Web and Social Media

Identifying and Harnessing Opportunities for Financial Services

Agenda

• Facts that may surprise you

• The Traditional Sales Funnel is dead

• Your Website - Your Foundation

• Wigs and Financial Planners - What do they have in common?

• How to get started - Web & Social Media

• Bringing it all together

• Questions and Answers

Facts and Figures

Show of Hands

• Hands up if you DO NOT own a smart-phone and/or tablet

• Hands up if you used Yellow Pages in last month

• Hands Up if you used Google Search in the last 48 hours

• Hands up if your 'household' uses Social Media - Facebook, LinkedIn, Twitter

• Who is on LinkedIn?

Real Facts

• Facebook is dominant - Friends and family

• LinkedIn is the business/Professional platform

• Twitter cuts across business, friends and familyThe game changer - Retirees are taking off

• 'Huge jump in older Aussies going on-line in last 12 Months' - 82% now online - Sensis

• 1 in 5 retirees own a tablet (Aug 2012), was 1 in 50 just one year ago - Sensis

Rise of Google - Demise of Print

The Sales Funnel Is Dead

Your Website - Your Foundation

'You only have one chance to make a great first impression and today...

It will be through your website'

What does your website say about you and your business?

Website Basics

• To make that first impression you need to be found by Google - SEO

• Once found - Need to make it easy for the visitor to CONNECT - Contact You and Social Media

• Update your website and use content for newsletters and social media updates

• View your website as a communications hub

You and your clients now own

Marketing megaphones

How To Be Found By Google

Search Engine Optimisation (SEO)

• Content - More important than structure

• Reviewo Company Names – Tagline and Page Titleso Keywordso Use of images and PDF docs

• Get on other Websites - Link and Share

• The Good News - Corporates really Struggle with SEO for Advisers

• Visit humblefinancialservices.com

Social Media - Wigs and Financial Planners?

Link.

What we know about Social Media?

• Traditional Marketing 'one way push messaging' - Does not work with Social Media

• Opportunity is to 'connect' build brand by connecting - 'Pull' people to you

• Financial Advisers are 'Ready Made' for Social Media - Oh yes you are!!!

• Individuals/Personalities do better than Corporates with Social Media

• ROI - You'll still be in business in 5 years (newspaper V Google)

Effective Use of Social Media

'It's not about you - it's about your target market'

• Be Engaging - Considero Local community involvemento Let people know more about youo Demonstrate expertiseo Mix in circles that help you - Target market

• Listen - Know what's going ono Track news - local and 'adviser' specifico Be sensible with the adviceo Think 'pull' (attract) people

• Monitoro Google Analytics

Bringing it All Together Think Strategic

Core Steps

• Thinks Strategic - Long Term Proposition

• The Business Leaders need to be in Control

• Create and Publish content for your website

• Communicate the content -Newsletter and Social Media

• Encourage people to share your content

• Share other peoples/firms content

• Be involved - Engaging with Social Media

• Connect with those who do business with youo Clients, Prospects, local community, niche market, CIO

And Don't Forget

• Social Media is 'Word of mouth' on Steroids

• Have a bit of fun

• It is all about being Social

• Good Financial Advisers have always been social creatures - Just like the rest of the human race

Resources

www.humblefinancialservices.com

Q and A Time