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House Keeping Please dial +1-778-783-0791 and enter your access code + audio pin All attendees are in listen-only mode If you have any questions, please use the ‘Questions’ window on the right end side of your screen The slides for this presentation will be emailed to you by end of day today
SOCIAL MEDIA FOR FINANCIAL ADVISORS Presented by Loic Jeanjean – Director, Web Marketing www.advisorwebsites.com
Advisor Websites is North America’s leading provider of websites designed specifically for financial services professionals. It works closely with advisors and financial institutions to deliver efficient; compliant and high quality products. LOIC JEANJEAN Director, Web Marketing       loic@advisorwebsites.com twitter.com/jjloic facebook.com/advisorwebsites
AGENDA Who We Are LINKEDIN FACEBOOK TWITTER OTHER + COMPLIANCE CONCLUSION
WHO WE ARE / OUR PARTNERS We specialize in creating web sites that deliver long term measurable value. We’ve become specialists in the financial services industry
SOCIAL MEDIA USAGE The percentage of Financial Professionals with a social media profile is growing: Study by American Century Investments. 303 respondents. Q1 2011
LINKEDIN 4
THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income $109,703 College Educated 95% Decision Makers 50% Portfolio value $250k+ 24%
GREAT WAYS TO USE LINKEDIN 1. Increase your visibility 2. Reconnect with clients & colleagues 3. Improve your search engine ranking 4. Get recommended (not in the US) 5. Prospect for new clients & partners 6. Enhance your reputation 7. Expand corporate visibility 8. Build professional online identity
LINKEDIN DEMONSTRATION Dashboard overview Complete your profile How to connect How to prospect Join groups Ask for recommendations
DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
COMPLETE YOUR PROFILE Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.
PEOPLE YOU MAY KNOW From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly
SEARCH FOR OPPORTUNITIES You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.
JOIN 5 GROUPS OF INTEREST ,[object Object]
 If your target audience is dentists, find a specific group for dentists and join this group,[object Object],[object Object]
LAST TIPS STATUS UPDATES What you’re working on, share links … INVITE CONTACTS Keep adding connections on a regular basis CROSS LINK Link your profile to other social media sites JOIN 5 GROUPS 3 professional groups & 2 target client groups
FACEBOOK 4
500, 000, 000 FACEBOOK USERS IN 2010
830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY 2009 POPULATION OF SAN FRANCISCO 815,358
FACEBOOK FOR ADVISORS Over 125 million USE Facebook in the US Look at Facebook as a valuable business platform Businesses are increasingly understanding its business value Chances are you can benefit from it, too Look at Facebook as a way to: Connect with your clients Share information Join groups and give value Speak to your audience directly
WHAT TO GET OUT OF FACEBOOK Boost online presence Referrals Increase in brand awareness Appears as a transparent practitioner Platform to syndicate your content to millions of potential clients Develop strong relationships with clients
TWITTER 4
Twitter receives over 40 million monthly visits Chances are that your target market is there Look at Twitter as a way to Build and retain customers Share information Update your clients Speak to your audience directly Drive traffic to your website TWITTER FOR ADVISORS
WHAT TO PUBLISH ON TWITTER Article or blog posts Other people content Tips and Tricks Videos Photos Upcoming events Community news Presentations News and views on the market
BLOGGING 4
WHY SHOULD YOU BLOG? Blogging establishes you as an expert in your field. Blogging moves your site upin the search engines if you update your site regularly. Blogging can be an easy way to interact with customers and potential customers. Blogging is a great way to provide additional value to your customers.
PERSISTENCE IS KEY
OTHER 4
YOUTUBE FOR ADVISORS 2 billions VIDEOS a day watched on YOUTUBE ,[object Object],Look at YOUTUBE as a way to ,[object Object]
Become more credible and searchable
Generate leads
Answers questions 24x7
Drive traffic to your website,[object Object]
If you are an US based advisor, you need to comply with FINRA 10-06 You can use ACTIANCE: Use social media in a secure and compliant fashion Meet FINRA 10-06 requirements Meet FSA guidelines Granular application control Data leak prevention And much more…  SOCIAL MEDIA COMPLIANCE
If you are an RIA, you need to archive all your social media history You can use ARKOVI: Comply with FINRA and SEC regulations for record keeping of electronic communications Archive blogs & other social media sites via RSS Archive Facebook & LinkedIn profiles Interact, search & export archives  ARCHIVING SOCIAL MEDIA
how does that help your business? 50% PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES You need to live where they live online
5 TIPS TO BUILD TRUST ONLINE

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Social media for financial advisors **V2 MARCH 2011**

