The goal of this presentation is to help Great-West Life Gold Key advisors and financial planners maximize their financial website, get the most out of online marketing tools available to them, explore social media and increase their ROI.
Digital Media Dinners- Social Media BrandingMelodie Tao
It’s a New Year and Social Media is increasingly becoming an invaluable business tool. Whether you’re active in Social Media or not, people are talking about your brand. If it’s not your brand specifically, it’s your industry or your competitor. It’s time to take action to ensure you have a positive brand reputation on Social Media to attract customers and clients you want.
Social Media Branding will focus on strategies to strengthen your brand across various social networks including review sites (Yelp, TripAdvisor), group buying sites (Groupon, BuyWithMe), location based sites (Foursquare, Gowalla), Facebook and Twitter.
You will learn how to boost your personal and business presence, attract new leads and build referral relationships. This session is ideal for professionals at every level who want to learn new strategies for marketing themselves and their company, finding prospects, shortening the sales cycle, and getting results.
Topics covered:
- How to target companies and connect with the right people
- How to craft and optimize your profile
- How to find competitor and industry information
- Crucial LinkedIn etiquette
- How to establish yourself as a industry expert
- The best ways to promote yourself and your organization in - LinkedIn groups
Tap into the Power of Social Media to Build Your Painting BusinessLinnea Blair
Tap into the Power of Social Media to Build Referral Relationships for Your Painting Business. Presented via webinar for PDCA Contractor College on 8.17.10
Digital Media Dinners- Social Media BrandingMelodie Tao
It’s a New Year and Social Media is increasingly becoming an invaluable business tool. Whether you’re active in Social Media or not, people are talking about your brand. If it’s not your brand specifically, it’s your industry or your competitor. It’s time to take action to ensure you have a positive brand reputation on Social Media to attract customers and clients you want.
Social Media Branding will focus on strategies to strengthen your brand across various social networks including review sites (Yelp, TripAdvisor), group buying sites (Groupon, BuyWithMe), location based sites (Foursquare, Gowalla), Facebook and Twitter.
You will learn how to boost your personal and business presence, attract new leads and build referral relationships. This session is ideal for professionals at every level who want to learn new strategies for marketing themselves and their company, finding prospects, shortening the sales cycle, and getting results.
Topics covered:
- How to target companies and connect with the right people
- How to craft and optimize your profile
- How to find competitor and industry information
- Crucial LinkedIn etiquette
- How to establish yourself as a industry expert
- The best ways to promote yourself and your organization in - LinkedIn groups
Tap into the Power of Social Media to Build Your Painting BusinessLinnea Blair
Tap into the Power of Social Media to Build Referral Relationships for Your Painting Business. Presented via webinar for PDCA Contractor College on 8.17.10
Presentation for financial advisors about social media, web marketing, analytics, email marketing and other tools and techniques to increase ones web presence.
Presentation materials used at Oct 2009 program meeting for BDPA Cincinnati chapter on topic, 'The Art of Social Networking'. Discussion focused on benefits of networking both in the real world and social networks (blogs, LinkedIn, twitter, facebook).
Learn how to get the most out of your free LinkedIn account, and how to use our premium tools to become a hiring guru.
We’ll uncover how to:
Master LinkedIn’s all-in-one marketing engine to market your company at scale
Find the right candidates for your open jobs including hard-to-fill roles (even identify candidates who specifically work for your competitors)
Build your own personal brand as a trusted recruiter
Use advance reporting tools to measure your recruitment efforts
http://bit.ly/1RZMaXu
This presentation was done at the 2011 National Tax Conference to help CPAs learn how to get started using social media and incorporating it into their practices. It was intended for an audience that had little to no experience using social media or were using one platform but hadn't considered others.
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We hear the term “social media” more and more these days, but many CPAs (in public practice or business and industry) don’t always understand what it means, why to use it or how to get started. Should you tweet? How much work is a blog? Should you/your firm/your business be on Facebook? Isn’t a website good enough?
