introduction to social media for professionals

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Simon J. Ryan Business Marketing Specialist @simonjryan AN INTRODUCTION TO SOCIAL MEDIA FOR FINANCIAL ADVISORS

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A presentation I often use when I'm introducing Financial Advisors to social media

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Page 1: Introduction to Social Media for Professionals

Simon J. RyanBusiness Marketing Specialist@simonjryan

AN INTRODUCTION TO SOCIAL MEDIA FOR FINANCIAL ADVISORS

Page 2: Introduction to Social Media for Professionals

LandscapePost-consumerism

Changing attitudes to retirementContinued distrust of financial institutions

Growing use of informal advice sourcesImportance of stability as a recommendation driver

Page 3: Introduction to Social Media for Professionals

There are no gurusin

Social Media

Page 4: Introduction to Social Media for Professionals

Consider social media through the historical

lens of Internet or mobile phone

adoption adoption

Page 5: Introduction to Social Media for Professionals

Consider social media for

Listening

Researching

Sharing

Networking

Collaborating

Acquiring/Retaining Clients

Hiring

Feeding the media

Page 6: Introduction to Social Media for Professionals

If you don’t, your competitors will

Page 7: Introduction to Social Media for Professionals

It is essentially an online representation of what happens in the real world

Page 8: Introduction to Social Media for Professionals

What we do online stays online

Page 9: Introduction to Social Media for Professionals

The big numbers aren’t the story

Page 10: Introduction to Social Media for Professionals

Your brand and your customer’s experience

are blending

Page 11: Introduction to Social Media for Professionals

Business and personal personas are merging

Page 12: Introduction to Social Media for Professionals

Ownership of social media is shared throughout your

business

Page 13: Introduction to Social Media for Professionals

Don’t wait to measure. But what do you measure anyway?

Page 14: Introduction to Social Media for Professionals

Step 1

Assess your customers social activities

Page 15: Introduction to Social Media for Professionals

Step 2

Decide what you want to achieve

Page 16: Introduction to Social Media for Professionals

Step 3

Develop your approach by planning content and the

relationship you want to have

Page 17: Introduction to Social Media for Professionals

Step 4

Plan and build your pages and groups

Page 18: Introduction to Social Media for Professionals

Step 5

Monitor and measure.

Engage with those that engage you and act on what you are learning

Page 19: Introduction to Social Media for Professionals

Remember the Consumer BackdropPost-consumerism

Changing attitudes to retirementContinued distrust of financial institutions

Growing use of informal advice sourcesImportance of stability as a recommendation driver

Page 20: Introduction to Social Media for Professionals

simonryan

@simonjryan

Simon J Ryan

Business Marketing Specialist

+44 4 49 119 778

[email protected]