Wealth Management & Social Media Leadership Forum

Use discount code NYER for a discounted rate of $175 ($20 OFF).

SUMMARY: Wealth management firms need to enable their advisors to connect with clients through social media. In doing so, they face a number of challenges including technology, compliance, and marketing. How do you scale social media beyond the pilot program? This forum will examine the challenges and opportunities presented by social media as well as provide case studies and solutions.

ATTENDEE PROFILE: 70 communications, marketing, compliance, and technology professionals from the financial services industry.

WHEN: Tuesday, April 2, 2013; 1:30 p.m. – 5:00 p.m. EST

WHERE: The McGraw-Hill Conference Center; 1221 Avenue of the Americas; 2nd Floor, Room 208; New York, NY 10020

KEYNOTE SPEAKER: Sheryl Larson, Senior Vice President, Digital Marketing, Northern Trust

CASE STUDY PRESENTERS:

Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc

Glen Gilmore, CEO, Gilmore Business Network

Augie Ray, Director of Social Media Strategy, Prudential

SPONSORS: Actiance; PR Newswire; MOSA eBank Marketing Services; New Jersey Bankers Association; New York American Marketing Association; The New York Enterprise Report; New York International Association of Business Communicators; New York University School of Continuing and Professional Studies; New York Public Relations Society of America; Social Media Today. The Social Media Monthly

EVENT WEBSITE: http://www.bdionline.com/wealthsocialforum0413.html

BDI WEBSITE: http://www.bdionline.com

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