SlideShare a Scribd company logo
Does Social Media Really Drive
Results?
1
Samantha Russell
Chief Evangelist, FMG
@SamanthaTwenty
/samanthacrussell
srussell@fmgsuite.com
2
Derek Notman
Certified Financial Planner (CFP)®
Founder
Conneqtor & Intrepid Wealth Partners
@DerekNHNotman
/DerekNotman
conneqtor.co/
3
Thomas Kopelman
Financial Planner, AllStreet Wealth
@TKopelman
/thomaskopelman
allstreetwealth.com
4
Inbound Lead Examples
13
Focus on what clients
are looking for
➡️ Huge gap between client expectations and
services rendered
💡 Takeaways:
1️⃣ People want 1 Provider/Point of Contact for
everything.
2️⃣ So much marketing opportunity for firms who offer
Integrated Services & Partner with other
Professionals
Source: https://advisorpedia.com/research/expectations-investors-and-
advisors-have-differ/

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Does Social Media Really Drive Results?

  • 1. Does Social Media Really Drive Results? 1
  • 2. Samantha Russell Chief Evangelist, FMG @SamanthaTwenty /samanthacrussell srussell@fmgsuite.com 2
  • 3. Derek Notman Certified Financial Planner (CFP)® Founder Conneqtor & Intrepid Wealth Partners @DerekNHNotman /DerekNotman conneqtor.co/ 3
  • 4. Thomas Kopelman Financial Planner, AllStreet Wealth @TKopelman /thomaskopelman allstreetwealth.com 4
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13. 13 Focus on what clients are looking for ➡️ Huge gap between client expectations and services rendered 💡 Takeaways: 1️⃣ People want 1 Provider/Point of Contact for everything. 2️⃣ So much marketing opportunity for firms who offer Integrated Services & Partner with other Professionals Source: https://advisorpedia.com/research/expectations-investors-and- advisors-have-differ/

Editor's Notes

  1. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
  2. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
  3. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
  4. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
  5. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
  6. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
  7. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
  8. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?