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



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Creating Opportunities Through The Web And Social Media For Financial Advisers Creating Opportunities Through The Web And Social Media For Financial Advisers Presentation Transcript

  • Financial Adviser OpportunitiesThrough The Web and Social Media Find us
  • 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
  • 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?
  • 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
  • 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 will be through your website What does your website say about you and your business?
  • 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
  • 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
  • Social Media - Wigs and FinancialPlanners? Link.
  • 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)
  • 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
  • Bringing it All Together Think Strategic
  • 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
  • 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