This document summarizes a presentation about using websites and social media as a digital hub for financial advisors. It discusses establishing an online presence through blogging, integrating social media and websites, engaging with clients on social platforms like YouTube, and ensuring compliance when using social media. Tips are provided for blogging successfully and connecting with younger clients and heirs. Contact details are included for Arkovi, which offers social media archiving, and Advisor Websites, a provider of website software.
Website and blog - social media hubs for financial advisors
1. WEBSITES
YOUR SOCIAL MEDIA
DIGITAL HUB
Presented by
Loic Jeanjean – Sales & Marketing Director at
AdvisorWebsites.com
Blane Warrene – CEO at Arkovi.com
Presented by Arkovi.com and AdvisorWebsites.com
2. AGENDA
Successful web presence
Why you should be blogging + 8 tips
Social media and your website
Connect with the new generation
Compliance
Contact details
Presented by Arkovi.com and AdvisorWebsites.com
3. SUCCESSFUL WEBSITE PRESENCE
Loic Jeanjean
Director, Advisor Websites
Presented by Arkovi.com and AdvisorWebsites.com
4. WHY YOU SHOULD BE BLOGGING
Blogging establishes you as an expert in your field.
Blogging moves your site up in the search engines if
you update your site regularly.
Blogging can be an easy way to interact with
customers and potential customers.
Blogging is a great way to provide additional value to
your customers.
Presented by Arkovi.com and AdvisorWebsites.com
7. 8 TIPS TO BLOG SUCCESSFULLY
Have fun
Post compelling content
Engage your readers & encourage conversations
Post frequently
Make your posts easy to share
Spread the word
Track your web traffic
Invite others to contribute
Presented by Arkovi.com and AdvisorWebsites.com
11. LOIC JEANJEAN DIRECTOR - ADVISOR WEBSITES
Advisor Websites is a global leader in website software for the
financial industry. Our award-winning web-based platform is
used by financial professionals to create and manage
compliant and user-friendly websites.
Website: www.advisorwebsites.com
Ask me about our free trial at loic@advisorwebsites.com or
call 1-888-946-3188
Connect with us on Twitter, Facebook or LinkedIn:
Twitter: twitter.com/advisorwebsite
Facebook: facebook.com/advisorwebsites
LinkedIn: linkedin.com/company/advisor-websites
Presented by Arkovi.com and AdvisorWebsites.com
12. HOW SOCIAL MEDIA IS USED
Blane Warrene
CEO, Arkovi
Presented by Arkovi.com and AdvisorWebsites.com
13. INSIGHTS
How financial advisors use
social media:
Help clients
Communicating with a new
generation of heirs
Share their thought leadership
Plus tips for taming the fire
hose of social and online data
Presented by Arkovi.com and AdvisorWebsites.com
14. SOCIAL TIMELINE
2009 - exploration of social
networks and how they could
work for industry
2010 - first regulatory guidance as
firms “test the waters”
2011 - more clear regulatory
guidance & emergence of many
firms active on social media
2012 - momentum trending as
more than 50% of industry shows
activity
Presented by Arkovi.com and AdvisorWebsites.com
15. CONNECT WITH NEXT GENERATION
"They're used to looking things up
on the Internet," says Henry
Becker, a Maryland-based RIA.
So Becker provides information
that clients and their children
can use.
He finds that his readers forward
his newsletter or blog posts
without his explicitly asking them
to do so.
Presented by Arkovi.com and AdvisorWebsites.com
16. COMMUNICATING WITH A NEW
GENERATION
Risk of losing majority of assets when clients pass on
Heirs have questions - and need a new trusted
resource
Blog is hub with satellite Facebook, LinkedIn &
Twitter for sharing and conversation
In Becker’s case - he attributes 20% increase in AUM
to social media engagement
Presented by Arkovi.com and AdvisorWebsites.com
17. THOUGHT LEADERSHIP
Russ Thornton, Georgia-based RIA, finds
that his social media activity
reinforces clients’ understanding that
he has opinions about financial
advice.
Using social media to share one of his
blog posts, or even a few lines of
commentary, lets him communicate
more frequently with clients.
"It's a way of letting them know I'm not
asleep at the wheel," he says.
Presented by Arkovi.com and AdvisorWebsites.com
18. SPREADING THOUGHT LEADERSHIP
Raise visibility & reflect leadership among
clients, prospects & peers
Candid and embracing new opt-in economy
Can glean insights on clients from their social
profiles
Shares commentary and expose a glimpse of
personality and/or firm culture
Presented by Arkovi.com and AdvisorWebsites.com
19. PROVIDE USEFUL INFORMATION
Pam Horack, a North Carolina-
based financial planner, notes
that hits to her website hit rise
when she posts to her blog—
which she aims to do weekly—
and follows up the blog post
with an announcement on her
Facebook page.
"There is a direct correlation,"
she says, with hits up 40% to
66% in some instances.
Presented by Arkovi.com and AdvisorWebsites.com
20. EDUCATING INVESTORS
Focus on educating young adults and families
Strategic planning around weekly blogging
and Facebook interaction
Be a go-to place for clients and prospects
Positive SEO impact to overall online presence
*(Google has validated content more
important than SEO mechanics)
Presented by Arkovi.com and AdvisorWebsites.com
21. STEPPING STONES TO SOCIAL MEDIA
Listening is critical
Match the social
network(s) to your firm
culture
Simplicity with a plan
Archive, monitor &
measure
Presented by Arkovi.com and AdvisorWebsites.com
22. BEFORE YOU ENGAGE
Have a Policy
Who is authorized
Which platforms to use
Social Media Policy
Approved Technology
How to respond to negative
Have a social media archiving
solution that works anytime,
anywhere.