Often the focus is on using social media to find clients but that is just the tip of the iceberg. While attracting and retaining clients are important considerations, there are many other reasons to get in the game, such as branding, search engine optimization, reach, accessibility and finding/retaining staff. This session will explore these questions and dive a little deeper into:
• Why should CPA firms include social media in their business plans?
• How do you get started?
• Where do you go for more information?
LinkedIn - one of the world most searchable social media website that helps professional search for opportunity. Whether you are seeking for a new career and you are hiring for a new talent. This social media website does the job perfectly.
In this presentation Social Media Business Coach LeikHong is going to share the tips and tricks how do you get rank and found when people run a search that match your talents.
First of all you goto have a All Star LinkedIn Profile. So how to built one? Check out this presentation.
Have fun!
Making Business Friends - Using Linkedin, Facebook and Twitter for BusinessMediaSauce
This is a step-by-step process of using Linkedin, Facebook and Twitter for Small Business. It helps you understand features of each platform and how and why you would use it for business.
LinkedIn is the social media tool for business to business relationship building.
Designed specifically for professionals, LinkedIn provides a sense of authority: if a member recommends your product or service, you benefit from credible word-of-mouth endorsement.
Social media for financial advisors **V2 MARCH 2011**Loic Jeanjean
Join our Director of Web Marketing and learn how being active on social networking sites can benefit your business.
The webinar covered the following topics:
- LinkedIn strategies & tips
- Facebook, beef up your fan page
Twitter, who to follow, what to tweet about etc.
YouTube, get 24/7 interaction with clients + prospects
Slideshare, what is it, what to post
Archiving, FINRA regulations, compliance
5 tips to build trust online
Presentation for financial advisors about social media, web marketing, analytics, email marketing and other tools and techniques to increase ones web presence.
Presentation materials used at Oct 2009 program meeting for BDPA Cincinnati chapter on topic, 'The Art of Social Networking'. Discussion focused on benefits of networking both in the real world and social networks (blogs, LinkedIn, twitter, facebook).
Learn how to get the most out of your free LinkedIn account, and how to use our premium tools to become a hiring guru.
We’ll uncover how to:
Master LinkedIn’s all-in-one marketing engine to market your company at scale
Find the right candidates for your open jobs including hard-to-fill roles (even identify candidates who specifically work for your competitors)
Build your own personal brand as a trusted recruiter
Use advance reporting tools to measure your recruitment efforts
http://bit.ly/1RZMaXu
This presentation was done at the 2011 National Tax Conference to help CPAs learn how to get started using social media and incorporating it into their practices. It was intended for an audience that had little to no experience using social media or were using one platform but hadn't considered others.
-------------------------------------
We hear the term “social media” more and more these days, but many CPAs (in public practice or business and industry) don’t always understand what it means, why to use it or how to get started. Should you tweet? How much work is a blog? Should you/your firm/your business be on Facebook? Isn’t a website good enough?
Often the focus is on using social media to find clients but that is just the tip of the iceberg. While attracting and retaining clients are important considerations, there are many other reasons to get in the game, such as branding, search engine optimization, reach, accessibility and finding/retaining staff. This session will explore these questions and dive a little deeper into:
• Why should CPA firms include social media in their business plans?
• How do you get started?
• Where do you go for more information?
LinkedIn - one of the world most searchable social media website that helps professional search for opportunity. Whether you are seeking for a new career and you are hiring for a new talent. This social media website does the job perfectly.
In this presentation Social Media Business Coach LeikHong is going to share the tips and tricks how do you get rank and found when people run a search that match your talents.
First of all you goto have a All Star LinkedIn Profile. So how to built one? Check out this presentation.
Have fun!
Making Business Friends - Using Linkedin, Facebook and Twitter for BusinessMediaSauce
This is a step-by-step process of using Linkedin, Facebook and Twitter for Small Business. It helps you understand features of each platform and how and why you would use it for business.
LinkedIn is the social media tool for business to business relationship building.
Designed specifically for professionals, LinkedIn provides a sense of authority: if a member recommends your product or service, you benefit from credible word-of-mouth endorsement.
Social media for financial advisors **V2 MARCH 2011**Loic Jeanjean
Join our Director of Web Marketing and learn how being active on social networking sites can benefit your business.
