social media for advisors: is anyone listening?

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© ShoeFitts Marketing, Inc. All rights reserved. Sheri Fitts ShoeFitts Marketing, Inc. Is Anyone Listening? @missfitts

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Developing effective listening channels is the key to establishing yourself as a thought leader and maintaining your social media strategy. This presentation on crafting listening channels that can give you the edge you need in the increasingly competitive financial industry.

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Page 1: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Sheri FittsShoeFitts Marketing, Inc.

Is Anyone Listening?

@missfitts

Page 2: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Meet aBoo!

Eight year old, 116 lbs, Little Girl Newfie: aBoo!

Page 3: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Today’s Purpose

• A short review: your audience and your platform(s).

• Listening via social media.

• Other listening resources.

Thank you!

Page 4: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Your Audience

• Where are your prospects and clients most likely to be?• What type of information

do they want to receive?• How might you reach

out?• How might they reach

back?

Page 5: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Women are from Facebook and Twitter. Men are from LinkedIn.

Source: Entreprenuer.com, Mediabistro.com

Page 6: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.© ShoeFitts Marketing, Inc. All rights reserved.

Your Brand Tells Your Story

Source: Designing Brand Identity, Alina Wheeler

phone

social media

interactions with

customers

Writtencontent

officeenvironmen

t

websitedesign

logo

branded collater

al note paper

advertising

Employee dress

© ShoeFitts Marketing, Inc. All rights reserved.

Page 7: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.© ShoeFitts Marketing, Inc. All rights reserved.

A brand isn’t what you say about yourself—

it’s what your customer

tells a friend about you.

~ Forbes

Page 8: Social Media for Advisors: Is Anyone Listening?

Communication Has Never Evolved So Fast

Page 9: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Marketingis not a one way street.

Page 10: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Don’t Bother Me!

84%

of 25- to 35-year olds have left a favorite

website because of intrusive or irrelevant

advertising.

91%

of email users have

unsubscribed from a

company email that they

previously opted into.

86%

of people skip television

advertisements.

44%

of direct mail is never opened.

200M

Americans have

registered with the FTC’s

“Do Not Call” List.

Page 11: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

What Is Marketing?

Source: Get Found Online, Hubspot.com

Page 12: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

It is a Conversation

Page 13: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Social Media: Extending Your Reach

© ShoeFitts Marketing, Inc. All rights reserved.

Page 14: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Listen!

© ShoeFitts Marketing, Inc. All rights reserved.

Page 15: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Competitive intelligence is one of the most

overlooked opportunities in social media.

Page 16: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

• New insights to keep your brand relevant

• Build trust with customers• Respond in real time

(within compliance of course)

• Secure new clients

Page 17: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Follow Companies

• Planned downsizing• Recent earnings• New leaders moving to town• Promotions for any current clients• Charitable events that you could support

and/or attend

Page 18: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Finding the Connections

Page 19: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Page 20: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Page 21: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Page 22: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Get Started with Groups

• Learn from existing ‘conversations’

• Interject your unique insight and ideas into the mix

• Offer your own content focused on helping Group Members

• Create your own Group; create a feedback loop product ideas

• Use as a Customer Service resource

Page 23: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Page 24: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Follow the Right Tweeps

• Your clients, prospects and competitors!• Your Centers of Influence• Local and regional firms• Reporters and editors from industry

publications

• Explore #hashtags• Review influencers ‘follows’ and curated

lists• Search for industry specific words

Page 25: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Learn: Followerwonk!

Page 26: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Create lists on Twitter to help you manage

‘noise’.

Listen: Create Lists

Page 27: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Listen: Monitor Your @Handle

Page 28: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Page 29: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Page 30: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

• Events: Sports,

charitable, church, etc.• Family: New baby, lost

Grandfather, Millennial children

• Focus: Faith-based, funny, sarcastic

• Work: Position, promotion, colleagues, etc.

• Photographs, videos, comments

Facebook: Get to the Personal

Page 31: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved. @missfitts

Google Alerts

Page 32: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Reputation Management

• Your name• Firm name• Slogans, key messages, or mottos.• Key words or items that are relevant to

your services.

Page 33: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Page 34: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.@missfitts #ShoeFitts

Newsle

Page 35: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.© ShoeFitts Marketing, Inc. All rights reserved.

“…treat social media as more like a telephone, and less like

a megaphone.” ~ Huffington Post

Page 36: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Next Up: Social Media for Advisor Series

Use Storytelling to Create Content

People-oriented businesses demand relating to others, and basically, telling good stories. Use that gift to create your social media content.

Thursday, November 13, 2014 10:00 - 11:00 AM PT

Page 37: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

100 Tips for Social Media Success

www.shoefitts.com

Page 38: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

www.smarsh.com/whitepapers/financial-advisors-guide-social-media-strategy-policy/

Page 39: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

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Page 40: Social Media for Advisors: Is Anyone Listening?

© ShoeFitts Marketing, Inc. All rights reserved.

Sheri Fitts

www.shoefitts.com

www.linkedin.com/in/sherifitts

@missfitts

www.facebook.com/shoefitts

www.advisortweets.com/blog

© ShoeFitts Marketing, Inc. All rights reserved.