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WEBINAR SERIES FOR FINANCIAL ADVISORS
ONLINE MARKETING &
WEBSITE STRATEGY
Presented by
Loic Jeanjean – Online Marketing Ma...
HOUSE KEEPING
• If you have any questions, please
use the ‘Questions’ window on the
right end side of your screen
• The sl...
ADVISOR WEBSITES IS
NORTH AMERICA’S
LEADING PROVIDER OF
WEBSITES DESIGNED
SPECIFICALLY FOR
FINANCIAL SERVICES
PROFESSIONAL...
• Customize your website
• Market your website
• 7 best practices for email marketing
• Use social media
• 5 tips to build...
QUICK TOUR OF SAMPLE
WEBSITE
• Website layout – allows for a professional and
trustworthy look and feel
• Products page – ...
CUSTOMIZE
YOUR FINANCIAL WEBSITE
ADDING CONTENT
• Having fresh, engaging content is key for the
success of your website
• You can add text, pictures, pdfs,...
ADDING PHOTOS
• Based on our experiences, advisors with a picture on
their site have more chance to convert traffic into
p...
ADDING LINKS AND RESOURCES
1. Will the content be valuable to your
customer?
2. Is the material copyrighted?
3. Do you req...
ADDING GOOGLE ANALYTICS
• Google analytics provides
you with a very good idea
of how your visitors are
using your website,...
Unique Visitors
Amount of Pages viewed
Top Pages viewed
Time on site
Search term
Referring sites
GOOGLE ANALYTICS DEMO
ADDING GOOGLE SITEMAPS
• Sitemaps provide you with a way to tell
Google valuable information about your
Web site.
• Use Si...
MARKETING
YOUR FINANCIAL WEBSITE
Most Effective Marketing Techniques
for Financial Advisors
What, in your opinion, is the most effective way to communicate...
ADD YOUR WEBSITE TO YOUR EMAILS
Sample call to actions include:
– Please visit my new brand new website at
www.johndoe.com...
SHOULD YOU BLOG?
1. Blogging establishes you as an expert in your field.
2. Blogging moves your site up in the search engi...
TOUCH BASE WITH YOUR CLIENTS
What to communicate:
• Quarterly Newsletter
• Performance and held away asset reports
• Live ...
7 BEST PRACTICES FOR
EMAIL MARKETING
1.Use personalized subject lines
2.Segment messages
3.Take care of timing
4.Use relevant content
5.Understand how spam fil...
SOCIAL MEDIA
ENGAGE, INFLUENCE, ACTIVATE
SOCIAL MEDIA EFFECTIVENESS
Which social networking websites are you using?
THE LINKEDIN PROFESSIONAL AT A GLANCE
Average Age 41
Household Income
College Educated
Decision Makers
Portfolio value $25...
Dashboard overview
Complete your profile
How to connect
How to prospect
Join groups
Ask for recommendations
LINKEDIN DEMON...
DASHBOARD
The dashboard lists all the activities in your network:
Status updates, Recommendations, New connections etc.
COMPLETE YOUR PROFILE
Your profile should be 100% complete. Fill out your contact
information, work history and upload you...
PEOPLE YOU MAY KNOW
From the dashboard you can view a small list of people that
are connected to some of your contacts. Re...
SEARCH FOR OPPORTUNITIES
You can use your connections list to look into their own
contacts and ask to be introduced to pot...
JOIN 5 GROUPS OF INTEREST
• Financial planning associations, industry groups etc.
• If your target audience is dentists, f...
ASK AND GIVE RECOMMENDATIONS
Request recommendations from 5-10 of your best clients & contacts.
Feel free to provide recom...
LINKEDIN TAKEAWAYS
STATUS UPDATES
What you’re working on, share links …
RECOMMENDATIONS
Ask for them & give them
ANSWERS
A...
FACEBOOK FOR ADVISORS
OVER 125 MILLION USE FACEBOOK IN THE US
• Look at Facebook as a valuable business platform
• Busines...
WHAT TO GET OUT OF FACEBOOK
• BOOST ONLINE PRESENCE
• REFERRALS
• INCREASE IN BRAND AWARENESS
• APPEARS AS A TRANSPARENT
P...
TWITTER FOR ADVISORS
TWITTER RECEIVES OVER 40 MILLION
MONTHLY VISITS
– Chances are that your target market is there
LOOK A...
