Key Issues Facing UK IFAs Can the Internet ever really be of value to Financial Planners? Philip Calvert Founder of IFA Li...
Build trust, raise your profile and gain attention through social media marketing
Key Issues Facing UK IFAs “ We grossly underestimate the degree to which the Internet is now integrated into the fabric of...
Key Issues Facing UK IFAs “ There’s a fundamental shift taking place in the way we find, assess, purchase and consume prod...
Key Issues Facing UK IFAs “ This is not the death of the High Street.  It’s the growth of a new distribution route.” Stuar...
Technology has moved on.  Have you?
Technology is part of your clients’ every day lives – whether you believe it or not
IFAs and Internet Marketing <ul><li>27% of IFAs don’t have a website </li></ul><ul><li>Less than 10% send an email newslet...
IFAs and Internet Marketing <ul><li>27% of IFAs don’t have a website </li></ul><ul><li>Less than 10% send an email newslet...
Key Issues Facing UK IFAs “ My clients aren’t interested in the Internet” IFA
Key Issues Facing UK IFAs Every aspect of our lives “ Click here to be ordained.” “ Click here to get divorced.”
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Asia Pacific Financial Advisers – key issues Synergy Between Online  and Offline Worlds
Asia Pacific Financial Advisers – key issues Synergy Between Online  and Offline Worlds
Asia Pacific Financial Advisers – key issues Synergy Between Online  and Offline Worlds
People Buy People <ul><li>My Mother-in-Law </li></ul><ul><ul><li>Hates technology, but still used the Internet to find her...
Key Internet issues for Financial Planners
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul>
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are...
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are...
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are...
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are...
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are...
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are...
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are...
Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are...
Key Internet issues for Financial Planners <ul><li>If you’re not on Google, you don’t exist! </li></ul><ul><ul><li>Forum p...
Key Issues Facing UK IFAs 90% of college students have a Facebook account.
Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is…
Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is…...
Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search.  The second la...
Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search.  The second la...
Financial Planners’ Websites - The Seven Deadly Sins
Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul>
Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul>
Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul...
Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul...
Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul...
Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul...
Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul...
Financial Planners’ Websites - The Sixteen Deadly Sins
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul>
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>D...
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>D...
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>D...
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>D...
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>D...
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>D...
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>D...
Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>D...
Internet tools.  Do it today!
Social Media – Why?
Social Media – Why? <ul><li>A new way to communicate </li></ul>
Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul>
Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul><ul><li>To build r...
Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul><ul><li>To build r...
Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul><ul><li>To build r...
Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul><ul><li>To build r...
 
<ul><li>Business pages </li></ul><ul><ul><li>Google </li></ul></ul><ul><ul><li>Personalised URL </li></ul></ul><ul><li>Wid...
 
<ul><li>Groups </li></ul><ul><li>Questions and Answers </li></ul><ul><li>Personalised URL </li></ul><ul><li>Post articles,...
 
<ul><li>Regular communication </li></ul><ul><ul><li>Group and one-to-one </li></ul></ul><ul><li>Google </li></ul><ul><li>E...
 
<ul><li>2 nd  largest search engine </li></ul><ul><li>Personal TV channel </li></ul><ul><li>Another communication method <...
 
<ul><li>Your PowerPoint presentations and PDF portfolios online </li></ul><ul><li>Add video to LinkedIn </li></ul><ul><li>...
More great sites for financial planners to use
Learn more about how to use the Internet and social media to raise your profile, build trust, to build value in your busin...
Key Issues Facing UK IFAs www.ifalife.com The Social Networking Website for Financial Planners and IFAs
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Can the Internet and Social Media ever really be of value to IFAs and Financial Planners?

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Social Media gives financial planners and IFAs an exciting new way to build value in their businesses and to add value to clients. Discover the seven deadly sins that financial planners make on their websites and five proven tools to raise your profile and to build trust online.

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Can the Internet and Social Media ever really be of value to IFAs and Financial Planners?

