LEARN TO MAXIMIZE YOUR ADVISOR WEBSITE

Live Gold-Key Website TourApril 21, 2010

QUICK TOUR OF SAMPLE WEBSITE

• Website layout – allows for a professional and trustworthy look and feel

• Products page – list all the products you can sell• Prominent buttons – generate call-to-action• Tell a friend page – generate leads and referrals• Contact page – map your office and provide

contact information• Site stats – displays quarterly statistics

Research Shows Websites Influence 97% of Clients’ Purchasing Decisions

20%

54%

23%

3%

Websites' influence over ultimate decision to buy

A great deal of influenceSome influenceLittle influenceNo influence

Source: RainToday, How Clients Buy 2009 Benchmark Report, 2009

Tell a friendHi Michael,

I thought you might appreciate John’s help. He provided some great financial advice and I thought you might find his services useful.

You should check out his web site at www.dolphinfinancial.ca or you can email him at dolphinfinancial@bell.blackberry.net****************************************************************You received a web site referral Date: Wednesday, April 12, 2023 Your client: Loic Jeanjean(loic@advisorwebsites.com)Has referred you to: MichaelEmail address: michael@hotmail.comPhone: 604-761-6053

Here are the comments that were sent from your website:“I thought you might appreciate John's help. He provided some great financial security advice and I thought you might find his services useful.”

Site statistics

CUSTOMIZE YOUR WEBSITE

• Adding content – relation with compliance departments

• Adding photos• Adding links and resources• Adding Google Analytics and Google Sitemaps

Adding Content

• Having fresh, engaging content is key for the success of your website

• We can add text, pictures, pdfs, videos and many other type of documents on your site

• Send your content to support@advisorwebsites.com and we will submit to compliance on your behalf

• Once approved, we will add your content on your site

Adding photos

• Based on our experiences when it comes to websites we have noticed that advisors with a picture will generally see more usage.

Adding links and resources

• Will the content be valuable to your customer?

• Is the material copyrighted?

• Do you require 3rd party approval from the content owner?

• Do you require approval from your compliance department?

• Will the content change over time?It is recommended to link directly to the original site rather then hosting forms and/or content on your site.

Adding Google Analytics• Google analytics provides you with a

very good idea of how your visitors are using your website, how many visitors you are getting and ultimately you can determine whether you are generating good exposure and value from your web presence or if there is room for improvement.

• Data that will be beneficial to you:– Unique Visitors– Amount of Pages viewed– Top Pages viewed– Time on site– Search term– Referring sitesFree to signup: www.google.com/analytics/

Adding Google Sitemaps

• Google Sitemaps help Googlebot quickly find new content on your Web site. They allow you to tell Google what’s important, what’s new and what changes often. The tools provided to Webmasters through the program can play a vital role in helping you understand how the search engines (especially Google) view your Web site.

• Free to signup: www.google.com/webmasters/tools/

MARKETING YOUR WEBSITE

• Add your website to your email signature• Add your website to your voicemail• Add your website to your business card• Use your website over the year to touch base

with your clients• Embrace social media• SEM• Case study

Add your website to your emails

• You should add your website address to your email signature and make it stand out by increasing the font size. You may also want to include a call to action. Sample call to actions include:– Please visit my new brand new website at www.johndoe.com– A referral is one of the biggest compliments a client can give

me. You can now send a referral through my website at www.johndoe.com/tell

– Check out my latest newsletter at www.johndoe.com/newsletter

– My website contains some very useful resources, please feel free to review these resources at www.johndoe.com/resources

Add your website to your voicemail

• As a busy business professional, you may not always be available to take a phone call. you can use your voice mail to promote your advisor website. Here is a sample voicemail message:

“Hello, you have reached John Doe. I am unable to take your call at this time but please leave a message and I will get back to you as soon as I can. You can also visit my website at www.johndoe.com. Thank you.”

Add your website to your business card

Your website is an importanttouch point for yourconsumers. Make sure you prominently include your website address on your business cards. Tips:

When you meet new clients, point out your web address and tell them about your site

Highlight the web address before you hand out your card (people are more likely to visit it)

Touch base with your clients

• Use your website over the year to set multiple and recurrent touch points with your clients. You can achieve this by building a client emailing lists

• Items you can send:– Quarterly newsletters– Monthly Market Commentary– Events invitations– RRSP documentation– Annual ‘Thank you’ card

SOCIAL MEDIA

• There are companies that are utilizing social media to find customers, to build up a reputation, and to get the upper hand on landing the big deal. Here are four of the best social media sites you should be using:

– LinkedIn and Groups– Twitter for business– Slideshare– Facebook

*verify your eligibility with yourCompliance department

LinkedIn: ProfilesSet up Your Profile on LinkedIn • Setting up a LinkedIn Profile is free and quick. You will receive a confirmation

email to activate your profile and then you are set to expand your network.