WHAT TO PUBLISH ON TWITTER
• ARTICLE OR BLOG POSTS
• OTHER PEOPLE CONTENT
• TIPS AND TRICKS
• VIDEOS
• PHOTOS
• UPCOMING E...
SLIDESHARE FOR ADVISORS
• More than 30,000 slideshows are being uploaded
each week on Slideshare.net. Here is why:
– Onlin...
PEOPLE WHO
ARE MORE
LIKELY TO
BUY IF
ENGAGED VIA
SOCIAL SITES
YOU NEED TO LIVE WHERE
THEY LIVE ONLINE
HOW DOES THAT HELP Y...
ARCHIVING SOCIAL MEDIA
If you are an advisor in the USA, you need to
archive all your social media history
You can use ARK...
5 TIPS TO BUILD
TRUST ONLINE
HAVE A USER-FRIENDLY WEBSITE
BE HONEST & REAL
LISTEN TO YOUR CUSTOMERS
ANSWER EVERY QUESTION
FOCUS ON DELIVERING VALUE
3 months for $1
WEBSITES FOR ATTENDEES
Enter Code: 50WEBLAUNCH Offer expires on
31/12/2010. Signup at www.advisorwebsites....
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Online marketing and website strategy for financial advisors

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Webinar series for Financial Advisors: how to market online, use social media, prospect on LinkedIn etc.

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  • i.e: educational, time saving …
    this is usually the case for most pieces of content: image, text, video, graphs …
    even if you don’t, let the owner know that you are using his content
    if so, submit a request once you have received the 3rd party approval – email suffice
    this is particularly true for government forms i.e: tax form, immigration
  • Visitors: should give you an idea of how many different individuals visited your website. The more the better.
    Page Views: how many pages of content have been viewed by your visitors. Higher page views may indicate the level of interaction your visitors have with your website. Ultimately you want them to end up on a goal page like your contact page or any form that can be filled out.
    Top Pages: gives you an idea of which pages on your site are the most popular. For many advisor websites we have found that the most popular pages include biography pages (many consumers will now do on-line research about the product or service they are about to buy)
    Time on site: give you an idea of your customer engagement with you site. How long they stay on the site.
    Search term: the terms your visitors are using in search engines such as Google or Yahoo to get to your site (better know as keywords)
    Referring sites: indicate which sites are linking to your website and how much traffic they bring . Common referring sites include Search Engines (like Google and Yahoo), Social Networking sites (like LinkedIn.com and Facebook.com), Client sites, Directories etc.
  • Google Sitemaps help Googlebot quickly find new content on your Web site. They allow you to tell Google what’s important, what’s new and what changes often. The tools provided to Webmasters through the program can play a vital role in helping you understand how the search engines (especially Google) view your Web site.
  • Loic
    We can see that E-mail marketing is still the preferred way to communicate with existing clients along with Face-to-face events. However social media is growing strong since 2009 where it was in 5th place.
  • You should add your website address to your email signature and make it stand out by increasing the font size. You may also want to include a call to action.
  • Blogging provides valuable opportunities to connect with clients, attract prospects and grow your business online. It’s a fantastic way to differentiate yourself!! Blog allows you to let your clients know more about you and your products before they decide to make a buying decision.
  • A subject line can make or destroy entire e-mail marketing campaigns. Personalized subject lines arouse a sense of curiosity among recipients and improve the E-mail open rate.
    Sending segmented messages helps you to communicate directly with a specific group of your target audience and allows you to increase your ROI and conversion rate.
    If most of your target audience has 9-5 job then you may want to send e-mails during the lunch timings as they can check their personal e-mails at that time.
    Biggest reason subscriber opt-out from e-mail lists is irrelevant content. Your e-mail content should be about them, about their problems, about their benefits and Not about you or how great your products and services are.
    Avoid spammy phrases (Click here, Once in a lifetime opp), using all caps, using the word ‘test’ in the subject line, coding sloppy html, suing too many exclamations points…
    Sending promotional e-mails frequently to your subscribers can make them frustrated and get you marked as spammer.
    If you have 500 e-mails in your list. Divide them into three groups of 100,100 and 300. Send e-mail A to first group and e-mail B to second group. Find out the winning e-mail that gets more clicks and sales and send it to the third group
  • Loic
    LinkedIn remains the favorite social networking platform for advisors. It is THE social site for professionals. We can also notice that Twitter is emerging as the fastest growing site in the group and has already taken the 2nd spot right in front of Facebook, despite its 500 million users!!!
