Social media for financial advisors

SOCIAL MEDIA FOR
FINANCIAL ADVISORS
Presented by
Loic Jeanjean – Online Marketing Manager
www.advisorwebsites.com

Agenda
Who We Are
LINKEDIN
FACEBOOK
TWITTER
YOUTUBE
CONCLUSION

WHO WE ARE
We specialize in creating web sites that deliver long term measurable value.
We’ve become specialists in the financial services industry

LINKEDIN
4

THE LINKEDIN PROFESSIONAL AT A GLANCE
Average Age
41
Household Income
$109,703
College Educated
95%
Decision Makers
50%
Portfolio value $250k+
24%

LINKEDIN DEMONSTRATION
Dashboard overview
Complete your profile
How to connect
How to prospect
Join groups
Ask for recommendations

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 your photo. Link your website, blog and list any awards/professional recognition.

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

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.

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

RECOMMENDATIONS
US Advisors:
Check with your Broker/Dealer before using LinkedIn Recommendations
Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers!

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

FACEBOOK
4

500,
000,
000
FACEBOOK
USERS
IN 2010

830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY
2009 POPULATION OF SAN FRANCISCO
815,358

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

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

TWITTER
4

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

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

YOUTUBE
4

YOUTUBE FOR ADVISORS
2 billions VIDEOS a day watched on YOUTUBE
Becoming most used search engine in the world
Look at YOUTUBE as a way to
Extend your media presence for FREE
Become more credible and searchable
Generate leads
Answers questions 24x7
Drive traffic to your website

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

how does that help your business?
50%
PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES
You need to live where they live online

6 TIPS TO BUILD
TRUST ONLINE

HAVE A USER-FRIENDLY WEBSITE
BE HONEST & REAL
LISTEN TO YOUR CUSTOMERS
ANSWER EVERY QUESTION
USE CLIENT TESTIMONIALS
FOCUS ON DELIVERING VALUE

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 Strategist
loic@advisorwebsites.com
jjloic
advisorwebsites

EXCLUSIVE
3 months for $1
WEBSITES FOR ADVISORS
Enter Code: 50WEBLAUNCH
Signup at www.advisorwebsites.com

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Social media for financial advisors

by Loic Jeanjean on Jul 27, 2010

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Social media for financial advisors — Presentation Transcript