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Can the Internet and Social Media ever really be of value to IFAs and Financial Planners?

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    Can the Internet and Social Media ever really be of value to IFAs and Financial Planners? - Presentation Transcript

    1. Key Issues Facing UK IFAs Can the Internet ever really be of value to Financial Planners? Philip Calvert Founder of IFA Life – the Financial Planner’s Social Network
    2. Build trust, raise your profile and gain attention through social media marketing
    3. Key Issues Facing UK IFAs “ We grossly underestimate the degree to which the Internet is now integrated into the fabric of people’s daily lives…”
    4. Key Issues Facing UK IFAs “ There’s a fundamental shift taking place in the way we find, assess, purchase and consume products and services.” “ And it’s happening right now.”
    5. Key Issues Facing UK IFAs “ This is not the death of the High Street. It’s the growth of a new distribution route.” Stuart Rose – Marks and Spencer
    6. Technology has moved on. Have you?
    7. Technology is part of your clients’ every day lives – whether you believe it or not
    8. IFAs and Internet Marketing
      • 27% of IFAs don’t have a website
      • Less than 10% send an email newsletter
      • Less than 10% write a Blog
      • Less than 1% have a Podcast
      • Less than 1% have a YouTube Channel
    9. IFAs and Internet Marketing
      • 27% of IFAs don’t have a website
      • Less than 10% send an email newsletter
      • Less than 10% write a Blog
      • Less than 1% have a Podcast
      • Less than 1% have a YouTube Channel
      LESS THAN 1% OF IFAs HAVE GIVEN ANY THOUGHT TO THE INEVITABILITY OF INTERNET ADVICE
    10. Key Issues Facing UK IFAs “ My clients aren’t interested in the Internet” IFA
    11. Key Issues Facing UK IFAs Every aspect of our lives “ Click here to be ordained.” “ Click here to get divorced.”
    12. Key Issues Facing UK IFAs Every aspect of our lives
    13. Key Issues Facing UK IFAs Every aspect of our lives
    14. Key Issues Facing UK IFAs Every aspect of our lives
    15. Key Issues Facing UK IFAs Every aspect of our lives
    16. Key Issues Facing UK IFAs Every aspect of our lives
    17. Key Issues Facing UK IFAs Every aspect of our lives
    18. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
    19. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
    20. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
    21. People Buy People
      • My Mother-in-Law
        • Hates technology, but still used the Internet to find her financial planner
        • His photo and personal information was a key part of her decision
        • Most other financial planners looked boring – and identical
    22. Key Internet issues for Financial Planners
    23. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
    24. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
      • They are being encouraged to use the Internet
    25. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
      • They are being encouraged to use the Internet
      • They are looking for financial advice, but…
    26. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
      • They are being encouraged to use the Internet
      • They are looking for financial advice, but…
      • You are not communicating enough
    27. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
      • They are being encouraged to use the Internet
      • They are looking for financial advice, but…
      • You are not communicating enough
      • They are talking about you
    28. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
      • They are being encouraged to use the Internet
      • They are looking for financial advice, but…
      • You are not communicating enough
      • They are talking about you
      • You are invisible – so you don’t exist
    29. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
      • They are being encouraged to use the Internet
      • They are looking for financial advice, but…
      • You are not communicating enough
      • They are talking about you
      • You are invisible – so you don’t exist
      • Reputation is everything
    30. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
      • They are being encouraged to use the Internet
      • They are looking for financial advice, but…
      • You are not communicating enough
      • They are talking about you
      • You are invisible – so you don’t exist
      • Reputation is everything
      • Interact and engage through Community
    31. Key Internet issues for Financial Planners
      • Yes, your clients really do use the Internet
      • They are being encouraged to use the Internet
      • They are looking for financial advice, but…
      • You are not communicating enough
      • They are talking about you
      • You are invisible – so you don’t exist
      • Reputation is everything
      • Interact and engage through Community
      • Use the tools and frequent the sites they use
    32. Key Internet issues for Financial Planners
      • If you’re not on Google, you don’t exist!
        • Forum posts
        • Images and video
        • Recent search
        • Wonder Wheel
        • Alerts
    33. Key Issues Facing UK IFAs 90% of college students have a Facebook account.
    34. Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is…
