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Taking the Mystery Out of Social Media
How to Build a Pragmatic Game Plan to Improve
            Your Mortgage Business

  Jerry Goldstein, Vice President, William Mills Agency
      Lenders One 2012 Summer Conference
              August 7, 2012 - Chicago

©2012 William Mills Agency
Agenda


What is social media marketing and why is it
important?
The importance of keywords
Examples of social media
Game plan for implementing social media
Social Media
                  Definition from Wikipedia

   Social media includes web- and mobile-based
   technologies which are used to turn
   communication into interactive dialogue
   among organizations, communities, and
   individuals.




©2012 William Mills Agency
Social Media Marketing
                  Definition from Wikipedia

   Social media marketing refers to the process of
   gaining website traffic or attention through social
   media sites.
    – Social media marketing programs usually center on
      efforts to create content that attracts attention and
      encourages readers to share it with their social
      networks.
    – A corporate message spreads from user to user and
      presumably resonates because it appears to come
      from a trusted, third-party source, as opposed to
      the brand or company itself. Hence, this form of
      marketing is driven by word-of-mouth.



©2012 William Mills Agency
How do people learn about your company?

                               They can ask about it
                               …either face-to-face
                                 or through their social networks


                               They can read about it




                               Regardless, they will always
                               search for it on the Web

  ©2012 William Mills Agency
More people use the Internet to search for
      information than ever before

                               89% of Internet users use
                               search engines


                               81% of consumers use the
                               Internet to research a
                               product or service before
                               buying


                               73% of Internet users get
                               their news on the Web
  ©2012 William Mills Agency
How do you make your website
                      stand out?



There are
644M+
Websites!




©2012 William Mills Agency
Ten Most Visited Websites in America
                                     # Monthly
                                     Visitors
                      1. Google      185M
                      2. YouTube     160M
                      3. Facebook    149M
                      4. Amazon       99M
                      5. Yahoo        95M
                      6. Twitter      91M
                      7. MSN          78M
                      8. Wikipedia    77M
                      9. WordPress    64M
                      10.Microsoft    62M
©2012 William Mills Agency
Social Media sites are critical for raising
           your online visibility

Press Release Postings




                                  Web Site
                                             Branch Offices




   Online Directories




     ©2012 William Mills Agency
What are your objectives?



 Increase qualified Web
visitors/traffic to your web
site
 Increase qualified visitors
to your Social Media sites
 Increase new business
leads



  ©2012 William Mills Agency
Your Goal: Get your company listed on
        page 1 search results


 Social media is a tool to
help you optimize your page
rank
 Social media is a tool to
help you expand your “Total
Online Presence”




 ©2012 William Mills Agency
The Importance of Keywords
What are Keywords?


   A word or phrase used in a performing a
   search on the Internet
   Keywords are used by web surfers to describe
   what they hope to find when performing a web
   search




©2012 William Mills Agency
Types of Keywords


   Company name
   Product name
   Product category
   Related product or service
   Product feature, industry issue




©2012 William Mills Agency
Some Keywords are more effective
           than others

   Requires research into what words are actually
   being searched on the Internet and how your
   site is being found
   Adding words or qualifiers to keywords can
   increase effectiveness
    – Home mortgage lender vs. best home
      mortgage lender vs. atlanta home mortgage
      lender




©2012 William Mills Agency
©2012 William Mills Agency
Local Search

  Keyword                    Atlanta   Dallas   St. Louis

   “city”                    9,900     18,100    5,400
  mortgage

    “city”                    880      2,900      590
  mortgage
   lenders

    “city”                    480      1,300      590
  refinance



©2012 William Mills Agency
Hyperlinks




©2012 William Mills Agency
©2012 William Mills Agency
Examples of Social Media
©2012 William Mills Agency
©2012 William Mills Agency
©2012 William Mills Agency
©2012 William Mills Agency
No Listing?




