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Social Media for Financial Planners

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Social Media for Financial Planners

  1. 1. “Crafting Online Authority with New Media - Asia Financial Planners Seminar Expanding Influence”
  2. 2. What Would That One-liner Say? © All Rights Reserved, Not for Distribution www.LouisaChan.com
  3. 3. Social Media Comparison Infograph Credit:Leveragenewagemedia
  4. 4. Numbers Leveragenewagemedia By Statistic Brain
  5. 5. Numbers FromMarketingLand In Googlesville
  6. 6. Digital Media First Point of Reference Center of Influence www.LouisaChan.com
  7. 7. What Would That One Line Say?
  8. 8. 1 2 The Case For Online Authority How New Media Can Help What We’ll Cover www.LouisaChan.com© All Rights Reserved, Not for Distribution
  9. 9. Positioning The Expert www.LouisaChan.com 1 2 Expert Has Authority Expert Is Sought After Expert Has Influence Expert Commands Premium Fees 3 © All Rights Reserved, Not for Distribution 4
  10. 10. The Experts With Authority Educate / Engage Evangelize
  11. 11. Positioning The Expert www.LouisaChan.com© All Rights Reserved, Not for Distribution
  12. 12. www.LouisaChan.comAll Rights Reserved, Not for Distribution Where Do You Begin?
  13. 13. © All Rights Reserved, Not for Distribution Prospects Researches You – Looks for Expertise & Authenticity www.LouisaChan.com
  14. 14. www.LouisaChan.com What do you see? What does your friend see? © All Rights Reserved, Not for Distribution
  15. 15. www.LouisaChan.com© All Rights Reserved, Not for Distribution How are you showing up?
  16. 16. 1 2 Pre 2013 Online Marketing Enter “Personalization” Of Search Today, It’s About You – The Brand A New Landscape www.LouisaChan.com© All Rights Reserved, Not for Distribution 3 Why would Google Recommend you?
  17. 17. “Search” Has Changed Drastically Search is now contextual and personal To Stay In The Game - Adapt Show Up As The Authentic Expert In Your Niche Today’s Brand’s Challenge www.LouisaChan.com 1 2 3 © All Rights Reserved, Not for Distribution
  18. 18. Today’s Thought Leaders www.LouisaChan.com Are Present Stand Out Attract Educate Engage Evangelize © All Rights Reserved, Not for Distribution
  19. 19. The Prospects’ Journey www.LouisaChan.com Traffic Web Site Subscribe Follow UpAdd Value & ConnectClients © All Rights Reserved, Not for Distribution
  20. 20. Your Online Home Base How Is It Appearing?
  21. 21. Your Online Home Base HowIsThisAppearing?
  22. 22. www.LouisaChan.com© All Rights Reserved, Not for Distribution
  23. 23. www.LouisaChan.com Reported Feb 28th 2014 © All Rights Reserved, Not for Distribution
  24. 24. www.LouisaChan.com© All Rights Reserved, Not for Distribution Changing Buyer Behavior
  25. 25. www.LouisaChan.com© All Rights Reserved, Not for Distribution 1 2 Is It There? Is It Adaptive and Effective? Is It Personalized?3 Check Your Website Online Presence
  26. 26. www.LouisaChan.com© All Rights Reserved, Not for Distribution Channels
  27. 27. www.LouisaChan.com© All Rights Reserved, Not for Distribution Social Media Is Mainstream
  28. 28. www.LouisaChan.com© All Rights Reserved, Not for Distribution 1 2 Which Channel? How Do You Choose? Check Your Social Presence More Questions
  29. 29. www.LouisaChan.com© All Rights Reserved, Not for Distribution The Medium Used Blog Posts Videos Free eBook Paid Book Podcasts Radio TV Press Release Infographs Images SlidesShares Hangouts Magazines Press
  30. 30. www.LouisaChan.com© All Rights Reserved, Not for Distribution 1 2 What Do You Say? How Do You Communicate It? Check You Social Presence Check Your Content More Questions Check Your Content
  31. 31. Content That Educates
  32. 32. Content That Evangelizes
  33. 33. All Rights Reserved, Not for Distribution 1 2 Presence Content Relationship3 Summary: Authority Lends Influence 4 5 6 Engagement Endorsement Evangelization
  34. 34. Let Authority Influence For Good Evangelization Engagement Endorsement Photo: Stuart Miles / FreeDigitalPhotos.net
  35. 35. Q&A? What’s Next? www.LouisaChan.com All Rights Reserved, Not for Distribution Next Step? 1 2
  36. 36. All Rights Reserved, Not for Distribution www.LouisaChan.com Evangelization Engagement Endorsement Thank You

