Easy-to-use, low-cost social media programs are helping smaller fund managers and advisors stand out in a crowded market. Advisolocity’s John Drachman and Zach Hedges open their casebook to show how increasing numbers of investment professionals are putting the Internet to work by establishing thought leadership themes, expanding their presence and measuring the results
This document summarizes a presentation on social and digital media. It discusses defining social media and provides examples of popular social media tools. It outlines why organizations should engage in social media and provides case studies of successful social media strategies, including how Jeep, Southwest Airlines, and Goodwill have benefitted from social media. The presentation emphasizes that social media allows for conversations and two-way engagement between companies and customers.
The document describes different views in Microsoft Word:
- Print Layout is the default view and shows how the document will look printed, including page breaks, text wrapping, and column arrangement.
- Full Screen Reading hides interface elements to maximize reading space on screen.
- Web Layout adjusts fonts and layout to simulate how the document would appear online.
- Outline view shows the document structure in an outline format without page details.
- Draft view simplifies formatting for easy text entry and editing without headers/footers visible.
- Print Preview allows previewing and setting print options before printing the final document.
The document discusses various features and options available in the Microsoft Office Backstage view. The Backstage view allows users to manage files, check properties and permissions, protect documents with passwords, mark documents as final to restrict editing, and encrypt documents for security. It cautions users to be careful sharing files across different versions of Office and to keep passwords in a safe place.
The Microsoft IT Academy program provides students with hands-on IT skills and training for careers in technology through online courses and resources. It offers the opportunity to earn valuable Microsoft certifications which can help students differentiate themselves, broaden employment opportunities, and increase earning potential, as there is high demand for professionals with Microsoft certification. The program provides courses in Microsoft Office programs at various skill levels as well as exam preparation for Microsoft Office Specialist certification.
This document contains a daily schedule and lunch menu for a school. It also lists various sporting events and their dates, times, and locations. Additionally, it announces meetings for clubs and photo retakes happening that day.
The document discusses various formatting and layout options in Microsoft Word including margins, page orientation, section breaks, cover pages, hyphenation, indentation, and the Quick Parts gallery. It provides information on how to customize margins and orientation, use different types of section breaks, insert cover pages and blank pages, enable hyphenation, set indentation, and access reusable content like AutoText, document properties, fields, and building blocks through the Quick Parts gallery.
The document describes a young woman named Lindsay who is portrayed as a role model. It details her physical appearance, including her blonde hair, green eyes, pale skin, and freckles. Her personality is described as carefree, charming, cheerful, friendly, flirtatious, kind, naive, and sympathetic. The author states that Lindsay is their role model because despite facing criticism, she is resilient and does not give up when faced with challenges or failures in life.
This document summarizes a presentation on social and digital media. It discusses defining social media and provides examples of popular social media tools. It outlines why organizations should engage in social media and provides case studies of successful social media strategies, including how Jeep, Southwest Airlines, and Goodwill have benefitted from social media. The presentation emphasizes that social media allows for conversations and two-way engagement between companies and customers.
The document describes different views in Microsoft Word:
- Print Layout is the default view and shows how the document will look printed, including page breaks, text wrapping, and column arrangement.
- Full Screen Reading hides interface elements to maximize reading space on screen.
- Web Layout adjusts fonts and layout to simulate how the document would appear online.
- Outline view shows the document structure in an outline format without page details.
- Draft view simplifies formatting for easy text entry and editing without headers/footers visible.
- Print Preview allows previewing and setting print options before printing the final document.
The document discusses various features and options available in the Microsoft Office Backstage view. The Backstage view allows users to manage files, check properties and permissions, protect documents with passwords, mark documents as final to restrict editing, and encrypt documents for security. It cautions users to be careful sharing files across different versions of Office and to keep passwords in a safe place.
