How IFAs and Financial Planners can Differentiate with Social Media
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Social Media for IFAs and Financial Planners - how to use it to differentiate in a post RDR world - by Philip Calvert, Social Media Marketing Speaker and Founder of IFA Life - the Social Network for IFAs and Financial Planners
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How IFAs and Financial Planners can Differentiate with Social Media
- 1. Philip Calvert IFA Life www.ifalife.com Do you stand out from the crowd? How to differentiate with Social Media in a post RDR world
- 2. Perceptions of IFAs and Financial Advisers “ I don’t like my financial adviser. Apart from the fact that he has grey hairs sticking out of his nose, I don’t believe a word he says and I don’t trust him.”
- 3. Perceptions of IFAs and Financial Advisers “ I don’t like my financial adviser. Apart from the fact that he has grey hairs sticking out of his nose, I don’t believe a word he says and I don’t trust him.” “ Every time he comes round he tries to sell me a policy and I always do what he says because I feel I ought to.”
- 17. Tell us something we don’t already know
- 18. Tell us something we don’t already know
- 19. Tell us something we don’t already know
- 20. How clear is your proposition?
- 22. What are you doing to get noticed?
- 23. Change is scary at first (but you know it will be great!)
- 24. YOU will be the key differentiator in your business!
- 29. How to Leverage LinkedIn
- 34. A search for ‘Financial Planner’ gets 92,000 results
- 37. Add keywords to your name
- 38. Add your current activities – not just your current job Include keywords in your profile URL/address
- 41. Add your keywords in Specialties section
- 42. Expand on your current activities and include your keywords
- 43. Request and add testimonials
- 44. Add keywords, but also show your human side
- 45. Add contact details but also include your keywords
- 47. Skills
- 48. Skills Type in your skill and LinkedIn shows new connections for you
- 49. Search and Save
- 50. Search and Save Filter by Network, Individuals, Company, Time, Location, Industry and #
- 54. Typical discussion forum in LinkedIn groups
- 55. Use submission queue to filter out spam in your group
- 59. Read/listen again www.ifalife.com/LinkedInforAdvisers Learn why Foursquare is important for IFAs www.ifalife.com/FoursquareforIFAs Follow IFA Life on Foursquare www.foursquare.com/IFALife Contact and Speaking bookings [email_address] Twitter www.twitter.com/IFALife Join over 6,500 IFAs who use IFA Life www.ifalife.com