Editor's Notes

  • Thank the planning committee and organizers
  • Thank the planning committee and organizers
    picture online is very different. It is permanent. It can also be taken out of context and thus become a challenge to your authenticity and trustworthiness.It may be without context - a post separated from its original article or community tone - so people may take away a detrimental perception that could destroy you if you have spoken in ways representing either yourself or your company or brand without seeing the cliff ahead.
    Dave Ramsey 
    Suze Orman 
    Ric Edelman - http://www.ricedelman.com/cs/about_richttp://www.russellbailyn.com/weblog/2007/10/famous_financial_advisors_whos.html
  • http://www.auditedmedia.com/news/research-and-data/top-25-us-newspapers-for-march-2013.aspx
    picture online is very different. It is permanent. It can also be taken out of context and thus become a challenge to your authenticity and trustworthiness.It may be without context - a post separated from its original article or community tone - so people may take away a detrimental perception that could destroy you if you have spoken in ways representing either yourself or your company or brand without seeing the cliff ahead.
    Dave Ramsey 
    Suze Orman 
    Ric Edelman - http://www.ricedelman.com/cs/about_richttp://www.russellbailyn.com/weblog/2007/10/famous_financial_advisors_whos.html
  • http://www.auditedmedia.com/news/research-and-data/top-25-us-newspapers-for-march-2013.aspx
    picture online is very different. It is permanent. It can also be taken out of context and thus become a challenge to your authenticity and trustworthiness.It may be without context - a post separated from its original article or community tone - so people may take away a detrimental perception that could destroy you if you have spoken in ways representing either yourself or your company or brand without seeing the cliff ahead.
    Dave Ramsey 
    Suze Orman 
    Ric Edelman - http://www.ricedelman.com/cs/about_richttp://www.russellbailyn.com/weblog/2007/10/famous_financial_advisors_whos.html
  • http://www.auditedmedia.com/news/research-and-data/top-25-us-newspapers-for-march-2013.aspx
    picture online is very different. It is permanent. It can also be taken out of context and thus become a challenge to your authenticity and trustworthiness.It may be without context - a post separated from its original article or community tone - so people may take away a detrimental perception that could destroy you if you have spoken in ways representing either yourself or your company or brand without seeing the cliff ahead.
    Dave Ramsey 
    Suze Orman 
    Ric Edelman - http://www.ricedelman.com/cs/about_richttp://www.russellbailyn.com/weblog/2007/10/famous_financial_advisors_whos.html
  • http://www.auditedmedia.com/news/research-and-data/top-25-us-newspapers-for-march-2013.aspx
    picture online is very different. It is permanent. It can also be taken out of context and thus become a challenge to your authenticity and trustworthiness.It may be without context - a post separated from its original article or community tone - so people may take away a detrimental perception that could destroy you if you have spoken in ways representing either yourself or your company or brand without seeing the cliff ahead.
    Dave Ramsey 
    Suze Orman 
    Ric Edelman - http://www.ricedelman.com/cs/about_richttp://www.russellbailyn.com/weblog/2007/10/famous_financial_advisors_whos.html
  • Thank the planning committee and organizers
    picture online is very different. It is permanent. It can also be taken out of context and thus become a challenge to your authenticity and trustworthiness.It may be without context - a post separated from its original article or community tone - so people may take away a detrimental perception that could destroy you if you have spoken in ways representing either yourself or your company or brand without seeing the cliff ahead.
    Dave Ramsey 
    Suze Orman 
    Ric Edelman - http://www.ricedelman.com/cs/about_richttp://www.russellbailyn.com/weblog/2007/10/famous_financial_advisors_whos.html
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • And they’ll also want to know if you have been disciplined for any unlawful or unethical bahaviour: You can do this using the Financial Industry Regulatory Authority’s (FINRA) BrokerCheck. You can also look the advisors up on the CFP Board’s site, to verify that they each have CFP certification status.
