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October24th
,2016
PresentedbyMargueritaM.Cheng,CFP®
&
SameerS.Somal,CFA,CFP®
ThePowerofSocialMedia&TheTechnologyPlanningProcess
• The supply and demand imbalance of quality technology, content, anddesign resources.
• The Digital Revolution: tablets, mobile phones, social media, contentmarketing, and online reputation management.
• Migration of 5 billion people online merits innovative partnershipsolutions.
• Interdependence of our global supply chain with respect to technology,communication, and human capital.
BlueOceanGlobalTrends
2
ScotiabankContextfromScotiabank
3
“We’reinthetechnologybusiness.Ourproducthappenstobebanking,butlargelythat’sdeliveredthroughtechnology.”
–BrianPorter,ScotiabankCEO
DigitalRevolution
Agenda
1. DigitalRevolution: historicalcontext
2.TheFutureisMobile
3.ThePowerofSocialMedia
4.CaseStudies
5.Intangibles ofLeadership&Success5
Section1:
HistoricalContext
TheAgriculturalRevolution
The Agricultural Revolution was the wide-scale transition of many human cultures from alifestyle of hunting and gathering to one of agriculture and settlement, allowing the ability tosupport a growing population. Archaeological data indicates that the domestication of varioustypes of plants and animals evolved in separate locations worldwide.
TheAgriculturalRevolution
7
8
TheIndustrialRevolution
ThePCRevolutionThePCRevolution
9
10
TheDigitalRevolution
The Digital Revolution, known as the “Third Industrial Revolution”, is the change from analog, mechanical,and electronic technology to digital technology which began anywhere from the late 1950s to the late 1970swith the adoption and proliferation of digital computers and digital record keeping that continues to thepresentday.
A visualization of the various routes
throughaportion of the Internet.
TheDigitalRevolution
DigitalRevolution
11
12
• It took the Internet 12 years to gather its first billion users, and a third of that time to reach threebillion.
• Broadband subscriptions on mobile phones, which account for 34% of global mobile phonesubscriptions, have tripled since 2008.
• The next billion Internet users will benefit from an era of near universal mobile connectivity andoffer sustainable growth opportunities.
TheInternetHasComeOfAge
http://wearesocial.net /b log /201 5/0 1/dig ital- soc ial-m ob ile- worldwide- 2015 /Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
TheInternetHasComeOfAge
13
TheStoryofGoogle
SergeyBrin andLarryPagenamedGoogleafter‘Googol’.
TheStoryofGoogle
GlobalDigitalSnapshotGlobalDigitalSnapshot
14
“The average lifespan of a company listed
in the S&P 500 has significantly decreased
from 67 years in the 1920’s to 15 years
today.”
-Richard Foster
Yale University
TechnologyRevolutionTechnologyRevolution
15
TechnologyRevolutionUSSalesofLuxuryVehicles
16
TechnologyRevolution
17
Section2:
TheFutureIsMobile
MobileTechnologyIsTheFutureMobileTechnologyIsTheFuture
19
20
MobileTechnology IsTheFutureMobileTechnologyIsTheFuture
Scotiabank
21
MobileResponsiveDevelopmentMobileResponsiveDevelopmentMobileResponsiveDevelopment
22
MobileIsEverywhere.TheWholeWorldIsConnected.
• There are 6.8 billion people on the planet. 5.1 billion of them own a cell phone, but only4.2 billion own a toothbrush.
• It takes 26 hours for the average person to report a lost wallet. It takes 68 minutes forthem to report a lost phone.
• 91% of all US citizens have their mobile devicewithin reach24/7.
MobileIsEverywhere.TheWorldIsConnected.
23
Scotiabank
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Scotiabank
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Scotiabank
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Scotiabank
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Scotiabank
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Section3:
ThePowerofSocialMedia
SocialMedia
so·cialme·di·a - websitesandapplicationsthatenableuserstocreateandsharecontentortoparticipateinsocialnetworking.
SocialMedia
30
Facebook is an online social networking platform where users can create a user profile,add other users as "friends", exchange messages, post status updates and photos, sharevideos and receive notifications when others update their profiles.
31
• 1.49billion+activeusers• 1.25billionmobileusers• 65%ofusersaccessdaily• 65+languagessupported• 4.5+billionlikesperday• 300+millionphotouploadsdaily
Facebook Statistics
32
33
• UnitedStates:14%• India:9%• Brazil:7%• Indonesia:5%• Mexico:4%
Top5UserCountries
Facebook’s Ecosystem
34
WhatsAppWhatsApp
35
Twitter is an online social networking platform that enables users to send andread short 140-character messages called "tweets".
