maximize your online presence as a financial advisor
DESCRIPTION
Financial Advisors, learn how to increase your market share online and truly leverage the power of a well designed websiteTRANSCRIPT
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 [email protected]
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 ([email protected]) Has referred you to: Michael Email address: [email protected]: 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: [email protected]
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 [email protected]@bartwinsiowski
LOIC JEANJEANOnline Marketing [email protected]@jjloic
3 months for $1WEBSITES FOR ATTENDEESEnter Code: 50WEBLAUNCH Offer expires on 30/06/2010. Signup at www.advisorwebsites.com
EXCLUSIV
E