breaking barriers webinar series - an ria social media case study
DESCRIPTION
The RegEd Breaking Barriers webinar series continued with a case study in how one international registered investment advisor, Keats Connelly, implemented social into their business.TRANSCRIPT
A Case StudyMaking Social Work
Blane WarreneSVP, Customer Communications
Webinar
Housekeeping
Tweet = During (and after) the webinar, please use #regedqanda for live discussion
Questions? Please use Questions box in the webinar panel
The webinar recording will be emailed to all attendees and registrants
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@blano’s Tag Cloud
What We Will Discuss
A case study – how a 30+ advisor firm shifted to a digital content strategy
The Problem?Needed way to find folkslooking for specific needs
Which social platforms make sense?
Who should be involved?
How to measure results?
Who is the next generation?
Core Social Sources
Blog(s)
Google+
Strategy
Posing Questions – Answering engagement
Define niches within firms
Promote expertise (people & books)
Secondary Efforts
Boosting visibility
YouTube
1 Focused messageDisciplines
2 Include a personal touch
Define the practice and expertise
Insure its more than just commercials
3 Respond to engagement
Learn from questions & stats to evolve content
Blogs
Google+ Secondary
Web Site
Lessons for Multi-Advisor Firms
Develop a social media policy. Period.
Start experimenting with social media now. "We're still stumbling along, trying to figure out social media," says the CEO. Still, he figures his firm is in the top tier of users among his peers, many of whom are worried about getting in trouble with the SEC or FINRA.
Monitor—and retain records of—your employees' social media activities. This is an important part of keeping the SEC and FINRA happy.
Lessons for Multi-Advisor Firms cont’d
You can get started without hiring an expensive consultant. "Just experiment and see what works for you," suggests the firm. We’ve figured out our social media strategy on our own. The strategy isn't perfect, but it has brought measurable gains.
Give your employees freedom, within the bounds of your social media policy. Figure out what's important for you to control. For example, certain content must be preapproved and the company descriptions on firm employees' LinkedIn pages are fairly standardized. Beyond that, let your employees express themselves.
"We've got a young guy who knows what he's doing. Let him go ahead and do it." For the young advisor’s part, he says, "I highly recommend that firms let advisors have their own voice on social media."
Live Demo of RegEd Social Media Solution
• June 26, 2013 at 2:00 pm EDT• http://bit.ly/111Ys72
"Realize that the social media success equation isn't big moves on the chess board, it's little moves made every day that eventually add up to a major shift."
-Jay Baer
A Resource from Us
Ask us for our Compliance Kit
http://bit.ly/complykit
Resources
Educational Podcast - http://bit.ly/regedsocial“The Social Media Minute” on iTunes
Breaking Barriers to Social Webinar Serieshttp://bit.ly/regedwebinars
Quick Start Guides on Social Mediahttp://www.reged.com/socialmedia.aspx
Connect with Us on Social
Facebook – http://www.facebook.com/regedarkoviGoogle+ - http://bit.ly/regedgoogleLinkedIn - http://www.linkedin.com/company/regedPinterest - http://pinterest.com/regedarkovi/Twitter – http://www.twitter.com/regedYouTube – http://www.youtube.com/arkovibackups
Q&APlease use the "Questions" section on the webinar panel
And we'll stay and monitor #regedqanda on Twitter