business you've built has your signature culture and voice in place. This is what endears you to your clients and influencers and, quite simply, why you get out of bed in the morning to work (as does your staff).
By thinking about that culture and voice, you can extend that to your activities and engagement on social media. Quite simply, being yourself adds immense value.
A Note:
We were thrilled to discover the Social Media Minute was ranked among the top five podcasts for financial advisors by Bill Winterberg at FPPad.com. The credit goes to our listeners who've been generous in tuning in, sharing and supporting our efforts. Thank you!
A reminder: You can subscribe to our podcast on iTunes. There are a lot of opinions and advice tossed around on how to be social, as well as who to be on social. Recently, RegEd’s Blane Warrene was giving a speech in Philadelphia and sat with a financial advisor who stated that he had […]
The post Social Media Minute Podcast by RegEd: Be Yourself, Not a Persona appeared first on RegEd.
Some questions have come in from listeners on various ways to advertise on Facebook. We cover the basics of using Facebook’s advertising tools in this session. In general, ads on Facebook break down on three fronts: 1) Promote a Page ad 2) Custom Ads that may link external to Facebook 3) Boost a […]
The post Social Media Minute by RegEd: Questions in the Mailbag – Facebook Advertising appeared first on RegEd.
Some questions have come in from listeners on various ways to advertise on Facebook. We cover the basics of using Facebook's advertising tools in this session.
In general, ads on Facebook break down on three fronts:
1) Promote a Page ad
2) Custom Ads that may link external to Facebook
3) Boost a Post
Promoting your Page is quite easy - and Facebook offers a power editor for items 1 and 2 above - where you can target a number of parameters, compete for click rates as well as setting budgets overall (and time frames). These ads offer the most flexibility and provide analytics to track your efforts.
Boosting a post enables you to move a post higher in the News Feed to a wider audience. The default is to expose the boosted post to those who Like your Page and their Friends (which can be a wide reach). Your boost budget will then show you how far you can reach into that wider network of Facebook users.
We've seen boosting an effective way to get our webinar events a wider reach, increasing the number of attendees registering.
Some helpful Facebook guidance on this front:
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Facebook Ads
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Facebook Boost Post
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Our most recent webinar on Facebook from November 2013
When helping our customers build their social media presence, the question we receive most often is, “who can I follow to see how other folks in the industry are using social media successfully? Everyday you’ll see lists of financial services thought leaders in the press, as well as the ‘Follow Friday’ hashtag being […]
The post Social Media Minute Podcast by RegEd: Who Should I Follow on Social? appeared first on RegEd.
When helping our customers build their social media presence, the question we receive most often is, "who can I follow to see how other folks in financial services are using social media successfully in their business?" Everyday you'll see lists of financial services thought leaders in the press, as well as the 'Follow Friday' hashtag being used on Twitter (#FF).
We try to share some of those who we read and find value online via our Twitter lists. See our @regedarkovi account and stroll through the public lists. There are also some great lists to subscribe to - for example Pat Allen (@rocktheboatmktg) maintains lists of asset managers and broker dealers on Twitter. See the show notes below for more Twitter resources.
Show Notes:
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See our episode on building Twitter lists
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@regedarkovi lists
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@rocktheboatmktg lists
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Michael Kitces: 15 Powerful Tweeters Everyone Should Adviser Should Know
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The Best Tweets for Your Money
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The Top Financial Tweeters to Follow
The dramatic shift to social communications also means much of what we reference in articles, blogs, presentations and other mediums originates on social media platforms. The habits we had in the analog world of citing material from print and other traditional formats should transition with us into the digital front of content creation […]
The post Social Media Minute Podcast by RegEd: Citing Social Media in Your Content appeared first on RegEd.
The dramatic shift to social communications also means much of what we reference in articles, blogs, presentations and other mediums originates on social media platforms. The habits we had in the analog world of citing material from print and other traditional formats should transition with us into the digital front of content creation and publishing.
In this episode, we discuss some tools and resources online, good habits such as gathering source material using a tool like Evernote - which makes it much easier to properly make a citation later - and habits for thinking about bibliographic notes in mediums like public presentations or online video where typical reference notes are not as easy as in an article.
Show Notes
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www.tweet2cite.com - input a Twitter URL to a tweet and get back MLA, APA and Wikipedia citations ready to use.
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Excellent example of a style guide offering guidance on social media citations - The American Psychological Association Style Guide: http://blog.apastyle.org/apastyle/social-media/
In this episode, we are joined by Dr. Marion Underwood, child clinical psychologist at the University of Texas at Dallas. Dr. Underwood started a longitudinal study 10 years ago with several hundred nine-year olds that in 2012 expanded to include their use of Facebook as they left high school for college and careers. […]
The post Social Media Minute by RegEd: Long Term View at Big Data appeared first on RegEd.
In this episode, we are joined by Dr. Marion Underwood, child clinical psychologist at the University of Texas at Dallas. Dr. Underwood started a longitudinal study 10 years ago with several hundred nine-year olds that in 2012 expanded to include their use of Facebook as they left high school for college and careers.
This is at the central intersection of society, culture, technology and the evolution of adolescence. Dr. Underwood's study will ultimately inform not only experts like herself, but parents, school counselors and educators - and candidly - all of us who are living and working at the convergence of technology and daily life.
Some anticipated results are shared in this discussion - along with what will be some surprising validators for many listeners. Moreover, from our perspective, many of the broad themes she visits apply to our business endeavors with social media:
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do we prohibit or enable modern technology and social platforms in our business
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do we teach & lead while we monitor the use of social media
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do we take the time to learn from the data to improve ourselves and our constituents use of social platforms...and many more.
