3. More time is spent on social networks
than any other activity online
20% of online activity is spent on social networks
30% if using a mobile device
65+years and older = 1 in 4 on social networks (CBS news, Nov 2010)
Social media overtook pornography as the No. 1 activity on the web
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4. The most important lesson
you can learn from today is
that social media is about a
cultural shift in how we do
business.
For you to understand that
cultural shift, you have to
experience it.
5. Help!
When you have a
problem and you’re
looking to resolve it
you don’t think
about using a
particular
channel, you just
start down your
road of getting your
problem resolved.
6. The greatest influence your
social media and online
marketing will have is NOT with
your clients and inner circle
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7. Planning your Social Media is
essential – just like in Finance
• Social Media Policy
• Social Media Strategy
• Training
• Editorial Calendar
• Archiving
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8. Social Media Policy
• Addresses the Why
• Sets the Tone
• Identifies Where
• Focus on what you CAN and can’t do
• In line with your Compliance
• Keep it as a USEABLE document
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9. Social Media Policy
Addresses the Why
1. The IFP allows you to spend more time on the main thing, ie time
with your clients (all your CPD and SPS requirements in one
centralised place)
2. In addition to helping you spend more time in front of your
clients, the IFP is committed to enabling you to be more effective
when you’re with your clients.
3. Be part of an open, transparent and caring community focused on
delivering the right advice for clients and raising the professional
standard for all.
15. Social Media Strategy
• Your playbook
• Working document
• Identify your audience
• Be clear in your message
• What works
• What doesn’t work
• KPI
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16. Social Media Policy
Addresses the Why
1. The IFP allows you to spend more time on the main thing, ie time
with your clients (all your CPD and SPS requirements in one
centralised place)
2. In addition to helping you spend more time in front of your
clients, the IFP is committed to enabling you to be more effective
when you’re with your clients.
3. Be part of an open, transparent and caring community focused on
delivering the right advice for clients and raising the professional
standard for all.
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17. Social Media Strategy
• Your playbook
Find a planner
Ask a planner
Blog spot
Interview Checklist
Free DIY guide to Financial Planning: ·
A list of tools and guides to help consumers plan for their future
Wayfinder videos
Profiles
Case studies
Facebook page for regular updates and news
30th Aug the site had been emailed to
1500 planners on a dedicated e-bulletin,
included on other bulletins like IFP news
19. Social Media Strategy
Identify your audience
• Consumer
Survey to create content
Press Release and blog posts
Connect with people/businesses
who share similar audience
23. Social Media Strategy
Be clear in your message
1. The IFP allows you to spend more time on the main
thing, ie time with your clients (all your CPD and SPS
requirements in one centralised place)
2. In addition to helping you spend more time in front of
your clients, the IFP is committed to enabling you to be
more effective when you’re with your clients.
3. Be part of an open, transparent and caring community
focused on delivering the right advice for clients and
raising the professional standard for all.
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25. Social Media Strategy
KPI
Currently -
4,818 page views in August
8,294 page views in July (Wayfinder launched on 3 July)
4,651 page views in June (old consumer site)
5,489 page views in May (old consumer site)
More people to use the find a planner search tool
Currently –
1,772 searches in August
1,858 searches in July
1,246 searches in June (old consumer site)
1,576 searches in May (old consumer site)
27. How FSM UK got started
• Identified audience
• Identified key individuals with influence
• Identified organisations to partner with
• Optimised my profile
• Used my blog to share knowledge
• Got out from behind the computer and met
people, went to events
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28. Where have enquiries come from?
• LinkedIn:
• Twitter:
• Own site:
• Guest Blog:
• Survey:
• Partnerships:
• Talks:
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29. Resources
You can download your free guides and
read our blog at
http://www.financial-socialmedia.co.uk/blog/
http://www.financial-socialmedia.co.uk/resources/
Blog history includes articles on
Social Media Policy and Archiving
Request your Financial Planning Week Pack
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30. Want to ask your own
questions?
I’d love to hear from you
Email: bridget@financialsocialmedia.com
Twitter: @BridgetFSM
Mobile: 07917 713625
LinkedIn: uk.linkedin.com/in/bridgetgreenwood/
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Editor's Notes
In May this year, the IFP started working together with FSMUK to sharpen our social media and on line communications. This is your opportunity to look inside and see documented step by step what works, what doesn't work, how the planning and action of the IFP's social media strategy is integrated with our other marketing initiatives - and how you can apply the same techniques to boost your business success too.
The first question to address is what is social media? As you can imagine I’ve been involved in many a conversation and listened to many a presentation regarding social media in the financial world and it always makes me feel uneasy when social media is referred to as Facebook, LinkedIn, Twitter and Youtube, with the occasional mention of Pinterest, as if social media was just these networks.The reality is social media is the zillions of conversations that happen on line every day. Wikipedia’s definition: “media for social interaction, using highly accessible and scalable communication techniques. Social media is the use of web-based and mobile technologies to turn communication into interactive dialogue.”So as technology moves forward and more and more aspects of online activity allow for interaction, I’d look to think of social media as the internet. Think about all the activities that you do on line. Google search, looking for holidays, buying a book, checking out a film, catching up with latest news, any shopping you do on amazon, reading blogs, researching people or business, it’s almost impossible these days to search for something on line and not find a social media link on the first page of your google search results or even No 1, 2 and 3.So if social media is so much more than the networks like facebook, twitter, linkedInetc, why is so much attention and energy devoted to these sites?
So if social media is so much more than the networks like facebook, twitter, linkedInetc, why is so much attention given to these sites?
Social media users who participate at least once a month use their networks to:70% hear others’ experiences65% learn more about brands/products/services53% compliment brands50% express concerns/complaints about brand/services47% share money incentives
If we ask ourselves the intelligent questions then we’ll find the intelligent answers – always start with WHY?
MartinBamford: “If you are not easy to find online, you are difficult to refer.”
The plan was to work on this consistently from May to date. The reality was different. Which meant we barely got started and the website and rebranding took over, until early this month. But we said we’d share the journey warts and all, and big projects like a rebrand and website are real life issues that many companies deal with.
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Twitter: New background design to be created as part of the rebrandNew logo to be added when launchedProfiles to be added for Sue W (general IFP / financial Planning), Sue L (Training) Ryan (Marketing & Membership), Kath (Events) & Ben (Corporate Members). This will include a 150 word bio, photo and using initial in tweets (e.g. #RH: Fantastic new brand work underway). Make appropriate lists public and tweet out if for anyone missing on the list to put their hands up
LinkedIn: New background to be designed as part of the rebrandIf you search IFP you can’t find the company profile. Optimise LI profile to make sure it’s easily found in searches. BG to suggest wording. – sent out profile questionnaire 24/06/13It will act like a mini website for key products with product pages created for Training, Events and MembershipInformation on our services to be provided, including links to web and other relevant social networks. Explain changes to LI Group to reduce spam and increase quality exchanges and conversation
YouTube: RH to set up an account for the IFPIFP branding to be appliedProfile, weblinks and call to action to be included.
Facebook: New background page to be designed based on consumer (WayFinder) brandingContent to be added from consumer and planners website (dual content)Conference photos / videos to be added to keep it up-to-date and freshInclude links to website.
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
Include agreements on static content, interactive content and blog posts with regards to pre approval from compliance and turn around times