The Microsoft IT Academy program provides students with hands-on IT skills and training for careers in technology through online courses and resources. It offers the opportunity to earn valuable Microsoft certifications which can help students differentiate themselves, broaden employment opportunities, and increase earning potential, as there is high demand for professionals with Microsoft certification. The program provides courses in Microsoft Office programs at various skill levels as well as exam preparation for Microsoft Office Specialist certification.
This document contains a daily schedule and lunch menu for a school. It also lists various sporting events and their dates, times, and locations. Additionally, it announces meetings for clubs and photo retakes happening that day.
The document discusses various formatting and layout options in Microsoft Word including margins, page orientation, section breaks, cover pages, hyphenation, indentation, and the Quick Parts gallery. It provides information on how to customize margins and orientation, use different types of section breaks, insert cover pages and blank pages, enable hyphenation, set indentation, and access reusable content like AutoText, document properties, fields, and building blocks through the Quick Parts gallery.
The document describes a young woman named Lindsay who is portrayed as a role model. It details her physical appearance, including her blonde hair, green eyes, pale skin, and freckles. Her personality is described as carefree, charming, cheerful, friendly, flirtatious, kind, naive, and sympathetic. The author states that Lindsay is their role model because despite facing criticism, she is resilient and does not give up when faced with challenges or failures in life.
The document provides an overview of social media methods including conversation, collaboration, distribution and consumption. It discusses key social media platforms like blogs, social networks, forums, microblogging and others. The purpose is to help small businesses understand and utilize different social media methods to connect with customers and promote their business.
This document discusses strategies for creating awareness online using modern media. It recommends identifying content that interests target audiences, optimizing websites for natural search engine rankings using relevant keywords, and regularly sending useful content to those who found a company online in order to stay connected with them over time. Publicizing content through social media is also suggested.
Winning the Online Marketing Game Through Content Optimization 2013MultiWave Media
Discover how Content drives all digital marketing in 2013 and beyond; how to optimize that content for search engines, and beat your competitors at this game!
1. The document discusses four ways for small businesses to grow online: get found through search engines like Google AdWords; attract local customers using listings on Google Places; be social using tools like Google+; and measure results with Google Analytics.
2. It specifically recommends using Google AdWords to pay only for clicks from ads and Google Places to add business listings that can be seen in local searches.
3. Being social on Google+ is suggested through features like +1 buttons and video conferencing to engage customers and share information.
This document discusses trends in corporate websites. It begins with a brief history of the internet and digital communications. It then discusses how corporate websites are evolving to provide more personalized experiences for individual users. Key trends include using HTML5 for more creative capabilities, influencing influencers through digital media, embracing diverse platforms, using apps to better service stakeholders, and taking advantage of cloud computing. The document advocates for corporate brands to represent themselves online through employees as ambassadors and to engage stakeholders through social media. It also describes View as a corporate digital communications agency that can help companies with their website strategies.
The document discusses using social media to generate business. It outlines different types of social media like blogs, social bookmarking, media sharing, and wikis. It then focuses on using Twitter and LinkedIn for business purposes. For Twitter, it describes two strategies - the traffic model which aims to build a large follower base and the relationship model which focuses on developing connections. For LinkedIn, it provides tips for creating a powerful profile that highlights one's services, building selective connections, and using status updates to stay in touch.
Gain relevant insights from Fallon attendees of the Mashable Media Summit 2010 about Creating and Choreographing Engaging Content in the Modern Age, enjoy a lunch of mashed potatoes and food for thought.
Presenters: Chris Campbell, Erin Simle, Marty Wetherall, and Julianna Simon with Aki Spicer as Moderator.
*Brainfood is Fallon agency food for thought that stimulates lively discussion and provides valuable insights and applications for you and your clients.
Previous Brainfoods: http://www.slideshare.net/group/we-are-fallon
Social Media for Business - Commercial Real Estate FocusedMike Gingerich
Attached are slides from a Social Media for Business presentation given to the CB Richard Ellis Bradley team in South Bend, IN. Includes overview slides on why social media is important, opportunities when using social media, and specific tips on Facebook, LinkedIn, Blogging, Twitter, and YouTube.
