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Why do Compliance & Marketing end up Big Enemies in Social Media?
#FSMTLL
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http://www.linkedin.com/in/bridgetgreenwood
https://twitter.com/BridgetFSM
https://twitter.com/FinSocMedia
www.facebook.com/FSMfanpage?ref=ts
https://www.youtube.com/user/amymcilwain
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TRUST
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What is Social Media?Why is Soc Med important?Where to Start?How to be Compliant?
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What is Social Media?Wikipedia:Social Media is just transforming media monologues into social media dialogues
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What is Social Media?
It's the conversations and the content that matters.
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Why is Social Media important?
#FSMTLL
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Social Media Statistics55% of Twitter users are 35+65% of Facebook users are 35+79% of LinkedIn users are 35+63% of Pinterest users are 35+
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750,000,000 - Estimated Unique Monthly Visitors
Unique Monthly Visitors by Month
250,000,000 - Estimated Unique Monthly Visitors
110,000,000 - Estimated Unique Monthly Visitors
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Google AnalyticsFinancial Social Media Website attracts on av. Monthly Visitors
Traffic: 3700Source: 1200 Social Media
At $1 per Click Ad spend$1200 each month of Organic Traffic
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What is Social Media?Why is Soc Med important?Where to Start?How to be Compliant?
#FSMTLL
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Average household income£60,000 +
Average household income£35,000
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Great for: Driving Traffic Real Time News Following what’s happening Now Referrals Recommendations Connecting with Journalists
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41% Business Owners say Twitter is Beneficial for Business
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#RTMT#FF??
http://www.financial-socialmedia.co.uk/uncategorized/what-financial-professionals-need-to-know-about-the-olympics-politics-and-twitter/
http://www.financial-socialmedia.co.uk/twitter/35-twitter-hashtags-for-social-financial-advisers/
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Women 35 – 54 Fastest Growing In the US, women account for 85% of all consumer purchases including: 91% of New Homes66% PCs92% Vacations80% Healthcare65% New Cars89% Bank Accounts93% Food
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Why is Soc Med important?
On line, including social media has become the most influential source in helping consumers make purchasing decisions
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Why is Soc Med important?
“We don’t have a choice on whether to do social media, the question is how well we do it. “
- Eric Qualman
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Why is Soc Med important? Bring Traffic to your website For FSM that’s equivalent $1200/month and growing Develops Trust between new and existing clients Demonstrates Expertise Raises Profile Connects Brings People to New Events Brings New Clients
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Content is King
#FSMTLL
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Where to Start?
Build your Pipeline
Then fill your Pipeline
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ATTRACT
CONVERT
TRANSFORM
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What’s your Goal? • Gain new clients• Maintain relationships with existing clients.• Customer service from Providers• Relationship with the media• Provide Customer Service for your clients
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How to be Compliant?
#FSMTLL
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How to be Compliant?
Create a Social Media Policy
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Social Media Policy
One: Address the purpose of your Social MediaDefine your goalsBe specific and relevant to firmCoincide with firms Compliance
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Social Media Policy
Two: Is the ‘what’ What is social media? What social media platforms is your business a part of?
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Social Media Policy
Three: Establish guidelines for how employees (who identify themselves as an employee of your firm) should conduct and present themselves on their personal pages.
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Social Media Policy
Four: Establish “best practices”
• Images• Commenting• Posting• Controversial issues• Conflicts of Interest• Confidential Information
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Social Media Policy
Five: Be SimpleBe ShortBe Specific
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Social Media Policy
Six: Decide who will be involvedTrain your staff
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http://www.financial-socialmedia.co.uk/financial-social-media-university/
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Social Media Policy
Seven: Include Protocols for Crisis Situations
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http://www.financial-socialmedia.co.uk/facebook/create-a-successful-social-media-policy-for-financial-advisors/
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Pre Approved ContentMonitored Content
Records Kept
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http://www.financial-socialmedia.co.uk/uncategorized/social-media-archiving-the-financial-advisers-guide/
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Static Content – Pre ApproveE.g.Linked In ProfileFB ProfileTwitter Background & BioBlog Posts
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Hootsuite
HootSuite’s brand new new Enterprise solution provides the most comprehensive social media pre-approval and archiving solution in the industry.
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Organise Your Social Business
Map to your Existing Structure
Arrange Teams
Custom Team Permissions
Provide the right level of Access
Assign messages for Follow Up
Team Collaboration with Global Governance
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Arkovi
Built in the cloud, Arkovi monitors and archives incoming and outgoing social media communications, including blogs, Facebook, LinkedIn, Twitter, websites and more.
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QUESTIONS