The webinar covered the following topics:
- LinkedIn strategies & tips
- Facebook, beef up your fan page
Twitter, who to follow, what to tweet about etc.
YouTube, get 24/7 interaction with clients + prospects
Slideshare, what is it, what to post
Archiving, FINRA regulations, compliance
5 tips to build trust online
The Language of LinkedIn presented to the Ottawa Chamber of Commerce. This presentation will help you discover how to get the most out of your LinkedIn account.
Are you winning (or losing) business with social media?TOPS Software
Even if you are not aware of what's out there, it can still hurt you. If you are community association management company, or involved in the Condo or HOA management industry, this presentation shows you how you can leverage social media to help win new client communities and establish a better relationship with condo and HOA board members and homeowners.
Small to mid-sized business hiring managers and talent professionals, get the most out of your free LinkedIn account and our paid recruiting tools. Request a demo and further explore Talent Solutions http://bit.ly/contacttalentsolutions
Social Media is huge and any business not tapping into the power of these tools and networks is missing out.
Yet it can be overwhelming and difficult to know where to start and what tools to use.
This presentation was done as a webinar for entrepreneurs wishing to know top tips and tricks to making the most out of their social media efforts. Enjoy
From the traditional basics such as networking and press releases to newer tools such as social media and mobile websites, learn the low cost or no cost ways to take your business to the next level with better marketing.
Learn how to master LinkedIn's intricacies and see how it can benefit your business. This presentation was geared towards financial advisors and members of the financial services industry.
1. Learn to Maximize your Advisor Website Live Gold-Key Website Tour April 21, 2010
2. Quick Tour of sample website Website layout – allows for a professional and trustworthy look and feel Products page – list all the products you can sell Prominent buttons – generate call-to-action Tell a friend page – generate leads and referrals Contact page – map your office and provide contact information Site stats – displays quarterly statistics
4. Tell a friend Hi Michael, I thought you might appreciate John’s help. He provided some great financial advice and I thought you might find his services useful. You should check out his web site at www.dolphinfinancial.ca or you can email him at dolphinfinancial@bell.blackberry.net **************************************************************** You received a web site referral Date: Friday, April 16, 2010 Your client: Loic Jeanjean(loic@advisorwebsites.com) Has referred you to: Michael Email address: michael@hotmail.com Phone: 604-761-6053 Here are the comments that were sent from your website: “I thought you might appreciate John's help. He provided some great financial security advice and I thought you might find his services useful.”
6. Customize your website Adding content – relation with compliance departments Adding photos Adding links and resources Adding Google Analytics and Google Sitemaps
7.
8. We can add text, pictures, pdfs, videos and many other type of documents on your site
9. Send your content to support@advisorwebsites.com and we will submit to compliance on your behalf
23. Adding Google Sitemaps Google Sitemaps help Googlebot quickly find new content on your Web site. They allow you to tell Google what’s important, what’s new and what changes often. The tools provided to Webmasters through the program can play a vital role in helping you understand how the search engines (especially Google) view your Web site. Free to signup: www.google.com/webmasters/tools/
33. A referral is one of the biggest compliments a client can give me. You can now send a referral through my website at www.johndoe.com/tell
34. Check out my latest newsletter at www.johndoe.com/newsletter
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36. Add your website to your business card Your website is an important touch point for your consumers. Make sure you prominently include your website address on your business cards. Tips: When you meet new clients, point out your web address and tell them about your site Highlight the web address before you hand out your card (people are more likely to visit it)
37. Touch base with your clients Use your website over the year to set multiple and recurrent touch points with your clients. You can achieve this by building a client emailing lists Items you can send: Quarterly newsletters Monthly Market Commentary Events invitations RRSP documentation Annual ‘Thank you’ card
38. Social Media There are companies that are utilizing social media to find customers, to build up a reputation, and to get the upper hand on landing the big deal. Here are four of the best social media sites you should be using: LinkedIn and Groups Twitter for business Slideshare Facebook *verify your eligibility with your Compliance department
39.
