The Socially Savvy Advisor + Website: Compliant Social Media for the Financial Industry

Acknowledgments

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 LPL 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 ...