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  • Groups are an opportunity to build long lasting relationships and join the conversations.

Social Media: What Comes Next Social Media: What Comes Next Presentation Transcript

  • ASPPA 401(k) Summit
    Social Media: What Comes Next?
    Presented By
    Adam C. Pozek, ERPA, QPA, QPFC
    DWC ERISA Consultants, LLC
    Kevin Popovic
    Ideahaus
    Jennifer Grazel
    LinkedIn
    Workshop #8
    Sunday, March 6, 2011
  • Bloggin’
  • Start Spreading The News
  • Tweet
  • Facebook
  • Putting It Together
  • Constant Contact
  • ?
  • LinkedIn search shows 8 contacts within 1 degree of separation
  • Don’t Forget The Website
  • Leaving On A Jet Plane
    www.tripit.com
    Basic version – Free
    Pro version - $49 per year
  • E-mail/address book plug-in
    Analytics
    Number of e-mails
    Best times to get a response
    Contact info
    Auto search of social networking sites
    Auto compilation from e-mail signatures, etc.
    Account types
    Basic – Free
    Plus - $29.95/year
  • Outlook Social Media Connector
  • Questions
    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.
    Page | 16
  • LinkedInMarketing SolutionsEverything you need to achieve your marketing goals.
  • Social Media & The New World of Work
    Every professional is now a small business
    Every company is now transparent and interconnected
    Social media offers unprecedented marketing opportunities
    18
  • The Discovery of Information
    Shift of how we find, consume and interact with information
    “Some experts say social media could become the Internet's next search engine.”- Steve Reubel
    “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”
    19
  • LinkedIn’s Mission:
    Connect the world’s professionals to make them more productive and successful.
    20
  • 95 million professionals today.
    And 4 million more every month.
    21
  • The best place on the web to reach professionals
    LinkedIn ranks #36 with 29.8M unique users in the US
    Source: comScore January 2011, US
    22
  • Retirement Services Core Audience is on LinkedInReach influential Financial Services professionals
    • LinkedIn reaches 924k+ Members who frequently provide advice regarding financial information (Index 150)*
    • 863k+ Members make or influence financial services decisions at their companies (Index 182)*
    • 137k Financial Advisors on LinkedIn
    Source: @plan Release 4 2010
    23
  • Financial Advisors are engaged on LinkedInLinkedIn provides the ability to control their first impression
    • Build connections with potential clients
    • 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
    24
  • Q: What are financial advisors talking about on LinkedIn?A: Regulations
    • 10.5k Financial Groups
    • 200 Financial Advisor & Planner Groups
    • 471 Wealth Management Groups
    • 91 Retirement Planning Groups
    • 40 Plan Sponsor Groups
    • 64 401K Groups
    25
  • Q: What are financial advisors talking about on LinkedIn?A: Customer acquisition
    26
  • 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
    27
  • Q: What are Plan Sponsors talking about on LinkedIn?A: Actions Companies should take to support RIA’s
    28
  • LinkedInEcosystem: Phase 1 - Targeted MediaLeverage Social Graph to increase awareness & consideration
    Authentic Data, High Impact
    Profession
    Seniority
    Industry
    Company Size
    Geography
    Education
    Groups
    29
  • LinkedIn Polls CascadeThoughtLeadership.
    30
  • LinkedInContent ModulesPeakAdvisors Interest with Engaging Content
    31
  • LinkedIn Partner Messages
    Reengage Inactive Producers & Recruit New Producers.
    Jacob Mullins
    Partner Development Manager
    Microsoft BizSpark Program
    32
  • LinkedInEcosystem: Phase 2 – Products & ServicesUtilize Company Page Platform to create Preference & Purchase
    33
  • LinkedInEcosystem: Phase 3 – Custom GroupNurture Consultants, Plan Sponsors within Community
    Example: Business Solutions Exchange
    34
  • LinkedIn Custom GroupsGroup Content Stacks
    35
  • LinkedIn Social Graph
    Drive earned media across LinkedIn
    36