Social Media Survey

1. The American College is contemplating offering a course in 2013 that deals with maximizing the use of social media (such as Facebook, Twitter, Youtube, and Linked-In) for marketing financial services products and my services. I would be interested in taking such a course.

2. The use of social media is important in the conduct of my financial services business.

3. Please rate your competencies for the following Social Media outlets:

4. I currently use social media in my financial services business and track its success (liking activities, responses, requests for information, and so on).

5. Prospects and clients want to interact with me more through social media (sharing or liking activities, posting, commenting, referring, and so on)?

6. My company allows my use of social media in the conduct of my financial services business.

7. I typically have to go outside my company’s firewalls to use social media in the conduct of my financial services business.

8. My company’s compliance department hinders my ability to effectively employ social media in my financial services business.

9. I plan to use social media more in the next year in the conduct of my financial services business.

10. (For registered reps): I need to understand more about FINRA's social media policies and guidelines.

11. My company provides me with pre-approved content for use on social media sites.

12. I am sometimes frustrated that my company will not allow me to be more active on social media sites.

13. I feel like I am fully utilizing all of the capabilities of social media to grow my practice.

14. As a manager or recruiter, social media is important in recruiting new agents or advisors for my company.

15. (Optional) If interested in learning more about the developments of this course, please leave your name and email address below.