Where LPL, Morgan Stanley Social Media Plans Diverge

Two Webinars scheduled at the very same time Wednesday afternoon showcased the differences between the approach to social media being taken by one of the largest wirehouse firms and the largest independent broker-dealer. These update some of the differences aired in July when LinkedIn hosted a social media discussion with Morgan Stanley Smith Barney and independent certified financial planner Cathy Curtis.

I make a point of catching as many of these, in real-time or on-demand, as possible. May I say how refreshing it is to see Marketing replacing Compliance as presenters?

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Personal Or Turnkey? This Must-Watch Video Presents 2 Very Different Approaches To Social Media

If your job as a mutual fund or exchange-traded fund (ETF) marketer involves understanding how financial advisors are using social media to build their online profiles and raise awareness of their business, you really need to watch the 40-minute video embedded below.

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