Making Connections: Morgan Stanley LinkedIn Strategy Really Connects with Advisors

LIMRA ‘Silver Bowl’ Recognition of social-media innovation an industry first

In 2013, LIMRA LOMA Social Media for Financial Services Conference launched its Social Media Silver Bowl Awards program, designed to acknowledge effective social media use by financial services companies. Recognizing originality and innovation on Facebook, Twitter, LinkedIn and YouTube, this is the first social media awards program exclusively for the financial services industry, which has adopted social media more cautiously due to its unique compliance constraints.

Morgan Stanley Wealth Management had a double victory with a Silver Bowl Award for their innovative use of LinkedIn and was recognized as the “Best of the Best” among all the winning social media programs.

Lauren Boyman, director of digital strategy for Morgan Stanley said, “We chose LinkedIn to launch a compliant, yet engaging platform for our advisors to make professional connections and deliver valuable content to hundreds of thousands of current and prospective clients.”

We chose LinkedIn to launch a compliant, yet engaging platform for our advisors to make professional connections and deliver valuable content to hundreds of thousands of current and prospective clients

As of August, more than 4,500 Morgan Stanley financial advisors had registered a LinkedIn account — and they continue to sign up at a pace of 300 a month. Collectively, they have shared more than 60,000 LinkedIn status updates with more than one million connections.

Lauren Boyman and Alison Garrett of Morgan Stanley Wealth Management discuss their Winning Social Media Strategy

LIMRA talks with Morgan Stanley’s Lauren Boyman, director of digital strategy and Alison Garrett, head of digital content, about their social media strategy, which earned them a big win at the recentLIMRA LOMA 2013 Social Media Conference for Financial Services. Morgan Stanley won the Silver Bowl Award for their innovative use of LinkedIn and was recognized as the “Best of the Best” among all the winning social media programs.

Learn more about Morgan Stanley’s award-winning use of social media on the LIMRA’s Thinking Out Loud podcast found here.