breaking barriers educating advisors for social 5-23-2013
TRANSCRIPT
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Educating Advisors Going Social
Blane WarreneSVP, Customer Communications
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Webinar
Housekeeping
Tweet = During (and after) the webinar, please use #regedqanda for live discussion
Questions? Please use Questions box in the webinar panel
The webinar recording will be emailed to all attendees and registrants
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@blano’s Tag Cloud
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What We Will Discuss
Strategy
Opportunity
Challenge
Risk
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But first…
What is the benefit to Advisors for being social?
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Consumer Usage Blazing
45-54 Age Group Fastest Growing on Social
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Claim Profiles = Impacts Search
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High Net Worth
The Clients…
Source: LinkedIn 2012
70%of individuals
with over $5mm leverage social
media
Only Halfof the HNW investors
active on LinkedIn have financial advisors
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Niche Focus
Network Influence
The unseen evaluation?
Differentiate from the Noise
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Approaching the Platforms
Match the voice and content of you and your business to the platform(s)
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Strategy for the Advisor
First why?
Then… Who What Where When How
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Cycle of Social
Train
Attest
Best PracticesTech Use
Monitor
Systematic steps to ease complexity of social media
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Now let’s get to how…
Making this work for your advisors?
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Getting Setup
①Setup profiles and optimize
②Understand privacy/security
③Understand how to manage connections
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Ways to Leverage Social Media
Customer Service Education
Thought Leadership
Business Development
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Policy
Your policy will drive your advisors use…Make it: Enabling for outcomes Extension of traditional communications Reflect efficiency
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A Resource from Us
Ask us for our Compliance Kit
http://bit.ly/complykit
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1 Editorial CalendarPlanning
2 Engagement
Suggest themes, topics – not only generic content
Outcomes drive business – encourage them
3 Know Your Mediums
Not everyone is a writer…
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Extend Your CultureWhy do clients choose you?
Help advisors explain that
Amplify your strengthsResearch? Service? Execution?
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TacticsEasy to use templates
Re-think web site content
Offline ideas
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Who is the next generation?
Listening
FollowEngage
Social Media Blocking & Tackling
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Who is the next generation?
Common Techniques
80/20 Rule
Thoughtful Comments
Amplify Praise
Don’t Neglect
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"Realize that the social media success equation isn't big moves on the chess board, it's little moves made every day that eventually add up to a major shift."
-Jay Baer
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Resources for You & Your Advisors
Educational Podcast - http://bit.ly/regedsocial“The Social Media Minute” on iTunes
Breaking Barriers to Social Webinar Serieshttp://bit.ly/regedwebinars
Quick Start Guides on Social Mediahttp://www.reged.com/socialmedia.aspx
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Connect with Us on Social
Facebook – http://www.facebook.com/regedarkoviGoogle+ - http://bit.ly/regedgoogleLinkedIn - http://www.linkedin.com/company/regedPinterest - http://pinterest.com/regedarkovi/Twitter – http://www.twitter.com/regedYouTube – http://www.youtube.com/arkovibackups
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Q&APlease use the "Questions" section on the webinar panel
And we'll stay and monitor #regedqanda on Twitter