social media marketing for financial advisors
DESCRIPTION
Building your business with LinkedIn, Facebook, Twitter. From David Cesarini at Cesarini.ca.TRANSCRIPT
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Social Media Marketing for Financial Advisors
David Cesarini, BA, FMA
April 2009
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Getting With the Times
• “[Barack Obama’s] proclivity to online advocacy is a major reason for his victory.”
• “Smart businesses will embrace this public engagement model as well, particularly in how they ladder engagement among natural allies such as customers, employees, retirees and suppliers.”
The Social Pulpit: Barack Obama’s Social Media Toolkit (2009). Available at: www.edelmen.com
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Session Objectives
1. See social media as a means to build and retain your clientele.
2. Identify the costs and benefits of implementing social media in your communications strategy.
3. Outline popular social media sites and understand how they fit together.
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Session Objectives cont...
4. Discuss how top financial advisors are using social media sites.
5. Recognize how social media fits within your organization’s guidelines for conduct.
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What do you think Social Media Marketing is all about? (5 min.)
• A discussion using questions only.
• After asking a question, wait two turns before asking another.
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What's the use?
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Why Social Media?
• Transparent
• Timely
• Proactive
• Personal
• Affordable
• Permission
•What isn’t it?
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Social Media & Authenticity
• What 3 characteristics define your online persona?
•Is that the real you?
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Popular Social Media Sites
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Face It
• Who’s on Facebook?
• Organize social events
• Professional networking (e.g. groups, fan pages)
• Professional or Corporate page
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Being a Twit
• What is it? Who’s on Twitter? 32M Uniques• Following & Followed
• Organize social events (Tweetups)
• Search Engines
• @Replies and Direct messages
• Links, Re-tweeting, Photos, Audio
• Who you want to know, not just who you know
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Blogging it Out
• Share information, update your clients & get your ideas out there
• Why read blogs?
• Why write a blog? • Newsletters vs. blogs
• Anonymous vs. Identifiable Blogs
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Do you read any interesting blogs on a daily
basis?
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• Connects professionals• Share your experience and
qualifications • Network with people you want to
know better
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Meetups: Where Everybody Knows Your Name (You Hope)
• Connects professionals• Common Interests• Network with people you want to
know better• Person to person
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Smart Phone Savvy
• Mobile social media• All of the above on your cell phone• Relevance based on location• Convenience
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Wrapping it All Up
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Connect the Networks
SmartphoneSmartphone
BlogBlog
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Think-Pair-Share (10 min.)
• How can you use social media to build and retain your clientele?– Think about and write your response
on a card (3 min)
– Pair up with someone and discuss what you’ve written (3 min)
– Share what you’ve discussed (4 min)
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Conclusion
• Social media can build and retain clientele
• Costs & Benefits
• Facebook, Twitter, LinkedIn, Meetup, Smart Phones
– Examples of people who are doing this
• Your organization has its own code of conduct
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Thank you