Complete Your Profile• Your profile should be 100% complete. Add work experience, schools, and

other relevant information. A complete profile will increase your visibility and help you get found by prospects.

• Upload a profile photo. People are more likely to connect with you if they recognize your face and they feel like they are connecting with a real person.

• Get recommended. Ask for recommendations from friends, colleagues, partners, and clients. This will speak to your experience and add to your credibility in your industry.

• Promote Your Company. Include a link to your company’s website. LinkedIn allows you to list up to three websites so you can also link to your blog and social media accounts.

LinkedIn: Network Building• Connect with people with whom you have worked or done business, or

generally people with similar interests or work in your industry. Invite thought leaders in your industry to connect so that you might establish a relationship with them and, eventually, gain access to their network.

Find Meaningful Contacts • Start with people you know• Find people by company• Start asking and answering questions on LinkedIn Answers• Update your status often. Your status appears on your profile and in the

LinkedIn Network Updates email to your connections. Thus, others may take notice of what you are working on and decide to connect or click through on links in your status.

• Connect your Twitter and LinkedIn accounts

LinkedIn: Groups

• LinkedIn groups give you a great opportunity to reach and engage potential customers online. However, there are still a lot of industries or groups of professionals not yet represented in LinkedIn groups. If no one has created a group for your industry, go create one.

– Find LinkedIn Groups that relate to the topic(s) you write about or provide on your site.

– Get involved in the conversations.– Post your blog articles and/or relevant content.– Answer LinkedIn Questions and position yourself as an expert

in your field.

Twitter for business

• Twitter receives over 40 million unique 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

Facebook for business

• Over 350 million people use Facebook Facebook continues to establish itself as a valuable business

platform. If you're stuck in the mindset that Facebook can only be used as a social mechanism to connect with friends, it may be time to reconsider. Businesses are increasingly understanding the business value of Facebook and are using the social networking site to achieve their goals. 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

Slideshare for financial advisors

• More than 30,000 slideshows are being uploaded each week on Slideshare.com. 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

Learn more about Social Media

To learn more, contact our approved vendor:Geoff Evans http://www.advisorwebsites.com/geoff-evans

Contact: Geoff EvansEmail: geoff@socialmediacoach.caWeb: www.socialmediacoach.caApproved Vendor Code: GEVANSPayment Methods: Visa, Mastercard, American Express

Geoff Evans is a Social Media Strategist and the Owner of Social Media Coach. After 15 years in the financial services industry as a trainer, business coach, and financial advisor Geoff now works with businesses across North America.

Search engine marketing

• Here are other ways you can promote your business:– Search Engine Optimization – increase traffic on your website– Pay per click– drive paid leads to your site– Banner ads – attract traffic to your website by embedding an

advertisement into another site– Email marketing – communicate commercial or fundraising messages

to your audience

To learn more about Search Engine Marketing, get in touch with Loic Jeanjean: loic@advisorwebsites.com or on Twitter @jjloic

CASE STUDY – NELSON SIMOES

• Prospecting: distinct competitive advantage

• Referrals: approx. 5-10 referrals per month• Customer convenience & Online loyalty:

use your web site to build loyalty with existing customers (i.e. calculators, logins and useful information)

Nelson Simoes B.B.A.Member of the Million Dollar Round Table

www.nelsonsimoes.com

“I consistently receive over 10 referrals every month using my website. It’s proven to be a great tool for my business and would highly recommend it to other advisors.”

UNLEASH CSS POWER

• Upgrade your website design using CSS• Get in touch with our approved vendor Negraru http://www.advisorwebsites.com/negraru

• As of March 1st, you have the ability to chat live with one of our team member directly from our website (fast and free support)

• Alternatively you can also email our team at support@advisorwebsites.com

CUSTOMER SUPPORT

PRIZE DRAW

• Who currently has a website with us?Enter your url in the chat box.

• If you don’t have a website with us yet, here is a coupon code: 2MO41 (2 months for $1)

QUESTIONS & ANSWERS