  1. 1. Key Issues Facing UK IFAs Can the Internet ever really be of value to Financial Planners? Philip Calvert Founder of IFA Life – the Financial Planner’s Social Network
  2. 2. Build trust, raise your profile and gain attention through social media marketing
  3. 3. Key Issues Facing UK IFAs “ We grossly underestimate the degree to which the Internet is now integrated into the fabric of people’s daily lives…”
  4. 4. Key Issues Facing UK IFAs “ There’s a fundamental shift taking place in the way we find, assess, purchase and consume products and services.” “ And it’s happening right now.”
  5. 5. Key Issues Facing UK IFAs “ This is not the death of the High Street. It’s the growth of a new distribution route.” Stuart Rose – Marks and Spencer
  6. 6. Technology has moved on. Have you?
  7. 7. Technology is part of your clients’ every day lives – whether you believe it or not
  8. 8. IFAs and Internet Marketing <ul><li>27% of IFAs don’t have a website </li></ul><ul><li>Less than 10% send an email newsletter </li></ul><ul><li>Less than 10% write a Blog </li></ul><ul><li>Less than 1% have a Podcast </li></ul><ul><li>Less than 1% have a YouTube Channel </li></ul>
  9. 9. IFAs and Internet Marketing <ul><li>27% of IFAs don’t have a website </li></ul><ul><li>Less than 10% send an email newsletter </li></ul><ul><li>Less than 10% write a Blog </li></ul><ul><li>Less than 1% have a Podcast </li></ul><ul><li>Less than 1% have a YouTube Channel </li></ul>LESS THAN 1% OF IFAs HAVE GIVEN ANY THOUGHT TO THE INEVITABILITY OF INTERNET ADVICE
  10. 10. Key Issues Facing UK IFAs “ My clients aren’t interested in the Internet” IFA
  11. 11. Key Issues Facing UK IFAs Every aspect of our lives “ Click here to be ordained.” “ Click here to get divorced.”
  12. 12. Key Issues Facing UK IFAs Every aspect of our lives
  13. 13. Key Issues Facing UK IFAs Every aspect of our lives
  14. 14. Key Issues Facing UK IFAs Every aspect of our lives
  15. 15. Key Issues Facing UK IFAs Every aspect of our lives
  16. 16. Key Issues Facing UK IFAs Every aspect of our lives
  17. 17. Key Issues Facing UK IFAs Every aspect of our lives
  18. 18. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
  19. 19. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
  20. 20. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
  21. 21. People Buy People <ul><li>My Mother-in-Law </li></ul><ul><ul><li>Hates technology, but still used the Internet to find her financial planner </li></ul></ul><ul><ul><li>His photo and personal information was a key part of her decision </li></ul></ul><ul><ul><li>Most other financial planners looked boring – and identical </li></ul></ul>
  22. 22. Key Internet issues for Financial Planners
  23. 23. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul>
  24. 24. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are being encouraged to use the Internet </li></ul>
  25. 25. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are being encouraged to use the Internet </li></ul><ul><li>They are looking for financial advice, but… </li></ul>
  26. 26. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are being encouraged to use the Internet </li></ul><ul><li>They are looking for financial advice, but… </li></ul><ul><li>You are not communicating enough </li></ul>
  27. 27. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are being encouraged to use the Internet </li></ul><ul><li>They are looking for financial advice, but… </li></ul><ul><li>You are not communicating enough </li></ul><ul><li>They are talking about you </li></ul>
  28. 28. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are being encouraged to use the Internet </li></ul><ul><li>They are looking for financial advice, but… </li></ul><ul><li>You are not communicating enough </li></ul><ul><li>They are talking about you </li></ul><ul><li>You are invisible – so you don’t exist </li></ul>
  29. 29. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are being encouraged to use the Internet </li></ul><ul><li>They are looking for financial advice, but… </li></ul><ul><li>You are not communicating enough </li></ul><ul><li>They are talking about you </li></ul><ul><li>You are invisible – so you don’t exist </li></ul><ul><li>Reputation is everything </li></ul>
  30. 30. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are being encouraged to use the Internet </li></ul><ul><li>They are looking for financial advice, but… </li></ul><ul><li>You are not communicating enough </li></ul><ul><li>They are talking about you </li></ul><ul><li>You are invisible – so you don’t exist </li></ul><ul><li>Reputation is everything </li></ul><ul><li>Interact and engage through Community </li></ul>
  31. 31. Key Internet issues for Financial Planners <ul><li>Yes, your clients really do use the Internet </li></ul><ul><li>They are being encouraged to use the Internet </li></ul><ul><li>They are looking for financial advice, but… </li></ul><ul><li>You are not communicating enough </li></ul><ul><li>They are talking about you </li></ul><ul><li>You are invisible – so you don’t exist </li></ul><ul><li>Reputation is everything </li></ul><ul><li>Interact and engage through Community </li></ul><ul><li>Use the tools and frequent the sites they use </li></ul>
  32. 32. Key Internet issues for Financial Planners <ul><li>If you’re not on Google, you don’t exist! </li></ul><ul><ul><li>Forum posts </li></ul></ul><ul><ul><li>Images and video </li></ul></ul><ul><ul><li>Recent search </li></ul></ul><ul><ul><li>Wonder Wheel </li></ul></ul><ul><ul><li>Alerts </li></ul></ul>
  33. 33. Key Issues Facing UK IFAs 90% of college students have a Facebook account.
  34. 34. Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is…
  35. 35. Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is… Females 55-65 Males 45-54 45% of Facebook users are 26-65