Presented by Arkovi.com and AdvisorWebsites.com
23. BLANE WARRENE CEO - ARKOVI
Arkovi is the premiere financial services social media solution
for archiving, compliance and monitoring.
Get your Free Social Media Resource Center at
www.arkovi.com
Ask us for our Free RIA Social Media Policy Kit at
info@bmrw.com or call
866-222-2334, x707
Connect with us on Twitter:
twitter.com/ arkovibackups
Presented by Arkovi.com and AdvisorWebsites.com
24. CONTACT DETAILS
Arkovi – Social media archiving & compliance
Blane Warrene – CEO | 1 866.222.2334 - bwarrene@bmrw.com
twitter.com/arkovibackups
Advisor Websites – Award winning website software
Loic Jeanjean – Director | 1 888.946.3188 -
loic@advisorwebsites.com
twitter.com/advisorwebsite
Presented by Arkovi.com and AdvisorWebsites.com
Editor's Notes
Successful website presence The first step any advisor take should be to define the goals of your website. Most businesses should have at least three: to create an online presence, to differentiate your business, and to communicate efficiently with consumers.
Why should you blog? A blog is a tool designed to build community around your unique skills, ideas and areas of expertise. It’s a place where you can showcase your personality, passions, interests, and allow your visitors/clients to share your stories onto their social networks. Maintaining a blog that portrays your thoughts and insights can help your website stand out and help consumers better understand your business. Blogging is probably one of the most powerful tool available to financial advisors to differentiate themselves, gives readers a reason to come back to your site and increase your search engine visibility
When blogging, persistence is key! Here are 3 tips to be successful while blogging: Create Remarkable Content! Promote the Blog with Small but Consistent Messages Review Analytics From Past Blog Articles
8 tips to blog successfully Have fun Before starting the blog, make sure it's something that you will enjoy doing. You need to be passionate about your business and your writing, Jeanjean says. Nobody will talk about a boring business — or a boring blog. Post compelling content Choose the topics that interest your target audience. When advisor blogs fail, it's usually because the advisors spent too much time talking about themselves and their services. Instead, you should focus on your target audience, with content that is unique, valuable and interesting to them. You can discuss things outside of your business, like a hobby or an event you recently attended. Focus on seasonal topics and other issues of interest to your audience. If your clients are affluent, active retirees, for example, consider posting information about travel. Engage your readers & encourage conversations Keep your readers engaged by responding to their comments. You must respond to every comment posted on your blog, whether it's good or bad. If you ignore comments, people will feel neglected and will stop visiting the blog. Also make sure your blog has a link to allow visitors to subscribe to it or to your newsletter. Post frequently Gain a loyal readership for your blog by posting frequently and consistently. At a minimum you should post four times a month, but it's better if you can do more. Whether you are blogging on a daily, weekly or monthly basis, he says, make sure you stick to a consistent schedule. Make your posts easy to share Ensure readers can share your work with others through social media. Include social media widgets on the blog, such as links to Facebook and Twitter, so readers can post your writing through these media. These widgets are generally free of charge and easy to install if you use one of the popular blog platforms such as Wordpress or Blogger Spread the word Promote your blog through other aspects of your marketing campaign to get the word out. Post recent writing from your blog on your LinkedIn wall, Jeanjean says, or "tweet" about it on Twitter. Or you can promote the blog in your e-newsletter by including a list of the most popular articles. Don't forget to include links from the newsletter to your blog. Track your web traffic Use web analytics to help you choose topics that will interest your target market and bring more people to your blog. Using an analytic solution such as Google analytics, which is free of charge, will allow you to see which are the most popular topics on your blog and which posts are being shared. You can then use that information to write more blog posts on those topics, which will keep readers interested. Invite others to contribute Give your blog a different perspective by including other bloggers. Invite guest writers, such as team members and centres of influence to contribute to your blog, Each contributor will write differently and bring a unique point of view to the blog. That will help you to attract and retain a wider readership.
Social media integration Social networks such as Facebook and Twitter can help you connect with and contact those within your core community. For this strategy to work, your blog should serve as a central hub. What Does Social Media Integration Look Like? Social media integration is seamlessly incorporated as a result of simple icons, like/retweet buttons, or by embedded media. Social media integration may invite viewers to follow your organization, join a discussion, share content or provide feedback. Additionally, number of likes and retweets can be displayed, providing your organization feedback on the social success of your posts or your organization’s reach.
Integration: A Simple Process At Advisor Websites we’ve made integration easy. All it takes is a simple copy and paste of the social media site’s URL into the input fields located in the Marketing dashboard and your website will be linked, increasing its search engine ranking and exposure of your organization’s website and business.
Video Integration: Another Simplified Process YouTube videos are an excellent way to share content, market your organization, or to provide how-to or instructional advice. In fact, 77% of marketers plan on increasing their use of video marketing, making it a top area marketers will invest in for 2011 (Stelzner 24). In the past, embedding was often problematic due to coding issues or incompatibilities. Understanding the value of video strategies means that Advisor Websites designed video compatibility into the advisor websites platform. Simply copy and paste the embed code given by YouTube, Vimeo, or Viddler (all of these sites are supported) to embed your video and add an interactive touch to your website.
Social Media Integration: Part of the Big Picture The benefits website owners stand to gain by integrating popular social media tools with their marketing attack plan are tangible. With a little time investment, and some copying and pasting, today’s modern websites provide a plug and play environment that harmonize different web platforms into one cohesive marketing unit, allowing each unit to add value, and ultimately helping your organization achieve its bottom line objectives.