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LPL Social Media August 2011
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LPL Social Media August 2011



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.



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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

LPL Social Media August 2011 LPL Social Media August 2011 Presentation Transcript

  • Attracting, Converting and Retaining Clients with Social Media
    Attracting, Converting and
    Retaining Clients with Social Media
  • Why is Social Media like Teenaged Sex?
  • What Is Social Media?
    What IS Social Media?
  • Social Media Usage Up with Financial Professionals
    Source: American Century Investments Social Media Adoption Study 2011
  • What Is Social Media?
    Why Pursue Social Media?
    • Your clients and prospects are already there
    • Helps build your brand and extends your reach
    • Positions you as an expert
    • Drives traffic to your website
    • Maintain & protect your on-line reputation
    • Did I mention it’s FREE?
  • What Is Social Media?
    Barriers to Social Media
    • Too much time
    • Doesn’t fit my image
    • Invades my privacy
    • I have nothing to say
    • Technology-challenged
    • Compliance issues/Recordkeeping
    • Can’t measure results
  • What Is Social Media?
    Knocking Down the Barriers to Social Media
    • Save time—www.postling.com or www.hootsuite.com
    • Craft your postings to suit your image
    • Privacy issues unfounded unless you’re stupid
    • If you have nothing to say—bring in experts!
    • Technology required: think & type
    • Compliance issues/Recordkeeping—solved!
    • Metrics available through Hubspot, Postling, Wordpress
  • What Is Social Media?
    Strategic Decisions Before You Start
    • What makes me different and better?
    • How can I capitalize on that with social media?
    • Where are my clients active on social media?
    • What do my clients want?
    • What is the difference between helpful and annoying?
  • What Is Social Media?
    Tactical Considerations to Achieve Success
    • Postings need to be consistent
    • Schedule and timing
    • EVERY POST needs to add value to the conversation
    • Canned blah-blah does more harm than good
    • ROTATE between community, personal & product
    • All posts should focus on the clients you want
    • Let everyone KNOW you are active
  • What Is Social Media?
    Social Media turns into REAL REVENUE
    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
  • What Is Social Media?
    Hierarchy of Social Media
    • Google Profile, Places & Alerts
    • Own your name—purchase domains (www.GoDaddy.com)
    • Facebook & Facebook Fan Page
    • LinkedIn
    • Twitter
    • E-communications (Constant Contact)
    • Blog
    • Youtube
    • Yelp/Citysearch
  • What Is Social Media?
    LinkedIn Features You Need Now
    • It all starts with a strong profile
    • Join groups
    • Invite associates
    • Post 2-3 times per week
    • Post documents or slideshows
    • Recommend books
    • Use Event feature to invite associates to seminars
    • Be selective with your connections!
  • What Is Social Media?
    Resources Available
    • LPL Training—required for social media
    • Blogs: Chris Brogan, Mashable, CopyBlogger
    • Groundswell: Winning in a World Transformed by Social Technologies by Charlene Li and Josh Bernoff
    • Social Media Marketing: An Hour a Day by Dave Evans & Susan Bratton (excellent for beginners)
    • Wired Advisor (fee-based social media)
    • New! Social Media Bootcamp for Financial Advisors
  • Connect with Me!