Telltale Signs of Investment Scams from FINRA//Building Your Biz Beyond The Launch with Joey Sargent

The Social Network Show welcomes the 4th episode in the series with the National Crime Prevention Council (NCPC) during Crime Prevention Month. The first half of the show features Michelle Boykins as the Co-host with Dr. J in an interview with Gerri Walsh from the Financial Industry Regulatory Authority. The second half of the show features Joellyn Sargent, Founder and President of Claravon Consulting who provides strategic counsel to leaders in business.

PART ONE:  Telltale Signs of Investment Scams from FINRA

Gerri Walsh, Vice President, Investor Education at the Financial Industry Regulatory Authority (FINRA), and President of FINRA Investor Education Foundation, tells us about FINRA, the FINRA Investor Education Foundation and the partnership with NCPC. Many are victims of investment fraud and this show will increase your awareness of what is happening out there and what to watch out for. Learn how the scams can reach you; what a "Pump and Dump Stock Scheme" is; and who is the typical victim of financial fraud. Gerri also shares the "5 Persuasion Tactics" that people use to scam you and how to get help if you are a victim of financial fraud. If you are a victim of financial fraud, please visit  SaveAndInvest.org.

Gerri Walsh is Senior Vice President of Investor Education at the Financial Industry Regulatory Authority (FINRA). In that capacity, she manages FINRA's investor education initiatives, including developing and implementing new programs, creating interactive tools for investors, publishing print and online educational materials, and coordinating with government and non-profit partners. She also serves as President of the FINRA Investor Education Foundation, where she manages the Foundation's grant making and programmatic efforts to educate and protect investors. Her work focuses especially on research to advance understanding of the relationships among financial literacy, financial capability and financial well-being; leveraging distribution channels to distribute effective, unbiased financial education resources; and incubating scalable, sustainable programs focused on traditionally underinvested groups of Americans, including young adults, women, Native Americans and members of the U.S. military. She joined FINRA in May 2006.

Prior to joining FINRA, Ms. Walsh was Deputy Director of the Securities and Exchange Commission's Office of Investor Education and Advocacy (OIEA) and, before that, Special Counsel to the Director of OIEA. She also served as a senior attorney in the SEC's Division of Enforcement, investigating and prosecuting violators of the federal securities laws.

From 1989 to 1994, Ms. Walsh was an associate with Hogan & Hartson (now Hogan Lovells LLC), a Washington, DC law firm. She received her J.D. from NYU School of Law in 1989 and her B.A. from Amherst College in 1985. She is a member of the New York and District of Columbia bars. She volunteers on the Board of Gifts for the Homeless, Inc. (a non-profit organization dedicated to helping the homeless in the greater DC area).

PART TWO: Building Your Biz Beyond The Launch with Joey Sargent--starts at 18:16

Joellyn Sargent, Founder and President of Claravon Consulting and author, shares advice for businesses who are beyond the launch.  Here are some of the topics she addresses in this show:  the importance of a website; how to find a social media expert; the importance of using social media and social listening; the necessity of having a blog; how to find keywords and content marketing, and the benefit of curating articles. Joey recommends looking at the website hashtagify to learn more about using the best hashtags and you can learn more about Joey at Claravon Consulting, and connect with her on LinkedIn and Twitter. Also, check out her books on Amazon.

Joellyn ‘Joey’ Sargent provides strategic counsel to leaders in businesses ranging from start-ups to Fortune 100 companies. Her clients consistently achieve significant performance improvements, enjoying powerful momentum for growth as a result of Joey’s insightful, non-nonsense advice.

Joey helps clients connect the dots between corporate strategy, brand vision and customer experience. She works in diverse industries including financial services, aviation, transportation, technology, medical, retail and telecommunications. She is one of fewer than 40 individuals in the world certified by Million Dollar Consultant® Dr. Alan Weiss and approved to provide all three of his mentor programs: Private Roster, Guided Option, and Total Immersion.

Joey’s latest book is Beyond the Launch: The Practical Guide to Building a Business that Thrives. As an author and speaker, she presents at industry conferences around the world, including Digital Summit and Intel’s annual customer conference. Her articles and remarks have been published by CMO.com, Inc.com, Fox Business, Social Media Today, CareerBuilder, Investors.com, Call Center Magazine, TMC.net and CNET News. Prior to founding Claravon Consulting (formerly BrandSprout® LLC) in 2010, Joey held senior positions with global responsibility for branding, strategy, technology development, marketing and product management. She has worked with companies and non-profits of all sizes, from bootstrap start-ups to UPS and BellSouth.

Joey served as EVP of CenturyPoint Mortgage, Vice President of Marketing for Premiere Global Services, and VP of Marketing and Product Management for Glenayre Technologies. She also launched start-ups including NetByTel, ImagePro Advertising and Artfully Blessed. A respected expert in business, marketing and communications, Joey has judged the Web Marketing Association’s WebAwards competition and the Business Marketing Association’s National BMA Awards. She has twice been an honoree in the Atlanta Women in Technology’s “Woman of the Year” awards.

Joey holds a Masters in Business Administration from Embry-Riddle Aeronautical University. She attended Duke University and received a BA with Honors from Eckerd College in St. Petersburg, Florida, where she developed a love of international travel while studying in London and Italy.

Joey is an enthusiastic volunteer with non-profit, industry and civic groups. She is a member of the board of directors for the Milton Business Alliance and is a member of the Executive Committee of the MIT Enterprise Forum. Previously, Joey was marketing Program Director for Women in Technology (WIT). She served on the board of directors for the Nicholas House, the Atlanta Business Marketing Association (BMA) and as treasurer of her neighborhood association. Joey participates in mission trips to Honduras each year, working with impoverished women and children.