Sacha Millstone,
senior vice president of investments at Raymond James Financial Inc., said her
company started with small social media goals and expanded from there—for
instance, the company began with the goals of tweeting once a week.
"Twitter is one
of the most powerful ways to create community that there is," Millstone said.
Chris Keller,
senior vice president and chief information officer at Benjamin F. Edwards Co.,
said in another seminar panel that YouTube has been extremely popular for his company because it is
visual.
Facebook is the most widely used social media platform,
followed closely by LinkedIn and YouTube, George Walper Jr.,
president of Spectrem Group, said during the SIFMA event."[YouTube is] a really powerful tool for the investor
community … and it’s far more intuitive than a lot of other social media
platforms," he said.
Clients also enjoy using YouTube to refer advisers and share
comments about their experience with that adviser, he added.