Your SlideShare is downloading. ×
Social Media Marketing For Financial Advisors
Upcoming SlideShare
Loading in...5

Thanks for flagging this SlideShare!

Oops! An error has occurred.


Saving this for later?

Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime - even offline.

Text the download link to your phone

Standard text messaging rates apply

Social Media Marketing For Financial Advisors


Published on

Building your business with LinkedIn, Facebook, Twitter. From David Cesarini at

Building your business with LinkedIn, Facebook, Twitter. From David Cesarini at

1 Like
  • Great idea. I have a site to promote Marketing For Financial Advisors. I would be interested to see if we could work together to help each other out. Seems we both have something unique to offer to the same people.
    Are you sure you want to  Yes  No
    Your message goes here
  • David this is a nice overview of the various opportunities available to financial advisors in the world of social media! Great presentation. We've also constructed a 'social media portfolio' on slideshare for advisors to help them visualize how all of these pieces might work together!
    Are you sure you want to  Yes  No
    Your message goes here
No Downloads
Total Views
On Slideshare
From Embeds
Number of Embeds
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

No notes for slide
  • “Businesses will be at a significant tactical and strategic disadvantage when their critics and competitors create a groundswell of their own.”
  • By the end of this session, you should be able to…
  • Who here has an opinion/belief about social media – phrase in form of a question.
  • Costs and benefits of social media.
  • Mark Shimkovitz, BMO Nesbitt Burns advisor
  • Dave Giesbrecht, Vice President, Client Service, Camlin Asset Mgmt.
  • Lastly
  • Transcript

    • 1. Social Media Marketing for Financial Advisors David Cesarini, BA, FMA April 2009
    • 2. Getting With the Times
      • “ [Barack Obama’s] proclivity to online advocacy is a major reason for his victory.”
      • “ Smart businesses will embrace this public engagement model as well, particularly in how they ladder engagement among natural allies such as customers, employees, retirees and suppliers.”
      The Social Pulpit: Barack Obama’s Social Media Toolkit (2009). Available at:
    • 3. Session Objectives
      • See social media as a means to build and retain your clientele.
      • Identify the costs and benefits of implementing social media in your communications strategy.
      • Outline popular social media sites and understand how they fit together.
    • 4. Session Objectives cont...
      • Discuss how top financial advisors are using social media sites.
      • Recognize how social media fits within your organization’s guidelines for conduct.
    • 5. What do you think Social Media Marketing is all about? (5 min.)
        • A discussion using questions only.
        • After asking a question, wait two turns before asking another.
    • 6. What's the use?
    • 7. Why Social Media?
      • Transparent
      • Timely
      • Proactive
      • Personal
      • Affordable
      • Permission
      • What isn’t it?
    • 8. Social Media & Authenticity
      • What 3 characteristics define your online persona?
      • Is that the real you?
    • 9. Popular Social Media Sites
    • 10. Face It
      • Who’s on Facebook?
      • Organize social events
      • Professional networking (e.g. groups, fan pages)
      • Professional or Corporate page
    • 11.  
    • 12. Being a Twit
      • What is it? Who’s on Twitter? 32M Uniques
      • Following & Followed
      • Organize social events (Tweetups)
      • Search Engines
      • @Replies and Direct messages
      • Links, Re-tweeting, Photos, Audio
      • Who you want to know, not just who you know
    • 13.  
    • 14. Blogging it Out
      • Share information, update your clients & get your ideas out there
      • Why read blogs?
      • Why write a blog?
        • Newsletters vs. blogs
      • Anonymous vs. Identifiable Blogs
    • 15.  
    • 16. Do you read any interesting blogs on a daily basis?
    • 17. LinkedIn
      • Connects professionals
      • Share your experience and qualifications
      • Network with people you want to know better
    • 18.  
    • 19. Meetups: Where Everybody Knows Your Name (You Hope)
      • Connects professionals
      • Common Interests
      • Network with people you want to know better
      • Person to person
    • 20.  
    • 21. Smart Phone Savvy
      • Mobile social media
      • All of the above on your cell phone
      • Relevance based on location
      • Convenience
    • 22.  
    • 23. Wrapping it All Up
    • 24. Connect the Networks Smartphone Blog
    • 25. Think-Pair-Share (10 min.)
      • How can you use social media to build and retain your clientele?
        • Think about and write your response on a card (3 min)
        • Pair up with someone and discuss what you’ve written (3 min)
        • Share what you’ve discussed (4 min)
    • 26. Conclusion
      • Social media can build and retain clientele
      • Costs & Benefits
      • Facebook, Twitter, LinkedIn, Meetup, Smart Phones
        • Examples of people who are doing this
      • Your organization has its own code of conduct
    • 27.  
    • 28. Thank you