Financial Adviser OpportunitiesThrough The Web and Social           Media          Find us atwww.humblefinancialservices.com
Agenda•   Facts that may surprise you•   The Traditional Sales Funnel is dead•   Your Website - Your Foundation•   Wigs an...
Facts and FiguresShow of Hands• Hands up if you DO NOT own a smart-phone  and/or tablet• Hands up if you used Yellow Pages...
Real Facts• Facebook is dominant - Friends and family• LinkedIn is the business/Professional platform• Twitter cuts across...
Rise of Google - Demise of Print
The Sales Funnel Is Dead
Your Website - Your FoundationYou only have one chance to make a great first             impression and today...       It ...
Website Basics•   To make that first impression you need to be    found by Google - SEO•   Once found - Need to make it ea...
How To Be Found By GoogleSearch Engine Optimisation (SEO)•  Content - More important than structure•  Review    o   Compan...
Social Media - Wigs and FinancialPlanners? Link.
What we know about Social Media?•   Traditional Marketing one way push messaging    - Does not work with Social Media•   O...
Effective Use of Social Media        Its not about you - its about your target market•   Be Engaging - Consider     o Loca...
Bringing it All Together    Think Strategic
Core Steps•   Thinks Strategic - Long Term Proposition•   The Business Leaders need to be in Control•   Create and Publish...
And Dont Forget•   Social Media is Word of mouth on Steroids•   Have a bit of fun•   It is all about being Social•   Good ...
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Creating Opportunities Through The Web And Social Media For Financial Advisers

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Creating Opportunities Through The Web And Social Media For Financial Advisers

  1. 1. Financial Adviser OpportunitiesThrough The Web and Social Media Find us atwww.humblefinancialservices.com
  2. 2. Agenda• Facts that may surprise you• The Traditional Sales Funnel is dead• Your Website - Your Foundation• Wigs and Financial Planners - What do they have in common?• How to get started - Web & Social Media• Bringing it all together• Questions and Answers
  3. 3. Facts and FiguresShow of Hands• Hands up if you DO NOT own a smart-phone and/or tablet• Hands up if you used Yellow Pages in last month• Hands Up if you used Google Search in the last 48 hours• Hands up if your household uses Social Media - Facebook, LinkedIn, Twitter• Who is on LinkedIn?
  4. 4. Real Facts• Facebook is dominant - Friends and family• LinkedIn is the business/Professional platform• Twitter cuts across business, friends and familyThe game changer - Retirees are taking off• Huge jump in older Aussies going on-line in last 12 Months - 82% now online - Sensis• 1 in 5 retirees own a tablet (Aug 2012), was 1 in 50 just one year ago - Sensis
  5. 5. Rise of Google - Demise of Print
  6. 6. The Sales Funnel Is Dead
  7. 7. Your Website - Your FoundationYou only have one chance to make a great first impression and today... It will be through your website What does your website say about you and your business?
  8. 8. Website Basics• To make that first impression you need to be found by Google - SEO• Once found - Need to make it easy for the visitor to CONNECT - Contact You and Social Media• Update your website and use content for newsletters and social media updates• View your website as a communications hub You and your clients now own Marketing megaphones
  9. 9. How To Be Found By GoogleSearch Engine Optimisation (SEO)• Content - More important than structure• Review o Company Names – Tagline and Page Titles o Keywords o Use of images and PDF docs• Get on other Websites - Link and Share• The Good News - Corporates really Struggle with SEO for Advisers• Visit humblefinancialservices.com
  10. 10. Social Media - Wigs and FinancialPlanners? Link.
  11. 11. What we know about Social Media?• Traditional Marketing one way push messaging - Does not work with Social Media• Opportunity is to connect build brand by connecting - Pull people to you• Financial Advisers are Ready Made for Social Media - Oh yes you are!!!• Individuals/Personalities do better than Corporates with Social Media• ROI - Youll still be in business in 5 years (Newspaper V Google)
  12. 12. Effective Use of Social Media Its not about you - its about your target market• Be Engaging - Consider o Local community involvement o Let people know more about you o Demonstrate expertise o Mix in circles that help you - Target market• Listen - Know whats going on o Track news - local and adviser specific o Be sensible with the advice o Think pull (attract) people• Monitor o Google Analytics
  13. 13. Bringing it All Together Think Strategic
  14. 14. Core Steps• Thinks Strategic - Long Term Proposition• The Business Leaders need to be in Control• Create and Publish content for your website• Communicate the content -Newsletter and Social Media• Encourage people to share your content• Share other peoples/firms content• Be involved - Engaging with Social Media• Connect with those who do business with you o Clients, Prospects, local community, niche market, CIO
  15. 15. And Dont Forget• Social Media is Word of mouth on Steroids• Have a bit of fun• It is all about being Social• Good Financial Advisers have always been social creatures - Just like the rest of the human race Resources www.humblefinancialservices.com

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