Join our Director of Web Marketing and learn how being active on social networking sites can benefit your business. The webinar covered the following topics: - LinkedIn strategies & tips - Facebook, beef up your fan page Twitter, who to follow, what to tweet about etc. YouTube, get 24/7 interaction with clients + prospects Slideshare, what is it, what to post Archiving, FINRA regulations, compliance 5 tips to build trust online

1. House Keeping Please dial +1-778-783-0791 and enter your access code + audio pin All attendees are in listen-only mode 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

2. SOCIAL MEDIA FOR FINANCIAL ADVISORS Presented by Loic Jeanjean – Director, Web Marketing www.advisorwebsites.com

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 Director, Web Marketing loic@advisorwebsites.com twitter.com/jjloic facebook.com/advisorwebsites

4. AGENDA Who We Are LINKEDIN FACEBOOK TWITTER OTHER + COMPLIANCE CONCLUSION

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

6. SOCIAL MEDIA USAGE The percentage of Financial Professionals with a social media profile is growing: Study by American Century Investments. 303 respondents. Q1 2011

7. LINKEDIN 4

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

9. GREAT WAYS TO USE LINKEDIN 1. Increase your visibility 2. Reconnect with clients & colleagues 3. Improve your search engine ranking 4. Get recommended (not in the US) 5. Prospect for new clients & partners 6. Enhance your reputation 7. Expand corporate visibility 8. Build professional online identity

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

11. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.

12. 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.

13. 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

14. 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.

17. LAST TIPS STATUS UPDATES What you’re working on, share links … INVITE CONTACTS Keep adding connections on a regular basis CROSS LINK Link your profile to other social media sites JOIN 5 GROUPS 3 professional groups & 2 target client groups

18. FACEBOOK 4

19. 500, 000, 000 FACEBOOK USERS IN 2010

20. 830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY 2009 POPULATION OF SAN FRANCISCO 815,358

21. 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

22. 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

23. TWITTER 4

24. 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 TWITTER FOR ADVISORS

25. 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

26. BLOGGING 4

27. WHY SHOULD YOU BLOG? Blogging establishes you as an expert in your field. Blogging moves your site upin the search engines if you update your site regularly. Blogging can be an easy way to interact with customers and potential customers. Blogging is a great way to provide additional value to your customers.

28. PERSISTENCE IS KEY

29. OTHER 4

31. Become more credible and searchable

32. Generate leads

33. Answers questions 24x7

35. If you are an US based advisor, you need to comply with FINRA 10-06 You can use ACTIANCE: Use social media in a secure and compliant fashion Meet FINRA 10-06 requirements Meet FSA guidelines Granular application control Data leak prevention And much more… SOCIAL MEDIA COMPLIANCE

36. If you are an RIA, 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 ARCHIVING SOCIAL MEDIA

37. 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

38. 5 TIPS TO BUILD TRUST ONLINE

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

40. WHITE GLOVE SERVICES Already have a website? No worries, our team will transfer your existing content and give you a fresh new design at no extra cost!

41. EXCLUSIVE $65instead of $89 NO SETUP FEES. NO CONTRACTS Enter Code: SOCIALWEBINAR Signup at www.advisorwebsites.com per month Call TODAY 1-866-500-4113

42. CONNECT WITH ME ON LINKEDIN LOIC JEANJEAN If you enjoyed this presentation, please recommend me on