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The New Social Media Revolution: The Mobile Business Card Ted Jenkin, CFP®, CRPC®, CRPS®, AWMA®, CMFC®, AAMS® © Hello My Name Is, LLC. All material is proprietary and trademarked by Hello My Name Is, LLC and none of this material can be repurposed, sold, copied, etc without the express written consent of Hello My Name Is, LLC.
17

2015 general mobile business card presentation

Aug 17, 2015

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Marketing

Ted Jenkin
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Page 1: 2015 general mobile business card presentation

The New Social Media Revolution:

The Mobile Business CardTed Jenkin, CFP®, CRPC®, CRPS®, AWMA®, CMFC®,

AAMS®

© Hello My Name Is, LLC. All material is proprietary and trademarked by Hello My Name Is, LLC and none of this material can be repurposed, sold, copied, etc without the express written consent of Hello My Name Is, LLC.

Page 2: 2015 general mobile business card presentation

DISCLOSURE: The social media ideas I’m about to share with you are strategies I’ve used in my business practice. Before you incorporate any of these ideas in your practice, you should first check with your compliance officer at your broker/dealer to ensure that social media strategies and/or websites you intend to use meets the social media guidelines of Investacorp.

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Financial Advisor Social Media Expert

My Credentials/Accomplishments

#1 Most Influential Social Media Financial Advisor with a Broker Dealer- (source: Brightscope/RIABiz)

http://blog.brightscope.com/2014/05/13/top-social-influencers-2013/

#9 Most Influential Social Media Financial Advisor In The Country- (source: Brightscope/RIABiz

Six Advanced Designations

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Featured Journalist

My Credentials/Accomplishments

Weekly contributor to The Wall Street Journal The Experts wealth management column http://blogs.wsj.com/experts/tag/Ted-Jenkin/ Top 20 personal finance blog on the internet www.yoursmartmoneymoves.com and have been on the cover of three trade publicationsQuoted in over 75 different publications including Huffington Post, USA Today, NYTimes, AOLDailyFinance, and Atlanta Journal Constitution

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ONE WORD: LEADS.. Good Ones Why Do Social Media Anyway?

Submitted Today Submitted by anonymous user: [165.130.136.206] Submitted values are: First Name: StephanieLast Name: AfexxxxEmail: [email protected]: 77038xxxAddress: 2565 Rxxxxwood Rd NWCity: AtlantaState: GASubscribe to Our Fun & Informative Newsletter: Request A Free Consultation: Choose A FREE Publication: 6 Tax Management Strategies How did you hear about oXYGen Financial? LinkedIn

Our incredible marketing and business model that now has over $365mm AUM in 6.5 years from scratch . . . Using these little secrets to bring in lots of AUM.

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Will The Future Of MarketingTake Place In The Mobile Phone

• There are almost as many cell-phone subscriptions (6.8 billion) as there are people on this earth (seven billion).

• More than 50% of homes today either done have a landline or don’t use a landline. (source: gigamon.com)

• The tech savvy generation likes the notion of companies that act and feel tech savvy. Robo Advisor creates huge marketing disruption.

• As of January 2014, 90% of Americans have a cell phone and 60% have a smartphone. It is just a short period of time before 90% of Americans have a smartphone.

• The X & Y generations prefer to consume their information through a mobile phone/tablet.

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Begin by typing a new text message. In the recipient field, type “89800.”

In the body of your text, type “TED” and send.

Let me show you the future of drip marketing for our industry-

texting

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In a few seconds, you will receive a life changing text like the one pictured here

How To Make A Great First Impression

Click on this link

to unlock

an amazin

ghigh

income secret

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One Click Of A ButtonCreates Prospect Interest

This is the best

introduction

you will make in

your career

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BOOM! The Mobile Business Card

NO BUSINESS CARDS

IMPRESS PROSPECTS

EASY LEAD GENERATION

POWERFUL MEDIA

WHAT % OF PEOPLE OPEN UP A TEXT?

DRIP TEXTING

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Seminars (use at opening or closing)

Networking functions

Family and friends gatherings

Charitable events

Business owners

Website

Directories

How can you build up prospects with the mobile business card?

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College Education (text collegeed)

Taxes (text nomoreirs)

Retirement

401k

IRA’s or Roth IRA’s

Social Security

Divorces

You could set up multiple campaigns

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The mobile card is just the first part of the mobile marketing process

Since 98% of all SMS and MMS message are opened, you can send prospects a monthly drip.

You can direct them to a mobile website or a particular article you have written recently.

E-mail is fading and this will help you increase your client acquisition.

Cut through the clutter every month

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What about compliance?

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How does this work?

Every Mobile Business Card is assigned a unique keyword

All outbound messages will be delivered via email to any number of compliance monitored emails

You can set intervals for how often you would like to receive reports

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What does this look like?

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Moible Card: $17.95 per personUNLIMITED USAGE

Go To:www.ditchthenametag.com

To learn even more cool ideas!

http://ordermbc.com