  36. 36. Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search. The second largest search engine is…
  37. 37. Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search. The second largest search engine is…
  38. 38. Financial Planners’ Websites - The Seven Deadly Sins
  39. 39. Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul>
  40. 40. Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul>
  41. 41. Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul><li>Confusing </li></ul>
  42. 42. Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul><li>Confusing </li></ul><ul><li>Brochure </li></ul>
  43. 43. Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul><li>Confusing </li></ul><ul><li>Brochure </li></ul><ul><li>Too slippery </li></ul>
  44. 44. Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul><li>Confusing </li></ul><ul><li>Brochure </li></ul><ul><li>Too slippery </li></ul><ul><li>No human touch </li></ul>
  45. 45. Financial Planners’ Websites - The Seven Deadly Sins <ul><li>They are all identical </li></ul><ul><li>No SEO </li></ul><ul><li>Confusing </li></ul><ul><li>Brochure </li></ul><ul><li>Too slippery </li></ul><ul><li>No human touch </li></ul><ul><li>Wrong evidence of credibility </li></ul>
  46. 46. Financial Planners’ Websites - The Sixteen Deadly Sins
  47. 47. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul>
  48. 48. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>Don’t make money </li></ul>
  49. 49. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>Don’t make money </li></ul><ul><li>No communication choice </li></ul>
  50. 50. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>Don’t make money </li></ul><ul><li>No communication choice </li></ul><ul><li>Not viral </li></ul>
  51. 51. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>Don’t make money </li></ul><ul><li>No communication choice </li></ul><ul><li>Not viral </li></ul><ul><li>No events </li></ul>
  52. 52. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>Don’t make money </li></ul><ul><li>No communication choice </li></ul><ul><li>Not viral </li></ul><ul><li>No events </li></ul><ul><li>No press section </li></ul>
  53. 53. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>Don’t make money </li></ul><ul><li>No communication choice </li></ul><ul><li>Not viral </li></ul><ul><li>No events </li></ul><ul><li>No press section </li></ul><ul><li>No RSS </li></ul>
  54. 54. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>Don’t make money </li></ul><ul><li>No communication choice </li></ul><ul><li>Not viral </li></ul><ul><li>No events </li></ul><ul><li>No press section </li></ul><ul><li>No RSS </li></ul><ul><li>No collecting </li></ul>
  55. 55. Financial Planners’ Websites - The Sixteen Deadly Sins <ul><li>Not attracting professional connections </li></ul><ul><li>Don’t make money </li></ul><ul><li>No communication choice </li></ul><ul><li>Not viral </li></ul><ul><li>No events </li></ul><ul><li>No press section </li></ul><ul><li>No RSS </li></ul><ul><li>No collecting </li></ul><ul><li>No analysis </li></ul>
  56. 56. Internet tools. Do it today!
  57. 57. Social Media – Why?
  58. 58. Social Media – Why? <ul><li>A new way to communicate </li></ul>
  59. 59. Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul>
  60. 60. Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul><ul><li>To build reputation </li></ul>
  61. 61. Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul><ul><li>To build reputation </li></ul><ul><li>To build Community around your brand </li></ul>
  62. 62. Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul><ul><li>To build reputation </li></ul><ul><li>To build Community around your brand </li></ul><ul><li>To get people talking about you </li></ul>
  63. 63. Social Media – Why? <ul><li>A new way to communicate </li></ul><ul><li>A new way to add value </li></ul><ul><li>To build reputation </li></ul><ul><li>To build Community around your brand </li></ul><ul><li>To get people talking about you </li></ul><ul><li>To attract the right clients and connections </li></ul>
  64. 65. <ul><li>Business pages </li></ul><ul><ul><li>Google </li></ul></ul><ul><ul><li>Personalised URL </li></ul></ul><ul><li>Widget </li></ul><ul><li>Events </li></ul><ul><li>Search </li></ul><ul><li>Tagging </li></ul><ul><li>Community </li></ul>
  65. 67. <ul><li>Groups </li></ul><ul><li>Questions and Answers </li></ul><ul><li>Personalised URL </li></ul><ul><li>Post articles, share and link back </li></ul><ul><li>Video </li></ul>
  66. 69. <ul><li>Regular communication </li></ul><ul><ul><li>Group and one-to-one </li></ul></ul><ul><li>Google </li></ul><ul><li>Expertise illustration </li></ul><ul><li>Personality </li></ul><ul><li>Community </li></ul><ul><li>PR </li></ul><ul><li>Customer service </li></ul>
  67. 71. <ul><li>2 nd largest search engine </li></ul><ul><li>Personal TV channel </li></ul><ul><li>Another communication method </li></ul><ul><li>Personal finance comment </li></ul><ul><li>Sticky </li></ul><ul><li>Google </li></ul><ul><li>More hits than your own site </li></ul>
  68. 73. <ul><li>Your PowerPoint presentations and PDF portfolios online </li></ul><ul><li>Add video to LinkedIn </li></ul><ul><li>Google and SEO </li></ul><ul><li>Widgets </li></ul>
  69. 74. More great sites for financial planners to use
  70. 75. Learn more about how to use the Internet and social media to raise your profile, build trust, to build value in your business and to add value to clients at Social Media in Financial Services With key speakers from Google, LinkedIn, the BBC, The Gate and many more, this is the Internet marketing event of the year for Financial Planners, IFAs, financial brands and financial services PR experts. Sign up now at http://www.ifalife.com/socialmediaFS
  71. 76. Key Issues Facing UK IFAs www.ifalife.com The Social Networking Website for Financial Planners and IFAs

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