Hearsay Social - DDM Alliance Summit Marketing on Facebook

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The Next Digital Frontier for Financial Services

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Hearsay Social - DDM Alliance Summit Marketing on Facebook

  1. 1. NEXT DIGITAL FRONTIER Amplifying Brand And Growing Business on Facebook in 2014 Chris Andrew MD, Hearsay Social @chriswandrew THE FOR FINANCIAL SERVICES
  2. 2. HEARSAY SOCIAL OVERVIEW  Social media software and training  For advisors, wholesalers, sales managers, and marketers  Prospecting & retention on LinkedIn, Facebook, Twitter  Internal & External compliance USED BY 85,000+ ADVISORS & WHOLESALERS | 15 Countries | 100% Success ENABLING ADVISORS & FIRMS TO SUCCEED IN THE DIGITAL AGE
  3. 3. TODAY’S AGENDA Why Social Networking Matters1 The Social Advisor2 Key Trends for 20143
  4. 4. SOCIAL MEDIA HAS CHANGED WHAT PEOPLE EXPECT FROM BUSINESSES Online sources influence offline purchases Ability to communicate on their terms Personalized and personal service
  5. 5. 61%of financial advisors surveyed said they had landed a new client directly from social media *2011 HubSpot survey of 611 financial advisors
  6. 6. Internet 1.0 was About Replacing Human Capital
  7. 7. Social Media is About Enhancing Human Capital
  8. 8. OF THE SOCIAL ADVISOR
  9. 9. THE RELATIONSHIP MANAGER’S PLAYBOOK FOR THE SOCIAL ERA Just like the Yellow Pages, being listed isn’t enough. We must teach producers how to grow business on social.
  10. 10. BE FINDABLE 1
  11. 11. 2 GROW YOUR NETWORK
  12. 12. 3 “HEAR” DO YOUR RESEARCH
  13. 13. 4 “SAY” ESTABLISH CREDIBILITY
  14. 14. OF KEY TRENDS IN 2014
  15. 15. Local to Corporate Content Flow Identify top content at the local level and redistribute it across your organisation Asset Management Private Client Services Investment Banking Mortgage Commercial Banking
  16. 16. CONVERGENCE OF PAID/EARNED, OFFLINE/ONLINE ANNOUNCING: HEARSAY SOCIAL FOR FACEBOOK PROMOTED POSTS (BETA)
  17. 17. SOCIAL DISTRIBUTION OF BRAND CAMPAIGNS Case Study Local social pages multiply value of existing sponsorship 3,500 Registered reps
  18. 18. SOCIAL ANALYTICS DRIVE OFFLINE CAMPAIGNS Case Study • Leading firms now A/B test regional messages through local pages • Awareness of local events/trends changes global content strategy
  19. 19. OF Chris Andrew chris@hearsaysocial.com @chriswandrew THANK YOU. QUESTIONS?

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