SlideShare is an online slide hosting service and social network for sharing presentations and documents. It was founded in 2006 and currently has 55 employees with 60 million monthly visitors and 140 million monthly pageviews. In 2022, LinkedIn acquired SlideShare for $118.75 million to connect professionals through shared content. On SlideShare, anyone can upload, view, download, and reuse or remix presentations on many topics for research, sharing ideas, work, teaching, and connecting with others. It is used by individuals, businesses, organizations like NASA, the White House, and United Nations.
Social media platforms enable mass collaboration and crowdsourcing, disrupting traditional businesses. Custom objects in a social network allow organizations to engage customers, partners and employees to foster knowledge sharing, innovation, and manage information. Users add value through participation and collective intelligence.
Idealism and commercialism are not polar opposites. In fact, as counterintuitive as it may seem, sustainable profits are supported by sustainable idealism. Brand owners should not have to choose between idealism and profit, and profits based on a degree of idealism are more likely to be strong and sustainable over time. Businesses have come to recognize this and want their objectives, and those of their brands, to be attractive and easily defensible. While the economic crisis has tested some companies’ resolve, the fundamental factors that encourage them to espouse inspiring missions and defensible practices are unlikely to wane. Ogilvy has developed The big ideaL process to convey the ethos of the brand or company to people from different cultures and to employees and consumers alike.
The document provides 10 smart ideas for marketing communities, as presented by DCI, a place marketing firm. The ideas are: 1) focus on influencing what others say about the community; 2) co-brand with successful companies; 3) adopt a predictive model to identify prospective investors; 4) target unlikely industries; 5) build relationships with location advisors; 6) embrace social media; 7) connect with business travelers; 8) fund programs to attract companies; 9) pay attention to retention; and 10) consider marketing globally. The presentation encourages economic developers to implement these ideas to promote their communities.
Blogs are an effective way for businesses to drive traffic and generate buzz. They are inexpensive to create and maintain, and can last indefinitely on the internet. Blogs allow businesses to showcase their expertise, thought leadership, and humanize their brand. If businesses are not blogging, their competitors likely are, giving them a first mover advantage in search results and building trust with customers. Blogs are one of the best ways for businesses to establish themselves as an industry leader and thought leader.
This document discusses how companies can create useful content to share their expertise with customers, prospects, and employees. It recommends that companies establish themselves as trusted resources and subject matter experts in their fields by producing compelling content like white papers, case studies, videos, and blogs. The author, Bill Donovan, helps companies develop this type of content and approaches the work like a journalist by thoroughly researching topics, interviewing experts, and writing engaging texts. He can assist companies that want to strengthen customer connections, share expertise, establish thought leadership, and tap into their unique internal knowledge.
What Should Be in Your Social Media Toolbelt?WhippleHill
Social media tools like blogs, YouTube, Flickr, and Facebook can be powerful communication tools for schools. Successful implementation requires creating and curating compelling content that shows rather than tells about life at the school. Schools should commit to consistent publishing of authentic content that engages their communities. Factors like affinity, weight, and time decay influence how content spreads on platforms like Facebook, so schools need strategic social media practices.
#16 IMU: Internet Marketing Comprehensive ReviewHubSpot
This document summarizes key differences between Web 1.0 and Web 2.0. Web 1.0 focused on a one-way broadcast of information from companies to consumers through personal websites, directories, and search engines. Web 2.0 is more collaborative, enabling sharing of information and user-generated content through social media, blogs, wikis, tags, and syndication of content. It also discusses how companies must adapt to being more open, honest, and human on the web to be successful in this new environment.
Three Discriminators That Allow Companies To Grow To A Billion Dollars In Ten...SalesLabDC
This document discusses how open source practices and the rise of the internet have enabled some companies to grow rapidly to a billion dollar valuation within 10 years. It examines Google, Facebook, and Ning as examples and identifies some common factors in their success, including leveraging the internet and user data, adopting web 2.0 practices, and utilizing open source software and development models. The document also explores how these trends have changed business practices and opportunities.
