Simon J. RyanBusiness Marketing Specialist@simonjryan

AN INTRODUCTION TO SOCIAL MEDIA FOR FINANCIAL ADVISORS

LandscapePost-consumerism

Changing attitudes to retirementContinued distrust of financial institutions

Growing use of informal advice sourcesImportance of stability as a recommendation driver

There are no gurusin

Social Media

Consider social media through the historical

lens of Internet or mobile phone

adoption adoption

Consider social media for

Listening

Researching

Sharing

Networking

Collaborating

Acquiring/Retaining Clients

Hiring

Feeding the media

If you don’t, your competitors will

It is essentially an online representation of what happens in the real world

What we do online stays online

The big numbers aren’t the story

Your brand and your customer’s experience

are blending

Business and personal personas are merging

Ownership of social media is shared throughout your

business

Don’t wait to measure. But what do you measure anyway?

Step 1

Assess your customers social activities

Step 2

Decide what you want to achieve

Step 3

Develop your approach by planning content and the

relationship you want to have

Step 4

Plan and build your pages and groups

Step 5

Monitor and measure.

Engage with those that engage you and act on what you are learning

Remember the Consumer BackdropPost-consumerism

Changing attitudes to retirementContinued distrust of financial institutions

Growing use of informal advice sourcesImportance of stability as a recommendation driver

simonryan

@simonjryan

Simon J Ryan

Business Marketing Specialist

+44 4 49 119 778

simon@socialadvisors.co.uk