NEW CANAAN, Conn. -- New Canaan investment adviser Catherine M. Avery is going to speak about social media at the Schwab IMPACT conference starting Sunday in Washington D.C.
Avery is "a savvy social media fan, having successfully used it to build her own New Canaan investment firm," according to a press release. IMPACT is an "invitation-only, annual conference considered a benchmark event within the investment industry" that runs from Sunday to Wednesday, according to the release.
“I am honored and excited to have been asked to speak on social media at this premier event. I want to show how it can drive new business, build brands, distribute content, build thought leadership and deepen client relationships,” said Avery in the release.
"According to industry experts social media will become a necessity, not a luxury, for businesses in 2014," representatives said in the release, citing Forbes magazine. "But until recently the financial services industry has been reticent to fully embrace it because of the compliance issues involved."
Avery's independent, owner-run firm in New Canaan utilizes Schwab Institutional to custody client investments, according to the release.
“The fact that IMPACT has made social media a prominent topic among its 65 educational sessions this year shows that they do realize that we have to utilize some forms of social media in order to attract and communicate with our constituents,” said Avery in the release. “My session: 'Social Media in Practice' will offer conference goers the opportunity to learn how to embrace social media within the industry’s regulatory constraints.”
Avery will co-host the session along with two other industry professionals, according to IMPACT.
“Attending IMPACT helps us all become better advocates for our clients, our firms and the industry as a whole,“ said Avery. “It’s a real opportunity to get inspired by industry leaders and experts and network with peers.”