36
TwitterStatistics
• 302millionactiveusers• 80%ofactiveusersonmobile• 500milliontweetssentperday• 33languagessupported
TwitterStatistics
37
TwitterDemographics
• Under18:16%• 18– 29years:37%• 30– 49years:25%• 50– 64years:12%• 65+years:10%
TwitterDemographics
38
TwitterStatistics cont.
• Usersspendanaverageof170minutes permonthonTwitter• 77%ofTwitteraccountsareoutside theUS• InLatinAmerica23%ofinternet usersareactiveonTwitter• DuringSuperBowlXLIXtherewere25.1million tweets• 55%oftweets containaphotoand31%containalink• Peaktimeclickthroughrate(CTR)is12pmand6pm
TwitterStatisticsCont.
39
SampleTwitterProfile:BOGW
SampleTwitterProfile:BlueOceanGlobalWealth
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SampleTwitterProfile:BOGT
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SampleTwitterProfile:BlueOceanGlobalTechnology
LinkedIn is a social networking platform designed specifically for the businesscommunity. The goal of the site is to allow registered members to establish and engagewith networks of people they know and trust professionally.
42
LinkedInStatistics
• 380millionactiveusers• 50%ofactiveusersonmobile• 70%ofusersoutsideofUS• 24languagessupported
LinkedInStatistics
43
44
LinkedInDemographics
• 18– 24years:18%• 25– 34years:31%• 35– 54years:40%• 55+years:11%
LinkedInDemographics
17%ofaffluentclientele withabusiness onlyrelationship withtheiradvisorgave3ormorereferralsoverthepast12months,comparedto34%withabusiness andsocialrelationship!
45
LinkedInStatistics
üNetworküExperienceüEducationüRecommendationsüSharedGroupsüPeopleAlsoViewedüLanguages
UseLinkedInIntelligencetoBuildReal-WorldRapport
üNameüTitleüLocationüIndustryüContactInfo.üWebsiteüBlogsüActivityüSummaryüSkills&ExpertiseüEndorsements
LinkedInProvidesValuable Information
LauraVirili.Com
46
LinkedInCont.
47
48
• Display a quality and professional headshot. This is your online professional presence.• Complete your profile. Clients, prospects, partners, and friends may perceive yourpresence as incomplete if you do not share your experience and skills.
• Update your profile regularly. Strive for an All-Star Profile.• LinkedIn is the largest professional network. Resist the temptation to treat LinkedIn asyour professional Facebook.
• Share and promote great content from your network judiciously.• Emphasize quality over quantity. Avoid sending generic connection requests.�
EngagementonLinkedIn
Google+
Google+ is an interest-based social network that is owned and operated by Google Inc.The service, Google's fourth foray into social networking, experienced strong growth inits initial years, although usage statistics have varied, depending on how the service isdefined.
Google+
49
Google+&Business
• Search Engine Journal reported that Google considers its own factors, such as thenumber of +1s on the Google+ Business Page, to be most influential indetermining ranking order.
• Digital Marketing Works (DMW) concluded that “the quality and quantity ofGoogle reviews are the single most important variable determining inclusion andranking” in the local carousel.
Google+&Business
50
YouTube is a video-sharing website headquartered in San Bruno, California. Theservice was created by three former PayPal employees in February 2005. InNovember 2006, it was bought by Google for US$ 1.65 billion.
YouTube
51
YouTubeStatistics
• 1billionmobileviewsperday• 2014Revenue:$4Billion• 2nd largestsearchengine• 3rd mostvisitedwebsite• 48hoursofvideouploadedeveryminute• 70%oftrafficfromoutsideUS
YouTubeStatistics
52
USAYouTubeDemographics:
• Internetusers,aged14-17thatuseYouTube:82%• Milleninals thatuseYouTube:72%• GenXthatuseYouTube:58%• BabyBoomersthatuseYouTube:43%
USAYouTubeDemographics
53
54
Top100GlobalBrandsTop100GlobalBrands
Yelp
Yelp is an American multinational corporation headquartered in San Francisco,California. It develops, hosts and markets Yelp.com and the Yelp mobile app, whichpublish crowd-sourced reviews about local businesses, as well as online reservationservice SeatMe and food delivery service Eat24.