  • Now that was a huge number, wasn’t it?
    Well here is what the average LinkedIn professional looks like <CLICK> That tells us that your target market is out in the open, ready to be engaged

    Replace male by decision maker and portoflio over 250k
  • Transcript of "Online marketing and website strategy for financial advisors"

    1. 1. WEBINAR SERIES FOR FINANCIAL ADVISORS ONLINE MARKETING & WEBSITE STRATEGY Presented by Loic Jeanjean – Online Marketing Manager www.advisorwebsites.com
    2. 2. HOUSE KEEPING • If you have any questions, please use the ‘Questions’ window on the right end side of your screen • The slides for this presentation will be emailed to you by end of day today • This webinar is being recorded and will be posted on our blog this week
    3. 3. ADVISOR WEBSITES IS NORTH AMERICA’S LEADING PROVIDER OF WEBSITES DESIGNED SPECIFICALLY FOR FINANCIAL SERVICES PROFESSIONALS. IT WORKS CLOSELY WITH ADVISORS AND FINANCIAL INSTITUTIONS TO DELIVER EFFICIENT; COMPLIANT AND HIGH QUALITY PRODUCTS. LOIC JEANJEAN Online Marketing Manager loic@advisorwebsites.com jjloic advisorwebsites
    4. 4. • Customize your website • Market your website • 7 best practices for email marketing • Use social media • 5 tips to build trust online • Questions & Answers AGENDA
    5. 5. QUICK TOUR OF SAMPLE WEBSITE • Website layout – allows for a professional and trustworthy look and feel • Products page – list all the products you can sell • Prominent buttons – generate call-to-action • Tell a friend page – generate leads and referrals • Contact page – map your office and provide contact information • Analytics – displays quarterly statistics
    6. 6. CUSTOMIZE YOUR FINANCIAL WEBSITE
    7. 7. ADDING CONTENT • Having fresh, engaging content is key for the success of your website • You can add text, pictures, pdfs, videos and many other type of documents on your site • Make sure you get authorization from your compliance department to post content • Remember that FINRA requires you to keep a history of all revisions
    8. 8. ADDING PHOTOS • Based on our experiences, advisors with a picture on their site have more chance to convert traffic into prospects or clients!!
    9. 9. ADDING LINKS AND RESOURCES 1. Will the content be valuable to your customer? 2. Is the material copyrighted? 3. Do you require 3rd party approval from the content owner? 4. Do you require approval from your compliance department? 5. Will the content change over time? It is recommended to link directly to the original site rather then hosting forms and/or content on your site.
    10. 10. ADDING GOOGLE ANALYTICS • Google analytics provides you with a very good idea of how your visitors are using your website, how many visitors you are getting and ultimately you can determine whether you are generating good exposure and value from your web presence or if there is room for improvement. Free to signup: www.google.com/analytics/
    11. 11. Unique Visitors Amount of Pages viewed Top Pages viewed Time on site Search term Referring sites GOOGLE ANALYTICS DEMO
    12. 12. ADDING GOOGLE SITEMAPS • Sitemaps provide you with a way to tell Google valuable information about your Web site. • Use Sitemaps to learn what Google thinks about your Web site. • Free to signup: www.google.com/webmasters/tools/
    13. 13. MARKETING YOUR FINANCIAL WEBSITE
    14. 14. Most Effective Marketing Techniques for Financial Advisors What, in your opinion, is the most effective way to communicate with clients?
    15. 15. ADD YOUR WEBSITE TO YOUR EMAILS Sample call to actions include: – Please visit my new brand new website at www.johndoe.com – A referral is one of the biggest compliments a client can give me. You can now send a referral through my website at www.johndoe.com/tell – Check out my latest newsletter at www.johndoe.com/newsletter – My website contains some very useful resources, please feel free to review these resources at www.johndoe.com/resources
    16. 16. SHOULD YOU BLOG? 1. Blogging establishes you as an expert in your field. 2. Blogging moves your site up in the search engines if you update your site regularly. 3. Blogging gives you an easy way to interact with customers and potential customers. 4. Blogging is a great way to give more value to your customers.
