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Educating Advisors Going Social
Blane WarreneSVP, Customer Communications
Webinar
Housekeeping
Tweet = During (and after) the webinar, please use #regedqanda for live discussion
Questions? Please use Questions box in the webinar panel
The webinar recording will be emailed to all attendees and registrants
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@blano’s Tag Cloud
What We Will Discuss
Strategy
Opportunity
Challenge
Risk
But first…
What is the benefit to Advisors for being social?
Consumer Usage Blazing
45-54 Age Group Fastest Growing on Social
Claim Profiles = Impacts Search
High Net Worth
The Clients…
Source: LinkedIn 2012
70%of individuals
with over $5mm leverage social
media
Only Halfof the HNW investors
active on LinkedIn have financial advisors
Niche Focus
Network Influence
The unseen evaluation?
Differentiate from the Noise
Approaching the Platforms
Match the voice and content of you and your business to the platform(s)
Strategy for the Advisor
First why?
Then… Who What Where When How
Cycle of Social
Train
Attest
Best PracticesTech Use
Monitor
Systematic steps to ease complexity of social media
Now let’s get to how…
Making this work for your advisors?
Getting Setup
①Setup profiles and optimize
②Understand privacy/security
③Understand how to manage connections
Ways to Leverage Social Media
Customer Service Education
Thought Leadership
Business Development
Policy
Your policy will drive your advisors use…Make it: Enabling for outcomes Extension of traditional communications Reflect efficiency
A Resource from Us
Ask us for our Compliance Kit
http://bit.ly/complykit
1 Editorial CalendarPlanning
2 Engagement
Suggest themes, topics – not only generic content
Outcomes drive business – encourage them
3 Know Your Mediums
Not everyone is a writer…
Extend Your CultureWhy do clients choose you?
Help advisors explain that
Amplify your strengthsResearch? Service? Execution?
TacticsEasy to use templates
Re-think web site content
Offline ideas
Who is the next generation?
Listening
FollowEngage
Social Media Blocking & Tackling
Who is the next generation?
Common Techniques
80/20 Rule
Thoughtful Comments
Amplify Praise
Don’t Neglect
"Realize that the social media success equation isn't big moves on the chess board, it's little moves made every day that eventually add up to a major shift."
-Jay Baer
Resources for You & Your Advisors
Educational Podcast - http://bit.ly/regedsocial“The Social Media Minute” on iTunes
Breaking Barriers to Social Webinar Serieshttp://bit.ly/regedwebinars
Quick Start Guides on Social Mediahttp://www.reged.com/socialmedia.aspx
Connect with Us on Social
Facebook – http://www.facebook.com/regedarkoviGoogle+ - http://bit.ly/regedgoogleLinkedIn - http://www.linkedin.com/company/regedPinterest - http://pinterest.com/regedarkovi/Twitter – http://www.twitter.com/regedYouTube – http://www.youtube.com/arkovibackups
Q&APlease use the "Questions" section on the webinar panel
And we'll stay and monitor #regedqanda on Twitter