Website and blog - social media hubs for financial advisors

Presented by Arkovi.com and AdvisorWebsites.com

WEBSITESYOUR SOCIAL MEDIA DIGITAL HUBPresented byLoic Jeanjean – Sales & Marketing Director at

AdvisorWebsites.comBlane Warrene – CEO at Arkovi.com


AGENDA

Successful web presenceWhy you should be blogging + 8 tipsSocial media and your websiteConnect with the new generationComplianceContact details


SUCCESSFUL WEBSITE PRESENCE

Loic JeanjeanDirector, Advisor Websites


WHY YOU SHOULD BE BLOGGING

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 can be an easy way to interact with

customers and potential customers.Blogging is a great way to provide additional value to

your customers.


PERSISTENCE IS KEY


PERSISTENCE = RESULTS


8 TIPS TO BLOG SUCCESSFULLY

Have funPost compelling contentEngage your readers & encourage conversationsPost frequentlyMake your posts easy to shareSpread the wordTrack your web trafficInvite others to contribute


INTEGRATE SOCIAL MEDIA & WEBSITES


INTEGRATION MADE EASY


YOUTUBE DELIVERS GREAT RESULTS


LOIC JEANJEAN DIRECTOR - ADVISOR WEBSITES

Advisor Websites is a global leader in website software for the financial industry. Our award-winning web-based platform is used by financial professionals to create and manage compliant and user-friendly websites.

Website: www.advisorwebsites.com Ask me about our free trial at [email protected] or

call 1-888-946-3188

Connect with us on Twitter, Facebook or LinkedIn: Twitter: twitter.com/advisorwebsite Facebook: facebook.com/advisorwebsites LinkedIn: linkedin.com/company/advisor-websites


HOW SOCIAL MEDIA IS USED

Blane Warrene

CEO, Arkovi


INSIGHTS

How financial advisors use social media:

Help clients Communicating with a new

generation of heirs Share their thought leadership

Plus tips for taming the fire hose of social and online data


SOCIAL TIMELINE 2009 - exploration of social

networks and how they could work for industry

2010 - first regulatory guidance as firms “test the waters”

2011 - more clear regulatory guidance & emergence of many firms active on social media

2012 - momentum trending as more than 50% of industry shows activity


CONNECT WITH NEXT GENERATION

"They're used to looking things up on the Internet," says Henry Becker, a Maryland-based RIA. So Becker provides information that clients and their children can use.

He finds that his readers forward his newsletter or blog posts without his explicitly asking them to do so.


COMMUNICATING WITH A NEW GENERATION

Risk of losing majority of assets when clients pass onHeirs have questions - and need a new trusted

resourceBlog is hub with satellite Facebook, LinkedIn &

Twitter for sharing and conversationIn Becker’s case - he attributes 20% increase in AUM

to social media engagement


THOUGHT LEADERSHIPRuss Thornton, Georgia-based RIA, finds

that his social media activity reinforces clients’ understanding that he has opinions about financial advice.

Using social media to share one of his blog posts, or even a few lines of commentary, lets him communicate more frequently with clients.

"It's a way of letting them know I'm not asleep at the wheel," he says.


SPREADING THOUGHT LEADERSHIP

Raise visibility & reflect leadership among clients, prospects & peers

Candid and embracing new opt-in economyCan glean insights on clients from their social

profilesShares commentary and expose a glimpse of

personality and/or firm culture


PROVIDE USEFUL INFORMATIONPam Horack, a North Carolina-

based financial planner, notes that hits to her website hit rise when she posts to her blog—which she aims to do weekly—and follows up the blog post with an announcement on her Facebook page.

"There is a direct correlation," she says, with hits up 40% to 66% in some instances.


EDUCATING INVESTORS

Focus on educating young adults and familiesStrategic planning around weekly blogging

and Facebook interactionBe a go-to place for clients and prospectsPositive SEO impact to overall online presence

*(Google has validated content more important than SEO mechanics)


STEPPING STONES TO SOCIAL MEDIA

Listening is critical Match the social

network(s) to your firm culture

Simplicity with a planArchive, monitor &

measure


BEFORE YOU ENGAGE

Have a Policy Who is authorized Which platforms to use Social Media Policy Approved Technology How to respond to

negative

Have a social media archiving solution that works anytime, anywhere.


BLANE WARRENE CEO - ARKOVI

Arkovi is the premiere financial services social media solution for archiving, compliance and monitoring.

Get your Free Social Media Resource Center at www.arkovi.com

Ask us for our Free RIA Social Media Policy Kit at [email protected] or call

866-222-2334, x707

Connect with us on Twitter: twitter.com/ arkovibackups


CONTACT DETAILS

Arkovi – Social media archiving & complianceBlane Warrene – CEO | 1 866.222.2334 - [email protected] twitter.com/arkovibackups

Advisor Websites – Award winning website softwareLoic Jeanjean – Director | 1 888.946.3188 -

[email protected] twitter.com/advisorwebsite

Date post:	01-Nov-2014
Category:	Economy & Finance
Upload:	loic-jeanjean
View:	2,408 times
Download:	0 times

Website and blog - social media hubs for financial advisors

Economy & Finance