  • 1. House Keeping Please dial +1-778-783-0791 and enter your access code + audio pin All attendees are in listen-only mode If you have any questions, please use the ‘Questions’ window on the right end side of your screen The slides for this presentation will be emailed to you by end of day today
  • 2. SOCIAL MEDIA FOR FINANCIAL ADVISORS Presented by Loic Jeanjean – Director, Web Marketing www.advisorwebsites.com
  • 3. Advisor Websites is North America’s leading provider of websites designed specifically for financial services professionals. It works closely with advisors and financial institutions to deliver efficient; compliant and high quality products. LOIC JEANJEAN Director, Web Marketing loic@advisorwebsites.com twitter.com/jjloic facebook.com/advisorwebsites
  • 4. AGENDA Who We Are LINKEDIN FACEBOOK TWITTER OTHER + COMPLIANCE CONCLUSION
  • 5. WHO WE ARE / OUR PARTNERS We specialize in creating web sites that deliver long term measurable value. We’ve become specialists in the financial services industry
  • 6. SOCIAL MEDIA USAGE The percentage of Financial Professionals with a social media profile is growing: Study by American Century Investments. 303 respondents. Q1 2011
  • 8. THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income $109,703 College Educated 95% Decision Makers 50% Portfolio value $250k+ 24%
  • 9. GREAT WAYS TO USE LINKEDIN 1. Increase your visibility 2. Reconnect with clients & colleagues 3. Improve your search engine ranking 4. Get recommended (not in the US) 5. Prospect for new clients & partners 6. Enhance your reputation 7. Expand corporate visibility 8. Build professional online identity
  • 10. LINKEDIN DEMONSTRATION Dashboard overview Complete your profile How to connect How to prospect Join groups Ask for recommendations
  • 11. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
  • 12. COMPLETE YOUR PROFILE Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.
  • 13. PEOPLE YOU MAY KNOW From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly
  • 14. SEARCH FOR OPPORTUNITIES You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.
  • 15.
  • 16.
  • 17. LAST TIPS STATUS UPDATES What you’re working on, share links … INVITE CONTACTS Keep adding connections on a regular basis CROSS LINK Link your profile to other social media sites JOIN 5 GROUPS 3 professional groups & 2 target client groups
  • 19. 500, 000, 000 FACEBOOK USERS IN 2010
  • 20. 830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY 2009 POPULATION OF SAN FRANCISCO 815,358
  • 21. FACEBOOK FOR ADVISORS Over 125 million USE Facebook in the US Look at Facebook as a valuable business platform Businesses are increasingly understanding its business value Chances are you can benefit from it, too Look at Facebook as a way to: Connect with your clients Share information Join groups and give value Speak to your audience directly
  • 22. WHAT TO GET OUT OF FACEBOOK Boost online presence Referrals Increase in brand awareness Appears as a transparent practitioner Platform to syndicate your content to millions of potential clients Develop strong relationships with clients
  • 24. Twitter receives over 40 million monthly visits Chances are that your target market is there Look at Twitter as a way to Build and retain customers Share information Update your clients Speak to your audience directly Drive traffic to your website TWITTER FOR ADVISORS
  • 25. WHAT TO PUBLISH ON TWITTER Article or blog posts Other people content Tips and Tricks Videos Photos Upcoming events Community news Presentations News and views on the market
  • 27. WHY SHOULD YOU BLOG? Blogging establishes you as an expert in your field. Blogging moves your site upin the search engines if you update your site regularly. Blogging can be an easy way to interact with customers and potential customers. Blogging is a great way to provide additional value to your customers.
  • 30.
  • 31. Become more credible and searchable
  • 34.
  • 35. If you are an US based advisor, you need to comply with FINRA 10-06 You can use ACTIANCE: Use social media in a secure and compliant fashion Meet FINRA 10-06 requirements Meet FSA guidelines Granular application control Data leak prevention And much more… SOCIAL MEDIA COMPLIANCE
  • 36. If you are an RIA, you need to archive all your social media history You can use ARKOVI: Comply with FINRA and SEC regulations for record keeping of electronic communications Archive blogs & other social media sites via RSS Archive Facebook & LinkedIn profiles Interact, search & export archives ARCHIVING SOCIAL MEDIA
  • 37. how does that help your business? 50% PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES You need to live where they live online
  • 38. 5 TIPS TO BUILD TRUST ONLINE
  • 39. HAVE A USER-FRIENDLY WEBSITE BE HONEST & REAL LISTEN TO YOUR CUSTOMERS ANSWER EVERY QUESTION FOCUS ON DELIVERING VALUE
  • 40. WHITE GLOVE SERVICES Already have a website? No worries, our team will transfer your existing content and give you a fresh new design at no extra cost!
  • 41. EXCLUSIVE $65instead of $89 NO SETUP FEES. NO CONTRACTS Enter Code: SOCIALWEBINAR Signup at www.advisorwebsites.com per month Call TODAY 1-866-500-4113
  • 42. CONNECT WITH ME ON LINKEDIN LOIC JEANJEAN If you enjoyed this presentation, please recommend me on

Editor's Notes

  1. Social media usage is growingHalf of financial professionals surveyed have moderate or significant experience with social mediaMost (86%) have a business or personal profile/account –up significantly from last yearTop business uses includemonitoring industry and market news,researching people, reading expert commentary and insights.
  2. Do I need a Company page?When customers are shopping around for a financial service, they’ll likely search for your website and social media profiles. If their decision is time-sensitive, having a professional and informational site can make all the difference in their selection process.
  3. And then there’s Facebook. Any guess as to how many people are now members? <CLICK> That’s right: a half a billion people.
  4. Every day, more than 830 THOUSAND people join Facebook. Every day, I’ve been told, they add three floors of data center space. Never before in history have so many people joined one website. <CLICK>And to put things into perspective, imagine every single man, woman and child in San Francisco joining Facebook each day. That is a hugely significant number.
  5. Create Remarkable Content with Cross Departmental BloggersPromote the Blog with Small but Consistent MessagesReview Analytics From Past Blog Articles
  6. On the consumer side, how does that help yourbusiness? It turns out that people are more likely to buy if they are engaged within social sites. <CLICK> 50% reported this year that they are more likely to buy from you if you live where they live online. During the greatest recession of our lives, this is a significant number.