USWM 2012 SPring Summit

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USWM 2012 SPring Summit

  1. 1. Social The Impact on our LIFE Politics, Advocacy,Media Influence, Fundraising, Love and Investments. U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  2. 2. Why Social Media for the FinancialValue of Social Media according to LPL Advisor?• Generate referrals• Identify prospects• Communicate with clients• Strengthen relationships It’s Inexpensive It’s Educational It’s Viral It’s Searchable It Delivers Credibility It Generates More Client Communications “An effective social media presence will help you make connections, and grow your business.” - LPL Financial Marketing Gateway Site | http://www.lplmarketing.com/ U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  3. 3. Social Media Platforms by the Numbers = 150 million members | Members from ALL Fortune 500 Companies | 4.2 billion professionally-oriented searches in 2011| 82 of Fortune 100 profiled = 900 million active users | 50% sign on daily for 55 min avg. | Estimated to hit 1 billion users by August = 500 million registered | 1.6 billion search queries per day | 200 million active users = 4 billion videos viewed daily | 60 hours worth of video uploaded every minute or 1 hours worth every second = 104 million Monthly visits | 32 pin board categories | Most popular among women | Ranked 3rd top SMS in 4/2012 (overtook LinkedIn) U.S. Wealth Management Company Confidential | Internal Use ONLYYour Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  4. 4. From a Prospects Perspective = No OnLine Presence? You may not be considered relevant! Social networking sites and our lives Larger social networks = higher levels of education Research project conducted by the Pew Research Center Social Influence: Thriving in a New World of Media Relations “Our world has morphed from complicated to complex” Gone from Predictable to Unpredictable Findings in a White Paper produced by SocialEars and HRMarketing.com Online Dating by the Numbers 87 mil US singles | 40 mil dating online | 120k marriages annually as a result Report from Match.com Social Media in Politics Congress alone will again haul in more than $2 billion in campaign contributions this year. According to the National Constitution Center Growing Philanthropy 11% of online donations come through social media From Washington D.C. Philanthropy Summit Social Recruiting 95% of Hiring Managers have leveraged a SMS to successfully hire in 2011 Survey conducted by JobVite U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  5. 5. Qualified Investors USE Social Mediafor Financial Research“More than 5 million high-net-worthinvestors* are currently using socialmedia for a variety of financial planning andinvestment research activities.”(*$100k in investable assets)“75% identified LinkedIn as the socialmedia platform they use the most forinvestment research.”“Ultra Affluent”**— investment research was identifiedas the top reason they visit the LinkedIn site andinvestment groups. (**$5mil in investable assets)http://www.onwallstreet.com/news/high-net-worth-investors-linkedin-social-media-advisors-2678738-1.html?ET=onwallstreet:e7171:2053861a:&st=email&utm_source=editorial&utm_medium=email&utm_campaign=OWS_Daily__050412 U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  6. 6. Question? Who doesyour online profile matter to most? U.S. Wealth Management Company Confidential | Internal Use ONLYYour Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  7. 7. ANSWER A Stranger U.S. Wealth Management Company Confidential | Internal Use ONLYYour Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  8. 8. U.S. Wealth Management’s Social Media Engagement Packages for Affiliates 3 Levels of Engagement Social-Light  LinkedIn | twitter | FaceBook  One time setup fee Social-Eyes  Same as Social-Light + Website SEO and weekly social post creation  One time set up and Weekly Engagement fee Social-Capital  Same as Social-Eyes + Website SEO + weekly social engagement + eCampaign creation/management  One time setup fee and Weekly Engagement fee U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  9. 9. Social-LightPerfect for the USWM affiliate that uses theirwebsite as an online brochure Have a website with static content Not using eMail Marketing Plans for limited Social Media engagement – because everyone says ‘You need it’ U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  10. 10. Social-EyesPerfect for the USWM affiliate that updates their websitecontent at least once a month (or plans to) Have a web website Have run an eMail campaign (or plans to) Want to engage with online community several times per week Increase website’s search engine ranking U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  11. 11. Social-CapitalPerfect for the USWM affiliate that updates their websitecontent at least once a week and runs eBlasts Have a website with refreshed content Runs an eMail marketing program Wants to build and engage with online community several times per week Plans to use Online Social Campaign tools Intend to leverage LPL Social marketing assets Increase website’s search engine ranking U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  12. 12. SOCIAL Media Process for USWMNOTE that the Only approved social media platforms Affiliates (as of this writing): LinkedIn | FaceBook | twitter Sign Up with USWM Build/Enhance your profile(s) Submit profile(s) into compliance ONCE APPROVED – Connect to LPL’s 3rd party social media monitoring source: Erado Engage with your publicLPL POSTING RULES Found here:http://socialmedia.lplmarketing.com/begin/compliancerulesandregulations.aspx U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  13. 13. Not Ready for a Social Engagement Package through USWM?At the very least create/enhance yourLinkedIn profile Include the following in your profile: Industry and postal code A current position with description Two more positions Education At least 5 skills Profile photo At least 50 connections A summary U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  14. 14. Social Profile Resources Guides available to USWM Affiliates Created for LPL Financial (in association with by John Hancock) Compliance Rules for Social Media How To Create Your FaceBook Business Page How To Create Your LinkedIn Company Page How To Create Your LinkedIn Profile How To Create Your Twitter Account Extras • Is Social Media For Your? • Why Social Media?REMINDER: Social Profiles MUST be approved by LPL Financial Marketing Regulatory Review PRIOR TO public engagement U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION
  15. 15. Sr. OnLine Marketing Nut Judy Parisella Judy.parisella@yahoo.comSocial Media Marketing 978.491.7444Search Engine Optimization http://www.linkedin.com/in/judyparisellaeMail MarketingSocial Campaign Other services offered:Branding, Collateral & Website design by DSDesign U.S. Wealth Management Company Confidential | Internal Use ONLY Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION

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