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Hashtag No Filler: Social Media Panel Set for Summit

By Ray Harmon • January 11, 2016 • 0 Comments
Have you ever attended a conference session about using social media and walked away thinking that when you got back to your office you weren't going to be allowed to do any of the stuff you just learned? Or worse, that you didn't really understand what any of it meant to begin with?

This year’s 403(b) Masters Summit will provide a cure. A panel of actual 403(b) professionals who are real-life social media users and social media compliance managers in the 403(b) plan industry will walk you from the basics (e.g., “what's a hashtag?”) to the stumbling blocks (e.g., “how do we get our compliance department to okay this?”). During “‘Socializing’ Your Practice” on Friday, Jan. 22 at 10:00 a.m. MST, you’ll hear real accounts of the pitfalls and the successes, and come away understanding why social media isn’t just a good idea these days for engaging with the public — it’s practically a requirement, and a powerful means to becoming more competitive in the marketplace.

In a 2015 survey by American Century Investment, 43% of advisors said they have acquired business using social media and 61% said social media use improved perceptions about their firm. A whopping 54% said social media has significant future potential for businesses like theirs. But whether you’re already using Facebook, LinkedIn, Twitter, etc. — or plan to start doing so eventually — there are things you need to know that are specific to our industry.

Panelist Tony Vannicola, Vice President, Integrated Marketing for American Century Investments, will discuss his company’s findings and share his expertise on the plethora of valuable business-building tactics that you can undertake online. Then Tamara Indianer, an OSI for Lincoln Investment, and Jeff Tomaneng will walk you through compliance do’s and don’ts, tips and tricks, personal experiences in their offices, and what regulators have to say about social media use in the financial services industry.

It’s not too late to register and attend this session at the 2016 Masters Summit in Tucson, Ariz. Jan. 21-23. #srsly

Ray Harmon, Esq., is government affairs counsel for NTSA and will be moderating “‘Socializing’ Your Practice” at the 2016 Masters Summit.

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