Return on Influence in Financial Services

Presentation by :

Victor Gaxiola, Social Media Strategist, Red 7 Marketing

Mark Cohen, Assistant Vice President, Digital Media, Cambridge Investment Research

Social Media ROI

PresentersVictor GaxiolaSocial Media StrategistRed 7 Marketing

Mark CohenAssistant Vice President, Digital MediaCambridge Investment Research

Presentation The fundamentals of social networks and

influence

The five factors of influence Value, Trust, Engagement, Reciprocity, and

Advocacy

Social Media amplification of influence

The Return on Influence

The Next Generation of Advisors and Investors

Social Networking

Regulations

Websites

ROIReturn on Investment

Return on INVESTMENT

Return on INFLUENCE

TrustValue

EngagementReciprocityAdvocacy

Trust• Personal Brand• Built on Interactions• Offline influence• Establishing credibility• Takes time

Value• Provide a unique perspective• Competitive differentiators • On-going

Engagement• Deepens relationship• Frequency of connection• Authentic voice• Encourages interaction• Time commitment

Reciprocity• Positive actions• Share your value proposition• Regulatory concerns• Positive and negative feedback

Advocacy• Your biggest fans• Raise awareness of your brand • Increased interactions• New opportunities

Amplification

metrics

metrics unique

Best Practice

s

Develop a strategy based on:

Audience

Objectives

Resources

listen

connect

add value

Prospecting

next generation

Traditional

Next Generation

Mobile

Mobile

summary

Thank you!Connect with:

linkedin.com/in/markhcohenlinkedin.com/in/victorgaxiola

linkedin.com/company/cambridge-investment-research

red7marketing.com