communicating in a hyperconnected world

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COMMUNICATING IN A HYPERCONNECTED WORLD Working With Gen X/Y Clients

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Page 1: Communicating in a hyperconnected world

COMMUNICATING IN A HYPERCONNECTED WORLD

Working With Gen X/Y Clients

Page 2: Communicating in a hyperconnected world

We Are Hyperconnected!

Huge Opportunities

Giant Risks

Lots of “blue ocean”

Page 3: Communicating in a hyperconnected world

Hyperconnected Opportunites The risks are large…why bother? What do you enjoy most about what you

do? You’ll be able to giver better advice,

more quickly, at a lower cost and with a greater degree of accuracy! Allows computers to do what they do well:

crunch numbers, reconcile, calculate We get to do what humans are designed to

do – communicate and relate with one another!

Page 4: Communicating in a hyperconnected world

Hyperconnected Opportunities Claim your niche – be the expert Network like never before Attend conferences from your desk

Page 5: Communicating in a hyperconnected world

Communication In The Financial Planning Practice – The Past 30 Years

Telephone Post Email Printed materials Large, printed plans

Page 6: Communicating in a hyperconnected world

Communication At Light Speed Email still exists…but on life support

Instant messaging and text messaging Facebook Twitter LinkedIn Google+ Blogs & Vlogs Electronic newsletters Skype, Google Chat, etc…

Page 7: Communicating in a hyperconnected world

Communication At Light Speed

The new paradigm – instant, real-time communication

Source - Pew Internet & American Life Project http://www.pewinternet.org/Reports/2011/Social-Networking-Sites/Report.aspx?view=all

Page 8: Communicating in a hyperconnected world

The New Paradigm

Facebook Personal profile Company pages Facebook ads Major changes

Facebook has a poor transparency & privacy track record!

Page 9: Communicating in a hyperconnected world

The New Paradigm

Twitter @nathangehring RT DM #hashtags

YES…YOU CAN GET CLIENTS!!!

Page 10: Communicating in a hyperconnected world

The New Paradigm

LinkedIn The advisor’s network of choice Follow companies LinkedIn targeted ads

Page 11: Communicating in a hyperconnected world

The New Paradigm

Instant Messaging Millenials & Gen Y Automated meeting confirmation

Page 12: Communicating in a hyperconnected world

The New Paradigm

Blogs & Vlogs Wordpress Blogger YouTube

Page 13: Communicating in a hyperconnected world

The New Paradigm

Electronic Newsletters MailChimp Constant Contact

Page 14: Communicating in a hyperconnected world

Paper? Not For Gen Y

Game Changers Mobile devices and tablets High-speed wireless access

Page 15: Communicating in a hyperconnected world

Paper? Not For Gen Y

Electronic Signature Solutions DocuSign Others

Page 16: Communicating in a hyperconnected world

Paper? Not For Gen Y

Cloud-based solutions CRM Financial planning software Investment management software

Page 17: Communicating in a hyperconnected world

The C Word…Compliance

Archiving & Monitoring Solutions Archovi Smarsh Backupify

Page 18: Communicating in a hyperconnected world

The C Word…Compliance

Due Diligence Data security Client privacy

Page 19: Communicating in a hyperconnected world

The C Word…Compliance

FINRA Reg. Notice 11-39 SEC remains fuzzy

Page 20: Communicating in a hyperconnected world

The Payoff… It’s All Integrated! You’ll be able to giver better advice,

more quickly, at a lower cost and with a greater degree of accuracy!

New marketing opportunities at lower cost.

Claim your space as an expert Networking happens continuously

Page 21: Communicating in a hyperconnected world

The Payoff – A Small Example

Page 22: Communicating in a hyperconnected world

Fin

Communicating In A Hyperconnected World as presented at the FPA Northeast Wisconsin Annual Symposium 2011-10-06

Nathan Gehring, CFP® @nathangehring www.myfirstfinancialplanner.com