advance you and your business with social media

SociallySavvyAdvisor.com︎

Presented by: Jennifer Openshaw

Advance Your Career & Your Company on Social Media

SociallySavvyAdvisor.com︎

Jennifer Openshaw: Problem Solver for America’s Money & Success

•  A nationally known expert

•  Founder, Women's Financial Network

•  WSJ/MarketWatch columnist •  Advisor, Microsoft, Allstate

•  Author, The Millionaire Zone – How the wealthy network for financial success

@jopenshaw

SociallySavvyAdvisor.com︎

Why Social Media? First

SociallySavvyAdvisor.com︎Sources:    (1)  ING  Direct’s  USA’s  Sharebuilder  Survey  2012;                                    (2)  Social  Media's  Growing  Influence  Among  High  Net  Worth  Investors,  Cognet  Research  and  LinkedIn  

LinkedIn: 107MM US Twitter: 232MM Active Users Facebook: 1.3B Postings

Stats  

SociallySavvyAdvisor.com︎Sources:    (1)  ING  Direct’s  USA’s  Sharebuilder  Survey  2012;                                    (2)  Social  Media's  Growing  Influence  Among  High  Net  Worth  Investors,  Cognet  Research  and  LinkedIn  

Nearly of wealthy investors reallocated investments, altered relationships with investment providers based on content found through SM

70%

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2/3 of millionaires surveyed said they will use electronic media with their advisors

Sources:  Fidelity  Investments  survey  2011    

SociallySavvyAdvisor.com︎

How Can Social Media Help YOU Succeed? Q: 1.  Warm introductions

2.  Knowledge > Expert

3.  Prof. Promotion & Marketing

4.  Strengthen relationships

5.  Find your next job

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How Can You & Social Media Help Your Firm Succeed? Q:

1.  Gather customers – Niche, WOM

2.  Promote events

3.  Leverage content – build brand

4.  Turn CEO into an influencer

5.  Service customers, detect issues

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Platforms Second

SociallySavvyAdvisor.com︎

What Really is Social Media? Q:

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What if you did NOTHING with social media? Would it matter to you, firms?

Q: •  Opportunity Cost •  Visibility •  Allow Competitors to Define You

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How Are Firms Using It? Q:

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3 Ways to Use LinkedIn Q: The Business Trade Show

•  Prospect - View before meetings

•  Live Events – Jobs, Baby

•  Broadcast

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How It’s Used Q: •  ParOcipate  in  Groups  (93.4%)  •  Researching  New  Clients  (86.3%)  •  MarkeOng  themselves  80.9%  •  CommunicaOng  with  wholesalers  76.5%  •  InteracOng  with  clients  68.8%  •  Sharing  content  with  clients  54.7%  •  Research  products  19.3%

Source:  Kasina  Research  &  LinkedIn  

SociallySavvyAdvisor.com︎

3 Ways to Use Twitter Q: Cocktail Party Real-time

•  Connect, Engage Influencers, Press

•  Customer service & Culture > Turn

customers into ambassadors

•  Follow, research businesses, competitors

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Is Facebook Worth the Time? Q: The Pub •  More personal •  Connect with clients and prospects •  Share photos, thoughts, comments •  Interact and comment •  Shopping mall analogy •  Follow media, partners, competitors

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How Do You Measure ROI/Success? Q: •  Engagement: reads/views

•  Including your profile!

•  Registrations, sign-ups to a tool

•  Feedback •  ROI? Who Cares!

•  “A new family a week!”-David Edwards, Heron

By  monitoring  analyOcs,  “we  can  determine  where  to  spend  the  next  dollar….  Beaer  to  

meet  someone  who’s  already  engaged  with  us  online  and  expressed  interest  than  to  meet  someone  who  hasn’t.”  

CMO  Mark  McKenna  

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Building Success Third

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How to Build a Compelling LinkedIn Profile? 94% of Recruiters Use LinkedIn to Vet Candidates Q:

•  Be Found > Key Words •  Custom URL – LinkedIn/In/JenOpenshaw •  Headline that Rocks •  Summary 3-5 graphs, bullets, specialties •  Personal is OK •  Add multi-media – Power of Pictures! •  Old-Fashioned Networking Still Matters

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Can Social Really Impact my Career? Q: 94% of recruiters use LinkedIn to Vet •  Be Found > Key Words •  Custom URL – LinkedIn/In/JenOpenshaw •  Headline that Rocks •  Summary 3-5 graphs, bullets, specialties •  Personal is OK •  Add multi-media – Power of Pictures! •  Old-Fashioned Networking Still Matters

Guidance  from  LinkedIn  automaOcally  assists  with  key  words  in  your  profile  

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How to Become an Influencer? - Multiple content, multiple ways Q:

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How Can You Leverage Content? Not just once; Many! Q:

Example: Speech or TV appearance •  Say  something  new,  relevant  

•  Write  an  arOcle  –  (Local/naOonal  paper,  assoc.,  industry)  

•  Take  photos  and  Tweet  it  

•  Tape  for  Youtube  

•  Picture  on  Pinterest  

•  PPT  on  SlideShare  

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What Types of Content Work Best? Make it compelling Q:

•  Original  &  Unique    •  Engages  (quesOons,  survey)  

•  Visual  sOmulaOon  

•  Video  –  Blue  Sky,  drives  SEO  

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How Can You Drive Attendance… and Brand with Content?

Highlight  an  event  in  a  LinkedIn  Post  or  Tweet  with  link  to  register/learnmore  

Q:

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How Can You Drive More Reach, Credibility & Relationships?

 How?  Re-­‐tweet  posts  from  influencers.  

 Here,  mutual  fund  company  T.Rowe  retreats  posts  from     Selected  financial  planners,  industry  associaOon  execuOves  and  members  of  the  media.  

 How  are  your  influencers?  

Q:

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How Can You Improve Success of Sales Team? Q:

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How Can You Boost Search Engine Rankings? With Video! Q:

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How are firms using Social? To “Listen” for Trends

IdenOfy  Client  Needs,  CompeOOve  Trends  and  SenOment  Analysis  

Q:

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Can You Promote New Products? Yes – Just don’t omit important information

A Tweet can be an invitation to learn more. A link to product disclosures in Twitter allows for social sharing and legal compliance

Q:

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What are New Platforms to Consider Q: How? •  Create infographics

•  Post a photo

•  Share interests

Pinterest: 70MM users, Women, 25% of Fortune 1000 firms

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How About SlideShare? Q: The YouTube for for presentations NICSA’s PPT on New Hedge Fund Rules drew 12,000 views

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What do you wish you knew when you got started using social media?

Q: •  Blurring of the personal vs

professional: There is no separation •  Single platform or system

•  Easier than you think

SociallySavvyAdvisor.com︎

What are Top 3 Takeaways for You? Q: •  Start with you LinkedIn Profile •  Share ideas with firm/business unit

•  Amplify your expertise & successes

SociallySavvyAdvisor.com︎

Help  You  &  Your  Firm  Succeed  on  Social  

To  order  books:  Amazon  or  Wiley    For  bulk  orders/discounts:  Tula  Batanchiev  tbatanchie@wiley.com  (201)  748-­‐5622    To  contact  Jennifer:  (203)  769-­‐5630  or  info@sociallysavvyadvisor      

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