40. Upload a profile photo. People are more likely to connect with you if they recognize your face and they feel like they are connecting with a real person.
41. Get recommended. Ask for recommendations from friends, colleagues, partners, and clients. This will speak to your experience and add to your credibility in your industry.
45. Update your status often. Your status appears on your profile and in the LinkedIn Network Updates email to your connections. Thus, others may take notice of what you are working on and decide to connect or click through on links in your status.
46.
47. Find LinkedIn Groups that relate to the topic(s) you write about or provide on your site.
55. Learn more about Social Media To learn more, contact our approved vendor: Geoff Evanshttp://www.advisorwebsites.com/geoff-evans Contact: Geoff EvansEmail: geoff@socialmediacoach.caWeb: www.socialmediacoach.caApproved Vendor Code: GEVANS Payment Methods: Visa, Mastercard, American Express Geoff Evans is a Social Media Strategist and the Owner of Social Media Coach. After 15 years in the financial services industry as a trainer, business coach, and financial advisor Geoff now works with businesses across North America.
56. Search engine marketing Here are other ways you can promote your business: Search Engine Optimization – increase traffic on your website Pay per click– drive paid leads to your site Banner ads – attract traffic to your website by embedding an advertisement into another site Email marketing – communicate commercial or fundraising messages to your audience To learn more about Search Engine Marketing, get in touch with Loic Jeanjean: loic@advisorwebsites.com or on Twitter @jjloic
57. Case study – Nelson Simoes Prospecting: distinct competitive advantage Referrals: approx. 5-10 referrals per month Customer convenience & Online loyalty: use your web site to build loyalty with existing customers (i.e. calculators, logins and useful information) Nelson Simoes B.B.A.Member of the Million Dollar Round Table www.nelsonsimoes.com “I consistently receive over 10 referrals every month using my website. It’s proven to be a great tool for my business and would highly recommend it to other advisors.”
58. Unleash CSS power Upgrade your website design using CSS Get in touch with our approved vendor Negraru http://www.advisorwebsites.com/negraru
59.
60. Alternatively you can also email our team at support@advisorwebsites.comCustomer Support
61. Prize draw Who currently has a website with us? Enter your url in the chat box. If you don’t have a website with us yet, here is a coupon code: 2MO41 (2 months for $1)
Measure how well your website performs – these statistics are sent automatically once per quarter.
i.e: educational, time saving …this is usually the case for most pieces of content: image, text, video, graphs …even if you don’t, let the owner know that you are using his contentif so, submit a request once you have received the 3rd party approval – email sufficethis is particularly true for government forms i.e: tax form, immigration
Visitors: should give you an idea of how many different individuals visited your website. The more the better.Page Views: how many pages of content have been viewed by your visitors. Higher page views may indicate the level of interaction your visitors have with your website. Ultimately you want them to end up on a goal page like your contact page or any form that can be filled out.Top Pages: gives you an idea of which pages on your site are the most popular. For many advisor websites we have found that the most popular pages include biography pages (many consumers will now do on-line research about the product or service they are about to buy)Time on site: give you an idea of your customer engagement with you site. How long they stay on the site.Search term: the terms your visitors are using in search engines such as Google or Yahoo to get to your site (better know as keywords)Referring sites: indicate which sites are linking to your website and how much traffic they bring . Common referring sites include Search Engines (like Google and Yahoo), Social Networking sites (like LinkedIn.com and Facebook.com), Client sites, Directories etc.
We will create a sitemap.xml for your website. You can add it to your Google webmaster tools account to make you Google indexes every single pages on your site.
3 ways Nelson uses his website:Prospecting: emails client: Hey John, looking forward to meet you this Friday: check my process page, products + map to office Instant credibility, Customer Service, Online ResearchReferrals: plants the seed by mentioning that at 1 point he will ask for a referral Once the client signs up with Nelson, he sits down in his office with the client and demonstrate the tell-a-friend page in front of them, asking for a referral on the spot.- Loyalty: position his site as a portal for all his clients’ financial needs
Here are few samples of customized websites: Wdba.caProtectionforlife.ca
Use random.org to get a winner and offer 1 month free of usage