Social media for financial advisors
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SOCIAL MEDIA FORFINANCIAL ADVISORS
Presented byLoic Jeanjean – Online Marketing Manager
www.advisorwebsites.com
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AGENDA
WHO WE ARE
YOUTUBE
CONCLUSION
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WHO WE ARE
We specialize in creating web sites that deliver long term measurable value.
We’ve become specialists in the financial services industry
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THE LINKEDIN PROFESSIONAL AT A GLANCE
Average Age 41Household IncomeCollege EducatedDecision MakersPortfolio value $250k+
$109,70395%50%24%
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Dashboard overviewComplete your profileHow to connectHow to prospectJoin groupsAsk for recommendations
LINKEDIN DEMONSTRATION
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DASHBOARD
The dashboard lists all the activities in your network:
Status updates, Recommendations, New connections etc.
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COMPLETE YOUR PROFILE
Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.
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PEOPLE YOU MAY KNOW
From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly
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SEARCH FOR OPPORTUNITIES
You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.
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JOIN 5 GROUPS OF INTEREST
• Financial planning associations, industry groups etc.• If your target audience is dentists, find a specific group for dentists and join this group
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RECOMMENDATIONS
Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers!
US Advisors:Check with your Broker/Dealer before using
LinkedIn Recommendations
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LINKEDIN TAKEAWAYS
STATUS UPDATESWhat you’re working on, share links …
RECOMMENDATIONSAsk for them & give them
ANSWERSAsk questions & answer
JOIN 5 GROUPS3 professional groups & 2 target client groups
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FACEBOOKUSERSIN 2010 500,
000,000
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830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY
2009 POPULATION OF SAN FRANCISCO
815,358
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FACEBOOK FOR ADVISORS
OVER 125 MILLION USE FACEBOOK IN THE US• Look at Facebook as a valuable business platform• Businesses are increasingly understanding its business
value• Chances are you can benefit from it, too
LOOK AT FACEBOOK AS A WAY TO:• Connect with your clients• Share information• Join groups and give value• Speak to your audience directly
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WHAT TO GET OUT OF FACEBOOK
• BOOST ONLINE PRESENCE• REFERRALS• INCREASE IN BRAND AWARENESS• APPEARS AS A TRANSPARENT
PRACTITIONER• PLATFORM TO SYNDICATE YOUR
CONTENT TO MILLIONS OF POTENTIAL CLIENTS
• DEVELOP STRONG RELATIONSHIPS WITH CLIENTS
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TWITTER FOR ADVISORS
TWITTER RECEIVES OVER 40 MILLION MONTHLY VISITS– Chances are that your target market is there
LOOK AT TWITTER AS A WAY TO– Build and retain customers– Share information– Update your clients– Speak to your audience directly– Drive traffic to your website
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WHAT TO PUBLISH ON TWITTER
• ARTICLE OR BLOG POSTS• OTHER PEOPLE CONTENT• TIPS AND TRICKS• VIDEOS• PHOTOS• UPCOMING EVENTS• COMMUNITY NEWS• PRESENTATIONS• NEWS AND VIEWS ON THE MARKET
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YOUTUBE
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YOUTUBE FOR ADVISORS
2 BILLIONS VIDEOS A DAY WATCHED ON YOUTUBE– Becoming most used search engine in the world
LOOK AT YOUTUBE AS A WAY TO– Extend your media presence for FREE– Become more credible and searchable– Generate leads– Answers questions 24x7– Drive traffic to your website
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ARCHIVING SOCIAL MEDIA
If you are an advisor in the USA, you need to archive all your social media history
You can use ARKOVI:• Comply with FINRA and SEC regulations for record
keeping of electronic communications• Archive blogs & other social media sites via RSS• Archive Facebook & LinkedIn profiles• Interact, search & export archives
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50%PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES
YOU NEED TO LIVE WHERE THEY LIVE ONLINE
HOW DOES THAT HELP YOUR BUSINESS?
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6 TIPS TO BUILD
TRUST ONLINE
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HAVE A USER-FRIENDLY WEBSITE
BE HONEST & REAL
LISTEN TO YOUR CUSTOMERS
ANSWER EVERY QUESTION
USE CLIENT TESTIMONIALS
FOCUS ON DELIVERING VALUE
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ADVISOR WEBSITES IS NORTH AMERICA’S LEADING PROVIDER OF WEBSITES DESIGNED SPECIFICALLY FOR FINANCIAL SERVICES PROFESSIONALS. IT WORKS CLOSELY WITH ADVISORS AND FINANCIAL INSTITUTIONS TO DELIVER EFFICIENT; COMPLIANT AND HIGH QUALITY PRODUCTS.
LOIC JEANJEANOnline Marketing Strategist [email protected] jjloic advisorwebsites
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3 months for $1WEBSITES FOR ADVISORSEnter Code: 50WEBLAUNCHSignup at www.advisorwebsites.com
EXCLUSIV
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