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LPL Social Media August 2011
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LPL Social Media August 2011

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Learn how to create an integrated Social Media program to attract leads, convert them to clients and keep them engaged while creating a trusted network of loyal client and professional advocates. …

Learn how to create an integrated Social Media program to attract leads, convert them to clients and keep them engaged while creating a trusted network of loyal client and professional advocates.

Learn the 9 key steps to create your virtual brand and own the first page of search rankings.

Since 2008, Michael Tannery has created a proven process and a systemized approach to Social Media marketing that is compelling, timely, engaging and produces new clients.

Michael Tannery offers real-life examples that demonstrate a direct connection to increased revenue.

Published in: Technology, Business
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  • Nobody knows what they’re doing, everybody talks about doing it, and after they do it they realize it’s no big deal
  • None—8% “I don’t know what Twitter is.” Minimal—7% “My kids set up my account, and then they locked me out. Basic—35% “I’m lurking in the shadows, trying to understand the value. Moderate—”I’m actively participating regularly in at least one medium.” Extensive—8% “I’m a social media addict—please don’t take mobile access away.”
  • Year-over-year statistics based on March, 2011 study by American Century Investments
  • Explain searchable feature with #hashtags
  • Transcript

    • 1. Attracting, Converting and Retaining Clients with Social Media
      Attracting, Converting and
      Retaining Clients with Social Media
    • 2. Why is Social Media like Teenaged Sex?
    • 3. What Is Social Media?
      What IS Social Media?
      NEW!
    • 4.
    • 5. Social Media Usage Up with Financial Professionals
      Source: American Century Investments Social Media Adoption Study 2011
    • 6. What Is Social Media?
      Why Pursue Social Media?
      • Your clients and prospects are already there
      • 7. Helps build your brand and extends your reach
      • 8. Positions you as an expert
      • 9. Drives traffic to your website
      • 10. Maintain & protect your on-line reputation
      • 11. Did I mention it’s FREE?
    • What Is Social Media?
      Barriers to Social Media
      • Too much time
      • 12. Doesn’t fit my image
      • 13. Invades my privacy
      • 14. I have nothing to say
      • 15. Technology-challenged
      • 16. Compliance issues/Recordkeeping
      • 17. Can’t measure results
    • What Is Social Media?
      Knocking Down the Barriers to Social Media
      • Save time—www.postling.com or www.hootsuite.com
      • 18. Craft your postings to suit your image
      • 19. Privacy issues unfounded unless you’re stupid
      • 20. If you have nothing to say—bring in experts!
      • 21. Technology required: think & type
      • 22. Compliance issues/Recordkeeping—solved!
      • 23. Metrics available through Hubspot, Postling, Wordpress
    • What Is Social Media?
      Strategic Decisions Before You Start
      • What makes me different and better?
      • 24. How can I capitalize on that with social media?
      • 25. Where are my clients active on social media?
      • 26. What do my clients want?
      • 27. What is the difference between helpful and annoying?
    • What Is Social Media?
      Tactical Considerations to Achieve Success
      • Postings need to be consistent
      • 28. Schedule and timing
      • 29. EVERY POST needs to add value to the conversation
      • 30. Canned blah-blah does more harm than good
      • 31. ROTATE between community, personal & product
      • 32. All posts should focus on the clients you want
      • 33. Let everyone KNOW you are active
    • What Is Social Media?
      Social Media turns into REAL REVENUE
      2010
      New clients - $2.5MM New AUM
      Over $100,000 revenue
      2011 Year-to-Date
      New Clients – $3.2MM New AUM
      $110,000 revenue through July 31, 2011
      2 new Professional Advocates
    • 34. What Is Social Media?
      Hierarchy of Social Media
      • Google Profile, Places & Alerts
      • 35. Own your name—purchase domains (www.GoDaddy.com)
      • 36. Facebook & Facebook Fan Page
      • 37. LinkedIn
      • 38. Twitter
      • 39. E-communications (Constant Contact)
      • 40. Blog
      • 41. Youtube
      • 42. Yelp/Citysearch
    • 43.
    • 44.
    • 45.
    • 46.
    • 47.
    • 48. What Is Social Media?
      LinkedIn Features You Need Now
      • It all starts with a strong profile
      • 49. Join groups
      • 50. Invite associates
      • 51. Post 2-3 times per week
      • 52. Post documents or slideshows
      • 53. Recommend books
      • 54. Use Event feature to invite associates to seminars
      • 55. Be selective with your connections!
    • 56.
    • 57.
    • 58.
    • 59.
    • 60. What Is Social Media?
      Resources Available
      • LPL Training—required for social media
      • 61. Blogs: Chris Brogan, Mashable, CopyBlogger
      • 62. Groundswell: Winning in a World Transformed by Social Technologies by Charlene Li and Josh Bernoff
      • 63. Social Media Marketing: An Hour a Day by Dave Evans & Susan Bratton (excellent for beginners)
      • 64. Wired Advisor (fee-based social media)
      • 65. New! Social Media Bootcamp for Financial Advisors
    • 66.
    • 67. Connect with Me!
      214-239-4700
      Michael@tannerywealth.com
      www.facebook.com/tannerywealth
      www.linkedin.com/in/michaeltannery
      @tannerywealth
      www.hijackyourfuture.com
      http://profiles.google.com/michaeltannery

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