How to Set Up Social Account Links
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How to Set Up Social Account Links



In this webinar, Christine will walk you through how to link your existing social network accounts (LinkedIn, Facebook, Twitter) to your AdvisorDeck account. ...

In this webinar, Christine will walk you through how to link your existing social network accounts (LinkedIn, Facebook, Twitter) to your AdvisorDeck account.

I will cover:

- Benefits to setting up social media network accounts
- Why linking social networks to AdvisorDeck benefits you
- How to add social networks to AdvisorDeck
- How to schedule a blog/social media campaign for a week



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  • Hello! Welcome to our special webinar on setting up social account links. Here at AdvisorDeck, we schedule a webinar every week to provide a touch point for those interested in the platform to see it in action and for current customers to get updates on our roadmap. I’m Christine Luc and I’m the marketing lead for AdvisorDeck, and I will be discussing the whys and hows of social media networks before walking you through how to set up social account linking in this short, 15-20 minute webinar. I’ll leave some time for Q+A afterward. Please use the “questions” box in GoToWebinar to submit questions along the way, and I’ll walk through them at the end of the call.
  • In our webinars we usually show off our great staff who have fantastic industry experience. Cameron has worked for a wide range of digital media and social products, including, WIRED Science, and the White House before working as co-founder. Derrick has founded and worked on numerous startups after leaving Earthlink and recently managed his own consulting firm in Hawaii. We also work closely with an offshore team and with industry leaders Lincoln Collins, Wade Dokken, and Matt Halloran.
  • First off, I’ll address this pivotal question: Why should I set up a social media account for my business? You probably have a broad idea of its increasing importance for people and society at large but would like a more detailed connection between what social media entails and how it can help your business.
  • Source:’s just 2 statistics on demographics using social media to get a taste of what’s abuzz in the online space. 55% of Americans ages 45-54 have a profile on a social networking site. Over half of Americans in a demographic pivotal to your business are online and you want to start a dialogue with them on the mediums that they’re using. To start those conversations, it’s to YOUR benefit and theirs that you meet your clients using their preferred modes of communication. 5 million affluent investors use social media to research financial decisions. If you’re not present on these social media networks proving that you’re a knowledgeable resource in your industry, then it’ll be that much harder for you to show up on the radar of these investors.
  • Facebook in particular, one of the fastest growing demographics for this spectacularly popular social network are women ages 55-65. The appeal for them and for many of the 901 million active users on Facebook is the ability to share anecdotes in the form of video and pictures. If you don’t have a Facebook account already, I encourage you to sign up, create a fan page separate from your personal account, and start connecting with your current client base. You can start by sharing glimpses of your own personal life and hobbies in between industry updates and tips. Doing this will be a great personal branding tool while also keeping your clients in the loop with what’s going on in your business.
  • Source: is another popular social network that’s integrated into AdvisorDeck. According to a recent survey, 60% of surveyed financial advisors have used LinkedIn to gain new clients. What makes LinkedIn unique from Facebook is that you can post your full credentials and resume as a selling point for prospective clients to view. You can also participate in discussions in “groups” on LinkedIn related to your business specialties and promote yourself as an industry authority.
  • Source: is also a major social network that AdvisorDeck now supports. Out of Twitter’s several hundred million users, 76% of Twitter users actively tweet on their account rather than lurking in the background as inactive followers. This is up from 47% in 2010, so with the momentum in Twitter usage, it’s important that you take part. What sets Twitter apart from Facebook and LinkedIn is the ease with which you can post 140-character tweets. Most accounts are public and Twitter encourages you to “discover” other users by searching for keywords that relate to your industry and tweeting back to other users. By creating a Twitter account, it’s particularly easy to tweet resourceful articles and brand yourself as an expert in your field.
  • Setting up social media accounts allows you more control over Google search results if you make an effort to update all of the social networks regularly. With time, you’ll find that your business can dominate the first page of search results with content that you publish. In this screenshot, I searched for our company in Google. You can see that our Twitter and LinkedIn pages are a prominent part of search results as well as links from our marketing site. By participating in popular social networks and publicizing content you make on your AdvisorDeck site from other web domains like Twitter, you also encourage Google to bubble up more pages from your website in search results.
  • Now that you know the gist of these three very popular social networks, how often should you update each of these accounts? There’s no right answer to this but to get into the habit, I recommend updating it once a week, in sync with your weekly blog update. By linking social media accounts to AdvisorDeck, scheduling one blog post a week means updating all of these networks if you so choose. It saves you a lot of time!
  • With AdvisorDeck’s social account linking feature, you can manage all 3 accounts from the customer dashboard without having to remember to log into each of these networks each week.
  • Okay, I just covered the whats and the whys of social media. Now I’ll walk you through the specifics of how to set up social account links in AdvisorDeck and different scenarios you’ll encounter as you build up your social media presence.

How to Set Up Social Account Links Presentation Transcript

  • 1. How to Set Up Social Account LinksChristine LucMarketing AssociateJune 20, 2012
  • 2. Who we are Cameron Derrick Christine Co-Founder/ Development Marketing Principal Manager Associate
  • 3. Why should I set up a social media account for my business?
  • 4. Demographics using social media:55% of Americans 45-54 have a profile on asocial networking site5 million high-net-worth investors use socialmedia to research financial decisions
  • 5. FacebookDid you know?• Out of 901 million active users as of March 2012, women age 55-65 are one of the fastest growing segments on FacebookWhy you should have a Facebook account if you don’t:• Facebook allows you to connect with your current client base with anecdotes such as pictures and video sprinkled with relevant industry updates that keep them involved in your business.
  • 6. LinkedInDid you know?• 60% of surveyed financial advisors have used LinkedIn to gain new clientsWhy you should have a LinkedIn account if you don’t:• You can post your full credentials in your profile and establish yourself as an industry authority in LinkedIn group discussions
  • 7. TwitterDid you know?• 76% of Twitter users are active tweeters.Why you should have a Twitter account if you don’t:• Twitter helps you reach out to potential clients in a casual and public setting• It’s easy to curate articles and brand yourself as an expert in your field
  • 8. Maintainingsocial mediaaccounts for yourbusiness allowsmore brandcontrol in Googlesearch results.
  • 9. How often should I update my social media accounts?
  • 10. How to manage all of these accounts at once?
  • 11. WALKTHROUGHThe nitty gritty for how to set up socialaccount links. It’s really quite easy.