![Social Media Represents A Significant Opportunity To Engage
Clients And Prospects
² Growing
expecta8on
that
firms
have
social
media
presence
as
part
of
their
engagement
model
–
Digital
Na8ves
have
a
“social
media
first”
mindset
² Social
media
is
becoming
an
increasing
source
of
proac8ve
customer
servicing
and
more
companies
are
using
so]ware
to
monitor
social
cha[er
² 52%
of
Twi[er
and
Facebook
users
are
over
35
and
50-‐56
age
bracket
has
seen
a
sharp
increase
from
9%
of
users
in
2008
to
20%
in
2011
² The
use
of
social
media
amongst
wealth
clients
is
increasing:
70%
of
millionaires
use
social
media
with
46%
using
Facebook
in
2011,
nearly
doubling
from
26%
in
2010
² In
contrast,
60%
of
wealth
management
firms
have
no
presence
or
occasionally
update
their
ac8vi8es
on
social
networks
² Tradi8onal
measures
of
success
need
to
be
reexamined
and
new
ways
of
quan8fying
the
impact
of
social
media
need
to
be
established
© 2011 Blue Panda Interactive. Proprietary And Confidential.! 13!
Source:
Pew
Internet
&
American
Life
Project](https://image.slidesharecdn.com/bluepandainteractivefinancialadvisorsalesintegration-121114132457-phpapp01/85/Financial-Advisor-Integrated-Sales-Experience-13-320.jpg)
![Considerations As You Plan Out Your Digital Strategy
It
is
important
to
clearly
define
your
goals
when
cra]ing
your
social
media
plan.
Decide
if
you
want
to
increase
sales,
create
a
stronger
brand
iden8ty
and
posi8oning
as
a
thought
leader,
generate
deeper
engagement,
etc.
² Know
your
community
and
create
compelling
content
for
them;
ensure
that
content
is
8mely,
relevant,
and
can
be
shared
across
social
networks
² Focus
efforts
on
conversa8on
and
engagement
rather
than
selling
products
or
services
² Devise
ways
to
harness
user
generated
content
and
audience
engagement
to
a[ract
a
larger
base
of
followers
² Use
social
media
as
a
customer
listening
tool
and
provide
proac8ve
customer
service
² Tools,
calculators,
benchmarks
are
ways
to
engage
your
audience;
they
should
be
built
for
mobile
devices
and
tablets
for
use
as
standalone
applica8ons
or
for
face-‐to-‐face
advice
sessions
² Advisors
already
on
social
media
should
be
pro-‐ac8ve
and
reacquaint
themselves
with
internal
and
regulatory
policies
© 2011 Blue Panda Interactive. Proprietary And Confidential.! 34!](https://image.slidesharecdn.com/bluepandainteractivefinancialadvisorsalesintegration-121114132457-phpapp01/85/Financial-Advisor-Integrated-Sales-Experience-34-320.jpg)
![Blue
Panda
Interac8ve
[Digital
Consultancy
+
Crea8ve
Agency]:
Merging
the
brains
of
a
strategic
consultancy
and
the
innova8ve
approach
of
an
agency
to
transform
customer
experiences.
We
focus
on
digital
strategy,
media,
and
analy8cs
to
connect
brands
with
their
customers.
We
leverage
innova8ve
ideas
that
are
based
on
business
goals
and
customer
needs
to
execute
winning
strategies.
Our
belief
is
that
integrated
marke8ng
and
content
are
key
ingredients
to
connect
and
engage
with
your
audience.
It’s
about
sharing
a
passion
to
drive
business
outcomes
and
delight
customers.
If
you
would
like
to
learn
more
about
how
we
can
partner
with
you
please
contact
us
at
info@bluepandainterac8ve.com
© 2011 Blue Panda Interactive. Proprietary And Confidential.! 37!](https://image.slidesharecdn.com/bluepandainteractivefinancialadvisorsalesintegration-121114132457-phpapp01/85/Financial-Advisor-Integrated-Sales-Experience-37-320.jpg)
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Uploaded byPenn Mutual
Financial Advisor Integrated Sales Experience
The document discusses the transformation of the financial advisory industry due to digital trends, particularly in content management, social media, and mobile technologies. It emphasizes the importance of integrating these elements into a cross-channel strategy to build personal brands and engage clients, particularly digital natives. Advisors must navigate regulatory challenges while adapting to a landscape where social media and mobile experiences play a critical role in customer engagement.
