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ASPPA 401(k) Summit<br />Social Media: What Comes Next?	<br />Presented By<br />Adam C. Pozek, ERPA, QPA, QPFC<br />DWC ER...
Bloggin’<br />
Start Spreading The News<br />
Tweet<br />
Facebook<br />
Putting It Together<br />
Constant Contact<br />
?<br />
LinkedIn search shows 8 contacts within 1 degree of separation<br />
Don’t Forget The Website<br />
Leaving On A Jet Plane<br />www.tripit.com<br />Basic version – Free<br />Pro version - $49 per year<br />
E-mail/address book plug-in<br />Analytics<br />Number of e-mails<br />Best times to get a response<br />Contact info<br /...
Outlook Social Media Connector<br />
Questions<br />To ensure compliance with the requirements imposed on us by IRS Circular 230, we inform you that any tax ad...
LinkedInMarketing SolutionsEverything you need to achieve your marketing goals.<br />
Social Media & The New World of Work<br />Every professional is now a small business<br />Every company is now transparent...
The Discovery of Information<br />Shift of how we find, consume and interact with information<br />“Some experts say socia...
LinkedIn’s Mission:<br />Connect the world’s professionals to make them more productive and successful.<br />20<br />
95 million professionals today.  <br />And 4 million more every month.  <br />21<br />
The best place on the web to reach professionals<br />LinkedIn ranks #36 with 29.8M unique users in the US<br />Source:  c...
Retirement Services Core Audience is on LinkedInReach influential Financial Services professionals<br /><ul><li>LinkedIn r...
863k+ Members make or influence financial services decisions at their companies (Index 182)*
137k Financial Advisors on LinkedIn</li></ul>Source: @plan Release 4 2010<br />23<br />
Financial Advisors are engaged on LinkedInLinkedIn provides the ability to control their first impression<br /><ul><li>Bui...
Receive recommendations from clients
Look for insights from their peers
Participate in community discussions
Ability to showcase what they’re currently working on
Hyperlink to annual or quarterly reports, etc</li></ul>24<br />
Q: What are financial advisors talking about on LinkedIn?A: Regulations<br /><ul><li>10.5k Financial Groups
200 Financial Advisor & Planner Groups
471 Wealth Management Groups
91 Retirement Planning Groups
40 Plan Sponsor Groups
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Social Media: What Comes Next

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  • Groups are an opportunity to build long lasting relationships and join the conversations.
  • Transcript of "Social Media: What Comes Next"

