Presence and Personality - BDI 4/24 Wealth Management Social Business Leadership Forum


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Presentation: Presence and Personality
Presented by: Sheerah Singer, Director of Marketing & Communications, Empire Wealth Strategies
Just to be online isn’t enough anymore. The whole purpose of social media is to have a more immediate interaction between people, to build those lasting relationships. If you are going to be online you want to make sure that your profile is robust and your prepared to be responsive to your audience. Another major element of being online is personality. You are competing with hundreds if not thousands of other professionals using social media platforms as yellow pages and you need to stand out. Adding personal elements goes a long way to bridging the gap of online interactions for creating personal relationships. Presentation will include real life personal and business success stories illustrating these points.

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Presence and Personality - BDI 4/24 Wealth Management Social Business Leadership Forum

  1. 1. PRESENCE & PERSONALITY BUILDING YOUR SOCIAL MEDIA PRESENCE WITH A SHOT OF PERSONALITY Sheerah Singer | Director of Marketing and Communications Empire Wealth Strategies | | @SheerahSays
  2. 2. OpenArchitecture system Financial Advisors & Wealth Managers
  3. 3.  The landscape of financial services has already begun to shift.  Social Networking is a tool to communicate to clients and prospects. Example: Wells Fargo is tracking anywhere from 2,000 to 4,000 mentions a day. WHY DOES IT MATTER SO MUCH? 3
  4. 4. THEY ARE TALKING ABOUT YOU… are you listening? If you are not listening, then you are being left out of the conversation.
  6. 6. Where we have come – is nothing compared to where we are going. I predict the Internet will soon go spectacularly supernova and in 1996 catastrophically collapse −Robert Metcalfe, inventor of Ethernet 1995 InfoWorld column I think there is a world market for maybe five computers −Thomas Watson chairman of IBM, 1943 This ‘telephone’ has too many shortcomings to be seriously considered as a means of communication −Western Union internal memo, 1976 Television won’t be able to hold on to any market it captures after the first six months. People will soon get tired of staring at a plywood box every night −Darryl Zanuck, 20th Century Fox, 1946 Everyone’s always asking me when Apple will come out with a cell phone. My answer is, ‘Probably never.’ −David Pogue, The New York Times, 2006
  7. 7. FROM THE SOURCE SOURCES:February 2012 online survey of 463 total Financial advisors, including 203 advisors on the Affluent Dynamics panel (FTI Consulting) and 260 advisors on LinkedIn. "What can advisors do to reach investors?" data from Cogent Research online survey among 608 respondents in the U.S. and Canada with at least $100,000in investable assets, fielded March 2012.
  8. 8. Log in every day of US internet users are on Facebook Average user connected to 80 community pages, groups and events. Don’t tweet but do listen 2009 to 2013 100% participation from InMail is 30x more effective than a cold call 2009 to 2013
  9. 9. Email Marketing Email marketing is a simple and fast way to reach an audience. LinkedIn: Connect A networking platform that allows you to interact with professionals on a global scale. Twitter: Share A platform that facilitates the sharing of information. Facebook: Listen A personal platform that facilitates listening for life changing events. ONLINE MARKETING 9
  11. 11. W: T: @finguidance F: /gregorydominguez.ewsnyc L: in/gregorydominguez PRESENCE IS THE FIRST STEP 11 Empire Wealth Strategies Financial Services Gregory Dominguez Empire Wealth Strategies W: T: @ewsnyc F: /ewsnyc L: EmpireWealthStrategies
  12. 12. GETTING SERIOUS Lance Drucker Drucker Wealth Management Lance is one of the top speakers in the areas of Wealth Management, and Retirement Income Planning, and his workshops have been presented to a number of Fortune 500 companies, as well as numerous colleges and universities.
  13. 13. ROBO ADVISOR
  14. 14. HOW TO STAND OUT
  15. 15. How does your company and its team stand out against thousands of others on LinkedIn? Not only do you have to be findable, using social media as the modern day yellow pages, but when they get to your profile, you need to get catch their attention. PERSONALITY & CREDIBILITY Personal Stories Connecting to people on a personal level starts with sharing a story or an experience that helps clients and prospects understand what really drives him/her. 15  Why  What  How Lance Drucker Drucker Wealth Management View Videos: Client Center > Videos
  16. 16. PERSONALITY & CREDIBILITY Share Visuals You have about 8 seconds to impress a viewer online, & that’s being generous. Visuals are a great way to tell your story using videos, images and infographics . 16
  17. 17. PERSONALITY & CREDIBILITY Think Outside the Box Networking is also about connecting the dots. One of the biggest opportunities for advisors is the chance to connect their clients to others that could be a resource to them. 17
  18. 18. Building Relationships PERSONAL BUILDS TRUST 18
  19. 19. Posting Content Advisor should post content 3-5 times/week Companies should post daily Post fun questions that engage your audience Respond when people comment! Run campaigns that involve your audience BUILDING YOUR BRAND
  20. 20. Becoming an Expert in the field By posting content that is of value to clients and prospects, you are positioning yourself as an expert in the field. BUILDING YOUR BRAND “I post on LinkedIn on a regular basis through Hearsay. This has kept my name in front of my contacts as well as constantly reminding them of the many facets of my practice where I can help or be a resource. Periodically I post specific articles to specific people or groups of people as it adds the “personal” touch.” – Larry Barth, CEO & President AJJ Planning 20
  21. 21. Be personable and put yourself out there.  Don’t always rely on social media networking. IT IS A TOOL!  When you find out someone has had a major life event, take it as an opportunity to come offline and send them a hand written note or gift. BUILDING RELATIONSHIPS Online Relationships vs Face-to-Face 21
  22. 22. In order for people to find you on social networking platforms, there are a few ideas to make your profile more comprehensive. Keywords! Keywords! Keywords!  SEO and Keywords  Make sure you have a strong profile picture and cover photo  Headlines Matter  Make it Personal  Start Conversations and Respond to your customers SEARCH & BE FOUND 22
  23. 23. 2 Park Avenue | New York p. 212.697.1355 / e. SHEERAH SINGER