This document provides tips on how to successfully build a social media presence. It discusses debunking myths about social media for financial advisors, focusing on quality content, social engagement, customer reviews and social proof. It emphasizes building rich social networks through blogs, social media optimization for long-term relationship marketing, driving traffic from social media to a website, and creating a strategic social media content calendar and posting strategy.

1. How to Successfully Build a Social
Media Presence
Presented by: Michelle Hummel

2. 7 Top Social Media Myths for Financial Advisors Debunked
Thanks for joining me today!
Michelle Hummel
CEO of Web Strategy Plus offering
Web Design, Social Media, Mobile
Apps, SEO, Content, PPC + More!
Founder of Web Media University &
Columbus Social Media Enthusiasts

3. Google Thinks Differently Now
7 Top Social Media Myths for Financial Advisors Debunked
• Social signals now aid in the
ranking of web pages
• More likes count as a “vote” for
web page quality
What’s Important Today
• Quality Content
• Social Engagement
• Customer Reviews
• Blogs that Answer FAQ’s
• Social Proof

4. How Social Media Merges with SEO
7 Top Social Media Myths for Financial Advisors Debunked
• People no longer blindly trust
everything they see or hear -
they want “social proof”
• Using quality keywords in
your blog content will attract
your target audience through
search
• Building a rich, vibrant
networks of friends, fans and
followers is now the key to
success

5. SMO (Social Media Optimization) AKA Relationship Marketing
7 Top Social Media Myths for Financial Advisors Debunked
• Long-term Marketing Strategy
• Powerful Word of Mouth
• Qualified Traffic to your Website
• Build Relationships
• Build Community
• Retain and Attract Followers
• Sell more Services and
Products
• Build Credibility and Trust
• Demonstrate Thought
Leadership
• Drive Offline Sales
• Inspire Brand Advocates

6. 7 Top Social Media Myths for Financial Advisors Debunked
Questions to Ask Yourself
• Do you have a social media hub?
• Do you drive traffic back to your website
with original blog content?
• Content is critical even more now with
Google Plus
• Do you share informative articles with them?
• Do you give them a reason to stay, tell others
and come back frequently?
Social media has great
potential to create a sense
of community around your
personal brand.

7. 7 Top Social Media Myths for Financial Advisors Debunked
Mobile Friendly Website is Critical
 Mobile Devices have become bigger than PC
sales
 86% of adults own a Mobile phone
 53% use it to access the Internet
 57% of users will not recommend a business
with a poorly designed mobile site
Mobile Internet is becoming
the Internet

8. 7 Top Social Media Myths for Financial Advisors Debunked
Mobile – A Love Story
Consumers have fallen in love with their
Smartphones!
 Always On
 Pocket Computer
 Social Networking
 Shopping
 Navigation
 Camera/Video
 Texting
 And….making phone calls

9. 7 Top Social Media Myths for Financial Advisors Debunked
Is your Website “Social Media Friendly”?
• Fresh Content, you must be writing and posting
new blogs for SEO
• Social Content, you must be providing interesting
content others will enjoy and share
• Easy to share, do you provide your visitors easy
ways to share, like, download and/or retweet
your content?
Is your content easily shareable?

10. 7 Top Social Media Myths for Financial Advisors Debunked
What is Your “Call to Action”?
You have 3 seconds to grab your
prospects attention!
• Free Webinar
• Free White Paper
• Free Download
• Free Trial
• Free Consultation
What is your strongest
offer to collect their
email address?

11. Website Search Engine Audit
7 Top Social Media Myths for Financial Advisors Debunked
• Google Analytics
• Unique Daily Visitors
• Length on site
• Clicks from where
• Entry pages
• Exit pages
• Alexa.com
• Google Analytics
How do you measure your website traffic?

12. How is your Personal Brand?
7 Top Social Media Myths for Financial Advisors Debunked
• What happens when you Google your
name?
• Do you like what you see?
• Your NAME is your brand, you need to
control this message
• Potential customers and clients are
searching for you – what are they finding?
• Delete duplicate accounts to prevent
confusion
Create Google Alerts to
monitor your brand

13. Put Your Best Face Forward
7 Top Social Media Myths for Financial Advisors Debunked
• Make the first impression they get
about you when searching the best
• Fresh blog content will help you rank
higher in search engines for the
content you want to be seen as an
expert for
People like to connect
with “people” not logos –
be a person who is
transparent, likeable and
human

14. 7 Top Social Media Myths for Financial Advisors Debunked
How To Grow Your Business With Social Media

15. • What is your most emotionally engaging
story?
• When did you go above and beyond for a
client?
• What is your best testimonial?
• Do you have a story to share on how you
came to be successful? Trials and
tribulations?
• People like to connect with real stories
they can relate to.
People remember stories.
7 Top Social Media Myths for Financial Advisors Debunked
What is your Unique Brand Story?

