As part of Social Media in Financial Services 2 on the 4th November, we will be announcing the Social Media IFA of the Year 2010.

 We’re looking forward to this being an annual award which will be eagerly fought over by IFAs, Financial Planners, Financial Life Planners, Paraplanners and Mortgage Brokers.

 We would like you to send your nominations to with a brief recommendation and why.

 You may also nominate yourself.

 The judges will be looking for evidence of all or some of the following in their use of Social Media:

 Listening and responding to their market, their clients and their network

Using Social Media to share best practice with other industry professionals

Using Social Media to enhance their personal and business brand online

Using Social Media to build an online reputation

Thought leadership

To collaborate with others

For PR and media communications

To build Community around their brand

To communicate and engage with clients and/or professional connections

For customer service

For networking and building relationships

To contribute to debates and to add value to people’s online experience

To promote events and initiatives

To create buzz around your service proposition

For innovation and differentiation

For search engine optimisation

For marketing and promotions

When nominating yourself, please describe on one side of A4 (email equivalent) how you use Social Media, how you have benefited form it and why you feel that you should be the winner of this year’s award.

The winner will be announced (and tweeted I guess) at the Social Media in Financial Services Conference in November 2010.

Good luck!

Looking for Social Media Provider/Supplier of the Year 2010?  Click here.



We’ve been amazed at the response to the announcement of this initiative, and have been persuaded to add one further award to recognise the growth in the use of Twitter amongst Financial Services professionals.

So at Social Media in Financial Services 2 on the 4th November 2010, we will be presenting an additional award for Financial Services Twitter Personality 2010.

This award is open to anyone in Financial Services – including IFAs, Financial Planners, Paraplanners, Tied Advsisers, Mortgage Brokers, Providers, Suppliers, Recruiters, Journalists and so on.

The judges will be looking for a Financial Services professional who informs, educates, shares, adds value and entertains through their use of Twitter.  Tweets can be either industry facing, client facing or both – we don’t mind which.  We’re just looking for someone who excites, amazes, amuses and educates us through their use of Twitter.