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Presentation to Socialware CMO summitt June 2001

Presentation to Socialware CMO summitt June 2001

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  • 1. The Digital Advisor – Social Business for FAs
    Jaime Punishill
    Global Head of WM Digital Distribution & Content Strategy
    Socialware CMO Summit – 6/23/2011
    @jpunishill
    #fincmo
  • 2. Agenda
    This is not a fad
    Social brings digital to FA-client relationships
    Social is not a medium
    Control is an illusion
    Control is just the price of entry
    The three C’s of social
    Social is not any one thing
  • 3.
  • 4. Digital relationships are a reality
    More than 90% of households with $1 million in investable assets are online
    29% of that crew are interested in collaborating with their financial advisors online within a living financial plan
    16% are interested in chatting with their advisors online
    30% of online investors who have an advisor prefer email communications with their advisor
    Online affluent investors who rate their advisory firms website a 5 (excellent) on a 5 point scale are more than twice as likely to recommend that firm to a friend or colleague, more than 2x as likely to bring them additional assets, an half as likely to switch firms
    56% of US online adults aged 55-64 maintain at least 1 profile on a social networking site
    47% of US online adults aged 66+ maintain at least 1 profile on a social networking site
    Source: Forrester Research
  • 5. 5
    Growth in social media in the US has been staggering over last 3ys
    More Than Four In Five US Online Adults Now Participate Socially
    Source: Forrester Research
  • 6. As an industry we haven’t caught up to the times…
  • 7. How well does digital represent your firm/FAs?
  • 8. Social finally brings the FA into digital
  • 9. http://www.slideshare.net/padday/the-real-life-social-network-v2
  • 10. Social is a philosophy…not a medium
    http://philosophy.uchicago.edu/courses/
  • 11.
  • 12. http://www.bankerspank.com/
  • 13. http://www.swamedia.com/releases/a714b09b-6c39-403a-4446-41004e021c55
  • 14.
  • 15. In command, not in control
    http://www.charleneli.com/open-leadership/
    http://t3.gstatic.com/images?q=tbn:ANd9GcT-Po6yUiC5Re9dF4E_dUsO8OVvN-Xu-dQjs-0UcNFm9gCWLo2QmA
  • 16. http://t3.gstatic.com/images?q=tbn:ANd9GcSW6BfgHBg8Pr39G-TPmSQ2gxbpOXJgEX3ZYTuiZ18N4d8Tee5WNg
  • 17. CHASE: This call will be monitored or recorded…
    ANN: “Yes it will.”
    http://www.youtube.com/watch?v=_9mqj7jD0QE
  • 18. Define your sandbox, grow it over time
    http://www.charleneli.com/open-leadership/
  • 19. http://piccsy.com/2011/04/studio-54/
    http://www.bachelorvegas.com/nightclubs/jpegs/studio54/studio-54-night-club.jpg
    Getting in isn’t your biggest challenge, it’s what to do once you get access
  • 20. The three C’s of social interaction
    Content
    Context
    Connection
  • 21. I don’t care about you
    I don’t want to come to your castle
    I will collaborate and share what I have in common with others
    http://www.slideshare.net/padday/the-real-life-social-network-v2
  • 22. http://www.slideshare.net/padday/the-real-life-social-network-v2
  • 23. Social is not any one thing…
    http://www.slideshare.net/padday/the-real-life-social-network-v2
  • 24. Remember
    This is not a fad, this is the greatest thing to happen to this business in a long time
    Social is a way of being
    Be in command, because you cannot be in control
    Content, Context, Connection = Engagement
  • 25. THANK YOU!
    Jaime Punishill
    646-223-7959
    @jpunishill
    www.linkedin.com/jpunishill
    www.slideshare.net/jpunishill
    jaime.punishill@thomsonreuters.com

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