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Social Media Marketing Activity in the Retirement Industry

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Meghan Lantier
Meghan Lantier

An overview of how companies in the retirement plan services industry can leverage social media.

Economy & FinanceTechnologyBusiness
1 of 38
Emerging Media: What (and Why) You Need To Know About Tweets, Followers & Bloggers “ Your brand isn’t what YOU say it is, it’s what GOOGLE says it is” - Chris Anderson, Wired Magazine
Start Your Engines Photo: Amplified-Photography / Adam Balch http://www.flickr.com/photos/triplemaximus/24173
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
“ The word blog is irrelevant. What's important is that it is now common, and will soon be expected, that every intelligent person (and quite a few unintelligent ones) will have a media platform where they share what they care about with the world.” - Seth Godin, Author
Digital Media… ,[object Object],[object Object],[object Object],[object Object],[object Object]
A Part of Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],OUTBOUND MARKETING INBOUND MARKETING Interruption Permission
Did You Know? ,[object Object],[object Object],[object Object],[object Object],Source: Rydex Advisor Benchmarking, 2010)
Social Media is for Leads and Sales Source: State of Inbound Marketing Report - http://bit.ly/aewfHr
Social Media is for B2B and B2C Source: State of Inbound Marketing Report - http://bit.ly/aewfHr
What You Need to Know Now
Is your company ranked on the first page of Google? If not, 3,923,869 sets of eyeballs missed your website Source: http://training.seobook.com/google-ranking-value
[object Object],[object Object],[object Object],Did You Google Today? ,[object Object],[object Object],[object Object],[object Object],[object Object], Photo Credit: http://blog.christianitytoday.com/women/2010/03/technologys_dark_underbelly.html
[object Object],[object Object],[object Object],[object Object],[object Object],Take Control
[object Object],[object Object],[object Object],[object Object],Real Simple Syndication (RSS)
Get More For Less (Time) ,[object Object],[object Object],[object Object],University of Arkansashttp://www.uark.edu/misc/wheat/
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why Should I Care? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Retirement Services Social Media Audit Source: http://www.neoformix.com/2008/BushSpeechOnFinancialCrisis.html
Methodology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Asset Management Firms: Snapshot ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Plan Administrators – Social Media: Snapshot ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
RIAs – Social Media: Snapshot ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Opportunity: DRIVE Relationships
Opportunity: 5 Steps to Get Ahead of Competition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices: Twitter
Best Practices: LinkedIn
Best Practices: Facebook
Where Should You Start?
First Step: Get yourself off to the right start ,[object Object],[object Object],[object Object],[object Object],[object Object]
Second Step: Take advantage of LinkedIn tools and features to deepen connections ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Third Step ,[object Object]
Questions?

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Social Media Marketing Activity in the Retirement Industry

  • 1. Emerging Media: What (and Why) You Need To Know About Tweets, Followers & Bloggers “ Your brand isn’t what YOU say it is, it’s what GOOGLE says it is” - Chris Anderson, Wired Magazine
  • 2. Start Your Engines Photo: Amplified-Photography / Adam Balch http://www.flickr.com/photos/triplemaximus/24173
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  • 4. “ The word blog is irrelevant. What's important is that it is now common, and will soon be expected, that every intelligent person (and quite a few unintelligent ones) will have a media platform where they share what they care about with the world.” - Seth Godin, Author
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  • 8. Social Media is for Leads and Sales Source: State of Inbound Marketing Report - http://bit.ly/aewfHr
  • 9. Social Media is for B2B and B2C Source: State of Inbound Marketing Report - http://bit.ly/aewfHr
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  • 11. What You Need to Know Now
  • 12. Is your company ranked on the first page of Google? If not, 3,923,869 sets of eyeballs missed your website Source: http://training.seobook.com/google-ranking-value
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  • 20. Retirement Services Social Media Audit Source: http://www.neoformix.com/2008/BushSpeechOnFinancialCrisis.html
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