Joanna Belbey

Joanna Belbey_headshot 5-14-14Joanna Belbey– An established thought leader, Joanna Belbey specializes in helping regulated firms use social media effectively while complying with rules and regulations. An enthusiastic user of social media (follow her on Twitter @belbey), Joanna leverages her marketing expertise to counsel firms on best practices for social media compliance policies and digital marketing and content strategies.

Financial Services to Test the Waters of Social Media Testimonials

Until very recently, social media testimonials or endorsements from clients were strictly off limits to financial advisers. And since consumers mine social media for reviews on all manner of service providers, the financial services industry has been at a bit of a disadvantage, unable to benefit from clients’ shared positive experiences. The industry has earnestly sought guidance from the SEC on the...

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