Is social media hype or happening? What do I really need my website to do if it's not the main way clients communicate with me?
Two very valid questions for financial advisers to ask. In this presentation - originally delivered at the threesixty events throughout October and November 2013 - Jon provides an introduction for financial advisers to the many ways a website can become your marketing hub and what it says about you to your clients and potential clients.
After the website is set-up, it's time to look at social media; how can you get started and which networks are worth looking at? How can you remain professional whilst showing off the personal side of your business?
The presentation forms an easy introduction for any financial advisers who need to look at a new website or are interested in what social media might have to offer them.
9. Build credibility and provide
reassurance
•
•
•
•
•
•
•
•
•
People photos
Relevant content
Testimonials
Case Studies
Up to date blogs
Social feeds
Contact
Client portal
Media centre
• Video
• Podcasts
• Guides and white
papers
• Associate sites
• Affiliations and
accreditations
• Event section
• CSR
• Extranet
10. Some other important bits…
• Have the right content management
system (CMS)
• Understand how your site will be
managed
• Set up for Google
• Security and back ups
• Understand the metrics
18. We created this cool
new video and we’re
going to need you to
make it go viral
Erm…this is a 22
minute video about our
investment philosophy
and process
Right. Let us know
when it’s gone viral.
19. Future trends
• Design is fundamental
• Swipe or click?
– The user experience at the centre of design
– Sites are becoming ever more fluid
• Review sites becoming more important
• Increasing social element
20.
21. Reality check…
• You’ll need a new website every 3-4
years
• You never know how many
opportunities you’re losing out on
• Don’t jump on the ‘social’ band
wagon if you don’t need or want to
• Dare to be bold and different
29. Six key steps to success
1.
2.
3.
4.
5.
6.
Understand your target market
Be clear on your message
Build the platforms
Create the content
Distribute the content
Monitor and engage
Must align to the business goals and visionWHY? – Prospecting, credibility, reassurance, contact, client selection, enquiry engine? Recruitment?UNDERSTAND YOUR AUDIENCEWHAT IS YOUR BUDGET?CHOOSE THE RIGHT DEVELOPER
TRUST70% of the buying decision….
You have to look goodDesign engenders an emotional responseBrand – hand test
The language you useYour voiceCasual or formalPeople read less on the internet
People photosRelevant contentTestimonialsCase StudiesUp to date blogsSocial feedsContactIt all costs time and resource to keep fresh.
Set up monthly reports
SET UP YOUR SITEKEYWORD TOOLSLINKSOUTREACH
Must align to the business goals and visionWHY? – Prospecting, credibility, reassurance, contact, client selection, enquiry engine? Recruitment?UNDERSTAND YOUR AUDIENCE
TRUST70% of the buying decision….
WHO – Professional ConnectionsWHERE – Which platforms
Ensure your brand is visible….TWITTER – The barLINKEDIN – The restaurantGOOGLE +