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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

    • 1. 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
    • 2. Bloggin’
    • 3. Start Spreading The News
    • 4. Tweet
    • 5. Facebook
    • 6. Putting It Together
    • 7. Constant Contact
    • 8.
    • 9.
    • 10. ?
    • 11. LinkedIn search shows 8 contacts within 1 degree of separation
    • 12. Don’t Forget The Website
    • 13. Leaving On A Jet Plane
      www.tripit.com
      Basic version – Free
      Pro version - $49 per year
    • 14. 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
    • 15. Outlook Social Media Connector
    • 16. 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
    • 17. LinkedInMarketing SolutionsEverything you need to achieve your marketing goals.
    • 18. 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
    • 19. 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
    • 20. LinkedIn’s Mission:
      Connect the world’s professionals to make them more productive and successful.
      20
    • 21. 95 million professionals today.
      And 4 million more every month.
      21
    • 22. 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
    • 23. Retirement Services Core Audience is on LinkedInReach influential Financial Services professionals
      • LinkedIn reaches 924k+ Members who frequently provide advice regarding financial information (Index 150)*
      • 24. 863k+ Members make or influence financial services decisions at their companies (Index 182)*
      • 25. 137k Financial Advisors on LinkedIn
      Source: @plan Release 4 2010
      23
    • 26. Financial Advisors are engaged on LinkedInLinkedIn provides the ability to control their first impression
      • Build connections with potential clients
      • 27. Receive recommendations from clients
      • 28. Look for insights from their peers
      • 29. Participate in community discussions
      • 30. Ability to showcase what they’re currently working on
      • 31. Hyperlink to annual or quarterly reports, etc
      24
    • 32. Q: What are financial advisors talking about on LinkedIn?A: Regulations
      • 10.5k Financial Groups
      • 33. 200 Financial Advisor & Planner Groups
      • 34. 471 Wealth Management Groups
      • 35. 91 Retirement Planning Groups
      • 36. 40 Plan Sponsor Groups
      • 37. 64 401K Groups
      25
    • 38. Q: What are financial advisors talking about on LinkedIn?A: Customer acquisition
      26
    • 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
      27
    • 40. Q: What are Plan Sponsors talking about on LinkedIn?A: Actions Companies should take to support RIA’s
      28
    • 41. LinkedInEcosystem: Phase 1 - Targeted MediaLeverage Social Graph to increase awareness & consideration
      Authentic Data, High Impact
      Profession
      Seniority
      Industry
      Company Size
      Geography
      Education
      Groups
      29
    • 42. LinkedIn Polls CascadeThoughtLeadership.
      30
    • 43. LinkedInContent ModulesPeakAdvisors Interest with Engaging Content
      31
    • 44. LinkedIn Partner Messages
      Reengage Inactive Producers & Recruit New Producers.
      Jacob Mullins
      Partner Development Manager
      Microsoft BizSpark Program
      32
    • 45. LinkedInEcosystem: Phase 2 – Products & ServicesUtilize Company Page Platform to create Preference & Purchase
      33
    • 46. LinkedInEcosystem: Phase 3 – Custom GroupNurture Consultants, Plan Sponsors within Community
      Example: Business Solutions Exchange
      34
    • 47. LinkedIn Custom GroupsGroup Content Stacks
      35
    • 48. LinkedIn Social Graph
      Drive earned media across LinkedIn
      36