You can visit Dr. Underwood's page at the University of Texas at Dallas web site here.
Chuck Hammond, co-founder of the 401k Study Group, joins us to discuss his mission in helping advisors and informing clients on best practices for retirement plans. Notably, he also outlines the process they used from day one, with eight interested participants to now hundreds of advisors engagement. Social media has played an important […]
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Chuck Hammond, co-founder of the 401k Study Group, joins us to discuss his mission in helping advisors and informing clients on best practices for retirement plans. Notably, he also outlines the process they used from day one, with eight interested participants to now hundreds of advisors engagement.
Social media has played an important role in conjunction with good, old-fashioned phone work to communicate the story and expand the group's reach.
Tune in to hear more!
Show Notes:
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401k Study Group website
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LinkedIn Group
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401k Study Group Podcast
We’re joined by Bill Winterberg (@billwinterberg on Twitter) of the FPPad, as well as resident practice management columnist at Morningstar Advisor magazine. An effective way to learn often involved hearing how someone else tackled the challenges of building a business, using modern marketing tools or even just found more productive ways to work. Bill […]
The post Social Media Minute Podcast by RegEd: “You’ve Got to Tighten That Up appeared first on RegEd.
We're joined by Bill Winterberg (@billwinterberg on Twitter) of the FPPad, as well as resident practice management columnist at Morningstar Advisor magazine.
An effective way to learn often involved hearing how someone else tackled the challenges of building a business, using modern marketing tools or even just found more productive ways to work. Bill exemplifies this in his business by not only using productivity tools to operate his business, but also sharing the process and allowing the rest of us to get the recipe.
Bill shares how he launched FPPad and also provides some insight into what drove him to evolve to more interactive formats for his weekly Bits & Bytes column. Don't miss some great tips here.
And of course, the episode title came from one of Blane's long-winded questions...hear Bill bust his chops for it!
Show Notes:
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FPPad
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Bill's Morningstar columns
Also, to subscribe to our podcast on your Android or iOS devices , see here:
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Stitcher (Android)
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iTunes
The JOBS Act does more than seek to free up capital in an ongoing tight credit market for small business. It also means new marketing capabilities for hedge funds – and more to the point – opportunities for financial advisors and wealth managers to focus energy on helping clients navigate the new (and […]
The post Social Media Minute Podcast by RegEd: April Rudin, The Rudin Group talks the JOBS Act and then some… appeared first on RegEd.
The JOBS Act does more than seek to free up capital in an ongoing tight credit market for small business. It also means new marketing capabilities for hedge funds - and more to the point - opportunities for financial advisors and wealth managers to focus energy on helping clients navigate the new (and possibly complex) investment strategies they may see or hear of.
April Rudin spends her time focused in the high net worth space, working with both hedge funds and financial advisors. She amplifies (or perhaps informs) that work in her columns for the Huffington Post, Wealth Management and others. See our show notes below to see her coverage.
We dive into the effects of the JOBS Act, discuss marketing opportunities,as well as how to navigate this likely new stream of content to hit the market by year end.
As always, we also take the time to chat on personal versus professional and social media. We found April's answer one of a parent's wisdom. Don't miss it.
Show Notes:
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April is @therudingroup on Twitter
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Huffington Post
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WealthManagement.com
One of our favorite things to do is host discussions with folks in the thick of being digital in their business – from individual financial advisors to folks who serve the financial advisor community. Today we had a chance to catch up with the latter. Ahyoung An, Manager of Marketing and Community Development […]
The post Social Media Minute Podcast by RegEd: A Discussion with Ahyoung An from BrightTALK appeared first on RegEd.
One of our favorite things to do is host discussions with folks in the thick of being digital in their business - from individual financial advisors to folks who serve the financial advisor community. Today we had a chance to catch up with the latter. Ahyoung An, Manager of Marketing and Community Development at BrightTALK, took some time to fill us in on what is happening of interest to our industry.
My own favorite function of BrightTALK is the ability to subscribe to a channel - in my case - Thought Leadership for Financial Advisors. While I do speak on webcasts they host - I also discover many other speakers I may not otherwise know of on that channel.
Learn more about BrightTALK (like the 2 minute videos and iPad support) and also hear our chat on the convergence of professional and personal on social media. Ahyoung also sent us over a free, ungated report that offers a glimpse into the statistics of the BrightTALK platform.
Show Notes:
Thought Leadership for Financial Advisors
Some of our recent BrightTALK webcasts:
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It's More Than 140 Characters - w/ Pat Allen, Kristen Luke and Leslie Marshall
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Guest Blogging w/ Stephanie Sammons
In a continuing theme of our coverage on social media, we don’t neglect to ensure you are aware of best practices in security and privacy. Twitter updated its security settings for 2-factor authentication on August 6, 2013 that makes it even better. 1. You can use cell phone (for SMS) or a code […]
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In a continuing theme of our coverage on social media, we don't neglect to ensure you are aware of best practices in security and privacy. Twitter updated its' security settings on August 6, 2013 that makes it even better.
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You can use cell phone (for SMS) or a code generated in the app. This is great for when you have WiFi but no phone service. Excellent for international use.
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You can span added security across all accounts you manage.
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Have a backup code for when you really don't have your phone with you.
and much more!
By the way - let us know what topics you hope we'll cover. We look forward to firing up our research engines to help make social media more effective for you.
Show Notes:
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The Twitter blog post
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Our YouTube playlist on Privacy and Security
Some recent podcast episodes on privacy and security:
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Don't Miss a Health Check on Privacy
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Can You Hack Proof Yourself?