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Hearsay Social 101
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Welcome!
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Jen Dimaculangan, Hearsay Social Customer Success Manager
• Runs a half marathon every year
• Is a big foodie: bacon is my favorite!
• Loves to travel; recently visited London, Paris, Salzburg, and Vienna
Christen Lazarcheck, HD Vest Marketing Consultant
• Is a USC super fan (Fight On Trojans!)
• Recently waited in line for 5 hours for Franklin’s BBQ in Austin, TX
• Is in a Fort Worth kickball league
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WHY SOCIAL? WHY NOW?
The people you do business with are there.
The people you want to do business with are there.
Your competitors are there.
The way we live has changed.
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THE SOCIAL ADVISOR
Source: The 2014 Putnam Investments Survey 0f Financial Advisors’ Use of Social Media
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GETTING STARTED IS AS EASY AS 1, 2, 3!
1. Take Social Media Compliance Training at HDVLink® > Education > VestU > Launch VestU > Search "Social Media Compliance Training.”
2. Set up a LinkedIn account at www.LinkedIn.com (if you haven’t done so already).
3. Visit www.hdvest.com/social (password: hdvsocial) and click “Register with Hearsay Social.”
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SOLUTIONS WITH
Choose pre-approved content from a Content Library
Schedule your posts when it makes sense for you
Prospect by using Social Signals to find out life events in your network
Measure your engagement
Be compliant by using Hearsay Social
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HOME DASHBOARD
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CAMPAIGNS
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CONTENT LIBRARY
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CONTENT STRATEGY
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Most Published Pieces of Content by HD Vest Advisors
Received the Most Likes, Comments, Shares by Connections
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WHAT? HOW OFTEN? HOW MUCH?
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Build relationships first, do business second.
70/20/10 70% of content
should be
maximizing
relationships and
connecting on
issues that interest
your audience.
20% of content
should be about
the industry and
best practices for
your customers.
10% of content
should promote or
advertise your
practice’s
offerings or menu
of services.
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WHAT? HOW OFTEN? HOW MUCH?
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Maximum 1 post per day. Facebook is highly visual and community-oriented – think quotes, photos, visuals that make you approachable and human. Maximum 1 post per day. LinkedIn is a professional networking site – think content that relates to business, leadership, industry trends, etc. Twitter is considered “microblogging” so there is no hard and fast rule for maximum posts. Twitter’s 140 character limit makes tweets easy to scan.
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PERSONALIZE. CHOOSE. SCHEDULE.
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SOCIAL SIGNALS
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Send Card to Congratulate Newsletter With Tax/Financial Tips for New Parents Next Meeting: Let’s Talk College Planning!
Email to Congratulate Next Meeting: Discussion of student debt and future goals.
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HOW IT COULD BE
6AM 7AM 9AM 10AM 3PM
An advisor’s
acquaintance,
Henry, shared on
Facebook that his
first child was born.
Advisor logs into
Hearsay Social
dashboard
– Henry is a social
signal.
Armed with
information from
Social Media,
Advisor emails
Henry relevant,
helpful info.
The email
resonates with
Henry, he meets
with the Advisor
and becomes a
customer.
The email resonates
with Henry, he meets
with the Advisor and a
new business
relationship begins!
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SOCIAL MEDIA BUSINESS TRAINING
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INTEGRATED COMPLIANCE
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“Think of social media as
an extension of your real
life, rather than it being a
burden or “another new
thing to learn.”
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WORD ON THE STREET AT HD VEST
“Social media has allowed
me to discover new
opportunities emerging in
my connections’ lives,
which have led to new
business and deeper
relationships with existing
clients.”
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“A client got my information from my
Facebook Business Page and sent me
an email about taxes and investing. I
just set up an IRA transfer and a
brokerage account transfer for more
than $600,000 in assets as a result.
“When we ask how new
clients found us, the
majority say it’s through
the internet.”
“My Hearsay Social and FMG accounts work
together to create a high-impact digital presence.
A new client came in ready to sign the documents,
without me calling her, because she had already
done all her research online.”
BUILDING AND MANAGING YOUR ONLINE BRAND
In a Google search, LinkedIn and your website should be the first items that appear.
Proven Benefits of Social Media for Financial Advisors
– Establish your online brand
– Convert a higher % of referrals and prospects to appointments and sales
– Impact search rankings and make yourself more “findable”
– Expand your ability to identify new prospects
– Enhance communication with existing clients
– And much more!
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Source: LinkedIn Company Page http://press.linkedin.com/about
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Questions?
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HD Vest Marketing Team [email protected] www.hdvest.com/social (password: hdvsocial) Hearsay Social Technical Support (888) 399-2280 Monday-Friday 6AM-5PM Pacific [email protected]
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HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Securities offered through HD Vest Investment ServicesSM, Member SIPC Advisory services offered through HD Vest Advisory ServicesSM 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 972-870-6000
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