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Ifp uk case study

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Ifp uk case study

  1. 1. The impact of planning and action - a working case study TEXT 61211 FSMUK Name Email
  2. 2. TEXT 61211 FSMUK Name Email
  3. 3. More time is spent on social networks than any other activity online 20% of online activity is spent on social networks 30% if using a mobile device 65+years and older = 1 in 4 on social networks (CBS news, Nov 2010) Social media overtook pornography as the No. 1 activity on the web TEXT 61211 FSMUK Name Email
  4. 4. The most important lesson you can learn from today is that social media is about a cultural shift in how we do business. For you to understand that cultural shift, you have to experience it.
  5. 5. Help! When you have a problem and you’re looking to resolve it you don’t think about using a particular channel, you just start down your road of getting your problem resolved.
  6. 6. The greatest influence your social media and online marketing will have is NOT with your clients and inner circle TEXT 61211 FSMUK Name Email
  7. 7. Planning your Social Media is essential – just like in Finance • Social Media Policy • Social Media Strategy • Training • Editorial Calendar • Archiving TEXT 61211 FSMUK Name Email
  8. 8. Social Media Policy • Addresses the Why • Sets the Tone • Identifies Where • Focus on what you CAN and can’t do • In line with your Compliance • Keep it as a USEABLE document TEXT 61211 FSMUK Name Email
  9. 9. Social Media Policy Addresses the Why 1. The IFP allows you to spend more time on the main thing, ie time with your clients (all your CPD and SPS requirements in one centralised place) 2. In addition to helping you spend more time in front of your clients, the IFP is committed to enabling you to be more effective when you’re with your clients. 3. Be part of an open, transparent and caring community focused on delivering the right advice for clients and raising the professional standard for all.
  10. 10. Social Media Policy Identifies Where TEXT 61211 FSMUK Name Email
  11. 11. Social Media Policy
  12. 12. Social Media Policy TEXT 61211 FSMUK Name Email
  13. 13. Social Media Policy
  14. 14. Social Media Policy
  15. 15. Social Media Strategy • Your playbook • Working document • Identify your audience • Be clear in your message • What works • What doesn’t work • KPI TEXT 61211 FSMUK Name Email
  16. 16. Social Media Policy Addresses the Why 1. The IFP allows you to spend more time on the main thing, ie time with your clients (all your CPD and SPS requirements in one centralised place) 2. In addition to helping you spend more time in front of your clients, the IFP is committed to enabling you to be more effective when you’re with your clients. 3. Be part of an open, transparent and caring community focused on delivering the right advice for clients and raising the professional standard for all. TEXT 61211 FSMUK Name Email
  17. 17. Social Media Strategy • Your playbook Find a planner Ask a planner Blog spot Interview Checklist Free DIY guide to Financial Planning: · A list of tools and guides to help consumers plan for their future Wayfinder videos Profiles Case studies Facebook page for regular updates and news 30th Aug the site had been emailed to 1500 planners on a dedicated e-bulletin, included on other bulletins like IFP news
  18. 18. Social Media Strategy Identify your audience • Consumer • Financial Planner TEXT 61211 FSMUK Name Email
  19. 19. Social Media Strategy Identify your audience • Consumer Survey to create content Press Release and blog posts Connect with people/businesses who share similar audience
  20. 20. Social Media Strategy
  21. 21. Social Media Strategy Published 18th September. To date 511 downloads.
  22. 22. Social Media Strategy Identify your audience • Financial Planner Exhibitors Other sites TEXT 61211 FSMUK Name Email
  23. 23. Social Media Strategy Be clear in your message 1. The IFP allows you to spend more time on the main thing, ie time with your clients (all your CPD and SPS requirements in one centralised place) 2. In addition to helping you spend more time in front of your clients, the IFP is committed to enabling you to be more effective when you’re with your clients. 3. Be part of an open, transparent and caring community focused on delivering the right advice for clients and raising the professional standard for all. TEXT 61211 FSMUK Name Email
  24. 24. Social Media Strategy • What works • What doesn’t work • KPI
  25. 25. Social Media Strategy KPI Currently - 4,818 page views in August 8,294 page views in July (Wayfinder launched on 3 July) 4,651 page views in June (old consumer site) 5,489 page views in May (old consumer site) More people to use the find a planner search tool Currently – 1,772 searches in August 1,858 searches in July 1,246 searches in June (old consumer site) 1,576 searches in May (old consumer site)
  26. 26. Social Media Strategy TEXT 61211 FSMUK Name Email
  27. 27. How FSM UK got started • Identified audience • Identified key individuals with influence • Identified organisations to partner with • Optimised my profile • Used my blog to share knowledge • Got out from behind the computer and met people, went to events TEXT 61211 FSMUK Name Email
  28. 28. Where have enquiries come from? • LinkedIn: • Twitter: • Own site: • Guest Blog: • Survey: • Partnerships: • Talks: TEXT 61211 FSMUK Name Email
  29. 29. Resources You can download your free guides and read our blog at http://www.financial-socialmedia.co.uk/blog/ http://www.financial-socialmedia.co.uk/resources/ Blog history includes articles on Social Media Policy and Archiving Request your Financial Planning Week Pack TEXT 61211 FSMUK Name Email
  30. 30. Want to ask your own questions? I’d love to hear from you Email: bridget@financialsocialmedia.com Twitter: @BridgetFSM Mobile: 07917 713625 LinkedIn: uk.linkedin.com/in/bridgetgreenwood/ TEXT 61211 FSMUK Name Email

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