A word of advice: I am not a lawyer. Nor am I a registered financial adviser. This is my opinion only and should be treated as such. For guidance, consult your legal counsel.
If you are in PR, IR, corporate communications or social media, chances are you’ll run into fun rules such as Sarbanes-Oxley, Regulation FD and FINRA guidelines. One of these things these rules have in common is that they are behind the times.
But the Financial Industry Regulatory Authority (FINRA) has taken a pretty large step in modernizing the rules that financial services companies must follow while engaging in social media and PR. You can download the FINRA social media guidelines as a PDF. Continue reading →
As a small business owner, I see customer service from a whole new perspective. When I opened my business banking account, I received exceptional customer service – far better than I had ever received before. Now, it could be this particular bank’s branch, but the cynic in me thinks reps cater more to the business owners than the individual with a regular account.
Businesses tend to prioritize their customers. It’s not unreasonable to think bigger customers get better service, right? But, by providing less-than-stellar service to a smaller customer, are you assuming that that account will always be “small potatoes?” Continue reading →
People made fun of me for weeks, months actually. I was like the kid that never got those sneakers with the lights in them when I was in first grade. I’ve dealt with a lot of laughs and the brunt of jokes, but I finally did it. I said goodbye to the 2005 flip phone, and finally got a smartphone!
A bit overwhelmed, and a bit scared at first, I opened up the box to the Droid and got a little bit weak in the knees, started to drool, and then realized I had a lot of work to do and couldn’t touch it till that evening. After figuring it out how to turn it on, it was an amazing experience. Continue reading →
…..a chance to start the day off right.