    1. 1. ASPPA 401(k) Summit<br />Social Media: What Comes Next? <br />Presented By<br />Adam C. Pozek, ERPA, QPA, QPFC<br />DWC ERISA Consultants, LLC<br />Kevin Popovic<br />Ideahaus<br />Jennifer Grazel<br />LinkedIn<br />Workshop #8<br />Sunday, March 6, 2011<br />
    2. 2. Bloggin’<br />
    3. 3. Start Spreading The News<br />
    4. 4. Tweet<br />
    5. 5. Facebook<br />
    6. 6. Putting It Together<br />
    7. 7. Constant Contact<br />
    8. 8.
    9. 9.
    10. 10. ?<br />
    11. 11. LinkedIn search shows 8 contacts within 1 degree of separation<br />
    12. 12. Don’t Forget The Website<br />
    13. 13. Leaving On A Jet Plane<br />www.tripit.com<br />Basic version – Free<br />Pro version - $49 per year<br />
    14. 14. E-mail/address book plug-in<br />Analytics<br />Number of e-mails<br />Best times to get a response<br />Contact info<br />Auto search of social networking sites<br />Auto compilation from e-mail signatures, etc.<br />Account types<br />Basic – Free<br />Plus - $29.95/year<br />
    15. 15. Outlook Social Media Connector<br />
    16. 16. Questions<br />To ensure compliance with the requirements imposed on us by IRS Circular 230, we inform you that any tax advice contained in this communication (including any attachments) is not intended and cannot be used for the purpose of: (i) avoiding tax-related penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein.<br />Page | 16<br />
    17. 17. LinkedInMarketing SolutionsEverything you need to achieve your marketing goals.<br />
    18. 18. Social Media & The New World of Work<br />Every professional is now a small business<br />Every company is now transparent and interconnected<br />Social media offers unprecedented marketing opportunities<br />18<br />
    19. 19. The Discovery of Information<br />Shift of how we find, consume and interact with information<br />“Some experts say social media could become the Internet's next search engine.”- Steve Reubel<br />“This is just another sign of how the “social web” is becoming an increasingly dominant force in terms of driving traffic flows on the Internet — and that in turn makes it a growing threat for major web players such as Google, MSN and Yahoo. – GIGAOM”<br />19<br />
    20. 20. LinkedIn’s Mission:<br />Connect the world’s professionals to make them more productive and successful.<br />20<br />
    21. 21. 95 million professionals today. <br />And 4 million more every month. <br />21<br />
    22. 22. The best place on the web to reach professionals<br />LinkedIn ranks #36 with 29.8M unique users in the US<br />Source: comScore January 2011, US<br />22<br />
    23. 23. Retirement Services Core Audience is on LinkedInReach influential Financial Services professionals<br /><ul><li>LinkedIn reaches 924k+ Members who frequently provide advice regarding financial information (Index 150)*
    24. 24. 863k+ Members make or influence financial services decisions at their companies (Index 182)*
    25. 25. 137k Financial Advisors on LinkedIn</li></ul>Source: @plan Release 4 2010<br />23<br />
    26. 26. Financial Advisors are engaged on LinkedInLinkedIn provides the ability to control their first impression<br /><ul><li>Build connections with potential clients
    27. 27. Receive recommendations from clients
    28. 28. Look for insights from their peers
    29. 29. Participate in community discussions
    30. 30. Ability to showcase what they’re currently working on
    31. 31. Hyperlink to annual or quarterly reports, etc</li></ul>24<br />
    32. 32. Q: What are financial advisors talking about on LinkedIn?A: Regulations<br /><ul><li>10.5k Financial Groups
    33. 33. 200 Financial Advisor & Planner Groups
    34. 34. 471 Wealth Management Groups
    35. 35. 91 Retirement Planning Groups
    36. 36. 40 Plan Sponsor Groups
    37. 37. 64 401K Groups</li></ul>25<br />
    38. 38. Q: What are financial advisors talking about on LinkedIn?A: Customer acquisition<br />26<br />
    39. 39. Q: What are Plan Sponsors talking about on LinkedIn?A: Strategies companies are taking to de-risking their pension plansB: Defending defined contribution plansC. Addressing upcoming fee disclosure on 401k plans<br />27<br />
    40. 40. Q: What are Plan Sponsors talking about on LinkedIn?A: Actions Companies should take to support RIA’s<br />28<br />
    41. 41. LinkedInEcosystem: Phase 1 - Targeted MediaLeverage Social Graph to increase awareness & consideration<br />Authentic Data, High Impact<br />Profession<br />Seniority<br />Industry<br />Company Size<br />Geography<br />Education<br />Groups<br />29<br />
    42. 42. LinkedIn Polls CascadeThoughtLeadership.<br />30<br />
    43. 43. LinkedInContent ModulesPeakAdvisors Interest with Engaging Content<br />31<br />
    44. 44. LinkedIn Partner Messages<br />Reengage Inactive Producers & Recruit New Producers.<br />Jacob Mullins<br />Partner Development Manager<br />Microsoft BizSpark Program<br />32<br />
    45. 45. LinkedInEcosystem: Phase 2 – Products & ServicesUtilize Company Page Platform to create Preference & Purchase<br />33<br />
    46. 46. LinkedInEcosystem: Phase 3 – Custom GroupNurture Consultants, Plan Sponsors within Community<br />Example: Business Solutions Exchange<br />34<br />
    47. 47. LinkedIn Custom GroupsGroup Content Stacks <br />35<br />
    48. 48. LinkedIn Social Graph<br />Drive earned media across LinkedIn<br />36<br />

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