The document discusses essential web habits for successful advisors, highlighting the shift in marketing paradigms due to new media and social tools. It outlines seven key habits: listening, learning, sharing, creating, conversing, convincing, and converting, emphasizing the importance of content and community engagement. Additionally, it suggests workshops on social media tools, search engine marketing, and data analysis to aid advisors in adapting to the digital landscape.

1. Web Habits of Highly Successful Advisors Introduction to the New Media Workshop

2. David Cutler Business Development Master with 20 years experience increasing revenue for corporations and the startups they fear Internet Pioneer and Founder of www.webopedia.com Fan and manipulator of all media at www.EatMedia.com CreativeBusinessDevelopment.com

3. Tara Goodwin Frier Founder of Goodwin Group PR, a public relations firm that helps companies and organizations grow their bottom line through continued media exposure Originally entered the social media space kicking and screaming but quickly realized that it was an amazing tool to enhance PR programs Turned one Tweet into a $250,000 0pportunity www.goodwinpr.com

4. Todd Van Hoosear Professional communicator and technologist with 20 years in the technology sector and 10 years of corporate and agency PR and marketing Founding Member, Board of Directors, Social Media Club Fellow, Society for New Communications Research www.ItsFreshGround.com

5. 10 New Rules!

12. Twitter Facebook Blogs

15. #10 The most relevant New Rule for your company is being discovered …

16. Are you ready for your new marketing world? (Nearly) everything’s real-time (Nearly) everything’s online (Nearly) everyone’s a marketer (Nearly) everything’s outsourced (Nearly) everyone’s a freelancer (Nearly) everything’s measurable (Nearly) everything’s cheap or free

18. Four Ps Four Es Product Place Price Promotion Experience Everyplace Exchange Evangelism

20. XPX Community?

21. 3 Forms of Media: Own Buy Earn 2 Reasons to Participate: Opportunity Obligation 1 Most Important: Content

22. 500 million users - Personal, Global 50% daily | 25 Billion pieces of content shared monthly ( web links, news stories, blog posts, notes, photo albums, “Messaging”, more.) 70 million members - Biz Brand/Updating 150 industries | 200 countries | New member every second 55 million daily tweets - Live pointers 300,000 sign up daily | 180 million unique monthly visitors 2 billion viewed daily - Easy Everything 24 hrs worth of video uploaded every minute SoMe Numbers

24. Low Cost + High Creativity

25. Investment of one person @ ½ hr day = ($15k/yr) ROI = $ 100,000 annual billings

26. Investment of one person @ ½ hr day = ($15k/yr) ROI = $50,000 annual billings Follow us @ mfacpa

27. The Right Tools and Platforms

28. The Seven Web Habits #1: Listen Listen before you talk Find out where the conversations are happening Decide how to seed or join the conversation TOOLS

29. The Seven Web Habits #2: Learn Prepare your organization for learning, collaborating and changing based on what you hear TOOLS

30. The Seven Web Habits #3: Share There’s a lot of noise out there, so ask yourself: how can I add value to my listeners? Don’t just market, share Product info Insights Ideas TOOLS

31. The Seven Web Habits #4: Create Create both multi-channel and channel-specific content Create a community space to host conversations (build vs. buy) TOOLS

32. The Seven Web Habits #5: Converse Getting your marketing message out is important, but so is being responsive and “human” Find the right mix of self-promotion, “retweets” and insights TOOLS

33. The Seven Web Habits #6: Convince Find out who the influencers are (and what influences them) Reach them and get them to reach out for you Social marketing is, ultimately, the practice of turning your customers into your sales team TOOLS

34. The Seven Web Habits #7: Convert To do this, you’ve got to measure To measure, you’ve got to set goals TOOLS

35. Social Media Workshop - Example Three Sessions (60-90 minutes) Each will have a Roundup of Current Concepts (see next slide) 1 - Social Media Tools – Personal and Professional LinkedIn, Facebook, Twitter, Vertical Communities 2 - Search Engine marketing – 5 Ways To Get Found Paid, Organic, Display Ads, Referrals, Direct Linking 3 – Analyzing The Data – 5 Forms of Data and What To Do With It Activity, Operational, Outcome, KPIs, Predictive

36. THANK YOU