Thanks for your comments Eric, appreciated - Good to see which you are enjoying the benfits which the Web and Social Media Marketing brings to the business.
Adviser Opportunities Using The Web And Social Media – Slideshare
This presentation was recently used at a financial adviser conference.
The Challenge - To raise awareness as to how the new Web and Social Media platforms can be used to create more business opportunities.
This presentation does raise quite a few issues. We’re finding that financial advisers are well aware of social media, as you’ll see most are ‘on it’ in some shape or form. The challenge is to break through the mystery and implement the opportunities.
There are several messages in the presentation and the most important is that Financial Advisers are ‘Ready Made’ for Social Media
Another critical opportunity is that large organisations are struggling with Social Media. There are many reasons for this but we believe it comes down to the simple fact that it is hard to have a ‘social’ relationship with a financial institution. However, it is easy to be social with ‘individuals’ and small businesses.
To view the notes written for the presentation you will need to download the presentation. Alternatively, you can download the Power Point file directly using the the download button
One question to you as an adviser- How many client presentations do you have?
You can load them up at slideshare.net just as we have and share them as blog posts, use them on social media, email the links to prospects, clients and referral partners. It’s all just a few clicks away.
You'll also receive the 18 Page guide
@ColinTwilliams - Thanks for your comments Eric, appreciated - Good to see that you are enjoying the benfits that the Web and Social Media can bring to your business.
A quick scan through the PowerPoint presentation reveals a great way to get started with engaging in Social Media for financial planning businesses (indeed, for most professional service businesses). At Continuum Financial Planners (http://www.continuumfp.com.au), we have been working through this process for almost two years now.
We started with a strategic plan, detailed that further in some marketing plans and implemented through engagement on Twitter, Facebook and LinkedIn to promote the material published as articles etc on our website and Blog.
The results of the approach we have taken (and as detailed in your presentation) have been quite satisfying, especially given the turmoil of the markets over the period we have been engaged in the process.