Present & Future of Marketing - Disruption: Social Media vs Social Networks =...Dinis Guarda
Dinis Guarda discusses the future of marketing and disruption caused by social media and social networks. He argues that with social media and technology, individuals and companies can directly reach audiences without relying on traditional advertising or media. Guarda also examines how the online landscape has shifted from web 1.0 to 2.0 over the past decade, with huge growth in the number of websites and internet users. Finally, he emphasizes the importance of building networks and communities through content curation, storytelling and direct engagement with audiences.
The document discusses strategies for therapists to effectively network within their community. It recommends defining an ideal client and developing an elevator pitch to concisely explain your services. Suggested networking locations include professional associations, conferences, community boards, and networking groups. Maintaining business cards and brochures to distribute is also advised. The overall aim is to help therapists more comfortably market their services through community involvement and connections.
The document provides an overview of social media methods including conversation, collaboration, distribution and consumption. It discusses key social media platforms like blogs, social networks, forums, microblogging and others. The purpose is to help small businesses understand and utilize different social media methods to connect with customers and promote their business.
This document discusses strategies for creating awareness online using modern media. It recommends identifying content that interests target audiences, optimizing websites for natural search engine rankings using relevant keywords, and regularly sending useful content to those who found a company online in order to stay connected with them over time. Publicizing content through social media is also suggested.
Winning the Online Marketing Game Through Content Optimization 2013MultiWave Media
Discover how Content drives all digital marketing in 2013 and beyond; how to optimize that content for search engines, and beat your competitors at this game!
1. The document discusses four ways for small businesses to grow online: get found through search engines like Google AdWords; attract local customers using listings on Google Places; be social using tools like Google+; and measure results with Google Analytics.
2. It specifically recommends using Google AdWords to pay only for clicks from ads and Google Places to add business listings that can be seen in local searches.
3. Being social on Google+ is suggested through features like +1 buttons and video conferencing to engage customers and share information.
This document discusses trends in corporate websites. It begins with a brief history of the internet and digital communications. It then discusses how corporate websites are evolving to provide more personalized experiences for individual users. Key trends include using HTML5 for more creative capabilities, influencing influencers through digital media, embracing diverse platforms, using apps to better service stakeholders, and taking advantage of cloud computing. The document advocates for corporate brands to represent themselves online through employees as ambassadors and to engage stakeholders through social media. It also describes View as a corporate digital communications agency that can help companies with their website strategies.
The document discusses using social media to generate business. It outlines different types of social media like blogs, social bookmarking, media sharing, and wikis. It then focuses on using Twitter and LinkedIn for business purposes. For Twitter, it describes two strategies - the traffic model which aims to build a large follower base and the relationship model which focuses on developing connections. For LinkedIn, it provides tips for creating a powerful profile that highlights one's services, building selective connections, and using status updates to stay in touch.
Gain relevant insights from Fallon attendees of the Mashable Media Summit 2010 about Creating and Choreographing Engaging Content in the Modern Age, enjoy a lunch of mashed potatoes and food for thought.
Presenters: Chris Campbell, Erin Simle, Marty Wetherall, and Julianna Simon with Aki Spicer as Moderator.
*Brainfood is Fallon agency food for thought that stimulates lively discussion and provides valuable insights and applications for you and your clients.
Previous Brainfoods: http://www.slideshare.net/group/we-are-fallon
Social Media for Business - Commercial Real Estate FocusedMike Gingerich
Attached are slides from a Social Media for Business presentation given to the CB Richard Ellis Bradley team in South Bend, IN. Includes overview slides on why social media is important, opportunities when using social media, and specific tips on Facebook, LinkedIn, Blogging, Twitter, and YouTube.
