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9.30.14 FinancialSocialBusiness SF Banner

Agenda

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    • Tuesday, September 30, 2014
    •  
      9:00 AM  -  9:30 AM
      Registration & Networking
      9:30 AM  -  9:35 AM
      Introduction by:
      Steve Etzler, CEO & Founder, Business Development Institute
      9:35 AM  -  10:05 AM
      Presentation:
      Presented by: Allan Gungormez, Director of Social Media Strategy, Transamerica
      10:05 AM  -  10:35 AM
      Presentation: The Power of Social Media: Attracting the Next Generation of Clients
      Presented by: Trevor Daughney, VP Marketing, Actiance, Inc
      The most important thing sellers can do for their firm is bring in new clients. There is a major movement of wealth a foot: from Baby Boomers to Millennials. Financial advisers and wealth managers need to shift their focus to a younger generation. To be successful, they need to change how they communicate.
      In this presentation, you’ll learn that:
      • These young people are increasingly on social networks and stepping away from email.
      • Financial firms need to adjust to this change.
      • Marketers, compliance officers and corporate counsel can overcome the challenges and lead their firms to make the switch.
      • Empowering your sellers to use social media can help close more deals.
      10:35 AM  -  11:05 AM
      Presentation: It’s a Marathon, Not a Sprint:
      How to Build a Successful Social Media Strategy from Scratch
      Presented by: Bethy Hardeman, Communications Manager, Credit Karma, Inc.
      Learn how Credit Karma grew its Facebook fanbase from the hundreds to the hundreds of thousands (and still growing!) with a slow-and-steady strategy. If there are two things I know, it’s how to train for a marathon and how to grow a social media fan following. Of course, it starts with an awesome product that people love. But what’s next? In this session, I’ll talk you through how Credit Karma has grown its social media following, mistakes we made along the way and specific strategies you can use in the financial services realm.

       

       
      11:05 AM  -  11:30 AM
      Break
      11:30 AM  -  12:15 PM
      Panel Presentation: Connecting with Social at Schwab
      Schwab, the leading financial institution with 12,500 employees, $4+ billion in revenue, and $2.45 trillion in client assets has integrated social and digital technologies into the fabric of their business.  This is a rare opportunity to hear from and interact with a diverse panel of Schwab leaders from different parts of the organization including public relations, compliance, brand activation, advisor services marketing and platform services.  The panel will focus on how Schwab connects with customers, advisors and the media using social media compliantly.  
      • Tatiana Howard, Managing Director, Advisor Services Marketing, Charles Schwab
      • Steve Maiello, Managing Director, Compliance, Charles Schwab
      • Lindsay Tiles, Managing Director, Public Relations, Charles Schwab
      • Peter Vaughan, Managing Director, Brand Activation, Charles Schwab
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