Originally presented June 21st, 2012 to Certified Financial Analysts of Vancouver.

1. Social Media for j.mp/kempcfa
Professional
Development:
Finance
for CFA Vancouver
By: Kemp Edmonds

2. Choose your own adventure
Facebook Fired, Legal Expert Witness
Pakistan’s First Social Media Company
Tweeting to a Job

3. No One is An Island

4. The Big Picture

5. Where are people spending all that time?
2012

6. Stay professional or stay private
There are risks.

7. “The issue for the pros is that the
institution of [financial] analysis risks
becoming de-professionalized. In the same
way many jobs that took specialized skills
became commoditized by the use of new
tools or access to information, the era of
DIY financial analysis is dawning.”
Horace Dediu, former analyst, now blogger at Asymco, January 19th 2011

8. •Archive - All Communications
•Supervise - Training, Policy and Procedure
•Include Disclaimers - Recommended
•Avoid Recommendations - Even Likes!
-FINRA Guidelines 2009
3 in 5 online investors are active social media users
-2009 Forrester Research Study

9. Financial Social Media Examples
60% of online investors are active social media users

10. Honesty Gets You Everywhere

11. l it
Honesty ^Gets You Everywhere
^

12. CTO OF NASA, KEMP

13. CTO OF NASA, KEMP

14. CTO OF NASA, KEMP
kemp.com

15. Lesson 1: Express your interest(s)
Lesson 2: Demonstrate your expertise

16. Lesson 1: Express your interest(s)
Lesson 2: Demonstrate your expertise

17. Lesson 2: Demonstrate your expertise

18. Agenda
?
?
?
?

19. The Power of Positive Networking

20. The Power of Positive Networking

21. Lesson 1: Express your interest(s)
Make Real Connections

22. The Strength of Weak Ties

23. The Strength of Weak Ties

24. Lesson 2: Demonstrate your expertise
LinkedIn Answers

25. Focused Groups

26. - TO DO
• Complete your profile
• Ask two ?s answer one.
• 5 external invites
• 50 internal
• Join 5 Groups
• Connect with me :)
• Bonus: Recommendations

27. Twitter: What’s it good for?

28. A Social Garden
An Information Flow

29. The Language
• @ - public mention or reply
• # - hashtag; to group messages
• RT - Retweet: giving credit (via)
• D - DM: Direct Message - PRIVATE
• LISTS - Monitor a specified group

30. Serve your Audience
Be Helpful & Create Value

31. Don’t give up

32. StockTwits
New Learning Resources

33. - TO DO
• Search.Twitter.com
• Complete your profile
• Follow 100 people
• Remember your Garden
• Connect with me
• Bonus: Build a Few Lists

34. Facebook: Friends & Family

35. Facebook
Advertising:
The New
Billboards

36. Ever buy something in a bar?

37. - TO DO
• Makes a decision
• Enjoy it the way you like
• Try Ads - $5
• Add a few pages
• Don’t connect with me :)
• Bonus: Create a page.

38. Blogging
Writing

39. Find Blogs

40. Follow Blogs
What’s an RSS Feed?

41. An RSS Reader

42. Information Overload

43. - TO DO
• Google news/blog sites
• Setup a Google Reader
• Subscribe to 10 sites
• Use Technorati.com
• Check out Mashable.com
• kempedmonds.com RSS :)
• Bonus: Build a blog Create.

44. Bridge the Digital Divide
Develop Relationships - Long Term

45. What is Success?
• Are you learning new things? Finding
new sources of information?
• Qualitative measures matter more in
terms of human connections, learning
and experience gained.
• Have you connected with someone
you admire and met in real life?
• Developing meaningful connections?

46. One tool to rule them all

47. 3 Ways to Get Started
1. Setup your accounts: Connect with fellow
financial advisors. Stay away from financial
discussions online. Don’t make recommendations
2. Post generic information: news items,
interesting stories, information that matters to
your target audience.
3. Combine: social networks with your newsletter
and email campaigns. Include social links in your
email signature.

49. Thank You
• The GuideBooks:
mashable.com/guidebook
• The Role of Social Media in Financial
Markets: j.mp/finmark
• This presentation is available now:
j.mp/kempcfa
Special Thanks to Ken Wu