Social Media for Financial Services

Want to get involved in social media?

Learn the rules … and the tools . Listen Connect Respond

All contents of this presentation are the intellectual property of Wax Custom Communications Who’s Using Social Media? Aren’t YOU?

All contents of this presentation are the intellectual property of Wax Custom Communications If they can do social media, you can too.

“ Social media gives us an avenue that is basically free of charge – and allows us to reach millions of people .” - Cindy Donaldson, Marketing Director

including executives from all Fortune 500 companies . More than 50 million professionals use LinkedIn …

In October, LinkedIn added 1 million new users in 12 days . But fewer than half of financial advisers use LinkedIn .

Social media provides a sales channel of extremely qualified leads .

@ tax time in 2008 43% more digital product awareness from ’07 52% more awareness of TaxCut software = + +

T. Rowe Price (and six others) estimated Twitter’s value at $1 billion .

But only 15% of financial advisers connect with clients on Twitter . 18 million users are expected to use Twitter in 2009.

Fewer than half of financial advisers use Facebook .

All contents of this presentation are the intellectual property of Wax Custom Communications

Recruit the next generation of top financial advisers.

a. Launch a Facebook group

Connect with graduating

students.

c. Begin interviewing them online. ACTION PLAN

All contents of this presentation are the intellectual property of Wax Custom Communications

Recruit the next generation of

top financial advisers.

a. Launch a Facebook group

Connect with graduating

students.

c. Begin interviewing them online. ACTION PLAN ACTION PLAN The Careers at Allstate fan page on Facebook targets college graduates too.

Who says your company can’t have its own social community ?

way back in January 2007 Chuck All contents of this presentation are the intellectual property of Wax Custom Communications Responded by… ADDED 32% MORE 25- TO 40-YEAR-OLD CLIENT ACCOUNTS !!! Developing a landing page for their online community Introducing high-yield investor checking accounts Lowering account minimums to $1K “ Listened” for social sentiments online Started an online community for 25 to 40 year olds

… can be used for internal communication and training too. Wikis Blogs Videos How-to podcasting

70% of Northwestern Mutual’s intranet blogs focus on project management.

Financial advisers can sell and market products with social media .

Ready to get involved in social media?

We’ll help you build a social media strategy . Contact Wax @ 1.866.791.3957