I was asked to appear on BNN’s “The Close” again. On May 3, 2013, I was on the show with Stan Wong. We had a great conversation with host Michael Hainsworth on how financial professionals can use social media, specifically LinkedIn, to help prospect for new clients and grow their reputation as thought leaders. This was my second appearance on the show and I was far less nervous than the first time. Still, live TV is nerve-wracking. But I’m getting more and more used to it. Click on the images below to watch the clip (it’s only 5 minutes).

Silu Modi and Stan Wong on BNN – May 3, 2013

Silu Modi on “The Close” on BNN – May 3, 2013
I was recently invited to speak at the Investment Funds Institute of Canada (IFIC) Leadership Conference. Prior to my talk, Investment Executive asked me to sit down and discuss social media in financial services. Below is the video that was posted to IE.TV.
Click on the images to go to the video

Silu Modi at the IFIC Leadership conference on IE.TV

Silu Modi speaking at the IFIC Leadership Conference
I was recently a guest along with Mike Newton on BNN’s “The Close” with Michael Hainsworth. We were interviewed for a 7 minute segment on social media in financial services. Though I was quite nervous (first time doing LIVE tv), Michael Hainsworth was a great host and put me at ease immediately. Happy to say that I didn’t embarrass myself. Actually, I’m quite happy with how it went. Now I have the media bug in me!
Click on the images below to watch the clip on BNN’s website

Silu Modi on BNN – Taking stock in social media

Silu Modi on BNN – Taking stock in social media
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.
I was recently a speaker at the Digital Marketing for Financial Services conference. I gave a one hour presentation on “Effective Social Media in a Regulated Environment.”
The presentation went very well. I also had the chance to connect with some very smart people in the field.
The amazing folks at Advisor.ca wrote a great article about the conference, with several references to the presentation I gave. If you get a chance, give it a read.