The document provides 13 strategies for making financial advising more engaging on social media. It discusses the importance of listening to customers, acting like customers, compelling customers to be fans, responding quickly to comments, asking questions, providing value for free, sharing stories, inspiring customers to share stories, using Facebook ads, delivering excitement and surprise, not selling but making it easy for customers to buy. It also discusses getting started on Facebook, groups, fan pages, the most engaging social media posts and using Twitter.

1. 13 Strategies to Make Financial Advising More @DaveKerpen, CEO, @LikeableMedia Author of @likeablebook June 2011 #LikeableFA

4. like is the new link

5. it’s not about you…

6. Likeable Social Media: How to Delight Your Customers, Create an Irresistible Brand, and Be Generally Amazing on (& other social networks) 15 ways…

7. 1. listen first and never stop listening

9. 2. think – and act – like your client

12. 3. compel your clients to be your first fans

15. 4. respond quickly to all bad comments

19. 5. respond to good comments too

21. online influencers… the new celebrities?

22. 6. be authentic

24. 7. should you ask a lot of questions?

25. 1. Pose a question or challenge directly to fans 2. Ask fans to “like” it 3. Announce winners of a Facebook-hosted contest or sweepstakes 4. Include “everything else” – all remaining status updates that didn’t fit any of the above categories in a recent study, Likeable Media looked at status updates that…

26. • In 100% of cases, engagement rates for posts that asked fans to “‘Like’ this” were up to 5.5 times (on average 2.7x) higher than those for “other updates”.* • In 9 out of 10 cases, status updates that posed a question directly to fans were 2-6 times as engaging as “other updates”. Likeable Media found the following…

27. 8. provide value (yes, for free!)

29. 9. share stories (they’re your social currency)

31. 10. inspire your clients to share stories

33. 11. use facebook ads for greater impact

38. 12. consistently deliver excitement, surprise, & delight

40. free chillzones

41. 13. don’t sell! just make it easy & compelling for clients to buy

43. but how do we get started today?

44. getting started on:

45. If you can add a business as a “FRIEND”, it’s not properly set up on Facebook. Individual profiles are for Individuals. profiles

46. Groups are organized around common interest. Limited functionality, but able to organize large groups of people. Can be public or private. groups

47. Established for businesses: Become a LIKER Completely public, don’t need to be a member of Facebook to view HIGHLY functional. fan pages

48. the 5 most engaging status updates

49. getting started on:

50. • Consumer Insight • Customer Service • Real Time Communication best uses

51. Limited to 140 Characters, Twitter is based on the simple premise of reporting “What’s happening?” right now “ what’s happening?”

52. Type “RT @DaveKerpen:” OR Simply click the “Retweet” button retweeting

53. Click the “Reply” button… @reply

54. DM (Direct Messaging)

55. utilizing search

57. likeable.com likeablebook.com Engage with me @DaveKerpen on Twitter Ask us questions @ Facebook.com/LikeableMedia Or, email me anytime dave@likeable.com thank you/ grand prize/ I love feedback