social media for financial advisors
Post on 01-Nov-2014
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SOCIAL MEDIA FORFINANCIAL ADVISORS
Presented byLoic Jeanjean – Online Marketing Manager
www.advisorwebsites.com
AGENDA
WHO WE ARE
YOUTUBE
CONCLUSION
WHO WE ARE
We specialize in creating web sites that deliver long term measurable value.
We’ve become specialists in the financial services industry
4
THE LINKEDIN PROFESSIONAL AT A GLANCE
Average Age 41Household IncomeCollege EducatedDecision MakersPortfolio value $250k+
$109,70395%50%24%
Dashboard overviewComplete your profileHow to connectHow to prospectJoin groupsAsk for recommendations
LINKEDIN DEMONSTRATION
DASHBOARD
The dashboard lists all the activities in your network:
Status updates, Recommendations, New connections etc.
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.
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
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.
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
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
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
830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY
2009 POPULATION OF SAN FRANCISCO
815,358
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
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
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
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
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
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?
6 TIPS TO BUILD
TRUST ONLINE
HAVE A USER-FRIENDLY WEBSITE
BE HONEST & REAL
LISTEN TO YOUR CUSTOMERS
ANSWER EVERY QUESTION
USE CLIENT TESTIMONIALS
FOCUS ON DELIVERING VALUE
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 loic@advisorwebsites.com jjloic advisorwebsites
3 months for $1WEBSITES FOR ADVISORSEnter Code: 50WEBLAUNCHSignup at www.advisorwebsites.com
EXCLUSIV
E
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