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In the news…

October 1st, 2012

Over the last year or so, I’ve been fortunate enough to receive some press for the digital marketing my firm has been doing.

At the end of August this year, Investment Executive released their 2012 Advisor Scorecard. Within the scorecard was a story titled “Apprehension over social media” by Clare O’Hara talking about how some financial firms are still having difficulty understanding how to use social media effectively while staying within regulatory guidelines. I was quoted in the article:

Even before IIROC set its guidelines, Macquarie was one step ahead, having created a social media committee and an advisor pilot project in early 2011. “We never wanted to block social media,” says Silu Modi, Macquarie’s vice president, digital marketing, banking and financial services group. “We always wanted to figure out how we can use it.”

In July, I was quoted in the Wall St. Journal in an article about how advisors are using social media and what role a financial advisor should play on Twitter:

“Tweets and points should not be timely but timeless–we shouldn’t be the ones breaking the news,” said Silu Modi, vice president for digital marketing at Macquarie Group Ltd.’s (MQG.AU) North American operations.

And finally, in May 2012, I gave a talk at the Digital Marketing for Financial Services conference. Advisor.ca ran an article about my presentation titled “Regulation doesn’t stifle social media” taking excerpts from my talk:

He adds, “If you aren’t using these social media tools, you are throwing away a huge chunk of your potential market.”

Modi stresses, though, “Social media is not a digital or marketing strategy. It’s only one part of a complete strategy and you need to fold it in with your other efforts.”

In a future post, I’ll add more recent press our work has received.

Categories: Basics, Management, Press
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