Date post: | 16-Aug-2015 |
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Social Media |
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SociallySavvyAdvisor.com︎
Presented by: Jennifer Openshaw
Advance Your Career & Your Company on Social Media
SociallySavvyAdvisor.com︎
Jennifer Openshaw: Problem Solver for America’s Money & Success
• A nationally known expert
• Founder, Women's Financial Network
• WSJ/MarketWatch columnist • Advisor, Microsoft, Allstate
• Author, The Millionaire Zone – How the wealthy network for financial success
@jopenshaw
SociallySavvyAdvisor.com︎
Why Social Media? First
SociallySavvyAdvisor.com︎Sources: (1) ING Direct’s USA’s Sharebuilder Survey 2012; (2) Social Media's Growing Influence Among High Net Worth Investors, Cognet Research and LinkedIn
LinkedIn: 107MM US Twitter: 232MM Active Users Facebook: 1.3B Postings
Stats
SociallySavvyAdvisor.com︎Sources: (1) ING Direct’s USA’s Sharebuilder Survey 2012; (2) Social Media's Growing Influence Among High Net Worth Investors, Cognet Research and LinkedIn
Nearly of wealthy investors reallocated investments, altered relationships with investment providers based on content found through SM
70%
SociallySavvyAdvisor.com︎
2/3 of millionaires surveyed said they will use electronic media with their advisors
Sources: Fidelity Investments survey 2011
SociallySavvyAdvisor.com︎
How Can Social Media Help YOU Succeed? Q: 1. Warm introductions
2. Knowledge > Expert
3. Prof. Promotion & Marketing
4. Strengthen relationships
5. Find your next job
SociallySavvyAdvisor.com︎
How Can You & Social Media Help Your Firm Succeed? Q:
1. Gather customers – Niche, WOM
2. Promote events
3. Leverage content – build brand
4. Turn CEO into an influencer
5. Service customers, detect issues
SociallySavvyAdvisor.com︎
Platforms Second
SociallySavvyAdvisor.com︎
What Really is Social Media? Q:
SociallySavvyAdvisor.com︎
What if you did NOTHING with social media? Would it matter to you, firms?
Q: • Opportunity Cost • Visibility • Allow Competitors to Define You
SociallySavvyAdvisor.com︎
How Are Firms Using It? Q:
SociallySavvyAdvisor.com︎
3 Ways to Use LinkedIn Q: The Business Trade Show
• Prospect - View before meetings
• Live Events – Jobs, Baby
• Broadcast
SociallySavvyAdvisor.com︎
How It’s Used Q: • ParOcipate in Groups (93.4%) • Researching New Clients (86.3%) • MarkeOng themselves 80.9% • CommunicaOng with wholesalers 76.5% • InteracOng with clients 68.8% • Sharing content with clients 54.7% • Research products 19.3%
Source: Kasina Research & LinkedIn
SociallySavvyAdvisor.com︎
3 Ways to Use Twitter Q: Cocktail Party Real-time
• Connect, Engage Influencers, Press
• Customer service & Culture > Turn
customers into ambassadors
• Follow, research businesses, competitors
SociallySavvyAdvisor.com︎
Is Facebook Worth the Time? Q: The Pub • More personal • Connect with clients and prospects • Share photos, thoughts, comments • Interact and comment • Shopping mall analogy • Follow media, partners, competitors
SociallySavvyAdvisor.com︎
How Do You Measure ROI/Success? Q: • Engagement: reads/views
• Including your profile!
• Registrations, sign-ups to a tool
• Feedback • ROI? Who Cares!
• “A new family a week!”-David Edwards, Heron
By monitoring analyOcs, “we can determine where to spend the next dollar…. Beaer to
meet someone who’s already engaged with us online and expressed interest than to meet someone who hasn’t.”
CMO Mark McKenna
SociallySavvyAdvisor.com︎
Building Success Third
SociallySavvyAdvisor.com︎
How to Build a Compelling LinkedIn Profile? 94% of Recruiters Use LinkedIn to Vet Candidates Q:
• Be Found > Key Words • Custom URL – LinkedIn/In/JenOpenshaw • Headline that Rocks • Summary 3-5 graphs, bullets, specialties • Personal is OK • Add multi-media – Power of Pictures! • Old-Fashioned Networking Still Matters
SociallySavvyAdvisor.com︎
Can Social Really Impact my Career? Q: 94% of recruiters use LinkedIn to Vet • Be Found > Key Words • Custom URL – LinkedIn/In/JenOpenshaw • Headline that Rocks • Summary 3-5 graphs, bullets, specialties • Personal is OK • Add multi-media – Power of Pictures! • Old-Fashioned Networking Still Matters
Guidance from LinkedIn automaOcally assists with key words in your profile
SociallySavvyAdvisor.com︎
How to Become an Influencer? - Multiple content, multiple ways Q:
SociallySavvyAdvisor.com︎
How Can You Leverage Content? Not just once; Many! Q:
Example: Speech or TV appearance • Say something new, relevant
• Write an arOcle – (Local/naOonal paper, assoc., industry)
• Take photos and Tweet it
• Tape for Youtube
• Picture on Pinterest
• PPT on SlideShare
SociallySavvyAdvisor.com︎
What Types of Content Work Best? Make it compelling Q:
• Original & Unique • Engages (quesOons, survey)
• Visual sOmulaOon
• Video – Blue Sky, drives SEO
SociallySavvyAdvisor.com︎
How Can You Drive Attendance… and Brand with Content?
Highlight an event in a LinkedIn Post or Tweet with link to register/learnmore
Q:
SociallySavvyAdvisor.com︎
How Can You Drive More Reach, Credibility & Relationships?
How? Re-‐tweet posts from influencers.
Here, mutual fund company T.Rowe retreats posts from Selected financial planners, industry associaOon execuOves and members of the media.
How are your influencers?
Q:
SociallySavvyAdvisor.com︎
How Can You Improve Success of Sales Team? Q:
SociallySavvyAdvisor.com︎
How Can You Boost Search Engine Rankings? With Video! Q:
SociallySavvyAdvisor.com︎
How are firms using Social? To “Listen” for Trends
IdenOfy Client Needs, CompeOOve Trends and SenOment Analysis
Q:
SociallySavvyAdvisor.com︎
Can You Promote New Products? Yes – Just don’t omit important information
A Tweet can be an invitation to learn more. A link to product disclosures in Twitter allows for social sharing and legal compliance
Q:
SociallySavvyAdvisor.com︎
What are New Platforms to Consider Q: How? • Create infographics
• Post a photo
• Share interests
Pinterest: 70MM users, Women, 25% of Fortune 1000 firms
SociallySavvyAdvisor.com︎
How About SlideShare? Q: The YouTube for for presentations NICSA’s PPT on New Hedge Fund Rules drew 12,000 views
SociallySavvyAdvisor.com︎
What do you wish you knew when you got started using social media?
Q: • Blurring of the personal vs
professional: There is no separation • Single platform or system
• Easier than you think
SociallySavvyAdvisor.com︎
What are Top 3 Takeaways for You? Q: • Start with you LinkedIn Profile • Share ideas with firm/business unit
• Amplify your expertise & successes
SociallySavvyAdvisor.com︎
Help You & Your Firm Succeed on Social
To order books: Amazon or Wiley For bulk orders/discounts: Tula Batanchiev [email protected] (201) 748-‐5622 To contact Jennifer: (203) 769-‐5630 or info@sociallysavvyadvisor
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