maximize your online presence as a financial advisor

AGENDA

INTRO

WEBSITE PRESENCE

SOCIAL MEDIA

CONCLUSION

WHO WE ARE

We specialize in creating web sites that deliver long term measurable value.

We’ve become specialists in the financial services industry

WEBSITEPRESENCE

DID YOU KNOW?

What percentage of Canadians are online?

84%What percentage of businesses have a website?

FACILITATE BUYING DECISIONSERVICE YOUR EXISTING CUSTOMER BASE

OPPORTUNITY TO DIFFERENTIATE YOURSELF

43%

*Information from InternetWorldStats.com

Percentage of Canadian who research online products & services before buying? 81%

TOP 12 ITEMS TO CONSIDER FOR YOUR WEBSITE

1. Domain name 2. Personal photos3. Biography 4. Practice Information5. Testimonials 6. Resources7. Imagery 8. Look and feel9. Compliance 10. Social media11. Marketing plan 12. Choose a provider

COMPLIANCE PROCESS

• ULTIMATELY YOUR RESPONSIBILITY

• VERIFY THE SPECIFICS BEFORE STARTING ANY PROJECTS

• COMPLIANCE RULES CAN CHANGE DEPENDING ON:• Licensing/product• Jurisdiction• Organization/carrier

Peter G. Katevatis – Senior Investment Advisor with Canaccord Wealth Management

WEBSITE DEMONSTRATION

Hi Michael,

I thought you might appreciate Peter’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.katevatis.ca or you can email him at peter.katevatis@canaccord.com

TELL A FRIEND: EMAIL TO PROSPECT

TELL A FRIEND: EMAIL TO ADVISOR

You received a web site referral Date: Monday, June 14, 2010 Your client: Bart (bart@advisorwebsites.com) Has referred you to: Michael Email address: michael@hotmail.comPhone: 604-696-6260 Here are the comments that were sent from your website: “I thought you might appreciate Peter’s help. He provided some great financial security advice and I thought you might find his services useful.”

MARKETING YOUR WEBSITE

ADD YOUR WEBSITE TO YOUR EMAIL SIGNATURE

John Doe, CFP, CLUJohn doe FinancialT: 604-696-6260F: 604-601-2160john@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

ADD YOUR WEBSITE TO YOUR VOICEMAIL

“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

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)

QUESTIONS

SHOULD YOU BLOG?

Blogging establishes you as an expert in your field

Blogging moves your site up in the search engines if you update your site regularly

Blogging gives you an easy way to interact with customers and potential customers

Blogging is an easy way to give more value to your customers and let them know more about you and your products before they buy

What is itHow is it usedWhere to startHow often should you postTopicsComments

advisorwebsites.com/blog

BLOG DEMONSTRATION

91%OF PEOPLE GLOBALLY WILL BUY FROM COMPANIES BASED ON TRUST

77%PEOPLE WHO REFUSE TO BUY FROM COMPANIES THEY DISTRUST

6 TIPS TO

BUILD TRUST

1. HAVE A USER-FRIENDLY WEBSITE

2. BE HONEST & REAL

3. LISTEN TO YOUR CUSTOMERS

4. ANSWER EVERY QUESTION

5. USE CLIENT TESTIMONIALS

6. FOCUS ON DELIVERING VALUE

SOCIAL MEDIAENGAGE, INFLUENCE, ACTIVATE

4

What is LinkedIn?

THE LINKEDIN PROFESSIONAL AT A GLANCE

Average Age 41Household IncomeCollege EducatedDecision MakersPortfolio value $250k+

$109,70395%50%24%

Profile overview100% completeHow to connectMulti level prospectingAsk for recommendationsSEO your profile (url, docs etc.)

Bart Wisniowski Profile

LINKEDIN DEMONSTRATION

FACEBOOKUSERSIN 2010 500,

000,000

830,000+PEOPLE JOIN FACEBOOK EVERY SINGLE DAY

2006 POPULATION OF VANCOUVER

576,041

CONCLUSION

50%PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES

YOU NEED TO LIVE WHERE THEY LIVE ONLINE

HOW DOES THAT HELP YOUR BUSINESS?

ADVISOR WEBSITES IS NORTH AMERICA’S LEADING PROVIDER OF WEBSITES DESIGNED SPECIFICALLY FOR FINANCIAL SERVICES PROFESSIONALS. IT WORKS CLOSELY WITH ADVISORS AND FINANCIAL INSTITUTIONS TO DELIVER EFFICIENT; COMPLIANT AND HIGH QUALITY PRODUCTS.

BART WISNIOWSKICEObart@advisorwebsites.com@bartwinsiowski

LOIC JEANJEANOnline Marketing Strategistloic@advisorwebsites.com@jjloic

3 months for $1WEBSITES FOR ATTENDEESEnter Code: 50WEBLAUNCH Offer expires on 30/06/2010. Signup at www.advisorwebsites.com

EXCLUSIV

E