Home Sociology The socially savvy advisor
You've heard it before: it takes a village. But you know it's true when we're talking about compliant social media for the financial industry! Numerous industry leaders and experts shared their invaluable time and insights, and for that I'm especially grateful. They include Melissa Callison, vice president of communications compliance, Charles Schwab; Michael Kitces, author of Nerd's Eye View; Blane Warrene, co-founder of Arkovi; Renee Brown, senior vice president and director of social media at Wells Fargo; Edward McNicholas, partner at Sidley Austin; Dan Schreck, head of investor relations at Equinox Partners; Tina Petruzziello and David Rozenson of Boston Compliance Associates; Marie Swift, CEO of Impact Communications; Barbara Stettner, managing partner of Allen & Overy; Frank Eliason, director of global social media at Citibank; Sunayna Tuteja, director, social business & e-commerce at TD Ameritrade; Frank Gosch, senior director of search and analytics at Hearst; Lindsay Tiles, managing director of social media at Charles Schwab; Mike White, chief marketing officer at Raymond James; Melissa Sochi, SVP of brand & marketing delivery at FPL Financial; April Rudin, founder of Rudin Marketing; Brittney Castro, founder of Financially Wise Women; and Bill Winterberg, CFP® and founder of FPPad. You all bring tremendous energy and foresight.
I'm grateful to the Wiley team, especially Tula Batanchiev, for immediately seeing the tremendous need for this book. Judy Howarth, thank you for your valuable production guidance.
Stuart I mss. partner at Foley & Lardner, a gifted attorney and dear friend, and Amy Mcllwain, president of Financial Social Media, were both invaluable contributors. You've enriched this guide with your expertise.
Two people–among the most dedicated I've ever met–deserve special applause. Marketing Manager Sherry Chen brought her usual perfection to the images and examples in the book, and Jerry Gleeson, one of the most gifted editors in financial journalism, imparted his years of wisdom and breathed life into my words.
Finally, to my family – husband Randy and daughters Gianna and Elizabeth – you are my village of support and sage advice on the homefront.
When I walked through the door and shared the delight at nearly completing the book, you were just as excited.
“Where's the book, Mommy?” asked 4-year-old Gianna. “Can I see it?”
“It's not ready yet, honey,” I said. “But you can help me choose the cover.”
“Okay!” she said with glee.
I showed her the four options that the publisher had sent over. After just a few moments, she pointed confidently at one. . . and I knew it was the right choice.
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