Social Media Marketing for Financial Advisors David Cesarini,  BA, FMA April 2009
Getting With the Times <ul><li>“ [Barack Obama’s] proclivity to online advocacy is a major reason for his victory.” </li><...
Session Objectives <ul><li>See social media as a means to build and retain your clientele.  </li></ul><ul><li>Identify the...
Session Objectives cont... <ul><li>Discuss how top financial advisors are using social media sites.  </li></ul><ul><li>Rec...
What do you think Social Media Marketing is all about? (5 min.) <ul><ul><li>A discussion using questions only. </li></ul><...
What's the use?
Why Social Media? <ul><li>Transparent </li></ul><ul><li>Timely </li></ul><ul><li>Proactive </li></ul><ul><li>Personal </li...
Social Media & Authenticity <ul><li>What 3 characteristics define your online persona? </li></ul><ul><li>Is that the real ...
Popular Social Media Sites
Face It <ul><li>Who’s on Facebook? </li></ul><ul><li>Organize social events </li></ul><ul><li>Professional networking (e.g...
 
Being a Twit <ul><li>What is it? Who’s on Twitter? 32M Uniques </li></ul><ul><li>Following & Followed </li></ul><ul><li>Or...
 
Blogging it Out <ul><li>Share information, update your clients & get your ideas out there </li></ul><ul><li>Why read blogs...
 
Do you read any interesting blogs on a daily basis?
LinkedIn <ul><li>Connects professionals </li></ul><ul><li>Share your experience and qualifications  </li></ul><ul><li>Netw...
 
Meetups: Where Everybody Knows Your Name (You Hope) <ul><li>Connects professionals </li></ul><ul><li>Common Interests </li...
 
Smart Phone Savvy <ul><li>Mobile social media </li></ul><ul><li>All of the above on your cell phone </li></ul><ul><li>Rele...
 
Wrapping it All Up
Connect the Networks Smartphone Blog
Think-Pair-Share (10 min.) <ul><li>How can you use social media to build and retain your clientele? </li></ul><ul><ul><li>...
Conclusion <ul><li>Social media can build and retain clientele </li></ul><ul><li>Costs & Benefits </li></ul><ul><li>Facebo...
 
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Social Media Marketing For Financial Advisors

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Building your business with LinkedIn, Facebook, Twitter. From David Cesarini at Cesarini.ca.

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  • “Businesses will be at a significant tactical and strategic disadvantage when their critics and competitors create a groundswell of their own.”
  • By the end of this session, you should be able to…
  • Who here has an opinion/belief about social media – phrase in form of a question.
  • Costs and benefits of social media.
  • Mark Shimkovitz, BMO Nesbitt Burns advisor
  • Dave Giesbrecht, Vice President, Client Service, Camlin Asset Mgmt.
  • Lastly
  • Social Media Marketing For Financial Advisors

    1. 1. Social Media Marketing for Financial Advisors David Cesarini, BA, FMA April 2009
    2. 2. Getting With the Times <ul><li>“ [Barack Obama’s] proclivity to online advocacy is a major reason for his victory.” </li></ul><ul><li>“ Smart businesses will embrace this public engagement model as well, particularly in how they ladder engagement among natural allies such as customers, employees, retirees and suppliers.” </li></ul>The Social Pulpit: Barack Obama’s Social Media Toolkit (2009). Available at: www.edelmen.com
    3. 3. Session Objectives <ul><li>See social media as a means to build and retain your clientele. </li></ul><ul><li>Identify the costs and benefits of implementing social media in your communications strategy. </li></ul><ul><li>Outline popular social media sites and understand how they fit together. </li></ul>
    4. 4. Session Objectives cont... <ul><li>Discuss how top financial advisors are using social media sites. </li></ul><ul><li>Recognize how social media fits within your organization’s guidelines for conduct. </li></ul>
    5. 5. What do you think Social Media Marketing is all about? (5 min.) <ul><ul><li>A discussion using questions only. </li></ul></ul><ul><ul><li>After asking a question, wait two turns before asking another. </li></ul></ul>
    6. 6. What's the use?
    7. 7. Why Social Media? <ul><li>Transparent </li></ul><ul><li>Timely </li></ul><ul><li>Proactive </li></ul><ul><li>Personal </li></ul><ul><li>Affordable </li></ul><ul><li>Permission </li></ul><ul><li>What isn’t it? </li></ul>
    8. 8. Social Media & Authenticity <ul><li>What 3 characteristics define your online persona? </li></ul><ul><li>Is that the real you? </li></ul>
    9. 9. Popular Social Media Sites
    10. 10. Face It <ul><li>Who’s on Facebook? </li></ul><ul><li>Organize social events </li></ul><ul><li>Professional networking (e.g. groups, fan pages) </li></ul><ul><li>Professional or Corporate page </li></ul>
    11. 12. Being a Twit <ul><li>What is it? Who’s on Twitter? 32M Uniques </li></ul><ul><li>Following & Followed </li></ul><ul><li>Organize social events (Tweetups) </li></ul><ul><li>Search Engines </li></ul><ul><li>@Replies and Direct messages </li></ul><ul><li>Links, Re-tweeting, Photos, Audio </li></ul><ul><li>Who you want to know, not just who you know </li></ul>
    12. 14. Blogging it Out <ul><li>Share information, update your clients & get your ideas out there </li></ul><ul><li>Why read blogs? </li></ul><ul><li>Why write a blog? </li></ul><ul><ul><li>Newsletters vs. blogs </li></ul></ul><ul><li>Anonymous vs. Identifiable Blogs </li></ul>
    13. 16. Do you read any interesting blogs on a daily basis?
    14. 17. LinkedIn <ul><li>Connects professionals </li></ul><ul><li>Share your experience and qualifications </li></ul><ul><li>Network with people you want to know better </li></ul>
    15. 19. Meetups: Where Everybody Knows Your Name (You Hope) <ul><li>Connects professionals </li></ul><ul><li>Common Interests </li></ul><ul><li>Network with people you want to know better </li></ul><ul><li>Person to person </li></ul>
    16. 21. Smart Phone Savvy <ul><li>Mobile social media </li></ul><ul><li>All of the above on your cell phone </li></ul><ul><li>Relevance based on location </li></ul><ul><li>Convenience </li></ul>
    17. 23. Wrapping it All Up
    18. 24. Connect the Networks Smartphone Blog
    19. 25. Think-Pair-Share (10 min.) <ul><li>How can you use social media to build and retain your clientele? </li></ul><ul><ul><li>Think about and write your response on a card (3 min) </li></ul></ul><ul><ul><li>Pair up with someone and discuss what you’ve written (3 min) </li></ul></ul><ul><ul><li>Share what you’ve discussed (4 min) </li></ul></ul>
    20. 26. Conclusion <ul><li>Social media can build and retain clientele </li></ul><ul><li>Costs & Benefits </li></ul><ul><li>Facebook, Twitter, LinkedIn, Meetup, Smart Phones </li></ul><ul><ul><li>Examples of people who are doing this </li></ul></ul><ul><li>Your organization has its own code of conduct </li></ul>
    21. 28. Thank you

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