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Social Media Essentials for Agents and Advisors: Strategies for Success

Discover essential social media strategies tailored for agents and advisors in this comprehensive guide by Mark Briscoe and Cammie Scott. Learn how to effectively utilize platforms like Facebook, LinkedIn, Twitter, and YouTube to raise awareness, build connections, and engage meaningfully with your audience. Explore practical applications of social media, from crafting a consistent brand voice to leveraging online conversations for influence. Stay compliant while enhancing your online presence—read on to advance your social media skills today!

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Social Media Essentials for Agents and Advisors: Strategies for Success

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  1. Social Media Essentials for Agents and Advisors Mark Briscoe & Cammie Scott

  2. Objectives • Raise Awareness/Familiarize • Advance NAIFA Uses • Practical Applications

  3. The Social MediaLandscape • Facebook has more than 750 million users • YouTube has more than 490 million users • Twitter has more than 175 million registered users • LinkedIn passed 100 million global users What are you using?

  4. What’s It All About? Social media is about: • Conversations • Influence • Connections

  5. Facebook

  6. LinkedIn

  7. Twitter

  8. NAIFA Blog

  9. Participate! The NAIFA Blog www.naifablog.com Twitter http://twitter.com/naifa LinkedIn http://linkd.in/naifanational Facebookwww.facebook.com/NAIFANational

  10. Resources • mashable.com • socialmediatoday.com • socialmediaexaminer.com • honeytechblog.com • thoughtpick.com Just Google social media – there are tons of resources!

  11. Mark Briscoe NAIFA Senior Director, Strategic Communications mbriscoe@naifa.org

  12. Cammies’ Social Media Strategies At least for today

  13. Overall • Consistent • Same picture • Same tone • Same person • Non Controversial • Relevant • No selling • Compliant • Don’t put up pictures of kids and family. • Don’t tell people when we are going on vacation.

  14. Facebook • More personal. • More about what I am doing. • Send out friend requests to peopleI meet and want to network with. • Get a lot of direct messages for claim forms and for information on policies. • Great way for people to find you. • Cammie Harp Scott

  15. LILI Facebook Pages • Fan Page is open to anyone • LILI Alumni Networks – Must be a LILI Grad – great way to connect with other LILI Grads and share ideas.

  16. LinkedIn • Clients kept sending me invites • Connect with other NAIFA members • Linked to my Twitter account • Good way to keep up with clients • Builds credibility • Invite people • Cammie Harp Scott

  17. Twitter • My personal favorite – quick • I don’t use a scheduler because I tweet about current news events • Try to be positive • Linked to website with a widget • Look for followers who have similar interest • GREAT search engine - #NAIFA2011 • @Cammie_Scott

  18. Tips and Tricks • Begin with the end in mind – LILI – what do you hope to accomplish • Make it fit your schedule • Have fun • Be positive • Don’t feel obligated to do it all the time • Develop your own strategy • Find your voice

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