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Social Media for Small to Mid-Sized Financial Institutions Roundtable Lunch

April 21, 2015 @ 12:00 pm - 2:00 pm

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More and more Registered Investment Advisors (RIAs) are moving to smaller firms from larger financial institutions. However, smaller firms are typically not as ready as large financial institutions to support RIAs in their use of social media.
[push h=10]Our invitation-only event will focus exclusively on educating small to medium-sized financial institutions about the opportunities and issues associated with empowering financial advisors on social media technology.

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[push h=15]Attendees will benefit from rich, focused content as well as the rare networking opportunity created between the roundtable members. The roundtable lunch will be very interactive by design and is limited to 40 participants. While there is no cost to participate, we require roundtable members to show up if registered and actively contribute to the conversation.[push h=20]We will answer the following questions:

  • How do you support RIA’s use of social media compliantly?
  • What are specific success stories that resulted in new business and deeper relationships with clients?
  • How do small or medium-sized firms organize themselves to support RIA’s use of social media?
  • Why is LinkedIn the top social media platform for advisors and what are the best practices to develop new business and connect with clients through the platform?
  • How are the content needs of advisors supported without a major investment in the marketing department?

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MODERATOR

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Bruce Milne
Executive Vice President
Socialware

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PANELISTS

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Susan Glusica
Financial Representative
Wealth Advisory Group LLC

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Nate Isaacson
Manager, Social Media
The Guardian Life Insurance Company of America

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Chris Keneally
Enterprise Account Executive, Sales Solutions – Financial Services
LinkedIn

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RSVP [push h=5]If you have received an invitation and would like to RSVP, or if you would like additional information and to be considered for participation, please email Steve Etzler at steven.etzler@bdionline.com. While there is no cost to participate, we require registrants to show up and actively contribute to the conversation.

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[push h=15]DATE:
April 21, 2015

[push h=10]TIME:
12:00PM – 2:00 PM

[push h=10]LOCATION:
The Graduate Center of the City University of New York
Segal Theater
365 5th Avenue
New York, NY 10016

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ATTENDEE PROFILE:[push h=5]40 marketing and technology leaders from financial institutions.

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SPONSOR[push h=”6″]Socialware LogoSocialware provides industry-leading software and services for regulated industries to securely and compliantly market through social media, and to generate business through relationships with customers and prospects on Facebook, LinkedIn, and Twitter. Socialware is a trusted technology partner to more than 170 of the leading firms in the US. Learn more about Socialware at www.socialware.com

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ORGANIZER[push h=”6″]BDI-TransparentBusiness Development Institute (BDI), founded in New York City in 2001, is a B2B event agency that specializes in producing invitation-only, thought leadership driven, customer acquisition events that attract our client’s buyers while providing valuable content and networking opportunities for their prospects. What makes BDI different is our 12+ years’ experience generating demand for our sponsors while educating and connecting our attendees. Accelerate is our 10-step demand generation process that fills our customer’s sales pipelines with qualified leads while curating unique thought leadership content. Check out our past events and evaluate the social media buzz and live attendee feedback we receive through our #BDI1 Twitter hashtag at our events on Storify.

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Organizer

Business Development Institute
Phone:
(212) 765-8045

Venue

The Graduate Center of The City University of New York, Segal Theatre
365 Fifth Avenue Segal Theatre
New York, NY 10016 United States
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Phone:
(877) 428-6942
Website:
http://www.gc.cuny.edu/About-the-GC/Building-Venues-Particulars/Segal-Theatre