can the internet and social media ever really be of value to ifas and financial planners?
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Social Media gives financial planners and IFAs an exciting new way to build value in their businesses and to add value to clients. Discover the seven deadly sins that financial planners make on their websites and five proven tools to raise your profile and to build trust online.TRANSCRIPT
Key Issues Facing UK IFAs
Can the Internet ever really be of Can the Internet ever really be of value to Financial Planners?value to Financial Planners?
Philip CalvertPhilip Calvert
Founder of IFA Life – the Financial Planner’sFounder of IFA Life – the Financial Planner’sSocial NetworkSocial Network
Build trust, raise your profile and gain attention
through social media marketing
Key Issues Facing UK IFAs
“We grossly underestimate the degree to which the Internet is now
integrated into the fabric of people’s daily lives…”
Key Issues Facing UK IFAs
“There’s a fundamental shift taking place in the way we find, assess,
purchase and consume products and services.”
“And it’s happening right now.”
Key Issues Facing UK IFAs
“This is not the death of the High Street. It’s the growth of a new
distribution route.”
Stuart Rose – Marks and Spencer
Technology has moved on. Have you?
Technology is part of your clients’ every day lives –
whether you believe it or not
IFAs and Internet Marketing
27% of IFAs don’t have a website Less than 10% send an email newsletter
Less than 10% write a Blog Less than 1% have a Podcast Less than 1% have a YouTube Channel
IFAs and Internet Marketing
27% of IFAs don’t have a website Less than 10% send an email newsletter
Less than 10% write a Blog Less than 1% have a Podcast Less than 1% have a YouTube Channel
LESS THAN 1% OF IFAs HAVE
LESS THAN 1% OF IFAs HAVE
GIVEN ANY THOUGHT TO THE
GIVEN ANY THOUGHT TO THE
INEVITABILITY OF INTERNET
INEVITABILITY OF INTERNET
ADVICEADVICE
Key Issues Facing UK IFAs
“My clients aren’t interested in the Internet”
IFA
Key Issues Facing UK IFAsEvery aspect of our lives
“Click here to be ordained.”
“Click here to get divorced.”
Key Issues Facing UK IFAsEvery aspect of our lives
Key Issues Facing UK IFAsEvery aspect of our lives
Key Issues Facing UK IFAsEvery aspect of our lives
Key Issues Facing UK IFAsEvery aspect of our lives
Key Issues Facing UK IFAsEvery aspect of our lives
Key Issues Facing UK IFAsEvery aspect of our lives
Asia Pacific Financial Advisers – key issuesSynergy Between Online and Offline Worlds
Asia Pacific Financial Advisers – key issuesSynergy Between Online and Offline Worlds
Asia Pacific Financial Advisers – key issuesSynergy Between Online and Offline Worlds
People Buy People
My Mother-in-Law– Hates technology, but still
used the Internet to find her financial planner
– His photo and personal information was a key part of her decision
– Most other financial planners looked boring – and identical
Key Internet issues for Financial Planners
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet They are being encouraged to use the Internet
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet They are being encouraged to use the Internet They are looking for financial advice, but…
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet They are being encouraged to use the Internet They are looking for financial advice, but… You are not communicating enough
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet They are being encouraged to use the Internet They are looking for financial advice, but… You are not communicating enough They are talking about you
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet They are being encouraged to use the Internet They are looking for financial advice, but… You are not communicating enough They are talking about you You are invisible – so you don’t exist
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet They are being encouraged to use the Internet They are looking for financial advice, but… You are not communicating enough They are talking about you You are invisible – so you don’t exist Reputation is everything
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet They are being encouraged to use the Internet They are looking for financial advice, but… You are not communicating enough They are talking about you You are invisible – so you don’t exist Reputation is everything Interact and engage through Community
Key Internet issues for Financial Planners
Yes, your clients really do use the Internet They are being encouraged to use the Internet They are looking for financial advice, but… You are not communicating enough They are talking about you You are invisible – so you don’t exist Reputation is everything Interact and engage through Community Use the tools and frequent the sites they use
Key Internet issues for Financial Planners
If you’re not on Google, you don’t exist!– Forum posts– Images and video– Recent search– Wonder Wheel– Alerts
Key Issues Facing UK IFAs
90% of college students have a Facebook account.
