Generate leads, build credibility, stay top of mid, build rapport, earn referrals

1. IG: @Cperlman
LinkedIn/In/CoreyPerlman
Implementing a
Digital Strategy

2. Before we begin…
• Slides? Text Slides to 66866
• Or just toss me your biz card
• Negative comments?

4. • What’s your strategy for
connecting?
• Which Platforms? (hint:
Facebook/IG)
• Digitally connect w/ 5 Clients/
Prospects a week.
Step 1: Connect

6. Build Credibility: We don’t want to work
with an advisor, we want to work with
YOU
• What differentiates you
vs. others?
• You vs. the internet?
• You vs. a different
advisor?
• How can you bring more
of yourself to your social
media?

8. 3C’s:
Consistent, Compelling Content.
• Images
• Video
• Stories
• #MakeMeHateMyLife

9. Best Practice:
Create a Content Calendar
•Motivation Monday
(Marketing Hub, schedule)
•Testimonial Tuesday (Video
or graphic)
•WTF Wednesday
•Travel Thursday (Story)
• Photo Friday

10. Best Practice:
Take us with you.

12. Where’s your sweet spot?
• How do you close
business?
• Face-to-face?
• Phone?
• eMail?
• Drive them there.

13. Step 5:
Build Rapport

14. How can you show digital
love to your clients?
• Before they go?
• While they’re
traveling?
• After the trip
• Don’t love ‘em and
leave ‘em

15. Best Practice:
Give a Digital ‘High-five!’
•Like
•Comment
•Share

18. TIP: Never Let a
Verbal Testimonial Go
Unpublished.

19. In Summary
1. Prioritize FB & IG
2. Demonstrate the value in working with
YOU
3. Stay ‘top of mind’ from research mode to
buy mode
4. Drive to your ‘sweet spot’
5. Make our experience unforgettable
6. Help your clients to become your
salesforce

20. Thank You!
• corey@impactsocialmedia.com
• Text SLIDES to 66866
• Books: $20 Cash/Credit