Howard Keziah

"But amazingly, many compliance officers are still trying to prohibit advisors from using these tools. We’ll look back at this one day and laugh. In the meantime, financial services firms and their employees who aren’t embracing these new methods of communication, or doing so in a cowardly fashion, are quickly falling behind. Social media isn’t just about talking, it’s also about listening and, increasingly, about data. Smart advisors are monitoring the social content of both clients and prospects to glean new insights on what their clients are doing and thinking about. Smart wholesalers are doing the same to find powerful rapport-building talking points before they go in to a branch office to meet with advisors. Data analytics firms are increasingly mining the social media exhaust stream for data that can drive new trading strategies for hedge funds or sales approaches for mutual fund firms. We’re still at the tip of the iceberg." - Howard Keziah from Bookmarklet

Printing emails and saving them for compliance purpose does sound funny now - Vasu

It's a shame that less than 2% of the financial services advisors are the bad apples that cause all the compliance nightmares and ruin it for others. When you see some of the humongous lawsuits, it’s easy to understand why companies have tight compliance and err on the side of cautiousness, but as Howard points out, this will eventually pass and social media marketing opportunities will win out. - john lensi

15-20 words per minute is pretty good right? - Eric Parks

Yeah, Eric, I think John can do that with his hunt and peck style! Let us know how you do, John. - Michael Rice

Wow - that is a really cool picture. - john lensi

Ah ha! So that's how it's done. Always been curious about that when I see these on Flickr :) - Eric Parks

"“The data imply that the U.S. economy is not one of mobility and opportunity,” wrote the author. “Richer households are getting richer, the poorer households are staying poor, and those middle-income households continue to move about chasing the elusive American dream.”" - Howard Keziah from Bookmarklet

Good point of view. Good comments also. - Howard Keziah from Bookmarklet

Yes. Its all about trade offs. Lot more details in comments as he answers them. - Vasu

That would have been great when the twins came home from the NICU! - Michael Rice

No - asking a dog to monitor an infant... - john lensi