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SOCIAL MEDIA FOR FINANCIAL ADVISORS Presented by Loic Jeanjean – Online Marketing Manager

SOCIAL MEDIA FOR FINANCIAL ADVISORS Presented by Loic Jeanjean – Online Marketing Manager www.advisorwebsites.com. Agenda. Who We Are LINKEDIN FACEBOOK TWITTER YOUTUBE CONCLUSION. WHO WE ARE. We specialize in creating web sites that deliver long term measurable value.

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SOCIAL MEDIA FOR FINANCIAL ADVISORS Presented by Loic Jeanjean – Online Marketing Manager

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  1. SOCIAL MEDIA FOR FINANCIAL ADVISORS Presented by Loic Jeanjean – Online Marketing Manager www.advisorwebsites.com

  2. Agenda Who We Are LINKEDIN FACEBOOK TWITTER YOUTUBE CONCLUSION

  3. WHO WE ARE We specialize in creating web sites that deliver long term measurable value. We’ve become specialists in the financial services industry

  4. LINKEDIN 4

  5. THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income $109,703 College Educated 95% Decision Makers 50% Portfolio value $250k+ 24%

  6. LINKEDIN DEMONSTRATION • Dashboard overview • Complete your profile • How to connect • How to prospect • Join groups • Ask for recommendations

  7. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.

  8. 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.

  9. 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

  10. 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.

  11. JOIN 5 GROUPS OF INTEREST • Financial planning associations, industry groups etc. • If your target audience is dentists, find a specific group for dentists and join this group

  12. RECOMMENDATIONS US Advisors: Check with your Broker/Dealer before using LinkedIn Recommendations Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers!

  13. LINKEDIN TAKEAWAYS • STATUS UPDATES • What you’re working on, share links … • RECOMMENDATIONS • Ask for them & give them • ANSWERS • Ask questions & answer • JOIN 5 GROUPS • 3 professional groups & 2 target client groups

  14. FACEBOOK 4

  15. 500, 000, 000 FACEBOOK USERS IN 2010

  16. 830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY 2009 POPULATION OF SAN FRANCISCO 815,358

  17. 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

  18. 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

  19. TWITTER 4

  20. Twitter for ADVISORS 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

  21. 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

  22. YOUTUBE 4

  23. YOUTUBE FOR ADVISORS 2 billions VIDEOS a day watched on YOUTUBE • Becoming most used search engine in the world Look at YOUTUBE as a way to • Extend your media presence for FREE • Become more credible and searchable • Generate leads • Answers questions 24x7 • Drive traffic to your website

  24. Archiving Social Media If you are an advisor in the USA, 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

  25. 50% how does that help your business? PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES You need to live where they live online

  26. 6 TIPS TO BUILD TRUST ONLINE

  27. HAVE A USER-FRIENDLY WEBSITE • BE HONEST & REAL • LISTEN TO YOUR CUSTOMERS • ANSWER EVERY QUESTION • USE CLIENT TESTIMONIALS • FOCUS ON DELIVERING VALUE

  28. 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 Online Marketing Strategist loic@advisorwebsites.com jjloic advisorwebsites

  29. EXCLUSIVE 3 months for $1 WEBSITES FOR ADVISORS Enter Code: 50WEBLAUNCH Signup at www.advisorwebsites.com

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