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4/23/2015

1

Using Blogging and Social Media

to Grow Your Business

Katie Brewer, CFP® and Jason Hull

4/23/2015

2

Why Should You Care?Ɣ Marketing should be a part of every financial planning

businessƔ You don’t know where to startƔ You feel overwhelmedƔ You question whether or not there is a ROI in online

marketingg

Who Are We?Katie Brewer Jason Hull

Ɣ Owner of Your Richest LifeƔ Rainbows and sunshine and sarcasm expertƔ Founding member of XY Planning NetworkƔ Featured in New York Times, Forbes, Money

& blogs you’ve never heard ofƔ CFP®Ɣ Texas A&M and Texas Tech grad

Ɣ Owner of Hull Financial PlanningƔ Resident CynicƔ Brightscope, Kitces Top InfluencerƔ Featured in CNBC, Wall Street Journal,

Huffington PostƔ CFP® candidateƔ USMA, Darden grad

4/23/2015

3

Who Would You Trust to Give Car Advice?

oror

What Should I Do?

Make content!

4/23/2015

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What Should I Do?

Share something insightful!

What Should I Do?

Don’t beg. Make friends

instead.

4/23/2015

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What Should I Do?

What Should I Do?

4/23/2015

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What is Wrong With This Offer?!?

But Twitter and LinkedIn?

4/23/2015

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I’m Convinced! Where Should I Go?Ɣ Susan Weiner’s book “Financial Blogging- How

to Write Powerful Posts that Attract Clients”to Write Powerful Posts that Attract ClientsƔ Kristin Harad- Complete Marketing Relationship

BlueprintƔ Stephanie Sammons- Wired AdvisorƔ Kristin Luke- Wealth Management Marketingg gƔ Social Financial Planner

http://www.socialfinancialplanner.com/Ɣ Attend FinCon!!!

Calibrating Expectations of Social Media

4/23/2015

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Remember the Focus

Another Example

4/23/2015

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Another Example

The List O’ Excuses

Ɣ I am not creativeƔ I don’t have the timeƔ My compliance office is full

f h dof poopy-heads naysayers

4/23/2015

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Ɣ Katie Brewero katie@yrlplanning.com@y p go @katieyrl

Ɣ Jason Hullo jason hull@myfinancialanswers como jason.hull@myfinancialanswers.como @hull_j

4/23/2015

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THANKS!

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