Yelp
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YelpStatistics
• 135millionmonthlyvisitors• 71millionmonthlyreviews• Availablein15languages
YelpStatistics
56
Example:NegativeReviewExample:NegativeReview
57
SocialMediaStrategyQuestions
• Whatsocialplatformsisyourtargetaudienceusing?• Howdoyouwanttobeperceived?• Whatisyourapproach?• Howwillyoumanagepublishingcontent,monitoring,andengagement?• Havethegoalsandvisionbeenclearlypresentedtoallparticipants?• Doyouhaveasocialmediapolicy?
SocialMediaStrategyQuestions
58
SecretsOfSocialMediaExperts
• MakeYourSocialMediaProfilesStandOut• MakeTheRightConnections• MakeYourBusinessPagesInteractiveAndInformative• ShareRelevantIndustryTopics• JoinTheConversations• LearnToUseHashtags• AdvertiseStrategically• UseSponsoredAdsAndPosts• HireAnExperiencedCopywriter• BeYourselfWhenYouPost
SecretsOfSocialMediaExperts
59
Search Engine Optimization (SEO) improves organic rankings on search engines. SEO encompassesregular on-site and off-site SEO strategies, including social engagement, and local SEO strategy.Factors that influence comprehensive SEO:
• Keyword Research& Analysis• On Page Optimization• Content Development Marketing• Social Engagement• Off Page SEO• Local SEO Strategies• Google Algorithmic Updates• Detailed Reporting
SearchEngineOptimization(SEO)SearchEngineOptimization(SEO)
60
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The online reputation of a business is critical to its continued growth and success. Theemergence of social media allows negative comments to be shared and circulated amonglarge numbers of Internet users. The confidence of a consumer depends on positivepress. Businesses must take proactive measures to prevent and address unfavorable ordefamatory content.
OnlineReputationManagement(ORM)OnlineReputationManagement(ORM)
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63
TheGoogleTestcont.TheGoogleTest
• Reputation management services can protect organizations from unwelcome content and restoreonline brand equity.
• Research suggests that consumers value interacting with businesses and service providers with apositive online reputation.
• Organizations that value and emphasize reputation management tend to experience strongergrowth and client satisfaction.
• By actively monitoring your brand and reputation, you can prevent adverse news or negativecommentary from influencing the decisions of potential customers and business partners.
WhyisORMimportant?WhyisORMimportant?
64
ORMChecklistORMChecklist
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• Website• Blog• Microblogs• Forums• Interviews• GuestBlogging• Webcast• Podcast• Bookmarkingsites• SocialMedia
DigitalAssets:YourOnlinePresenceDigitalAssets:YourOnlinePresence
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• Contentmarketingisastrategicmarketingapproachfocusedoncreatinganddistributingvaluable,relevant,andconsistentcontenttoattractandretainaclearly-definedaudience— and,ultimately,todriveprofitablecustomeraction.
• Contentmarketing’spurposeistoattractandretaincustomersbyconsistently creatingandcuratingrelevantandvaluablecontentwiththe intentionofchangingorenhancingconsumerbehavior.
• Basically,contentmarketingistheartofcommunicatingwithyourcustomersandprospectswithout selling.Itisanongoingprocessthatisbest integratedintoyouroverallmarketingstrategy,anditfocusesonearnedmedia,whichiswordofmouth andcustomerinteraction,ratherthanpaidadvertising.
Whatiscontentmarketing?WhatisContentMarketing?
Welcome to the Content Marketing Institute (CMI) where our mission is to advance the practiceof content marketing. People ask CMI all the time how CMI came to be. It’s simple, really. Despitethe abundance of good blogs, books, and other resources, we were finding that people had a lotof questions about content marketing.
ContentMarketingInstituteContentMarketingInstitute
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• Marketing is communicating the value of a product, service or brand to customers or consumersfor the purpose of promoting or selling that product, service, or brand.
• Branding is a marketing strategy that involves creating a differentiated name and image -- oftenusing a logo and/or tag line -- in order to establish a presence in the consumer's mind andattract and keep customers.
• Advertising is a form of marketing communication used to promote or sell something, usually abusiness's product or service.
Marketing,Branding&AdvertisingMarketing,Branding&Advertising
69
Scota isatechcompany
• Technology should not dictate a company’s strategic vision. Organizations needto innovate, change, and follow a flexible strategy—not a laser-like, rigid plan.
• Technology has never been more critical to the growth and sustainability of abusiness. A rapidly changing technology landscape necessitates technologyplanning.
