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FunFunFunFun, , , , EasyEasyEasyEasy Ways Ways Ways Ways to to to to Market on Market on Market on Market on FacebookFacebookFacebookFacebook, , , ,
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Wendi Webb
Director, Advisor/Client Solutions
October 2012
Advisor/Client SolutionsAdvisor/Client SolutionsAdvisor/Client SolutionsAdvisor/Client Solutions
Marketing Campaigns Client Reprints Marketing Resources
November ObservancesNovember ObservancesNovember ObservancesNovember ObservancesSpecial Observances
American Indian Heritage Month
Long-Term Care Awareness Month
Peanut Butter Lovers Month
Nov 1. Men Make Dinner Day
Nov 2. Plan Your Epitaph Day
Nov 2-4. Punkin Chunkin Days
Nov 3. Sadie Hawkins Day
Nov 15. Islamic New Year
Commonly Observed Holidays
Nov 1. All Saints Day
Nov 1. Dia de los Muertos (Day of the Dead)
Nov 4. Daylight Savings Time ends
Nov 6. Election Day (U.S.)
Nov 11. Veterans Day
Nov 12. Veterans Day observed (markets
open)
Nov 22. Thanksgiving Day (markets closed)
Cause Observances
Adoption Month
AIDs Awareness Month
Alzheimer's Disease Month
American Diabetes Month
Family Caregivers Month
Nov 10. World Science Day
Nov 14. Diabetes Day
Nov 15. Great American SmokeoutFinancial Dates & Deadlines
Nov 15. Islamic New Year
Nov 18-24. Family Week
Nov 23. Fibonacci Day
Nov 23. Black Friday
Nov 26. Cyber Monday
Nov 15. Great American Smokeout
Nov 15. America Recycles Day
Nov 11-17. American Education Week
Nov 17. Great American Smokeout
Nov 19. International Men’s Day
Nov 20. Universal Children’s Day
Nov 20. Canada’s National Child DayBusiness & Industry
Military Family Appreciation Month
Nov 4-10. Nurse Practitioner’s Week
Nov 10. Marine Corps Birthday
Nov 24. Small Business Saturday
Financial Dates & Deadlines
Nov 23. Markets close at 1 p.m. ET
Nov 30. Last day for doubling up to avoid
wash sale rule
December ObservancesDecember ObservancesDecember ObservancesDecember Observances
Cause Observances
Special Observances
National Write a Business Plan Month
National Tie Month
Dec 1-7. Cookie Cutter Week
Dec 4. National Cookie Day
Dec 15. Bill of Rights Day
Dec 21. Crossword Puzzle Day
Dec 21. Humbug Day
Dec 21. Winter Solstice
Financial Dates & Deadlines
Dec 7. Medicare open enrollment period
closes
Dec 31. Last day to:
• Establish Keogh plan
• Establish & fund solo 401k
• Make contributions to employer-
sponsored 401k plans
• Correct excess contributions to IRAs and
qualified plans
Commonly Observed Holidays
Dec 6. St. Nicholas Day
Dec 9-16. Hanukkah
Dec 24. Christmas Eve
Dec 25. Christmas Day
Dec 26-Jan 1. Kwanzaa
Dec 26. Boxing Day (CA)
Dec 31. New Year’s Eve
Cause Observances
Human Rights Month
Safe Toys and Gifts Month
World AIDs Month
Dec 1. Rosa Parks Day
Dec 1. World Aids Day
Dec 7. Pearl Harbor Day
Dec 10. Human Rights Day
Dec 1-24. Operation Santa Paws
Business & Industry
Dec 5. AFL-CIO Day
Dec 6. Pawnbrokers Day
Dec 13. National Guard Day
Dec 14. National Salesperson Day
Dec 21. Winter Solstice
Dec 23. Festivus
Dec 30. Bacon Day
qualified plans
• Sell stock to realize gains/losses
• Take RMDs
• Last day to pay expenses for itemized
deductions
• Make tax-deductible contribution to
charities
• Make annual tax-free gifts of $13,000 per
person
Social Media IntelSocial Media IntelSocial Media IntelSocial Media Intel
Advisors' Social Media UseAdvisors' Social Media UseAdvisors' Social Media UseAdvisors' Social Media Use
Source: Horsesmouth,
Summer 2012
Investors' Social Media UseInvestors' Social Media UseInvestors' Social Media UseInvestors' Social Media Use
Source: Spectrem, 2012
Investors' Social Media UseInvestors' Social Media UseInvestors' Social Media UseInvestors' Social Media Use
Source: Cogent/Linkedin, 2012
Misc Social Media StatsMisc Social Media StatsMisc Social Media StatsMisc Social Media Stats
• Widows frequent Facebook more than divorcees (69% vs. 64%)
• Divorcees are more likely to use LinkedIn (40% vs. 27%)
• 67% of HNW investors visit Linkedin monthly
• What investors use social media?