SlideShare is an online slide hosting service and social network for sharing presentations and documents. It was founded in 2006 and currently has 55 employees with 60 million monthly visitors and 140 million monthly pageviews. In 2022, LinkedIn acquired SlideShare for $118.75 million to connect professionals through shared content. On SlideShare, anyone can upload, view, download, and reuse or remix presentations on many topics for research, sharing ideas, work, teaching, and connecting with others. It is used by individuals, businesses, organizations like NASA, the White House, and United Nations.
Social media platforms enable mass collaboration and crowdsourcing, disrupting traditional businesses. Custom objects in a social network allow organizations to engage customers, partners and employees to foster knowledge sharing, innovation, and manage information. Users add value through participation and collective intelligence.
Idealism and commercialism are not polar opposites. In fact, as counterintuitive as it may seem, sustainable profits are supported by sustainable idealism. Brand owners should not have to choose between idealism and profit, and profits based on a degree of idealism are more likely to be strong and sustainable over time. Businesses have come to recognize this and want their objectives, and those of their brands, to be attractive and easily defensible. While the economic crisis has tested some companies’ resolve, the fundamental factors that encourage them to espouse inspiring missions and defensible practices are unlikely to wane. Ogilvy has developed The big ideaL process to convey the ethos of the brand or company to people from different cultures and to employees and consumers alike.
The document provides 10 smart ideas for marketing communities, as presented by DCI, a place marketing firm. The ideas are: 1) focus on influencing what others say about the community; 2) co-brand with successful companies; 3) adopt a predictive model to identify prospective investors; 4) target unlikely industries; 5) build relationships with location advisors; 6) embrace social media; 7) connect with business travelers; 8) fund programs to attract companies; 9) pay attention to retention; and 10) consider marketing globally. The presentation encourages economic developers to implement these ideas to promote their communities.
Blogs are an effective way for businesses to drive traffic and generate buzz. They are inexpensive to create and maintain, and can last indefinitely on the internet. Blogs allow businesses to showcase their expertise, thought leadership, and humanize their brand. If businesses are not blogging, their competitors likely are, giving them a first mover advantage in search results and building trust with customers. Blogs are one of the best ways for businesses to establish themselves as an industry leader and thought leader.
This document discusses how companies can create useful content to share their expertise with customers, prospects, and employees. It recommends that companies establish themselves as trusted resources and subject matter experts in their fields by producing compelling content like white papers, case studies, videos, and blogs. The author, Bill Donovan, helps companies develop this type of content and approaches the work like a journalist by thoroughly researching topics, interviewing experts, and writing engaging texts. He can assist companies that want to strengthen customer connections, share expertise, establish thought leadership, and tap into their unique internal knowledge.
What Should Be in Your Social Media Toolbelt?WhippleHill
Social media tools like blogs, YouTube, Flickr, and Facebook can be powerful communication tools for schools. Successful implementation requires creating and curating compelling content that shows rather than tells about life at the school. Schools should commit to consistent publishing of authentic content that engages their communities. Factors like affinity, weight, and time decay influence how content spreads on platforms like Facebook, so schools need strategic social media practices.
#16 IMU: Internet Marketing Comprehensive ReviewHubSpot
This document summarizes key differences between Web 1.0 and Web 2.0. Web 1.0 focused on a one-way broadcast of information from companies to consumers through personal websites, directories, and search engines. Web 2.0 is more collaborative, enabling sharing of information and user-generated content through social media, blogs, wikis, tags, and syndication of content. It also discusses how companies must adapt to being more open, honest, and human on the web to be successful in this new environment.
Three Discriminators That Allow Companies To Grow To A Billion Dollars In Ten...SalesLabDC
This document discusses how open source practices and the rise of the internet have enabled some companies to grow rapidly to a billion dollar valuation within 10 years. It examines Google, Facebook, and Ning as examples and identifies some common factors in their success, including leveraging the internet and user data, adopting web 2.0 practices, and utilizing open source software and development models. The document also explores how these trends have changed business practices and opportunities.
