SRI
in
the
Rockies



MUST­READS



 




Must­Reads



We
have
three
goals
for
this
event:



1.
Re­frame
the
way
you
think
about
using
the
internet
and
technology
to

communicate,
engage,
educate,
and
mobilize
audiences
in
relation
to
socially

responsible
investing.

We
wanted
to
make
sure
you
understood
the
need
to
re‐consider,

and
in
some
cases
re‐set,
everything
you
are
doing
because
of
the
influence
that
these
new

tools
are
having
on
society
–
and
particularly
the
finance
world.





2.
Address
the
fears
that
most
organizations
have
about
social
media
‐‐
the
loss
of

control,
the
costs
and
ability
to
measure
impact,
the
burden
of
management,
the
challenge

of
getting
buy‐in
from
senior
management
who
aren't
intimately
familiar
with
the
latest

innovations
online,
and
of
course
the
disconnect
between
you
and
the
audience
you
are

serving.

Instead
of
living
in
fear,
our
hope
was
to
show
all
the
opportunities
that
exist,
that

technology
is
not
scary,
and
that
the
opportunities
to
reach,
engage,
educate,
and
ultimately

mobilize
audiences
around
socially
responsible
investing
are
huge.




3.
Share
some
specific
examples
and
put
some
'next
practices'
together
that
anyone

could
begin
to
apply
to
their
work
almost
immediately.




The
panelists
have
put
together
a
‘must‐read’
list
of
items
to
help
you
think
more
about
these

exciting
times.





Please
note:
A
must­read
could
be
an
article
or
a
book,
a
movie,
television
show,
podcast,
or
even
an

event
–
the
format
isn’t
important.

What
matters
is
that
a
‘must
read’
is
something
that
is
relevant,

timely,
compelling,
interesting,
fun,
or
just
worth
thinking
about.




Happy
must‐reading.



 


Submitted
by
Brian
Reich



MY
BOOK:
When
I
wrote
my
book,
Media
Rules!:
Mastering
Today’s
Technology
to
Connect

with
and
Keep
Your
Audience,
I
set
out
to
address
this
challenge
faced
by
organizations
and
help

shape
the
ways
organizations
can
communicate
with
their
audience,
in
the
face
of
rapid

innovation
in
technology
and
the
massive
social
change
we
are
currently
(and
it
seems
constantly)

experiencing.

The
book
offers
a
roadmap
for
helping
organizations
to
understand
what
the

audience
expects
and
how
to
use
technology
to
meet
those
expectations.
More
than
that,
however,

it
highlights
the
other
things
that
you
need
to
take
into
account
‐
how
you
staff
and
manage
your

team,
how
you
support
your
partners,
how
customer
service
has
changed,
and
similar
‐‐
which
are

important
to
consider
because
executing
on
an
effective
new
media
strategy,
whether
it
is
online

community
based
or
something
else,
requires
buy‐in
from
all
levels
and
close
coordination
among

all
the
different
elements
of
your
organization.



OTHER
PEOPLE’S
BOOKS:
These
books
will
help
you
understand
the
broad
social
theories

driving
changes
online,
and
the
increase
in
the
community‐driven
nature
of
communications:



‐
The
Long
Tail
by
Chris
Anderson

‐
Everything
is
Miscellaneous
by
David
Weinberger

‐
Here
Comes
Everybody
by
Clay
Shirky

‐
Groundswell
by
Charlene
Li
and
Josh
Bernoff

‐
Open
Leadership
by
Charlene
Li

‐
A
Whole
New
Mind
by
Daniel
Pink

‐
Drive:
The
Surprising
Truth
About
What
Motivates
Us
by
Daniel
Pink

‐
What
Would
Google
Do?
By
Jeff
Jarvis

‐
Socialnomics
by
Erik
Qualman

‐
Born
Digital
by
John
Palfrey
and
Urs
Gasser

‐
Macrowikinoics
by
Don
Tapscott

‐
Snoop:
What
Your
Stuff
Says
About
You
by
Sam
Gosling

‐
Predictably
Irrational
by
Dan
Ariely

‐
The
Chaos
Scenario
by
Bob
Garfield



NON­BOOKS:
Here
are
a
few
links
to
other
resources
focus
on
how
everything
is
changing:




 Pew
Internet
Report:
The
Internet
and
Consumer
Choice

http://pewinternet.org/Reports/2008/The‐Internet‐and‐Consumer‐Choice.aspx



How
Much
Information?
2009
Report
on
American
Consumers

http://hmi.ucsd.edu/howmuchinfo_research_report_consum.php




 
 Edelman
Trust
Barometer


 
 http://www.edelman.com/trust/2010/





 
 Joseph
Pine:
What
Do
Consumers
Want?
(Video)



 
 http://blog.ted.com/2009/01/what_do_consume.php

 


Submitted
by
John
Rooks



MY
BOOK:
More
Than
Promote:
A
Monkeywrencher’s
Guide
to
Authentic
Marketing

deconstructs
two
oft‐competing
concepts:
“promotion”
of
consumption
and
the
act
of

“sustainability”.
Through
this
deconstruction,
a
new
concept
emerges;
a
strategy
and
methodology

of
promotion
that
is,
simultaneously,
both
sustainability
and
strategic
marketing.

www.morethanpromote.com





NON­BOOKS:
Some
blogs/sites
that
you
will
find
interesting,
and
helpful…



Ecohegemony:
This
blog
chronicles
a
series
of
writing,
speaking
and
thoughts
on
the

interestion
of
sustainability,
language
and
culture.
www.ecohegemony.com



mCause:
A
blog
about
marketing,
society,
culture
&
change.www.m‐cause.com



Mallenbaker:
The
personal
site
of
Mallen
Baker,
a
writer,
commentator
and
strategic

advisor
on
corporate
social
responsibility
(CSR),
and
the
chief
executive
of
Business

Respect.
www.mallenbaker.net



Marketing:
The
blog/journal
of
project
of
Rob
Walker
author
of
the
weekly
The
New
York

Times
Magazine
column
Consumed.
www.murketing.com





 


Submitted
my
Judith
Seid
CFP



ARTICLES:
A
handful
of
recent
articles…



Are
Social
Media
Phobias
Holding
Advisors
Back?
(Financial
Planning)

http://t.co/WzDdhzt



What
Are
the
Best
Social
Media
Tools
for
Advisors?
(Financial
Planning)

http://www.financial‐planning.com/blogs/‐2669571‐1.html?zk



Socially
awkward?
Facebook
and
Twitter
co­founders
talk
to
skittish
advisers

(Investment
News)

http://www.investmentnews.com/article/20101028/BLOG03/101029898



Social
Media:
Reps,
advisers
experiment
despite
compliance
concerns
(Investment

News)

http://www.investmentnews.com/article/20100822/REG/308229993



Social
Media
Savvy
in
Growing
Demand
but
Short
Supply
(Ignites)

http://www.ignites.com/c/121782/11692/social_media_savvy_growing_demand_short_su
pply




 Social
Media:
Don’t
Believe
the
Hype
(Financial
Planning)

http://t.co/6byB8Jt





WHITE
PAPER:
This
paper
focuses
on
how
to
leverage
Facebook,
Twitter
and
LinkedIn.



UPDATE
YOUR
STATUS:
A
Guide
to
Embracing
Social
Technologies
in
Regulated

Industries
(SocialWare)

http://www.imagineeringsystems.com/pdfs/Embracing‐Socialware‐(White%20Paper).pdf