Finanical Literacy

Using Social Media for Financial Education Storming the Marketing Establishment…Through Smart Social Media

Who is Jenni Brand?
CEO of Bastille Marketing
A Social Media Firm www.bastillemarketing.com
Social Media Consultant with New Media Strategies (2005-2009)
Helped brands establish, manage and maintain a positive presence within the online landscape
Worked with numerous Fortune 10, 50, 100, 500 companies
Non-profit/Gov’t, CPG, Fashion/Retail, Travel/Tourism, Financial, etc
10+ years in traditional marketing & sales
Fields of grocery retail marketing, radio sales, non-profits, energy
Extra-curricular activities include:
Speaking/Training: Social Media
Two blogs; contributor to others (Blondes I-View, Bastille Marketing)
Event planner (DC’s 1st Annual Cupcake Contest, Wedding, Charity Events)

What We’ll Cover Today
Social Media - What’s In It For Me?
Making an Educated Decision About Social Media
The Social Media Toolbox
How Do You Know It’s Working?
Financial Literacy Social Media Campaigns - Who Is Doing It?

Social Media: What’s In It For Me?
New Clients
Your potential customer base is using social media - why not meet them there?
Easy Referrals
Make it easy for your current clients to send you business
Continued Engagement with Current Clients
A way to be in contact with them daily/weekly - stay top of mind
New Revenue Opportunities
Current/new clients can learn about what else you offer - you don’t have to “sell” them or “create” a need
Customer Service
Find out about/quickly resolve issues
Name Recognition/Credibility as an Expert
Let everyone see that you know what you’re talking about!
Creation/Expansion of a Digital Footprint
An online archive of your organization’s work/contributions
SEO (Search Engine Optimization)
Help new clients find you through Google - not your competitor

Making an Educated Decision About Social Media
Social Media Requires a Strategy - BEFORE you start
What content/areas of specialty?
Who will manage?
What is the tone of the dialogue with consumers
How to promote your social media presence?
Are you going to encourage consumers to engage w/ your profiles?
What is your digital footprint going to look like?
Which social media sites make the most sense?
When will you launch them?
How often will you update?
Are you aware of the challenges?
Give up some control - allow consumers to say what they want on your page?
Mistakes made can be bad - there are no do-overs
Do you have the time to invest in maintaining healthy profiles for the long-term
Are you okay with the challenge of proving ROI?

The Social Media Toolbox
Tools for a Comprehensive Social Media Strategy
Blogs
Social Networks: Facebook
MicroBlogs: Twitter
Wikipedia
Video-Sharing: YouTube
Your Own Website

The Social Media Toolbox: Blogs
Content Updates
Frequent updates needed
Can offer more info about products & services than a static website
Build a loyal readership
Become a trusted voice
Two-Way Interaction
Reader comments create a conversation
Comments can be moderated
Conversational Tone
The ‘voice’ of the company
Syndication Technology
RSS allows information to move quickly across blogs, like a a wire service
Readers can subscribe to the “feed” to get real-time updates delivered to their desktop

The Social Media Toolbox: Social Networks
Facebook - a peer-to-peer social network
LinkedIn - A business social network
Gives your company a ‘human’ voice
Allows ‘fans’ to easily share your information with others
Allows you to educate your consumers where they spend time online
Allows customers to engage with your organization on a “personal” level
Serves as your online resume; demonstrates your company’s expertise and body of work
Allows contacts to ‘recommend’ you
Offers Q&A area for you to demonstrate your knowledge & expertise

The Social Media Toolbox: MicroBlogs
Twitter - a ‘microblog’ limited to 140 characters per post
Allows for two-way; real-time conversation; the exchange of news & information (URLs); Q&As; updates of content on other social media profiles

The Social Media Toolbox: Wikipedia
A free online collaborative encyclopedia
One of top 10 sites on Internet; often returns in top three Google results
Frequently the next place consumers look for information after a Google search and visiting the company website

The Social Media Toolbox: Video-Sharing
YouTube is the #1 online video site
Allows you to broadcast relevant, useful information to those who learn best visually
How-tos; Workshops; Presentations; Speaking Engagements
Makes your other profiles more interactive and entertaining

The Social Media Toolbox: Your Website
Offer links from your website to your social media pages
Connect your blog, YouTube page, Twitterstream or Facebook Fan page to your website
Your website should promote your social media profiles - announcing new blog posts, asking for visitors to follow you on Twitter, marking milestones
Your website is a crucial element of a social media strategy
“ We’ve reached our 1,000 fan on Facebook - Are you a Fan Yet?”
“ Did you miss our Webcast today? You can watch it here:”
“ Follow our tweetchat today at 7pm on Tax Benefits for First-time Homebuyers”
“ Did you see our blog interview with Mr. So-So From the IRS?”

Your Strategy: Is It Working?
Blog
Blog traffic - Google Analytics
Blog Comments
Subscribers
Facebook
Number of Fans
Numbers of Interactions
Comments, Likes, Shares
Use Facebook Insights
Twitter
Number of Followers (Twitterless - @tless)
Number of Retweets of your info
Use bit.ly to track all of your URLs
YouTube
Number of views, comments

Financial Literacy Social Media - Who Is Doing It?

Vanguard has a strategic social media campaign

AICPA has a well-planned social media strategy for Financial Education

Questions?
Thank you.
Jenni Brand
www.bastillemarketing.com
@BastilleMktg

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Finanical Literacy

by Jenni Brand on Oct 06, 2009

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Finanical Literacy — Presentation Transcript