Socialware final
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Presentation to Socialware CMO summitt June 2001
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Socialware final
- 1. The Digital Advisor – Social Business for FAs Jaime Punishill Global Head of WM Digital Distribution & Content Strategy Socialware CMO Summit – 6/23/2011 @jpunishill #fincmo
- 2. Agenda This is not a fad Social brings digital to FA-client relationships Social is not a medium Control is an illusion Control is just the price of entry The three C’s of social Social is not any one thing
- 4. Digital relationships are a reality More than 90% of households with $1 million in investable assets are online 29% of that crew are interested in collaborating with their financial advisors online within a living financial plan 16% are interested in chatting with their advisors online 30% of online investors who have an advisor prefer email communications with their advisor Online affluent investors who rate their advisory firms website a 5 (excellent) on a 5 point scale are more than twice as likely to recommend that firm to a friend or colleague, more than 2x as likely to bring them additional assets, an half as likely to switch firms 56% of US online adults aged 55-64 maintain at least 1 profile on a social networking site 47% of US online adults aged 66+ maintain at least 1 profile on a social networking site Source: Forrester Research
- 5. 5 Growth in social media in the US has been staggering over last 3ys More Than Four In Five US Online Adults Now Participate Socially Source: Forrester Research
- 6. As an industry we haven’t caught up to the times…
- 7. How well does digital represent your firm/FAs?
- 8. Social finally brings the FA into digital
- 10. Social is a philosophy…not a medium http://philosophy.uchicago.edu/courses/
- 15. In command, not in control http://www.charleneli.com/open-leadership/ http://t3.gstatic.com/images?q=tbn:ANd9GcT-Po6yUiC5Re9dF4E_dUsO8OVvN-Xu-dQjs-0UcNFm9gCWLo2QmA
- 17. CHASE: This call will be monitored or recorded… ANN: “Yes it will.” http://www.youtube.com/watch?v=_9mqj7jD0QE
- 18. Define your sandbox, grow it over time http://www.charleneli.com/open-leadership/
- 19. http://piccsy.com/2011/04/studio-54/ http://www.bachelorvegas.com/nightclubs/jpegs/studio54/studio-54-night-club.jpg Getting in isn’t your biggest challenge, it’s what to do once you get access
- 20. The three C’s of social interaction Content Context Connection
- 21. I don’t care about you I don’t want to come to your castle I will collaborate and share what I have in common with others http://www.slideshare.net/padday/the-real-life-social-network-v2
- 23. Social is not any one thing… http://www.slideshare.net/padday/the-real-life-social-network-v2
- 24. Remember This is not a fad, this is the greatest thing to happen to this business in a long time Social is a way of being Be in command, because you cannot be in control Content, Context, Connection = Engagement
- 25. THANK YOU! Jaime Punishill 646-223-7959 @jpunishill www.linkedin.com/jpunishill www.slideshare.net/jpunishill jaime.punishill@thomsonreuters.com