FlexibleTechnologyPlanning
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WhereDoIBegin?WhereToBegin?
71
Section4:
CaseStudies
Talkwalker is a social data intelligencecompany empowering companies to makebusiness decisions based on social insights.
Talkwalker Partnership
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Talkwalker Partnership
75
Talkwalker Partnership
Photosarenolongerjustameansofcapturingamoment,theyareameansofcommunicating.
80 million new images on Instagram.
175 million new images on Twitter.
More than 1.8 billion photos are posted on Social Media everyday.
300 million photo uploads on Facebookper day.
98% posts with images on LinkedIn get higher comment rate
76
Talkwalker Partnership
Scotiabank
77
• Addyourownsources
• Configureyoursetofsources
• ImageandTextanalytics
• Social,Online,Print,Broadcastallinoneplatform
• 150+millionwebsites covered
• Real-timemonitoring
• Customized Alerts
Extensiveglobalcoveragein187languagesacross196countries:
Coverage
OnePlatformToLeverageSocialData
78
1 LISTEN
2 DISCOVER
3 ANALYZE
4 BENCHMARK
5 MEASURE
6 REPORT
7 ACTIVATE
• LISTENListen,trackandreceivealerts inreal-time
• DISCOVERDiscoverthecontent,influencersandtrends drivingconversations
• ANALYZEAnalyze datainreal-time usingadvanced textanalytics
• BENCHMARKCompareyourbrandwithindustrypeers
• MEASUREMeasure theperformanceofyourbrandandcampaigns&comparewithindustrypeers
• REPORTSavetimeusingpredefinedandcustomizablereports,dashboardsandnewsletters
• ACTIVATEIntegrateandactivateinsightsthroughouttheenterprise
79
NIKE
80
Fromwhichmediatypesistheconversationcoming?
REACHVSENGAGEMENTSHAREOFMEDIATYPES
81
WhatistheToneoftheConversation
SENTIMENTBy mediatypes
SHAREOFSENTIMENT
WhoIsTalking?
82
TOPLANGUAGESbygender
83
DistributionOnTheWorldMap
84
DistributionOnTheWorldMap:bygender
85
DistributionOnTheWorldMap:bymediatypes
86
DistributionOnTheWorldMap:bysentiments
87
TopThemes
88
WhoIsTalking:TopInfluencers
89
UnderArmour
90
REACHVSENGAGEMENTSHAREOFMEDIATYPES
Fromwhichmediatypesistheconversationcoming?
91
WhatistheToneoftheConversation
SENTIMENTBy mediatypes
SHAREOFSENTIMENT
WhoIsTalking?
92
TOPCOUNTRIESbygender
TOPLANGUAGESbygender
93
DistributionOnTheWorldMap
94
DistributionOnTheWorldMap:bygender
95
DistributionOnTheWorldMap:bymediatypes
96
DistributionOnTheWorldMap:bysentiments
97
TopThemes
98
WhoIsTalking:TopInfluencers
99
BMW
100
REACHVSENGAGEMENTSHAREOFMEDIATYPES
Fromwhichmediatypesistheconversationcoming?
101
WhatistheToneoftheConversation
SENTIMENTBy mediatypes
SHAREOFSENTIMENT
WhoIsTalking?
102
TOPCOUNTRIESbygender
TOPLANGUAGESbygender
103
DistributionOnTheWorldMap
104
DistributionOnTheWorldMap:bygender
105
DistributionOnTheWorldMap:bymediatypes
106
TopThemes
107
WhoIsTalking:TopInfluencers
108
Tesla
109
Reachvs EngagementSHARE OFMEDIATYPES
Fromwhichmediatypesistheconversationcoming?
110
WhatistheToneoftheConversation
SENTIMENTBy mediatypes
SHAREOFSENTIMENT
WhoIsTalking?
111
TOPCOUNTRIESbygender
TOPLANGUAGESbygender
112
DistributionOnTheWorldMap
113
DistributionOnTheWorldMap:bygender
114
DistributionOnTheWorldMap:bymediatypes
115
DistributionOnTheWorldMap:bysentiments
116
TopThemes
117
WhoIsTalking:TopInfluencers
118
Scotiabank
HowDoYouCompareWithYourCompetitors
119
SHAREOFVOICE REACHVSENGAGEMENT
WhatistheToneoftheConversation
120
SENTIMENTbytopics
WhoIsTalking?
