1. Social The Impact on
our LIFE
Politics, Advocacy,
Media
Influence, Fundraising,
Love and Investments.
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2. Why Social Media for the Financial
Value of Social Media according to LPL
Advisor?
• Generate referrals
• Identify prospects
• Communicate with clients
• Strengthen relationships
It’s Inexpensive
It’s Educational
It’s Viral
It’s Searchable
It Delivers Credibility
It Generates More Client Communications
“An effective social media presence will help you
make connections, and grow your business.”
- LPL Financial Marketing Gateway Site | http://www.lplmarketing.com/
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3. Social Media Platforms
by the Numbers
= 150 million members | Members from ALL
Fortune 500 Companies | 4.2 billion
professionally-oriented searches in 2011| 82 of
Fortune 100 profiled
= 900 million active users | 50% sign on daily
for 55 min avg. | Estimated to hit 1 billion users by
August
= 500 million registered | 1.6 billion search
queries per day | 200 million active users
= 4 billion videos viewed daily | 60 hours
worth of video uploaded every minute or 1 hours
worth every second
= 104 million Monthly visits | 32 pin board
categories | Most popular among women | Ranked
3rd top SMS in 4/2012 (overtook LinkedIn)
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4. From a Prospects Perspective = No OnLine Presence? You may
not be considered relevant!
Social networking sites and our lives
Larger social networks = higher levels of education
Research project conducted by the Pew Research Center
Social Influence: Thriving in a New World of Media Relations
“Our world has morphed from complicated to complex”
Gone from Predictable to Unpredictable
Findings in a White Paper produced by SocialEars and HRMarketing.com
Online Dating by the Numbers
87 mil US singles | 40 mil dating online | 120k marriages annually as a result
Report from Match.com
Social Media in Politics
Congress alone will again haul in more than $2 billion in campaign
contributions this year.
According to the National Constitution Center
Growing Philanthropy
11% of online donations come through social media
From Washington D.C. Philanthropy Summit
Social Recruiting
95% of Hiring Managers have leveraged a SMS to successfully hire in 2011
Survey conducted by JobVite
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5. Qualified Investors USE Social Media
for Financial Research
“More than 5 million high-net-worth
investors* are currently using social
media for a variety of financial planning and
investment research activities.”
(*$100k in investable assets)
“75% identified LinkedIn as the social
media platform they use the most for
investment research.”
“Ultra Affluent”**— investment research was identified
as the top reason they visit the LinkedIn site and
investment groups. (**$5mil in investable assets)
http://www.onwallstreet.com/news/high-net-worth-investors-linkedin-social-media-advisors-2678738-
1.html?ET=onwallstreet:e7171:2053861a:&st=email&utm_source=editorial&utm_medium=email&utm_campaign=OWS_Daily__050412
U.S. Wealth Management Company Confidential | Internal Use ONLY
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6. Question?
Who does
your online
profile
matter to
most?
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7. ANSWER
A Stranger
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8. U.S. Wealth Management’s Social Media
Engagement Packages for Affiliates
3 Levels of Engagement
Social-Light
 LinkedIn | twitter | FaceBook
 One time setup fee
Social-Eyes
 Same as Social-Light + Website SEO and weekly social
post creation
 One time set up and Weekly Engagement fee
Social-Capital
 Same as Social-Eyes + Website SEO + weekly social
engagement + eCampaign creation/management
 One time setup fee and Weekly Engagement fee
U.S. Wealth Management Company Confidential | Internal Use ONLY
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9. Social-Light
Perfect for the USWM affiliate that uses their
website as an online brochure
Have a website
with static content
Not using eMail
Marketing
Plans for limited
Social Media
engagement –
because everyone
says ‘You need it’
U.S. Wealth Management Company Confidential | Internal Use ONLY
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10. Social-Eyes
Perfect for the USWM affiliate that updates their website
content at least once a month (or plans to)
Have a web website
Have run an eMail
campaign (or plans to)
Want to engage
with online
community
several times per
week
Increase
website’s search
engine ranking
U.S. Wealth Management Company Confidential | Internal Use ONLY
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11. Social-Capital
Perfect for the USWM affiliate that updates their website
content at least once a week and runs eBlasts
Have a website with refreshed
content
Runs an eMail marketing
program
Wants to build and engage
with online community
several times per week
Plans to use Online Social
Campaign tools
Intend to leverage LPL Social
marketing assets
Increase website’s search
engine ranking
U.S. Wealth Management Company Confidential | Internal Use ONLY
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12. SOCIAL Media Process for USWM
NOTE that the Only approved social media platforms
Affiliates
(as of this writing): LinkedIn | FaceBook | twitter
Sign Up with USWM
Build/Enhance your profile(s)
Submit profile(s) into compliance
ONCE APPROVED – Connect
to LPL’s 3rd party social media
monitoring source: Erado
Engage with your public
LPL POSTING RULES Found here:
http://socialmedia.lplmarketing.com/begin/c
ompliancerulesandregulations.aspx
U.S. Wealth Management Company Confidential | Internal Use ONLY
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13. Not Ready for a Social Engagement
Package through USWM?
At the very least create/enhance your
LinkedIn profile
Include the following in your profile:
Industry and postal code
A current position with description
Two more positions
Education
At least 5 skills
Profile photo
At least 50 connections
A summary
U.S. Wealth Management Company Confidential | Internal Use ONLY
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14. Social Profile Resources
Guides available to USWM Affiliates
Created for LPL Financial
(in association with by John Hancock)
Compliance Rules for Social Media
How To Create Your FaceBook Business Page
How To Create Your LinkedIn Company Page
How To Create Your LinkedIn Profile
How To Create Your Twitter Account
Extras
• Is Social Media For Your?
• Why Social Media?
REMINDER: Social Profiles MUST be approved by LPL Financial
Marketing Regulatory Review PRIOR TO public engagement
U.S. Wealth Management Company Confidential | Internal Use ONLY
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15. Sr. OnLine Marketing
Nut
Judy Parisella
Judy.parisella@yahoo.com
Social Media Marketing 978.491.7444
Search Engine Optimization http://www.linkedin.com/in/judyparisella
eMail Marketing
Social Campaign
Other services offered:
Branding, Collateral & Website design by DSDesign
U.S. Wealth Management Company Confidential | Internal Use ONLY
Your Personal Financial Coach NOT FOR PUBLIC DISTRIBUTION