Key Issues Facing UK IFAs
90% of college students have a Facebook account.
The fastest growing demographic on Facebook is…
Key Issues Facing UK IFAs
90% of college students have a Facebook account.
The fastest growing demographic on Facebook is…
Females 55-65
Males 45-54
45% of Facebook users are 26-65
Key Issues Facing UK IFAs
After traditional search engines, people go to Social Networking sites to search.
The second largest search engine is…
Key Issues Facing UK IFAs
After traditional search engines, people go to Social Networking sites to search.
The second largest search engine is…
Financial Planners’ Websites - The Seven Deadly Sins
Financial Planners’ Websites - The Seven Deadly Sins
They are all identical
Financial Planners’ Websites - The Seven Deadly Sins
They are all identical No SEO
Financial Planners’ Websites - The Seven Deadly Sins
They are all identical No SEO Confusing
Financial Planners’ Websites - The Seven Deadly Sins
They are all identical No SEO Confusing Brochure
Financial Planners’ Websites - The Seven Deadly Sins
They are all identical No SEO Confusing Brochure Too slippery
Financial Planners’ Websites - The Seven Deadly Sins
They are all identical No SEO Confusing Brochure Too slippery No human touch
Financial Planners’ Websites - The Seven Deadly Sins
They are all identical No SEO Confusing Brochure Too slippery No human touch Wrong evidence of credibility
Financial Planners’ Websites - The Sixteen Deadly Sins
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections Don’t make money
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections Don’t make money No communication choice
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections Don’t make money No communication choice Not viral
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections Don’t make money No communication choice Not viral No events
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections Don’t make money No communication choice Not viral No events No press section
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections Don’t make money No communication choice Not viral No events No press section No RSS
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections Don’t make money No communication choice Not viral No events No press section No RSS No collecting
Financial Planners’ Websites - The Sixteen Deadly Sins
Not attracting professional connections Don’t make money No communication choice Not viral No events No press section No RSS No collecting No analysis
Internet tools. Do it today!
Social Media – Why?
Social Media – Why?
A new way to communicate
Social Media – Why?
A new way to communicate A new way to add value
Social Media – Why?
A new way to communicate A new way to add value To build reputation
Social Media – Why?
A new way to communicate A new way to add value To build reputation To build Community around your brand
Social Media – Why?
A new way to communicate A new way to add value To build reputation To build Community around your brand To get people talking about you
Social Media – Why?
A new way to communicate A new way to add value To build reputation To build Community around your brand To get people talking about you To attract the right clients and connections
Business pages– Google– Personalised URL
Widget Events Search Tagging Community
Groups Questions and Answers Personalised URL Post articles, share and link back Video
Regular communication– Group and one-to-one
Google Expertise illustration Personality Community PR Customer service
2nd largest search engine Personal TV channel Another communication method Personal finance comment Sticky Google More hits than your own site
Your PowerPoint presentations and PDF portfolios online
Add video to LinkedIn Google and SEO Widgets
More great sites for financial planners to use
Learn more about how to use the Internet and social media to raise your profile, build trust,
to build value in your business and to add value to clients at
Social Media in Financial Social Media in Financial ServicesServices
With key speakers from Google, LinkedIn, the BBC, The Gate and many more, this is the Internet marketing event of the year for
Financial Planners, IFAs, financial brands and financial services PR experts.
Sign up now at http://www.ifalife.com/socialmediaFS
Key Issues Facing UK IFAs
www.ifalife.comwww.ifalife.com
The Social Networking Website forThe Social Networking Website forFinancial Planners and IFAsFinancial Planners and IFAs