– 87% of Millennials
– 74% of investors age 30-49
– 56% of investors age 50-64
– 34% of investors age 65+
Sources: Spectrem, Cogent Research , Linkedin 2012
Social MediaSocial MediaSocial MediaSocial Media
Source: ethority
Russ ThorntonRuss ThorntonRuss ThorntonRuss Thornton
ScribdTwitter
Niche Web Page
PinterestYouTube
Google+
Amy ButtellAmy ButtellAmy ButtellAmy Buttell
Google+
Which Network?Which Network?Which Network?Which Network?
Source: Douglas Wray via Instagram
Network PersonalitiesNetwork PersonalitiesNetwork PersonalitiesNetwork Personalities
The "Pub" The "Golf Course" The "Cocktail Party"The "Pub"
• The "consumer web"
• Storytelling medium
• Very social
The "Golf Course"
• The "professional
web"
• Business card
extension
The "Cocktail Party"
• "News feed"
• Used for conversation,
observation &
information gathering
Source: "The Social Advisor," Wired Advisor, various
Choosing a NetworkChoosing a NetworkChoosing a NetworkChoosing a Network
• Review niche
• Review locale
• Clients' communication preferences• Clients' communication preferences
• Age of target clients & prospects
• Your marketing objectives
• Your capabilities
ComplianceComplianceComplianceCompliance
Sources: SocialWare, AdvisorMail
Social Media Content GuidelinesSocial Media Content GuidelinesSocial Media Content GuidelinesSocial Media Content Guidelines
Educate Entertain
Empower Engage
Source: Amy McIlwain
Content Sources Content Sources Content Sources Content Sources
• Repurpose firm materials
• Advisor/Client materials
• Credible 3rd party media
• Local news• Local news
• Promote your own events
• Hire an intern
• Create your own
Source: A/C Quarterly Financial Postcard & Reprints
Social Media RoutineSocial Media RoutineSocial Media RoutineSocial Media Routine
• Beginning of the year: Set up automatic posts for holidays and client birthdays
• Daily: Review page for communications and reply if necessary
• Monday: Evaluate previous week's activity, post photos from office or client
events, update client event page, update calendar of upcoming events, post
weekly newsletterweekly newsletter
• Tuesday: Scan Facebook pages of clients whose last names begin with the
letters A though L; post compliance-approved article
• Wednesday: Review pages of clients whose last names begin with the letters
M though Z
• Thursday: Post compliance-approved article
• Friday: Determine changes for next weekSources: Debra Taylor, Horsesmouth
1. Paul Hees (indie) wins two IRA accounts after learning about a
prospect’s job switch on Linkedin
2. David Armstrong (LPL) wins a $3M account from a prospect who
followed his firm’s Facebook page for 8 months
3. Mark Scribner (MS) wins a $2.6M 401K rollover account from an
Success StoriesSuccess StoriesSuccess StoriesSuccess Stories
3. Mark Scribner (MS) wins a $2.6M 401K rollover account from an
acquaintance whom he noticed had checked out his Linkedin profile
4. Mitchell Rock (MS) generates 28% of revenue from LinkedIn
prospecting for business owners, including a $70M account
5. Ellie Kaplan (indie) captures a dozen new clients by "demystifying
Wall Street" for women via Twitter
Sources: Investment Pal, media
• Produce a video holiday card with your staff
• Tweet the cost of the 12 days of Christmas
• Invite clients to post favorite Thanksgiving recipes
• Sponsor a can drive for Thanksgiving
• Promote a cash mob for Small Business Saturday
Holiday Ideas Holiday Ideas Holiday Ideas Holiday Ideas
• Promote a cash mob for Small Business Saturday
• Promote holiday events you're holding
• Promote holiday events you're involved with
• Tweet items off Last Chance postcard
• Tweet fun observances & financial deadlines
(Dec. 30, 2012)
Horsesmouth ShareHorsesmouth ShareHorsesmouth ShareHorsesmouth Share
Horsesmouth ShareHorsesmouth ShareHorsesmouth ShareHorsesmouth Share
Coming UpComing UpComing UpComing Up
"Capture More
Rollovers with Lunch &
Learns" EncoreLearns" Encore
Nov. 29, 2012
