10 Steps To Integrate Social Media in Financial Services
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Transcript of 10 Steps To Integrate Social Media in Financial Services
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E S S E N T I A L W E A LT H
10 Steps To Integrate Social Media in Financial Services
Sharing our experience with LinkedIn
“Apéro des Marketers” - 9th March 2017 – Luxembourg
Christophe REGNAULT
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Life just got interesting.
OneLife
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OneLife
Yes, Social Media has its place in the Financial Services !
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64% of our partners are active on LinkedIn** R U #digital? Survey - Nov. 2015
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Step 1 - Get Started! - Create an effective profile.
E.V.E.R.Y.B.O.D.Y.
is part of the process !
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OneLifeStep 2 - Have socially engaged C-Suite Leaders
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OneLifeStep 3 - Have a plan…and get ready NOT to respect it.
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OneLifeStep 4 - Set-up Metrics & Objectives… And get ready to RESPECT THEM.
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Tracking ROI
is not enough:
define metrics
that are
comprehensive
to Social
Selling
success.
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OneLifeStep 5 - Focus on the 4 pillars
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Social selling is leveraging your network and brand in order to start real
conversations with decision makers, while gathering intelligence on the
accounts and leads that matter.
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“But… I have nothing to share!”
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Step 6 - Empower your teams.
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“But I don’t have the time. I’m just too busy.”
Step 7 - Feed them with kindness and a 24/7/365 Hotline…
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OneLifeStep 8 - … and with Tips, Tricks and Time-savers
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“But… I have nothing to say!”
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Step 9 - 1 to 1 Training, « coaching » and follow-ups :
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Step 10 - Thank people and celebrate – Our Results
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Step 10 - Thank people and celebrate – Our Results
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Step 10 - Thank people and celebrate – Our Results
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Step 10 - Thank people and celebrate – Our Results
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Step 10 - Thank people and celebrate – Our Results
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Any question?
Thank You.
Let's connect!
@chrisdulux
lu.linkedin.com/in/tochristopheregnault
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Disclaimer
OneLife
The content of this document is intended solely
to provide general information on the products
and/or services provided by the life assurance
companies member of the OneLife Group
(OneLife).
It does not constitute any offer or solicitation for
the purchase of any life assurance product.
OneLife does not warrant, represent or
guarantee that the information contained within
this document is complete, accurate or up-to-
date.
Neither is this information intended to constitute
any form of legal, fiscal or investment advice
and the information provided in this document
or any other pre-contractual document should
therefore be used only in conjunction with
appropriate professional advice obtained from a
suitable qualified professional source.
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Thank you.
OneLife