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Are You Social?  Using Social Media in Your Mortgage Business
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Are You Social? Using Social Media in Your Mortgage Business



Presented at the Mortgage Centre Canada conference in Cancun, Mexico ~ January 2011

Presented at the Mortgage Centre Canada conference in Cancun, Mexico ~ January 2011



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Are You Social?  Using Social Media in Your Mortgage Business Are You Social? Using Social Media in Your Mortgage Business Presentation Transcript

  • Are You Social? Social Media and Your Business Lisa Theriault Mortgage Brokers Ottawa @ottawamortgage (twitter)
  • My parents taught me to always…
    • Be polite
    • Thank someone for a kindness they paid me
    • Get in the Game!
  • What We’ll Cover….
    • How I started - and why?
    • Myths about Social Media
    • The Social Media services/sites you MUST use
    • How to incorporate Social Media without getting overwhelmed – automate/hire
    • Your daily Social Media action plan
    • What is the real ROI from Social Media?
    View slide
  • How I Started and … Why?
    • Business Plan 2010
    • Goal: Cut advertising costs – replace print ad revenue with social media revenue
    • Reconnect with people from my past – potential clients/COIs
    • Saw it as a pioneering opportunity
    • People said I was wasting my time 
    View slide
  • Social Media Myths ..
    • Myth 1: Social Media is Time Consuming
    • you get back what you put into it
    • control via your time management program
    • you can outsource much of the activity associated with social media (not the relationship building/engagement part though)
    • auto-posting makes it easy to post across SM sites
  • Social Media Myths ..
    • Myth 2 : SM is a Waste of Time
    • People want to buy and SM shortens the know, like and trust timeline
    • Focus on a target group (FTHB, Investors, Renovators, etc)
    • SM is less about selling and more about relationship building and engagement
  • The ‘Must-Use’ Social Media Sites
    • Twitter
    • ( www.twitter.com )
    • Facebook
    • ( www.facebook.com )
    • LinkedIn
    • ( www.linkedin.com )
    • YouTube
    • ( www.youtube.com )
  • Twitter – Let’s Tweet!
    • Select your username wisely – own name or ‘unique’ name? ( www.twitter.com/ottawamortage )
    • Avatar – very important in helping people identify with you
    • Bio
    • Customize/brand your background
    • Follow and Be Followed
    • Speak your mind in 140 characters or less (with exception  )
  • Twitter – Do’s and Do Not’s
    • Do:
    • Interact – jump into convos
    • Socialize – all biz is boring
    • Connect – identify subjects you can relate to
    • Do Not:
    • just post links (your blog, website, videos)
    • follow back if you don’t intend to interact
    • step away for long periods of time
  • Facebook
    • Set up your personal account ( www.facebook.com/theriaultlisa )
    • Add a Fan/Like page for biz – branded
    • Find friends – friend finder, suggested friends, who are your friends friends?
    • Invite friends to ‘like’ your biz page
  • Facebook – Do’s and Do Not’s
    • Do
    • invite friends to Like your fan page (biz)
    • set appropriate security settings
    • post SOME work related info, but not all the time on your personal page
    • post daily – keep your friends up-dated
    • link with twitter and other Social Media sites for auto-posting
    • try Facebook Ads – promote your posts/track results
  • Facebook – Do’s and Do Not’s
    • Do Not
    • over post work info on your personal page
    • forget to share your blog posts and articles
    • post personal ‘banter’ on your Fan/Like page (keep it business related)
    • spam your friends with meaningless junk
  • LinkedIn – Get Connected
    • www.linkedin.com/in/lisatheriault
    • THE largest global professional network
    • most are NOT using it to it’s fullest potential
    • utilize as part of your ‘brag book’
    • tap into your clients’ networks (people are on it at work)
    • tie in with auto-posts from FB/Twitter
    • get recommended
    • Short video blog (vlogs) – educate, enlighten, share( www.youtube.com/ottawamortgage )
    • Google OWNS YouTube – another way to increase your rankings
    • Tagging and branding
    • Customize your channel
    • Subscribe to other channels
    YouTube - Broadcast Yourself
    • Blogger, Wordpress, etc
    • Keep branding uniform (as with all social media efforts)
    • Link your blog to your website (or use blog AS your website)
    • Auto-post to various social media sites
    • Post articles on ezine sites for more exposure
    What isBlogging?
    • Get your thoughts out – your passion shows through
    • VA can write for you if you aren’t good at writing
    • Welcome comments and comment on others’ posts (increase search engine rankings)
    • Embed video blogs as well (vlogs)
    • Use images/pictures for interest
    What isBlogging?
    • Have a ‘Social Media’ day – specific time I spend on development
    • Hired a VA to do much of the work for me
    • Webinars and training sessions (now doing my own)
    • Most updates done via my Blackberry and auto-post across my chosen Social Media sites
    Don’t get overwhelmed
  • Your Daily Social Media Action Plan
    • Set up as much as you can to auto post to various sites
    • Use social media to support your day-to-day activities
    • Show up EVERY day – engage, converse, interact
  • Your Daily Social Media Action Plan Twitter - Reply to all @ replies/mentions/direct messages you receive - Post randomly to Twitter as things come up - Use Tweetdeck or Hootsuite to organize lists - Spend 10 to 15 minutes engaging and interacting with people you ‘follow’ (know, like, trust)
  • Your Daily Social Media Action Plan Facebook - Reply to messages - Accept friend requests - Clear our page/group/event requests - Post a status update - Invite new friends to ‘like’ your fanpage
  • Your Daily Social Media Action Plan LinkedIn - Accept new connections requests - Reply to messages - Join any groups you are invited to join - Check results of any polls or discussions you’ve posted on groups - Post a status update (unless using auto-post)
  • What is the REAL ROI?
    • Increased income and less ‘work’ time
    • Access to clients you wouldn’t have otherwise ever met
    • Intro to new referral sources for clients, brokers
    • New COIs and people to help you grow your business
    • Allows you to connect and communicate with your target market without jumping to the sale
  • Other Useful Tools
    • Shorten URLs – bit.ly (analytics track how relevant people think your info is)
    • Run pools – twtpoll.com or LinkedIn polls
    • Upload pictures/videos – twitpic/twitvid/plixy (via your blackberry or iPhone)
    • Post ‘blog-like’ tweets – twitlonger.com
    • Online scheduling tool – Tungle.me
    • Live web streaming – Ustream or Livestream (FB)
    • Bookmarking site – your ‘favourites’ button, online – StumbleUpon or Delicious
    • Auto-post – Posterous, Selective Tweets, Hootsuite, Tweetdeck
  • When In Doubt…
    • ditch the tactics and just have meaningful conversations
    • engaging let’s you do what you do in person too (tweetups, social events put on by friends)
    • “ People rarely succeed unless they have fun in what they are doing” – Dale Carnegie