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PODCAST: Smarsh president Stephen Marsh addresses Pinterest and compliance

Founder of email archiving provider says advisers can use Pinterest without skirting compliance requirements

I had the opportunity to connect with Stephen Marsh, Founder and CEO of Smarsh, Inc., a company well-known for its email and social media archiving services.

Smarsh Founder and CEO Stephen Marsh

By now, most advisers are aware of multiple archiving solutions for social media websites like Facebook, LinkedIn, and Twitter, but it’s not so clear whether updates to emerging social media sites like Pinterest can also be archived.

In this podcast, Marsh shares information on his company’s Web Archiving product and how it allows advisers to “pin” updates to Pinterest and archive them for compliance purposes.

Marsh also addresses the company’s annual Electronic Communications Compliance Survey report with key statistics.

After listening to the podcast, use the following link to download the free compliance survey: 2012 Electronic Communications Compliance Survey

Click to view/download the PDF podcast transcript.

[PODCAST] Competing Against “Robo Advisors:” Delivering Advice in a New World from T3 2012

Yesterday I posted two YouTube videos from the session from T3 2012 titled Competing Against Robo Advisors. I know that many of you prefer to download content like this to your media player of choice (i.e. iPhone) and listen to it on your jog or your commute home.

Using the audio from the Robo Advisor session, I created my first podcast. I’m currently going through the approval process with iTunes, but in the meantime you can listen and download the podcast directly from FPPad.