Posts Tagged ‘hints & tips’
Twitter + Compliance = Rocky road?
Twitter has got to be the bane of a compliance officer’s life. Control, order and regulation crumbles away in the face of it’s social, viral and instant communication methods. However there are things that an adviser can do to stave off the compliance officer’s wrath. This article aims to produce some practical advice for financial advisers on how to use social media and keep on the right side of compliance.
Popularity: 20% [?]
Wednesday, February 3rd, 2010
App review – Dropbox
In the spirit of reviewing things, I’ve turned my attention to some of the web applications I use on a regular basis. Here follows a run-down of my backup / synchronisation tool of choice: Dropbox.
Popularity: 17% [?]
Tuesday, January 19th, 2010
My Financial Calendar from Unbiased
Unbiased, the place some consumers go to find an IFA or financial adviser, have launched a new consumer tool: The Financial Calender. It is intended to help consumers think about the finance related things that occur on specific dates throughout the year, for example renewing one’s car insurance.
It’s a great little tool that can integrates with Outlook to add the key dates into your diary. It’s a slight shame it doesn’t integrate with anything other than Outlook as I personally use Google Calendar, but it’s a good start.
Popularity: 8% [?]
Thursday, January 14th, 2010
Social Media in Financial Services
Would have loved to have gone to the Social Media in Financial Services conference, but sadly couldn’t make it. However as if to support the message of using social media in the industry the internet is awash with comment and write-ups on the event.
Of course the ubiquitous Twitter comes into it’s own via the use of the #socialmediafs hashtag from people at and around the conference itself, proving that word of mouth and technology can work together.
Blogging after the event has also happened with:
So overall it seems to have been a success and it’s good to see these kind of topics being discussed and dragging what is sometimes a very dry and backwards facing industry, albeit belatedly, into the modern world.
Popularity: 22% [?]
Tuesday, January 19th, 2010
Tags: financial adviser, hints & tips, IFA, social media, Thought of the day, twitter
Posted in Comment | 2 Comments »