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Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
Hearsay Social - DDM Alliance Summit Marketing on Facebook
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Hearsay Social - DDM Alliance Summit Marketing on Facebook

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The Next Digital Frontier for Financial Services

The Next Digital Frontier for Financial Services

Published in: Social Media, Business, Technology
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  • 1. NEXT DIGITAL FRONTIER Amplifying Brand And Growing Business on Facebook in 2014 Chris Andrew MD, Hearsay Social @chriswandrew THE FOR FINANCIAL SERVICES
  • 2. HEARSAY SOCIAL OVERVIEW  Social media software and training  For advisors, wholesalers, sales managers, and marketers  Prospecting & retention on LinkedIn, Facebook, Twitter  Internal & External compliance USED BY 85,000+ ADVISORS & WHOLESALERS | 15 Countries | 100% Success ENABLING ADVISORS & FIRMS TO SUCCEED IN THE DIGITAL AGE
  • 3. TODAY’S AGENDA Why Social Networking Matters1 The Social Advisor2 Key Trends for 20143
  • 4. SOCIAL MEDIA HAS CHANGED WHAT PEOPLE EXPECT FROM BUSINESSES Online sources influence offline purchases Ability to communicate on their terms Personalized and personal service
  • 5. 61%of financial advisors surveyed said they had landed a new client directly from social media *2011 HubSpot survey of 611 financial advisors
  • 6. Internet 1.0 was About Replacing Human Capital
  • 7. Social Media is About Enhancing Human Capital
  • 8. OF THE SOCIAL ADVISOR
  • 9. THE RELATIONSHIP MANAGER’S PLAYBOOK FOR THE SOCIAL ERA Just like the Yellow Pages, being listed isn’t enough. We must teach producers how to grow business on social.
  • 10. BE FINDABLE 1
  • 11. 2 GROW YOUR NETWORK
  • 12. 3 “HEAR” DO YOUR RESEARCH
  • 13. 4 “SAY” ESTABLISH CREDIBILITY
  • 14. OF KEY TRENDS IN 2014
  • 15. Local to Corporate Content Flow Identify top content at the local level and redistribute it across your organisation Asset Management Private Client Services Investment Banking Mortgage Commercial Banking
  • 16. CONVERGENCE OF PAID/EARNED, OFFLINE/ONLINE ANNOUNCING: HEARSAY SOCIAL FOR FACEBOOK PROMOTED POSTS (BETA)
  • 17. SOCIAL DISTRIBUTION OF BRAND CAMPAIGNS Case Study Local social pages multiply value of existing sponsorship 3,500 Registered reps
  • 18. SOCIAL ANALYTICS DRIVE OFFLINE CAMPAIGNS Case Study • Leading firms now A/B test regional messages through local pages • Awareness of local events/trends changes global content strategy
  • 19. OF Chris Andrew chris@hearsaysocial.com @chriswandrew THANK YOU. QUESTIONS?

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