social media for financial advisors

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SOCIAL MEDIA FOR FINANCIAL ADVISORS Presented by Loic Jeanjean – Online Marketing Manager www.advisorwebsites.com

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Learn how to master LinkedIn, Facebook and Slideshare's intricacies and see how it can benefit your business.

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Page 1: Social media for financial advisors

SOCIAL MEDIA FORFINANCIAL ADVISORS

Presented byLoic Jeanjean – Online Marketing Manager

www.advisorwebsites.com

Page 2: Social media for financial advisors

AGENDA

WHO WE ARE

LINKEDIN

FACEBOOK

TWITTER

YOUTUBE

CONCLUSION

Page 3: Social media for financial advisors

WHO WE ARE

We specialize in creating web sites that deliver long term measurable value.

We’ve become specialists in the financial services industry

Page 4: Social media for financial advisors

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LINKEDIN

Page 5: Social media for financial advisors

THE LINKEDIN PROFESSIONAL AT A GLANCE

Average Age 41Household IncomeCollege EducatedDecision MakersPortfolio value $250k+

$109,70395%50%24%

Page 6: Social media for financial advisors

Dashboard overviewComplete your profileHow to connectHow to prospectJoin groupsAsk for recommendations

LINKEDIN DEMONSTRATION

Page 7: Social media for financial advisors

DASHBOARD

The dashboard lists all the activities in your network:

Status updates, Recommendations, New connections etc.

Page 8: Social media for financial advisors

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.

Page 9: Social media for financial advisors

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

Page 10: Social media for financial advisors

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.

Page 11: Social media for financial advisors

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

Page 12: Social media for financial advisors

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

Page 13: Social media for financial advisors

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

Page 14: Social media for financial advisors

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FACEBOOK

Page 15: Social media for financial advisors

FACEBOOKUSERSIN 2010 500,

000,000

Page 16: Social media for financial advisors

830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY

2009 POPULATION OF SAN FRANCISCO

815,358

Page 17: Social media for financial advisors

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

Page 18: Social media for financial advisors

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

Page 19: Social media for financial advisors

4

TWITTER

Page 20: Social media for financial advisors

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

Page 21: Social media for financial advisors

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

Page 22: Social media for financial advisors

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YOUTUBE

Page 23: Social media for financial advisors

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

Page 24: Social media for financial advisors

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

Page 25: Social media for financial advisors

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?

Page 26: Social media for financial advisors

6 TIPS TO BUILD

TRUST ONLINE

Page 27: Social media for financial advisors

HAVE A USER-FRIENDLY WEBSITE

BE HONEST & REAL

LISTEN TO YOUR CUSTOMERS

ANSWER EVERY QUESTION

USE CLIENT TESTIMONIALS

FOCUS ON DELIVERING VALUE

Page 28: Social media for financial advisors

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

Page 29: Social media for financial advisors

3 months for $1WEBSITES FOR ADVISORSEnter Code: 50WEBLAUNCHSignup at www.advisorwebsites.com

EXCLUSIV

E