    http://www.forbes.com/sites/laurashin/2013/05/09/10-questions-to-ask-when-choosing-a-financial-advisor/
    Certified Financial Planner (CFP®) – The CFP is one of the most respected financial planning designations that requires a minimum of three years of experience, follow a strict code of ethics, and pass a lengthy examination. These individuals will be able to provide a broad range of financial advice.
    Chartered Financial Consultant (ChFC) – These are typically insurance professionals who specialize in some aspects of financial planning by meeting additional education requirements in economics and investments.
    Once you’ve gotten a list of potential advisors, take one more step before setting up appointments to meet: Find out whether each has ever been disciplined for any unlawful or unethical behavior. You can do this using the Financial Industry Regulatory Authority’s (FINRA) BrokerCheck. You can also look the advisors up on the CFP Board’s site, to verify that they each have CFP certification status.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    ON authorship
    http://www.ducttapemarketing.com/blog/2013/10/15/seo-action-steps/?utm_content=buffercd492&utm_source=buffer&utm_medium=facebook&utm_campaign=Buffer
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Have you thought about this — that each site showing on the page is actually a recommendation? Each time you type in a search box, this is a request to Google for a recommendation of content that will be a solution for your need. Why would Google do this without knowing you and your content?
    Google does order the content on the page, all 60,000 or 3,000,000 selections or more. People have been trying to game this page order for years to be first on first page. There is no easy method. Google uses at least 81 different attributes of a web page to determine the order in which they are shown. And with the new “personalization” of search, the exact order is different for each viewer, based on interests and past searches.
    http://www.peppergraphics.com/index.php/why-would-google-recommend-youToday It’s About You – The Brand Relationships Engagement
    http://www.peppergraphics.com/index.php/you-are-an-entity-not-a-keyword
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Presence and OptimizationCommunication and Engagement
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Need a Website – mobile friendly
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Website, Mobile
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • http://marketingland.com/mobile-devices-generate-30-pct-traffic-15-pct-e-sales-75498
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • http://marketingland.com/mobile-devices-generate-30-pct-traffic-15-pct-e-sales-75498
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Communicate Respond, Content
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • Power is the ability to coerce or force someone to do your will even if in some cases they may not want to. Authority is the skill of making people willingly do your will. It is also the right to give orders, enforce obedience or make decisions.
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • http://marketingland.com/mobile-devices-generate-30-pct-traffic-15-pct-e-sales-75498
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • http://marketingland.com/mobile-devices-generate-30-pct-traffic-15-pct-e-sales-75498
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • http://marketingland.com/mobile-devices-generate-30-pct-traffic-15-pct-e-sales-75498
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • http://marketingland.com/mobile-devices-generate-30-pct-traffic-15-pct-e-sales-75498
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.
  • http://marketingland.com/mobile-devices-generate-30-pct-traffic-15-pct-e-sales-75498
    Without authority, power needs to be backed by force.
    Crafting Your Online Authority with New Media - and expanding your influence
    new media effectively and become the expert that your ideal clients would gravitate to. We discuss using digital marketing and social media to build a strong and credible online professional presence to expand your reach and influence, thereby bringing value to more people while growing your business.

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