121
TOPCOUNTRIESbytopics
TOPLANGUAGESbytopics
GENDERbytopics
122
DistributionOnTheWorldMap
HowMuchConversationIsThereOnline
123
RESULTSOVERTIME
124
WhenScotiabank isMentioned
ASSOCIATEDBRANDSANDCOMPANIES
ASSOCIATEDPEOPLE
WhoIsTalking:TopInfluencers
125
Scotiabank
126
DISTRIBUTIONONTHEWORLDMAP
DRILLDOWNTOCARIBBEANBYMEDIATYPES
DRILLDOWNTOSOUTHAMERICABYMEDIATYPES
DRILLDOWNTOCANADABYGENDER
DRILLDOWNTOSTREETLEVEL
Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
http://eauth.com/the-frantastic-blog/is-entrepreneurship-contagious
Section5titleslide
Section5:
TheIntangiblesofLeadership&Success
Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
128
An entrepreneur is a person who shifts economic resources out of
an area of lower productivity into an area of higher productivity
and greater yield.
-J. B. Say [1767 –1832]
French Economist
enʹtre·pre·neurʹshipʹn.
Entrepreneurship:Definition
128
Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
http://alexaroscoe.com/2014/12/09/three-dif ferences-between-social- intrapreneurs-and-intrapreneurs-people-dont-talk-about/
WhatisIntrapreneurship?
129
130Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
www.uky.edu/~wmbowl0/entrepreneurship.ppt
• Intrapreneurs notice opportunities and take initiative to mobilize resources. They workin large companies and contribute to the innovation of the firm. Intrapreneurs oftenbecome entrepreneurs.
• Entrepreneurs are people that notice opportunities and take the initiative to mobilizeresources to create new goods and services.
Intrapreneurs andEntrepreneurs
131Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
“Imaywalkslowly,butIneverwalkbackwards.”
“Thingsmaycometothosewhowait,butonly
thosethingsleftbythosewhohustle.”
– AbrahamLincoln[1809- 1865]
http://en.wikipedia.org/wiki/Abraham_Lincoln
PerspectiveonDecisiveAction
132Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
• Critical, but in some ways intangible,ambiguous, and nebulous.
• Wharton School of Finance Researchersconcluded that between 15-25% of thevariation in corporate profitability, on average,is directly determined by the character of theirchief executives.
• Studies attempting to debunk the power ofleadership concluded that, at a minimum, itmust account for at least 7%-14% ofperformance.
http://upload.wikimedia.org/wikipedia/commons/6/64/Placido_Costanzi_-_Alexander_the_Great_Founding_Alexandria_-_Walters_37790.jpg
Leadership
133Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
Establishment of a relationship between two people with learning and development at itscore; the fulfillment of clear andmutually defined goals as its intention.
ThePurposeofLeadership
134Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
Experience:Lifeistooshorttolearnallthelessonsourselves
• Synergy:1+1=5
• Positiveinfluence,energyandguidance
• Naturallifetransitionprocess
http://www.blackenterprise.com/files/2010/04/mentorship.jpg
WhyDoesLeadershipWork?
Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
135
• Mentoringrelationshipsdeveloporganicallyontheirown.
• Youonlyneedonementoratatimeforsuccess.
• Mentorsshouldbeolderthanyou.
• Mentorshipisahugeinvestmentoftime.
• Mentorrelationshipsarecomplicated.
• Mentorshipisaone-waystreet.
Mentorship:Myths
135
136Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
• Personalcommitmenttobeinvolvedwithanotherpersonforanextendedtime.
• Respectforanindividual’sabilityandrighttomaketheirownchoicesinlife.
• Abilitytolistenandacceptdifferentpointsofview.
• Abilitytoempathizewithanotherperson'schallenges.
• Abilitytoseesolutions,opportunities,andbarriers.
• Flexibilityandopenness.
EffectiveMentorCharacteristics
137Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
• AcceptPersonalAccountability• SeekChallenges• Life-longLearner
“An investment in knowledge always pays the best interest.”
–Benjamin Franklin [1706 – 1790]
• Self-starterWho TakesInitiative• GoalClarity• FlexibleandOpen• GenuinelySeeksMutualBenefit
EffectiveMenteeCharacteristics
138Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
A. HumanCapital• Skills• Experience• ManagerialValue
C.StructuralCapital• IntellectualProperty• Systems• Processes• CapturedKnowledge
B.Relationship Capital• Reputation• Brands• Partners• Vendors• Clients
D.StrategicCapital• BusinessModel• ExternalTrends/Conditions
IntangibleCapital
139Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
A recent Harvard Business Review article reportsthat the quality that most senior executives lack isempathy. For this reason, it is essential that all of usunderstand emotional intelligence. Simply put,emotional intelligence deepens our empathy, ourability to sense the feelings of others. Our ability toutilize soft skills is our level of emotionalintelligence.