    35. Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is… Females 55-65 Males 45-54 45% of Facebook users are 26-65
    36. Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search. The second largest search engine is…
    37. Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search. The second largest search engine is…
    38. Financial Planners’ Websites - The Seven Deadly Sins
    39. Financial Planners’ Websites - The Seven Deadly Sins
      • They are all identical
    40. Financial Planners’ Websites - The Seven Deadly Sins
      • They are all identical
      • No SEO
    41. Financial Planners’ Websites - The Seven Deadly Sins
      • They are all identical
      • No SEO
      • Confusing
    42. Financial Planners’ Websites - The Seven Deadly Sins
      • They are all identical
      • No SEO
      • Confusing
      • Brochure
    43. Financial Planners’ Websites - The Seven Deadly Sins
      • They are all identical
      • No SEO
      • Confusing
      • Brochure
      • Too slippery
    44. Financial Planners’ Websites - The Seven Deadly Sins
      • They are all identical
      • No SEO
      • Confusing
      • Brochure
      • Too slippery
      • No human touch
    45. Financial Planners’ Websites - The Seven Deadly Sins
      • They are all identical
      • No SEO
      • Confusing
      • Brochure
      • Too slippery
      • No human touch
      • Wrong evidence of credibility
    46. Financial Planners’ Websites - The Sixteen Deadly Sins
    47. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
    48. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
      • Don’t make money
    49. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
      • Don’t make money
      • No communication choice
    50. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
      • Don’t make money
      • No communication choice
      • Not viral
    51. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
      • Don’t make money
      • No communication choice
      • Not viral
      • No events
    52. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
      • Don’t make money
      • No communication choice
      • Not viral
      • No events
      • No press section
    53. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
      • Don’t make money
      • No communication choice
      • Not viral
      • No events
      • No press section
      • No RSS
    54. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
      • Don’t make money
      • No communication choice
      • Not viral
      • No events
      • No press section
      • No RSS
      • No collecting
    55. Financial Planners’ Websites - The Sixteen Deadly Sins
      • Not attracting professional connections
      • Don’t make money
      • No communication choice
      • Not viral
      • No events
      • No press section
      • No RSS
      • No collecting
      • No analysis
    56. Internet tools. Do it today!
    57. Social Media – Why?
    58. Social Media – Why?
      • A new way to communicate
    59. Social Media – Why?
      • A new way to communicate
      • A new way to add value
    60. Social Media – Why?
      • A new way to communicate
      • A new way to add value
      • To build reputation
    61. Social Media – Why?
      • A new way to communicate
      • A new way to add value
      • To build reputation
      • To build Community around your brand
    62. Social Media – Why?
      • A new way to communicate
      • A new way to add value
      • To build reputation
      • To build Community around your brand
      • To get people talking about you
    63. Social Media – Why?
      • A new way to communicate
      • A new way to add value
      • To build reputation
      • To build Community around your brand
      • To get people talking about you
      • To attract the right clients and connections
    64.  
      • Business pages
        • Google
        • Personalised URL
      • Widget
      • Events
      • Search
      • Tagging
      • Community
    66.  
      • Groups
      • Questions and Answers
      • Personalised URL
      • Post articles, share and link back
      • Video
    68.  
      • Regular communication
        • Group and one-to-one
      • Google
      • Expertise illustration
      • Personality
      • Community
      • PR
      • Customer service
    70.  
      • 2 nd largest search engine
      • Personal TV channel
      • Another communication method
      • Personal finance comment
      • Sticky
      • Google
      • More hits than your own site
    72.  
      • Your PowerPoint presentations and PDF portfolios online
      • Add video to LinkedIn
      • Google and SEO
      • Widgets
    74. More great sites for financial planners to use
    75. Learn more about how to use the Internet and social media to raise your profile, build trust, to build value in your business and to add value to clients at Social Media in Financial Services With key speakers from Google, LinkedIn, the BBC, The Gate and many more, this is the Internet marketing event of the year for Financial Planners, IFAs, financial brands and financial services PR experts. Sign up now at http://www.ifalife.com/socialmediaFS
    76. Key Issues Facing UK IFAs www.ifalife.com The Social Networking Website for Financial Planners and IFAs
    SlideShare Zeitgeist 2009

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