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Category Archive for 'customer engagement'

Part 3 of 3 — This week SPURspectives is examining the new opportunity opening up in the securities sector as a result of changes in the FINRA guidance regarding social media use. Social media is taking off and FINRA has said you are now free to move about the cabin. In this three part series [...]

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Part 2 of 3 — Yesterday’s post looked at the first two principles from Hildy Gottlieb’s book, The Pollyanna Principles, in light of how they might be applied to the securities sector’s opportunity with social media. Today SPURspectives is covering a few more of the principles and how they address some of the biggest objections [...]

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Part 1 of 3 — The securities business is now free to participate in social media, thanks to the new FINRA guidelines. This should have a significant impact on the investment community interacts with customers. Needless to say, the financial sector is late to the social media party, but there are advantages to arriving late. [...]

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Each of us is intimately aware of how we are being impacted by the current financial crisis. However, it is the younger millennial generation that deserves closer examination, as their response to the situation will have the furthest reaching impact on our future. The financial crisis is having a greater impact on the saving, investing, [...]

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A few young people are finding jobs now. As they enter the workforce I am hearing a lot of confusion about what to make of the millennials. Why do they act this way? My son is a millennial. To understand him it helps to remember his life experiences as the context that forms his worldview. [...]

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I had an epiphany the other day. Needless to say, that doesn’t happen to me very often. This one happened while I was attending a Habitat for Humanity build. If you are a regular reader of SPURspectives, you know that I work with Habitat fairly frequently. But this last time held a surprise. When I [...]

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FINRA recently released their guidelines for financial advisors regarding social media. It essentially opens up the use of social media by financial advisors. This may not seem like good news on the surface to everyone. But if you consider that your retirement is one of the most, if not the single most expensive thing you [...]

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The saying, “all good things come to pass,” is probably falling on the lips of more than one CEO at a financial firm these days. No, I’m not talking about market events; I’m talking about social media. The financial sector’s reluctance to use social channels is officially over. FINRA, the regulatory organization that provides rules [...]

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Late last year I wrote a post wondering what would happen to social media as the economy recovers. Well, the pundits say that the economy is starting to recover and other pundits say that social media is changing. Twitter adoption is flattening out pretty quickly. My question to you is, why?
Have you personally changed your [...]

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A couple of years ago I fell and cut my head. It wasn’t a little cut, it was a 300 stitches plus 36 staples and getting a good look at your own skull kind of cut. So I got to spend some time in a hospital. I had an MRI, a couple of CT scans, [...]

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