©2012 William Mills Agency
©2012 William Mills Agency
©2012 William Mills Agency
©2012 William Mills Agency
©2012 William Mills Agency
10 Step Pragmatic Game Plan

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST




      ©2012 William Mills Agency
Organize

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST




           Single geographic footprint vs. multi-city/state
           Must have centralized resources and control
           over local branches
           Identify resources: internal vs. outside
           Must have social media policies for controlling
           how employees interact with social media on
           the job
            – Push company approved content
            – Restrict personal use

      ©2012 William Mills Agency
Strategy Development

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST


       Set realistic objectives for lead generation
       Commit to social media platforms
        – Google Places
        – Facebook
        – Blog
        – YouTube
        – LinkedIn
        – Twitter
        – Local yellow pages and select search directories
       Create a content strategy
      ©2012 William Mills Agency
Calendar & Guidelines

             STRATEGY    CALENDAR &                                        SOCIAL       SOCIAL             BUZZ        REPORT &
ORGANIZE                                OPTIMIZE   SOCIAL PR       BLOG
           DEVELOPMENT   GUIDELINES                                        MEDIA      NEWSLETTERS       MONITORING      ADJUST

       2012                         August                        September                        October
       Press Releases     New Website                                                     FinTech 100
                                                                                          9-11: BAI-RDS
                                                                                          14-17: AFP Annual
                                                          12-13: Finovate Fall            Conference
       Events - Trade                                     16-18 AFT Fall Conference       21-24: MBA's 99th Annual
       Shows                                              (Scott)                         Convention
                          6-8 Lenders One- Jerry
       Events - WMA       speaking                                                        10: FinTech 100
                          1) Is Public Relations an In-
                          House Function or Should You    7 tips for surviving 2012
                          Utilize and Agency? 9th         Financial Industry Tradeshows   Make Your Company Stand
       Blog -Tuesdays     2)Williams speech at CBAA       - 4th                           Out! -2nd
       LinkedIn-          1) Start discussion on PR       1) Start discussion on PR       1) Start discussion on PR
       Thursdays          topic                           topic                           topic

                                                                                          1) Post Pictures from
       Facebook           post pics. From deming                                          BAI_RDS 2) Post pictures
       Monday:            meeting                         Post Pictures from Finovate     from AFP Annual Conference


      ©2012 William Mills Agency
Optimize

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST




           Do your keyword research
           Identify a short list of priority keywords
           Where to use: everywhere!
            – Web page content and meta data (page
              titles, descriptions, keywords, image titles)
            – Press releases
            – Blog postings
            – Social media sites

      ©2012 William Mills Agency
Use Google Keyword Search Tool




©2012 William Mills Agency
Embed Keywords Everywhere!




©2012 William Mills Agency
Social PR

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST




      ©2012 William Mills Agency
Embed keywords in your press releases
     and hyperlink to your website

Press Release Postings




                                  Web Site
Inbound links are                            Other Referral Sites
    critical for
 achieving a high
    page rank




     ©2012 William Mills Agency
Blog

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST




      ©2012 William Mills Agency
Social Media

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST




           Re-purpose content
           to social media sites
           Leverage keywords in
           descriptions, image
           titles, etc.
           Hyperlink keywords
           back to appropriate
           pages of your website

      ©2012 William Mills Agency
Twitter feed posted on Linkedin,
promoting a blog post
Social Newsletters

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST




               75% of Gen Y prefers email to receive
               financial services & account information
               90% of online customers receive
               permission-based email
               Video in email increases click through rates
               2X – 3X
Buzz Monitoring

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST



           Google Analytics for website traffic
            – Monitor keywords being used to find you
           Google Alerts
           Top 3 free monitoring platforms for Social
           Media
            – Hootesuite
            – Tweetdeck
            – MarketMeSuite


      ©2012 William Mills Agency
Report & Adjust

             STRATEGY    CALENDAR &                                 SOCIAL     SOCIAL         BUZZ      REPORT &
ORGANIZE                              OPTIMIZE   SOCIAL PR   BLOG
           DEVELOPMENT   GUIDELINES                                 MEDIA    NEWSLETTERS   MONITORING    ADJUST




           Monitor and report on traffic
           Track inbound leads and source
           Report on number of new customers
           originating from inbound and social
           media platforms
           Continually adjust
            – Keywords
            – Expectations and goals

      ©2012 William Mills Agency
Visit us @ williammills.com
                 Follow us @ twitter.com/wmagency
               Read our blog @ fintechmarketing.com
Connect with us @ www.linkedin.com/company/william-mills-agency
Sign up for our “In Context” newsletter @ williammills.com/resources




