Social Media for Financial Planners

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How to gain online credibility with new media and the internet.Shared at the recent Asian Financial Planners Seminar. More information at http://LouisaChan.com

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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

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