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Dinis Guarda discusses the future of marketing and disruption caused by social media and social networks. He argues that with social media and technology, individuals and companies can directly reach audiences without relying on traditional advertising or media. Guarda also examines how the online landscape has shifted from web 1.0 to 2.0 over the past decade, with huge growth in the number of websites and internet users. Finally, he emphasizes the importance of building networks and communities through content curation, storytelling and direct engagement with audiences.
The document discusses strategies for therapists to effectively network within their community. It recommends defining an ideal client and developing an elevator pitch to concisely explain your services. Suggested networking locations include professional associations, conferences, community boards, and networking groups. Maintaining business cards and brochures to distribute is also advised. The overall aim is to help therapists more comfortably market their services through community involvement and connections.
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Where client acquisition meets social media
1. Best Practices: Where Social Media Meets Client Acquisition
How easy-to-use, low-cost social media programs are helping asset
managers and advisors stand out in a crowded market
John C. Drachman, Chief Marketing Officer
Zach Hedges, Chief Technology Officer
08.24.10
2. 2
“Like a thousand conversations at once…”
Download “1000 Conversations at Once”
2
white paper from www.advisolocity.com
3. 3
The new cost efficiencies
Download “1000 Conversations at Once” 3
white paper from www.advisolocity.com
4. 4
Cheaper, better, faster
Download “1000 Conversations at Once” 4
white paper from www.advisolocity.com
5. 5
What is social media?
Wikipedia defines social media as “information content created by people using
highly accessible and scalable publishing technologies.”
Social media uses social networks, online communities or blogs for marketing,
sales and public relations purposes.
Representative social media tools Cost
Blog (Wordpress.com, BlogSpot or equivalent) $0
Twitter (micro-blog site) $0
Google AdWords (for identifying optimal keywords) $0
Linkedin, Twitter, Facebook social networking sites $0
Ulitzer, Freepressrelease.com (content aggregators) $0
Download “1000 Conversations at Once” 5
white paper from www.advisolocity.com
6. 6
Small businesses stampede through the social media portal
Source: University of Maryland’s Smith School of Business
Download “1000 Conversations at Once” 6
white paper from www.advisolocity.com
7. 7
What’s working?
Diagnose who’s following you now
Establish a thought leadership theme and key word phrases
Determine who you are trying to reach; your audience may be broader than
you think
Describe what makes you different
Measure the results of your efforts to determine the ROI you receive from
increased Internet traffic
Gather and create the content you need
Link your content to blog, web site and networks
Make it easier for your audience to find you and engage with your ideas
Measure your success; turn suspects into prospects
Download “1000 Conversations at Once” 7
white paper from www.advisolocity.com
8. 8
Diagnose who’s following you now
Download “1000 Conversations at Once” 8
white paper from www.advisolocity.com
9. 9
Diagnose who’s following you now
Download “1000 Conversations at Once” 9
white paper from www.advisolocity.com
10. 10
Establish a thought leadership theme and key word phrases
Download “1000 Conversations at Once” 10
white paper from www.advisolocity.com
11. 11
Third-party blogging
Download “1000 Conversations at Once” 11
white paper from www.advisolocity.com
12. 12
Aggregate your content
Download “1000 Conversations at Once” 12
white paper from www.advisolocity.com
13. 13
The holy grail: Google page 1
Download “1000 Conversations at Once” 13
white paper from www.advisolocity.com
14. Expanding presence: Google page1 dominance for key words
I need to know more
about performance
shares before I
accept this great new
job.
Download “1000 Conversations at Once”
white paper from www.advisolocity.com
15. 15
Define opportunity; determine who you are trying to reach
Pre-retirement opportunity
In-service non-hardship employee withdrawals may represent a distinctive
opportunity for Pinnacle Hills
Employ this theme as part of a social media and networking strategy
The goal of the strategy is to motivate plan participants, investors,
sponsors, centers of influence and the press to:
Contact Braden Hill for more information
Download a four-page white paper
Attract more interest and assets to the firm
Begin laying the groundwork for a longer-term peer networking strategy for
Pinnacle Hills
Download “1000 Conversations at Once” 15
white paper from www.advisolocity.com
16. 16
Describe what makes you different
What are your primary differentiators?
