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Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
Social media for financial advisors
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Social media for financial advisors

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Learn how to master LinkedIn, Facebook and Slideshare's intricacies and see how it can benefit your business.

Learn how to master LinkedIn, Facebook and Slideshare's intricacies and see how it can benefit your business.

Published in: Economy & Finance
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  • Business Law for Entrepreneurs
    This book is an essential resource for everyone involved in business transactions and operations. It is a useful assistant to entrepreneurs, business owners, managers, and other professionals. Business law governs all commercial activities, and businesspeople deal with it on a daily basis, even when they do not realize it. Entrepreneurs and managers should be familiar with the applicable statutes and regulations in order to make calculated decisions rather than uneducated guesses and costly mistakes.
    Go to here for more info:>> http://businesslawbook.com/
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  • Here is a great eBook which helps those in the financial services industry gain an understanding and get started with social media - 7 Steps to Social Media Success for Financial Advisors http://financialadvisorselfpromotion.com/
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  • Thanks for the kind comment John. I'm glad you found these slides of value
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  • Good work. I spoke on this topic year and will again this year at Schwab Impact2010. I think it is particularly interesting to consider the impact on trust using social media and how to address the firehose of content and noise in social media...
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  • 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 engagedReplace male by decision maker and portoflio over 250k
  • And then there’s Facebook. Any guess as to how many people are now members? <CLICK> That’s right: a half a billion people.
  • Every day, more than 830 THOUSAND people join Facebook. Every day, I’ve been told, they add three floors of data center space. Never before in history have so many people joined one website. <CLICK>And to put things into perspective, imagine every single man, woman and child in San Francisco joining Facebook each day. That is a hugely significant number.
  • On the consumer side, how does that help yourbusiness? It turns out that people are more likely to buy if they are engaged within social sites. <CLICK> 50% reported this year that they are more likely to buy from you if you live where they live online. During the greatest recession of our lives, this is a significant number.
  • Transcript

    • 1. SOCIAL MEDIA FOR<br />FINANCIAL ADVISORS<br />Presented by<br />Loic Jeanjean – Online Marketing Manager<br />www.advisorwebsites.com<br />
    • 2. Agenda<br />Who We Are<br />LINKEDIN<br />FACEBOOK<br />TWITTER<br />YOUTUBE<br />CONCLUSION<br />
    • 3. WHO WE ARE<br />We specialize in creating web sites that deliver long term measurable value.<br />We’ve become specialists in the financial services industry<br />
    • 4. LINKEDIN<br />4<br />
    • 5. THE LINKEDIN PROFESSIONAL AT A GLANCE<br />Average Age<br />41<br />Household Income<br />$109,703<br />College Educated<br />95%<br />Decision Makers<br />50%<br />Portfolio value $250k+<br />24%<br />
    • 6. LINKEDIN DEMONSTRATION<br />Dashboard overview<br />Complete your profile<br />How to connect<br />How to prospect<br />Join groups<br />Ask for recommendations<br />
    • 7. DASHBOARD<br />The dashboard lists all the activities in your network:<br />Status updates, Recommendations, New connections etc.<br />
    • 8. COMPLETE YOUR PROFILE<br />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.<br />
    • 9. PEOPLE YOU MAY KNOW<br />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<br />
    • 10. SEARCH FOR OPPORTUNITIES<br />You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.<br />
    • 11. JOIN 5 GROUPS OF INTEREST<br /><ul><li> Financial planning associations, industry groups etc.
    • 12. If your target audience is dentists, find a specific group for dentists and join this group</li></li></ul><li>RECOMMENDATIONS<br />US Advisors:<br />Check with your Broker/Dealer before using LinkedIn Recommendations<br />Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers!<br />
    • 13. LINKEDIN TAKEAWAYS<br />STATUS UPDATES<br />What you’re working on, share links …<br />RECOMMENDATIONS<br />Ask for them & give them<br />ANSWERS<br />Ask questions & answer<br />JOIN 5 GROUPS<br />3 professional groups & 2 target client groups<br />
    • 14. FACEBOOK<br />4<br />
    • 15. 500,<br />000,<br />000<br />FACEBOOK<br />USERS<br />IN 2010<br />
    • 16. 830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY<br />2009 POPULATION OF SAN FRANCISCO<br />815,358<br />
    • 17. Facebook for ADVISORS<br />Over 125 million USE Facebook in the US<br />Look at Facebook as a valuable business platform<br />Businesses are increasingly understanding its business value<br />Chances are you can benefit from it, too<br />Look at Facebook as a way to:<br />Connect with your clients<br />Share information<br />Join groups and give value<br />Speak to your audience directly<br />
    • 18. WHAT TO GET OUT OF FACEBOOK<br />Boost online presence<br />Referrals<br />Increase in brand awareness<br />Appears as a transparent practitioner<br />Platform to syndicate your content to millions of potential clients<br />Develop strong relationships with clients<br />
    • 19. TWITTER<br />4<br />
    • 20. Twitter for ADVISORS<br />Twitter receives over 40 million monthly visits<br />Chances are that your target market is there<br />Look at Twitter as a way to<br />Build and retain customers<br />Share information<br />Update your clients<br />Speak to your audience directly<br />Drive traffic to your website<br />
    • 21. WHAT TO PUBLISH ON TWITTER<br />Article or blog posts<br />Other people content<br />Tips and Tricks<br />Videos<br />Photos<br />Upcoming events<br />Community news<br />Presentations<br />News and views on the market<br />
    • 22. YOUTUBE<br />4<br />
    • 23. YOUTUBE FOR ADVISORS<br />2 billions VIDEOS a day watched on YOUTUBE<br /><ul><li>Becoming most used search engine in the world</li></ul>Look at YOUTUBE as a way to<br /><ul><li>Extend your media presence for FREE
    • 24. Become more credible and searchable
    • 25. Generate leads
    • 26. Answers questions 24x7
    • 27. Drive traffic to your website</li></li></ul><li>Archiving Social Media<br />If you are an advisor in the USA, you need to archive all your social media history<br />You can use ARKOVI:<br />Comply with FINRA and SEC regulations for record keeping of electronic communications<br />Archive blogs & other social media sites via RSS<br />Archive Facebook & LinkedIn profiles<br />Interact, search & export archives <br />
    • 28. how does that help your business?<br />50%<br />PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES<br />You need to live where they live online <br />
    • 29. 6 TIPS TO BUILD<br />TRUST ONLINE<br />
    • 30. HAVE A USER-FRIENDLY WEBSITE<br />BE HONEST & REAL<br />LISTEN TO YOUR CUSTOMERS<br />ANSWER EVERY QUESTION<br />USE CLIENT TESTIMONIALS<br />FOCUS ON DELIVERING VALUE<br />
    • 31. 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.<br />LOIC JEANJEAN<br />Online Marketing Strategist<br /> loic@advisorwebsites.com<br /> jjloic<br />advisorwebsites<br />
    • 32. EXCLUSIVE<br />3 months for $1<br />WEBSITES FOR ADVISORS<br />Enter Code: 50WEBLAUNCH<br />Signup at www.advisorwebsites.com<br />

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