“EmotionalIntelligenceIsKeyToOurSuccess”
-John Keyser
Founder, Common SenseLeadership
DevelopRelationshipCapital
140Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
• Self-awareness – our ability to perceive our emotionsand understand our tendencies to act in certain waysin given situations
• Social awareness – our ability to understand theemotions of other people, what they are thinking andfeeling
• Self-management – our ability to use awareness ofour emotions to stay flexible and direct our behaviorpositively and constructively
• Relationship management – our ability to use ourawareness of our own emotions and those of othersto manage interactions successfully
The4MainSkillsofEmotionalIntelligence
141Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
1. Prepare your 30 second to 2 minute elevatorspeech.
2. Prepare relevant and thoughtful questions thatrelate to the event you are attending, currentnews, or industry trends.
3. Focus on quality rather than quantity. Ratherthan collecting business cards, focus on engagingin meaningful conversations.
4. Quality writing vs. Quantity email.
5. Diligent, patient, and purposeful follow-up.
Youhaveonefirstimpression.
Expand YourNetworkWithAuthencity
142Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
Writingvs.Email:Sent
143Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
Writingvs.Email:Received
144Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
• AdoptaGlobalMindset• UnderstandDiversity• EmbraceInnovation• RecognizetheIntangiblesofSuccess• InvestinYourself• InvestinYourCommunity• PayitForward• HaveaLong-termPerspective• EnjoytheJourney
Fundamentals ofSuccessintheDigitalEra
145Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
GlobalConsiderations:• Enhanced duediligence• Greaterinvestment intermsoftimeandcapital• Lessestablished networkofconnections, especially instartupphase• Traveltimerequired• Legalcountry-specificnuances
GlobalAdvantages:• Access toglobalhumanresources• Moredemand• Greateraccess tofinancing• Startwithglobalperspective
AdoptaGlobalMindset
Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
HistoricalImpactofDiversity
146
147Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
"Effective work is actually done in and by teams
of people of diverse knowledge and skills.“
-Peter Drucker [1909 – 2005]
Peter Ferdinand Drucker was an Austrian-bornAmerican management consultant, educator, andauthor, whose writings contributed to thephilosophical and practical foundations of themodern business corporation. He was also a leaderin the development of management education, andhe invented the concept known as management byobjectives.
http://en.wikipedia.org/wiki/Peter_Drucker
ContextOnDiversity
148Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
“Innovationdistinguishes betweenaleaderandafollower.”-SteveJobs[1955– 2011]
http://images.dailytech.com/nimage/21281_large_apple-products-jobs.jpg
InnovativeSolutions
149Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
“Not everything that can be counted counts, and
not everything that counts can be counted.”
–Albert Einstein [1879 – 1955]
RecognizetheIntangiblesofSuccess
150Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
“Don’t be intimidated by what you don’tknow. That can be your greatest strengthand ensure that you do things differentlyfrom everyone else.”
—SaraBlakelyfounderofSpanx
InvestInYourself
151Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
InvestInYourCommunity
152Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
“Wemakealivingbywhatweget,wemakealifebywhatwegive.”
–WinstonChurchill[1874– 1965]
PayItForward
153Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
“It takes 20 years to build a reputation and five minutes to ruin it. If you
think about that, you’ll do things differently.”
-Warren Buffet [1930 –present]
Chairman & CEO, Berkshire Hathaway
LongTermPerspective
Summary
1. DigitalRevolution: historicalcontext
2.TheFutureisMobile
3.ThePowerofSocialMedia
4.CaseStudies
5.Intangibles ofLeadership&Success154
155Thispresentationisforeducationalpurposesonly.Undernocircumstancesshouldtheinformationprovidedhereinbereliedupon asinvestmentadvice.
John Lennon understood the importance of being happy.If you love what you do, you will never work a day in your life.
JohnLennon[1940–1980]
EnjoytheJourney
www.blueoceanglobalwealth.com@BlueOceanGW
FollowUsOnSocialMedia
156
www.blueoceanglobaltech.com@BlueOceanGT
157
SameerS.Somal,CFA,CFP�ChiefFinancialOfficer
MargueritaM.Cheng,CFP®ChiefExecutiveOfficer
QuestionsandFollow-up