10 steps to integrate social media in financial services

E S S E N T I A L W E A LT H

10 Steps To Integrate Social Media in Financial Services

Sharing our experience with LinkedIn

“Apéro des Marketers” - 9th March 2017 – Luxembourg

Christophe REGNAULT

Life just got interesting.

OneLife

OneLife

Yes, Social Media has its place in the Financial Services !

OneLife 3

64% of our partners are active on LinkedIn** R U #digital? Survey - Nov. 2015

OneLife

OneLife 4

Step 1 - Get Started! - Create an effective profile.

E.V.E.R.Y.B.O.D.Y.

is part of the process !

OneLife 5

OneLifeStep 2 - Have socially engaged C-Suite Leaders

OneLife 6

OneLifeStep 3 - Have a plan…and get ready NOT to respect it.

OneLifeStep 4 - Set-up Metrics & Objectives… And get ready to RESPECT THEM.

OneLife 7

Tracking ROI

is not enough:

define metrics

that are

comprehensive

to Social

Selling

success.

OneLifeStep 5 - Focus on the 4 pillars

OneLife 8

Social selling is leveraging your network and brand in order to start real

conversations with decision makers, while gathering intelligence on the

accounts and leads that matter.

OneLife

“But… I have nothing to share!”

OneLife 9

Step 6 - Empower your teams.

OneLife

OneLife 10

“But I don’t have the time. I’m just too busy.”

Step 7 - Feed them with kindness and a 24/7/365 Hotline…

OneLifeStep 8 - … and with Tips, Tricks and Time-savers

OneLife 11

“But… I have nothing to say!”

OneLife

OneLife 12

Step 9 - 1 to 1 Training, « coaching » and follow-ups :

OneLife

OneLife 13

Step 10 - Thank people and celebrate – Our Results

OneLife

OneLife 14


OneLife

OneLife 15


OneLife

OneLife 16


OneLife

OneLife 17


18

Any question?

Thank You.

Let's connect!

@chrisdulux

lu.linkedin.com/in/tochristopheregnault

OneLife 19

Disclaimer

OneLife

The content of this document is intended solely

to provide general information on the products

and/or services provided by the life assurance

companies member of the OneLife Group

(OneLife).

It does not constitute any offer or solicitation for

the purchase of any life assurance product.

OneLife does not warrant, represent or

guarantee that the information contained within

this document is complete, accurate or up-to-

date.

Neither is this information intended to constitute

any form of legal, fiscal or investment advice

and the information provided in this document

or any other pre-contractual document should

therefore be used only in conjunction with

appropriate professional advice obtained from a

suitable qualified professional source.

20

Thank you.

OneLife