10 steps to integrate social media in financial services
TRANSCRIPT
E S S E N T I A L W E A LT H
10 Steps To Integrate Social Media in Financial Services
Sharing our experience with LinkedIn
“Apéro des Marketers” - 9th March 2017 – Luxembourg
Christophe REGNAULT
Life just got interesting.
OneLife
OneLife
Yes, Social Media has its place in the Financial Services !
OneLife 3
64% of our partners are active on LinkedIn** R U #digital? Survey - Nov. 2015
OneLife
OneLife 4
Step 1 - Get Started! - Create an effective profile.
E.V.E.R.Y.B.O.D.Y.
is part of the process !
OneLife 5
OneLifeStep 2 - Have socially engaged C-Suite Leaders
OneLife 6
OneLifeStep 3 - Have a plan…and get ready NOT to respect it.
OneLifeStep 4 - Set-up Metrics & Objectives… And get ready to RESPECT THEM.
OneLife 7
Tracking ROI
is not enough:
define metrics
that are
comprehensive
to Social
Selling
success.
OneLifeStep 5 - Focus on the 4 pillars
OneLife 8
Social selling is leveraging your network and brand in order to start real
conversations with decision makers, while gathering intelligence on the
accounts and leads that matter.
OneLife
“But… I have nothing to share!”
OneLife 9
Step 6 - Empower your teams.
OneLife
OneLife 10
“But I don’t have the time. I’m just too busy.”
Step 7 - Feed them with kindness and a 24/7/365 Hotline…
OneLifeStep 8 - … and with Tips, Tricks and Time-savers
OneLife 11
“But… I have nothing to say!”
OneLife
OneLife 12
Step 9 - 1 to 1 Training, « coaching » and follow-ups :
OneLife
OneLife 13
Step 10 - Thank people and celebrate – Our Results
OneLife
OneLife 14
Step 10 - Thank people and celebrate – Our Results
OneLife
OneLife 15
Step 10 - Thank people and celebrate – Our Results
OneLife
OneLife 16
Step 10 - Thank people and celebrate – Our Results
OneLife
OneLife 17
Step 10 - Thank people and celebrate – Our Results
18
Any question?
Thank You.
Let's connect!
@chrisdulux
lu.linkedin.com/in/tochristopheregnault
OneLife 19
Disclaimer
OneLife
The content of this document is intended solely
to provide general information on the products
and/or services provided by the life assurance
companies member of the OneLife Group
(OneLife).
It does not constitute any offer or solicitation for
the purchase of any life assurance product.
OneLife does not warrant, represent or
guarantee that the information contained within
this document is complete, accurate or up-to-
date.
Neither is this information intended to constitute
any form of legal, fiscal or investment advice
and the information provided in this document
or any other pre-contractual document should
therefore be used only in conjunction with
appropriate professional advice obtained from a
suitable qualified professional source.
20
Thank you.
OneLife