tell your story better

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Financial Advisor firms committed to a digital marketing plan and tell their story everywhere are outperforming their competition by 10 30%.

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  • 1.things work wemake decisions, wepersuadeothers weunderstandour place in the world wecreateour identities.

2. Strategic Networking Referral Alliances Client Events Referrals 3. Website Video Email Campaigns Digital Advertizing YouTube Blogs LinkedIn, Facebook, Twitter 4. 58% of senior executives would rather watch a video than read text. 100 million watch online video every day. 80% recall watching a video in the past 30 days. 50% more likely to be on the first page of Google search results if website has video. 5. financial advisor| 6. Affluent and educated among the highest adopters of smart phones. Are you mobile? 7. Are you mobile? 8. Targeted messaging results in 2-3 times more engagement. 9. Higher win ratio with more personalized messaging More strategic growth - win the clients you want to win Focused strategy is easier to modify and repeat Are you Targeted? 10. Are You Reaching Your Full Potential? 11. Heres How.Introducing: 12. -An Inventory of Innovative Media Tools -Custom Branded forYou -Communicates WhoYouAre and WhatYou Do -Targeted toSpecificAudiences -Social Media Ready -ComplianceApproved -Easy to Implement -Affordable -Created by an industry leader whoknowsyour business. 13. Attract Retain Increase Scale Grow First & Last Name Title eMoney Advisor, LLC Direct: (000) 000-0000 Email: 14. Sources Cummings, Jennifer Hoyt Undercover operation shows broker advice missteps 12 April. 2012 Reuters. Web. http://www.reuters.com/article/2012/04/04/us-adviser-bad-advice-idUSBRE83316M20120404 Ferri, Rick Financial Advisors Encourage Bad Behavior 30 March. 2012. Forbes. Web. http://www.forbes.com/sites/rickferri/2012/03/30/financial-advisors-encourage-bad-behavior/ Matthews, Christopher Your Financial Advisor Might Be A Lemon 29 March. 2012. Time, Business and Money. Web. http://business.time.com/2012/03/29/your-financial-adviser-might-be-a-lemon/ Weston, Liz Can you trust a financial advisor? 15 June. 2012. MSN Money. Web. http://money.msn.com/family-money/can-you-trust-a-financial-adviser-weston.aspx Bernard, Tara Siegel A Fancy Financial Advisor Title Does not Ensure High Standards 6 July. 2012. The New York Times, Your Money. Web http://www.nytimes.com/2012/07/07/your-money/beware-of-fancy-financial-adviser-titles.html Campeau, Cliff What Should Financial Advisors Spend on Practice Marketing? 16 May. 2011. Financial Advisor. Web. http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Campeau, Cliff What Should Financial Advisors Spend on Practice Marketing? 16 May. 2011. Financial Advisor. Web. http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Campeau, Cliff What Should Financial Advisors Spend on Practice Marketing? 16 May. 2011. Financial Advisor. Web. http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html People make a lot of dumb investing mistakes. And they should not expect financial advisors to fix them. Financial Advisors Encourage Bad Behavior Your Financial Advisor Might be a Lemon Can You Trust a Financial Advisor? A Fancy Financial Advisor Title Does not Ensure High Standards 48% of new clients come from existing client referrals 52% of new clients come from other marketing efforts. Depending on the scale of a firms efforts and the size of the market in which they compete, the annual cost for a marketing program can run between $3,900 - $48,000 per year. 15. Sources Less than 1/3 of advisors have a written marketing plan, and only about of those say they have implemented it. Firms utilizing a marketing development plan outperform their counterparts with annual growth rates that are 10% to 30% higher. 59% of senior executives would rather watch a video than read text. Visitors who view videos stay on a website 2 minutes longer. 100 million internet users watch online video every day. 80% of internet users recall watching a video ad on a website they visited in the past 30 days. Web page with video 50% more likely to appear on the first page of Google search results. Consumers are more likely to do business with a company that is active online. 11 November. 2012.FA Marketing. Web. http://famarketing.net/how-to-assess-if-you-need-marketing-support/ Campeau, Cliff What Should Financial Advisors Spend on Practice Marketing? 16 May. 2011. Financial Advisor. Web. http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Follett, Andrew 18 Big Video Marketing Statistics and What They Mean for Your Business 17 July. 2012. Video Brewery. Web. http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew 18 Big Video Marketing Statistics and What They Mean for Your Business 17 July. 2012. Video Brewery. Web. http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew 18 Big Video Marketing Statistics and What They Mean for Your Business 17 July. 2012. Video Brewery. Web. http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew 18 Big Video Marketing Statistics and What They Mean for Your Business 17 July. 2012. Video Brewery. Web. http://www.videobrewery.com/blog/18-video-marketing-statistics Matthews, Livvie 3 Benefits of Video Marketing 29 January. 2013. Simple Social Media. Web. http://www.simplesocialmedia.tv/2013/01/29/3-benefits-of-video-marketing/ JeanJean, Loic Evolution of Marketing for Financial Advisors 18 March. 2010. Advisor Websites Blog. Web. http://advisorwebsites.com/blog/marketing/evolution-of-marketing-for-financial-advisors/ 16. Sources 2/3 of online adults with an investment account have social network profiles. 3 in 5 financial advisors who used LinkedIn for client prospecting successfully gained new clients as a result, with nearly 1/3 of these generating $1 million or more in AUM. How consumers use smart phones/tablets: 52% watch videos 84% email 88% web browsing 72% use while traveling 56% research products 63% use while in store Highest level of smart phone adoption include financially well-off and educated. Mobile not necessarily On the Go: 51% Home 18% Work 22% On the Go Mobile email creates 2x as many conversions as social activities or search Targeted messages result in 2 to 3 times more engagement . Friedman, Emily and Benedict, Neil Financial Advisors Use of Social Media Moves from Early Adoption to Mainstream May. 2012. FTI Consulting. Web. http://www.fticonsulting.com/global2/media/collateral/united-states/financial-advisors-use-of- social-media-moves-from-early-adoption-to-mainstream.pdf Friedman, Emily and Benedict, Neil Financial Advisors Use of Social Media Moves from Early Adoption to Mainstream May. 2012. FTI Consulting. Web. http://www.fticonsulting.com/global2/media/collateral/united-states/financial-advisors-use-of- social-media-moves-from-early-adoption-to-mainstream.pdf Dowling, Tony Smart Phone Usage Statistics 6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, Tony Smart Phone Usage Statistics 6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, Tony Smart Phone Usage Statistics 6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, Tony Smart Phone Usage Statistics 6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Joseph, John The Benefits of Targeted Messaging 20 Feb. 2013. Digital Spin by Harland Clarke Digital. Web. http://blog.harlandclarkedigital.com/2013/02/20/the-benefits-of-targeted-messaging