16. 7 Top Social Media Myths for Financial Advisors Debunked
Content is King
• “What makes my business so interesting
that people will want to talk about it and
share it with their friends?”
Fact: You can’t succeed in
social media if you don’t
have something interesting
to say

17. What makes you different?
• What keywords would you like to
define your personal brand?
• Define the unique skills you bring
to the table
• What makes your approach
different?
Be sure to use these
keywords frequently in
your Content Strategy
7 Top Social Media Myths for Financial Advisors Debunked

18. 7 Top Social Media Myths for Financial Advisors Debunked
Find Your Audience
Decide what social networks to engage with
 Facebook – B2C
 LinkedIn – B2B
 Pinterest – B2B & B2C
 Twitter – B2B & B2C
 YouTube – B2B & B2C
 Google Plus – B2B & B2C
 Instagram – B2B & B2C
 Niche Communities – Google Forums

19. • Over 62% of business owners report
having gained new clients from
LinkedIn
• After a phone call or meeting with a
new client or prospect find them on
LinkedIn and connect – let them know
you are going to send a request;
Collect business cards at
networking events and
connect on LinkedIn right
away
7 Top Social Media Myths for Financial Advisors Debunked
Connect with Prospects and Clients, Especially on LinkedIn

20. 7 Top Social Media Myths for Financial Advisors Debunked
Define Your Goals
 Increase blog subscribers
 More likes, fans and followers
 Improve search engine rankings
 Increase blog post comments
 Reach a new audience
 Increase referrals
 Turn fans into brand advocates
 Increase website traffic
 Increase sales
 Increase reviews

21. 7 Top Social Media Myths for Financial Advisors Debunked
Social Engagement
 You want people to share things
 You want people be brand advocates
 You want people to visit frequently
 You want people to refer friends
 You want people to buy services
“Engaged customers and prospects
are far more likely to do some or
all of the above.”

22. 7 Top Social Media Myths for Financial Advisors Debunked
Create an Editorial Social Media Content Calendar
 Develop a blog content writing schedule
 Create Daily, Monthly or Weekly Posting Themes
 Plan Ahead to Promote Events
 Decide what days and at what time you will post
 Plug into excel to track easily
 Don’t forget to include Holidays and post about
current events

23. 7 Top Social Media Myths for Financial Advisors Debunked
Create a Social Media Posting Strategy
 SEO Blogs – 4-8 blogs per month
 SEO Press Releases – 2-4 per month
 Facebook – 1 post per day
 Twitter – 3-5 Tweets per day
 Google Plus - 1 post per day
 Pinterest – 2–4 pins per day
 Instagram – 1 post per day
 LinkedIn Personal Profile – 1 post per day
 LinkedIn Groups – 1 post per week
 LinkedIn Company Page – 1 post per day
 YouTube – 1-2 videos per month

24. 7 Top Social Media Myths for Financial Advisors Debunked
Post Frequently, Listen, Communicate and Respond
• Post to all your social media networks
frequently – it takes 7 times for a potential
client to see your content repeatedly to make a
sale!
• Respond quickly to all comments
• Engage by asking questions, and posing topics
for discussion
• Monitor all your social media accounts
• Provide content that is seasonal and timely
with current news
• Customers want to know that they are helping
to shape the products you provide – give them
a unique voice through your social media
profiles
• Customers want to know that you’re thinking
about them

25. 7 Top Social Media Myths for Financial Advisors Debunked
How to Create a Successful Social Media Strategy

26. 7 Top Social Media Myths for Financial Advisors Debunked
Invest in a Social Media Management Dashboard
 Schedule your content to post to Facebook, Twitter,
LinkedIn, Google Plus, Pinterest
 Create Twitter Welcome message
 Setup Twitter Auto Tweets, Retweets, Follows and
Unfollows
 Create an Email Autoresponder program
 Create SMS text marketing program
 Monitor your brand across the web
 Reply to all your social media networks from one
dashboard
SendSocialMedia.com offers a FREE 14 day trial!

27. 7 Top Social Media Myths for Financial Advisors Debunked
Get Hands-On Training, Social Media Certification Program
 In depth training for Facebook, Twitter, LinkedIn,
Google Plus and Pinterest
 Access to live monthly training sessions
 Social Media Case Studies Library
 Social Media Tools, Software and Applications
Directory
 Social Media Recommended Books
 VIP Members Forum
 Self-study training
 Instructor led hands-on training with Social Media
Certification
WebMediaUniversity.com offers a FREE 7 day trial!

28. 7 Top Social Media Myths for Financial Advisors Debunked
Partner with a Social Media Marketing Agency
 Mobile friendly, search engine optimized website
 Social Media design and optimization for all profiles
 4-8 blogs and/or press releases
 Marketing strategy for Facebook, Twitter, LinkedIn,
Google Plus, YouTube, Pinterest and Instagram Email
and/or SMS marketing strategy and management
 Monitoring and engagement across all your social
media profiles
 Mobile app creation
 Video development
 Lead generation – drive qualified leads to your website
WebStrategyPlus.com offers a FREE $250 Social Media Consultation!

29. Please Contact:
Michelle Hummel
Founder and CEO
513.399.6870
michelle@webstrategyplus.com
webstrategyplus.com
Thank you!