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

SOCIAL MEDIA FORFINANCIAL ADVISORS

Presented byLoic 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 JEANJEANDirector, Web Marketing loic@advisorwebsites.com twitter.com/jjloic facebook.com/advisorwebsites

WHO WE ARELINKEDINFACEBOOKTWITTEROTHER + COMPLIANCECONCLUSION

AGENDA

We specialize in creating web sites that deliver long term measurable value.

We’ve become specialists in the financial services industry

WHO WE ARE / OUR PARTNERS

The percentage of Financial Professionals witha social media profile is growing:

SOCIAL MEDIA USAGE

Study by American Century Investments. 303 respondents. Q1 2011

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LINKEDIN

THE LINKEDIN PROFESSIONAL AT A GLANCE

Average Age 41Household IncomeCollege EducatedDecision MakersPortfolio value $250k+

$109,70395%50%24%

GREAT WAYS TO USE LINKEDIN

1. Increase your visibility2. Reconnect with clients & colleagues3. Improve your search engine ranking4. Get recommended (not in the US)5. Prospect for new clients & partners6. Enhance your reputation7. Expand corporate visibility8. Build professional online identity

Dashboard overviewComplete your profileHow to connectHow to prospectJoin groupsAsk for recommendations

LINKEDIN DEMONSTRATION

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

• Financial planning associations, industry groups etc.• If your target audience is dentists, find a specific group for dentists and join this group

CREATE A COMPANY PAGE

• You can include Products, Services, Careers and Analytics

RECOMMENDATIONS

Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers!

US Advisors:Check with your Broker/Dealer before using

LinkedIn Recommendations

STATUS UPDATESWhat you’re working on, share links …

INVITE CONTACTSKeep adding connections on a regular basis

CROSS LINKLink your profile to other social media sites

JOIN 5 GROUPS3 professional groups & 2 target client groups

LAST TIPS

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FACEBOOK

FACEBOOKUSERSIN 2010 500,

000,000

830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY

2009 POPULATION OF SAN FRANCISCO

815,358

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

FACEBOOK FOR ADVISORS

• 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

WHAT TO GET OUT OF FACEBOOK

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TWITTER

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

• ARTICLE OR BLOG POSTS• OTHER PEOPLE CONTENT• TIPS AND TRICKS• VIDEOS• PHOTOS• UPCOMING EVENTS• COMMUNITY NEWS• PRESENTATIONS• NEWS AND VIEWS ON THE MARKET

WHAT TO PUBLISH ON TWITTER

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BLOGGING

1. Blogging establishes you as an expert in your field.2. Blogging moves your site up in the search engines if

you update your site regularly.3. Blogging can be an easy way to interact with

customers and potential customers.4. Blogging is a great way to provide additional value to

your customers.

WHY SHOULD YOU BLOG?

PERSISTENCE IS KEY

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OTHER

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

YOUTUBE FOR ADVISORS

• More than 30,000 slideshows are being uploaded each week on Slideshare.net. Here is why:– Online version of presentation (reduce attachments

size)– Promote your ideas (link presentations to social

networks)– Build online connections and be found by others– Link back to your website for further reading– Publicize your presentations

SLIDESHARE FOR ADVISORS

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

50%PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES

YOU NEED TO LIVE WHERE THEY LIVE ONLINE

HOW DOES THAT HELP YOUR BUSINESS?

5 TIPS TO BUILD

TRUST ONLINE

HAVE A USER-FRIENDLY WEBSITE

BE HONEST & REAL

LISTEN TO YOUR CUSTOMERS

ANSWER EVERY QUESTION

FOCUS ON DELIVERING VALUE

$65 instead of $89NO SETUP FEES. NO CONTRACTS

Enter Code: SOCIALWEBINARSignup at www.advisorwebsites.com

EXCLUSIV

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CallTODAY

1-866-500-4113

CONNECT WITH ME ON LINKEDIN

LOIC JEANJEAN

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