1. ________________________
2. ________________________
3. ________________________
4. ________________________
5. ________________________
Download “1000 Conversations at Once” 16
white paper from www.advisolocity.com
17. 17
Gather and create the content to support your message
Write a white paper This piece should be based on an idea or theme that
represents the best of your organization and its capabilities.
Build a blog Your blog acts as the focal point for your ideas. Many popular,
professional-looking blog templates are available at www.wordpress.com or
www.blogspot.com
Write posts Consider drafting six in a row to get started
Host a webinar Webinar hosting services like BrightTalk make it easy to set
up your webinar to attract new interest.
Network Link your content to the micro-blog site Twitter and social networking
sites like LinkedIn and FaceBook to allow others a chance to expand your
presence, after they engage with your ideas.
Webcasts These can be repeats of a webinar you have already conducted. A
webcast allows new individuals to see your webinar and can be sent out in
posts or included in networks
Videos Streaming videos are becoming more and more popular. It is not
uncommon for prospects to consider looking at an advisor’s video to see if the
personality fit is right for them
Download “1000 Conversations at Once” 17
white paper from www.advisolocity.com
18. 18
Link your content to blog, web site and networks
A social media rule of thumb
is to rely on your site to act
as your “store” of
representative products and
services, while your blog
serves as your portal to
your ideas and themes.
Together, your site and blog
can well represent what
your firm stands for, your
underlying mission, as well
as your products and
services.
Download “1000 Conversations at Once” 18
white paper from www.advisolocity.com
19. 19
Blogging for thought leadership; web site for sales
Web site showcases
products, services, performance
updates…
… While blog highlights
themes, ideas, engages
constituencies in
conversations
19
20. “Don’t talk to me about contact capture, I want lead generation”
Client “X”
Download “1000 Conversations at Once”
white paper from www.advisolocity.com
21. 21
What are qualities of SFG suspects?
1. $1 million >$10 million in net worth
2. May require more leadership in their financial matters
3. Do not know that SFG could help
Download “1000 Conversations at Once”
white paper from www.advisolocity.com
22. 22
Measure the results of your efforts
Suspects How many suspects – individuals who have a need for your
products and services, but don’t know you exist -- visited your site recently?
Prospects How many suspects did you convert to prospects – defined as
individuals who did not yet buy your product, but self-identified themselves
through one of your publication downloads, subscriptions or other actions that
allowed you to capture the contact’s identity?
Clients How many prospects did you convert to clients?
Advocates How many clients have your converted to advocates – individuals
who have purchased two or more products, provided referrals or exerted any
other positive influence on your behalf?
Download “1000 Conversations at Once” 22
white paper from www.advisolocity.com
23. 23
Getting to know Jane Smith, prospect
Automate the
messaging process
according to Jane Suspects
Smith’s interests
Prospects
Clients
SEI WN
23
24. 24
Getting to know Jane Smith, prospect
Integrated messaging:
• E-mail
• Video
• Public relations
• Digital marketing
• Social media
SFG • Blogging
• SEO
• Marketing
communications
24
26. 26
Measuring results
Engage HNW only
Gained new clients
Expanded relationship with some existing
Business development
Netted approximately $36,000 in new
and ongoing fees
Some $4.0 million in new AUM
Timeframe: Eight weeks
“Overall we are very pleased with the
results of the Webinar Series and expect
21 of the new prospects to eventually
contact SFG for services” Charles
“Chuck” Steege, CFP® SFG Wealth
Planning Services, Inc.
Download “1000 Conversations at Once” 26
white paper from www.advisolocity.com
27. Most important…
…Just get started
Download “1000 Conversations at Once”
white paper from www.advisolocity.com