    17. 17. TOUCH BASE WITH YOUR CLIENTS What to communicate: • Quarterly Newsletter • Performance and held away asset reports • Live Events • Industry News • New Services • Community News • Tips and Tricks • Surveys
    18. 18. 7 BEST PRACTICES FOR EMAIL MARKETING
    19. 19. 1.Use personalized subject lines 2.Segment messages 3.Take care of timing 4.Use relevant content 5.Understand how spam filters work 6.Avoid sending frequent e-mails 7.Test, test and test 7 BEST PRACTICES
    20. 20. SOCIAL MEDIA ENGAGE, INFLUENCE, ACTIVATE
    21. 21. SOCIAL MEDIA EFFECTIVENESS Which social networking websites are you using?
    22. 22. THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income College Educated Decision Makers Portfolio value $250k+ $109,703 95% 50% 24%
    23. 23. Dashboard overview Complete your profile How to connect How to prospect Join groups Ask for recommendations LINKEDIN DEMONSTRATION
    24. 24. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
    25. 25. COMPLETE YOUR PROFILE Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.
    26. 26. PEOPLE YOU MAY KNOW From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly
    27. 27. SEARCH FOR OPPORTUNITIES You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.
    28. 28. JOIN 5 GROUPS OF INTEREST • Financial planning associations, industry groups etc. • If your target audience is dentists, find a specific group for dentists and join this group
    29. 29. ASK AND GIVE RECOMMENDATIONS Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers! US Advisors: Check with your Broker/Dealer before using LinkedIn Recommendations
    30. 30. LINKEDIN TAKEAWAYS STATUS UPDATES What you’re working on, share links … RECOMMENDATIONS Ask for them & give them ANSWERS Ask questions & answer JOIN 5 GROUPS 3 professional groups & 2 target client groups
    31. 31. FACEBOOK FOR ADVISORS OVER 125 MILLION USE FACEBOOK IN THE US • Look at Facebook as a valuable business platform • Businesses are increasingly understanding its business value • Chances are you can benefit from it, too LOOK AT FACEBOOK AS A WAY TO: • Connect with your clients • Share information • Join groups and give value • Speak to your audience directly
    32. 32. WHAT TO GET OUT OF FACEBOOK • BOOST ONLINE PRESENCE • REFERRALS • INCREASE IN BRAND AWARENESS • APPEARS AS A TRANSPARENT PRACTITIONER • PLATFORM TO SYNDICATE YOUR CONTENT TO MILLIONS OF POTENTIAL CLIENTS • DEVELOP STRONG RELATIONSHIPS WITH CLIENTS
    33. 33. TWITTER FOR ADVISORS TWITTER RECEIVES OVER 40 MILLION MONTHLY VISITS – Chances are that your target market is there LOOK AT TWITTER AS A WAY TO – Build and retain customers – Share information – Update your clients – Speak to your audience directly – Drive traffic to your website
    34. 34. WHAT TO PUBLISH ON TWITTER • ARTICLE OR BLOG POSTS • OTHER PEOPLE CONTENT • TIPS AND TRICKS • VIDEOS • PHOTOS • UPCOMING EVENTS • COMMUNITY NEWS • PRESENTATIONS • NEWS AND VIEWS ON THE MARKET
    35. 35. SLIDESHARE FOR ADVISORS • More than 30,000 slideshows are being uploaded each week on Slideshare.net. Here is why: – Online version of presentation (reduce attachments size) – Promote your ideas (link presentations to social networks) – Build online connections and be found by others – Link back to your website for further reading – Publicize your presentations
    36. 36. PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES YOU NEED TO LIVE WHERE THEY LIVE ONLINE HOW DOES THAT HELP YOUR BUSINESS?
    37. 37. ARCHIVING SOCIAL MEDIA If you are an advisor in the USA, you need to archive all your social media history You can use ARKOVI: • Comply with FINRA and SEC regulations for record keeping of electronic communications • Archive blogs & other social media sites via RSS • Archive Facebook & LinkedIn profiles • Interact, search & export archives
    38. 38. 5 TIPS TO BUILD TRUST ONLINE
    39. 39. HAVE A USER-FRIENDLY WEBSITE BE HONEST & REAL LISTEN TO YOUR CUSTOMERS ANSWER EVERY QUESTION FOCUS ON DELIVERING VALUE
    40. 40. 3 months for $1 WEBSITES FOR ATTENDEES Enter Code: 50WEBLAUNCH Offer expires on 31/12/2010. Signup at www.advisorwebsites.com
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