learn to maximize your financial website
DESCRIPTION
This free webinar taught financial advisors how to maximize their financial website for most return by using social media, blogs,TRANSCRIPT
MAXIMIZE YOURONLINE PRESENCE
Presented byLoic Jeanjean – Online Marketing Manager
www.advisorwebsites.com
CUSTOMIZE YOUR WEBSITE
• Adding content• Relation with compliance departments• Adding photos• Adding links and resources• Adding Google Analytics• Adding Google Sitemaps
ADDING CONTENT
• Having fresh, engaging content is key for the success of your website
• We can add text, pictures, pdfs, videos and many other type of documents on your site
• Send your content to [email protected] and we will submit to compliance on your behalf
• Once approved, we will add your content on your site
ADDING PHOTOS
• Based on our experiences when it comes to websites we have noticed that advisors with a picture will generally see more usage.
ADDING LINKS AND RESOURCES
• Will the content be valuable to your customer?
• Is the material copyrighted?
• Do you require 3rd party approval from the content owner?
• Do you require approval from your compliance department?
• Will the content change over time?It is recommended to link directly to the original site rather then hosting forms and/or content on your site.
ADDING GOOGLE ANALYTICS
• Google analytics provides you with a very good idea of how your visitors are using your website, how many visitors you are getting and ultimately you can determine whether you are generating good exposure and value from your web presence or if there is room for improvement.
• Data that will be beneficial to you:– Unique Visitors– Amount of Pages viewed– Top Pages viewed– Time on site– Search term– Referring sitesFree to signup: www.google.com/analytics/
ADDING GOOGLE SITEMAPS
• Google Sitemaps help Googlebot quickly find new content on your Web site. They allow you to tell Google what’s important, what’s new and what changes often. The tools provided to Webmasters through the program can play a vital role in helping you understand how the search engines (especially Google) view your Web site.
• Free to signup: www.google.com/webmasters/tools/
MARKETING YOUR WEBSITE
• Add your website to your email signature• Add your website to your voicemail• Use your website over the year to touch base
with your clients• Blog• Embrace social media• Case Study
ADD YOUR WEBSITE TO YOUR EMAILS
• You should add your website address to your email signature and make it stand out by increasing the font size. You may also want to include a call to action. Sample call to actions include:– Please visit my new brand new website at www.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
– My website contains some very useful resources, please feel free to review these resources at www.johndoe.com/resources
ADD YOUR SITE TO YOUR VOICEMAIL
• As a busy business professional, you may not always be available to take a phone call. you can use your voice mail to promote your advisor website. Here is a sample voicemail message:
“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.”
TOUCH BASE WITH YOUR CLIENTS
• Use your website over the year to set multiple and recurrent touch points with your clients. You can achieve this by building a client emailing lists
• Items you can send:– Quarterly newsletters– Monthly Market Commentary– Events invitations– RRSP documentation– Annual ‘Thank you’ card
SHOULD YOU BLOG?
A blog has numerous advantages for business owners and people looking to make a living from the Internet as well.
• 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.
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%
Dashboard overviewComplete your profileHow to connectHow to prospectJoin groupsAsk for recommendations
LINKEDIN DEMONSTRATION
DASHBOARD
The dashboard lists all the activities in your network:
Status updates, Recommendations, New connections etc.
COMPLETE YOUR PROFILE
Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.
PEOPLE YOU MAY KNOW
From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly
SEARCH FOR OPPORTUNITIES
You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.
JOIN 5 GROUPS OF INTEREST
• Financial planning associations, industry groups etc.• If your target audience is dentists, find a specific group for dentists and join this group
ASK AND GIVE RECOMMENDATIONS
Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers!
US Advisors:Check with your Broker/Dealer before using
LinkedIn Recommendations
LINKEDIN TAKEAWAYS
STATUS UPDATESWhat you’re working on, share links …
RECOMMENDATIONSAsk for them & give them
ANSWERSAsk questions & answer
JOIN 5 GROUPS3 professional groups & 2 target client groups
TWITTER FOR ADVISORS
• Twitter receives over 40 million unique monthly visits– Chances are that your target market is there
• Look at Twitter as a way to build and retain customers– Share information– Update your clients– Speak to your audience directly
FACEBOOK FOR ADVISORS
• Over 500 million people use Facebook Facebook continues to establish itself as a valuable business
platform. If you're stuck in the mindset that Facebook can only be used as a social mechanism to connect with friends, it may be time to reconsider. Businesses are increasingly understanding the business value of Facebook and are using the social networking site to achieve their goals. Chances are you can benefit from it, too.
• Look at Facebook as a way to connect with your clients– Share information– Join groups and give value– Speak to your audience directly
SLIDESHARE FOR ADVISORS
• More than 30,000 slideshows are being uploaded each week on Slideshare.net. Here is why:
– Online version of presentation (reduce attachments size)– Promote your ideas (link presentations to social networks)– Build online connections and be found by others– Link back to your website for further reading– Publicize your presentations
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?
CASE STUDY: SIMON REILLY
Monthly e-newsletter readership: 1,500-2,000 Huge spike of traffic 1-2 days after email blast
On social networking sites since 2004Invited to speak at major conferences/tradeshowsInterviewed by the Investment ExecutivePublished 1st book
ARCHIVING SOCIAL MEDIA
If you are an advisor in the USA, you need to archive all your social media history
You can use ARKOVI:• Comply with FINRA and SEC regulations for record keeping of
electronic communications• Archive blogs & other social media sites via RSS• Archive Facebook & LinkedIn profiles• Interact, search & export archives
NEED A SOCIAL MEDIA PLAN?
To learn more, contact our approved vendor:Geoff Evans http://www.advisorwebsites.com/geoff-evans
Contact: Geoff EvansEmail: [email protected]: www.socialmediacoach.caPayment Methods: Visa, Mastercard, American ExpressDetails: Let me help you develop a winning social media marketing strategy, optimize the effectiveness of your website, and ultimately take your business to the next level.
SEARCH ENGINE MARKETING
• Here are other ways you can promote your business:– Search Engine Optimization – increase traffic on your website– Pay per click– drive paid leads to your site– Banner ads – attract traffic to your website by embedding an
advertisement into another site– Email marketing – communicate commercial or fundraising messages
to your audience
To learn more about Search Engine Marketing, get in touch with Loic Jeanjean: [email protected] or on Twitter @jjloic
6 TIPS TO BUILD
TRUST ONLINE
HAVE A USER-FRIENDLY WEBSITE
BE HONEST & REAL
LISTEN TO YOUR CUSTOMERS
ANSWER EVERY QUESTION
USE CLIENT TESTIMONIALS
FOCUS ON DELIVERING VALUE
• As of March 1st, you have the ability to chat live with one of our team member directly from our website (fast and free support)
• Alternatively you can also email our team at [email protected]
CUSTOMER SUPPORT
3 months for $1WEBSITES FOR ATTENDEESEnter Code: 50WEBLAUNCH Offer expires on 31/12/2010. Signup at www.advisorwebsites.com
EXCLUSIV
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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.
LOIC JEANJEANOnline Marketing Manager [email protected] jjloic advisorwebsites