    ©2012 William Mills Agency

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Social Media Presentation

  • 1. Taking the Mystery Out of Social Media How to Build a Pragmatic Game Plan to Improve Your Mortgage Business Jerry Goldstein, Vice President, William Mills Agency Lenders One 2012 Summer Conference August 7, 2012 - Chicago ©2012 William Mills Agency
  • 2. Agenda What is social media marketing and why is it important? The importance of keywords Examples of social media Game plan for implementing social media
  • 3. Social Media Definition from Wikipedia Social media includes web- and mobile-based technologies which are used to turn communication into interactive dialogue among organizations, communities, and individuals. ©2012 William Mills Agency
  • 4. Social Media Marketing Definition from Wikipedia Social media marketing refers to the process of gaining website traffic or attention through social media sites. – Social media marketing programs usually center on efforts to create content that attracts attention and encourages readers to share it with their social networks. – A corporate message spreads from user to user and presumably resonates because it appears to come from a trusted, third-party source, as opposed to the brand or company itself. Hence, this form of marketing is driven by word-of-mouth. ©2012 William Mills Agency
  • 5. How do people learn about your company? They can ask about it …either face-to-face or through their social networks They can read about it Regardless, they will always search for it on the Web ©2012 William Mills Agency
  • 6. More people use the Internet to search for information than ever before 89% of Internet users use search engines 81% of consumers use the Internet to research a product or service before buying 73% of Internet users get their news on the Web ©2012 William Mills Agency
  • 7. How do you make your website stand out? There are 644M+ Websites! ©2012 William Mills Agency
  • 8. Ten Most Visited Websites in America # Monthly Visitors 1. Google 185M 2. YouTube 160M 3. Facebook 149M 4. Amazon 99M 5. Yahoo 95M 6. Twitter 91M 7. MSN 78M 8. Wikipedia 77M 9. WordPress 64M 10.Microsoft 62M ©2012 William Mills Agency
  • 9. Social Media sites are critical for raising your online visibility Press Release Postings Web Site Branch Offices Online Directories ©2012 William Mills Agency
  • 10. What are your objectives? Increase qualified Web visitors/traffic to your web site Increase qualified visitors to your Social Media sites Increase new business leads ©2012 William Mills Agency
  • 11. Your Goal: Get your company listed on page 1 search results Social media is a tool to help you optimize your page rank Social media is a tool to help you expand your “Total Online Presence” ©2012 William Mills Agency
  • 12. The Importance of Keywords
  • 13. What are Keywords? A word or phrase used in a performing a search on the Internet Keywords are used by web surfers to describe what they hope to find when performing a web search ©2012 William Mills Agency
  • 14. Types of Keywords Company name Product name Product category Related product or service Product feature, industry issue ©2012 William Mills Agency
  • 15. Some Keywords are more effective than others Requires research into what words are actually being searched on the Internet and how your site is being found Adding words or qualifiers to keywords can increase effectiveness – Home mortgage lender vs. best home mortgage lender vs. atlanta home mortgage lender ©2012 William Mills Agency
  • 17. Local Search Keyword Atlanta Dallas St. Louis “city” 9,900 18,100 5,400 mortgage “city” 880 2,900 590 mortgage lenders “city” 480 1,300 590 refinance ©2012 William Mills Agency
  • 26.
  • 30.
  • 32. 10 Step Pragmatic Game Plan STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST ©2012 William Mills Agency
  • 33. Organize STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST Single geographic footprint vs. multi-city/state Must have centralized resources and control over local branches Identify resources: internal vs. outside Must have social media policies for controlling how employees interact with social media on the job – Push company approved content – Restrict personal use ©2012 William Mills Agency
  • 34. Strategy Development STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST Set realistic objectives for lead generation Commit to social media platforms – Google Places – Facebook – Blog – YouTube – LinkedIn – Twitter – Local yellow pages and select search directories Create a content strategy ©2012 William Mills Agency
  • 35. Calendar & Guidelines STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST 2012 August September October Press Releases New Website FinTech 100 9-11: BAI-RDS 14-17: AFP Annual 12-13: Finovate Fall Conference Events - Trade 16-18 AFT Fall Conference 21-24: MBA's 99th Annual Shows (Scott) Convention 6-8 Lenders One- Jerry Events - WMA speaking 10: FinTech 100 1) Is Public Relations an In- House Function or Should You 7 tips for surviving 2012 Utilize and Agency? 9th Financial Industry Tradeshows Make Your Company Stand Blog -Tuesdays 2)Williams speech at CBAA - 4th Out! -2nd LinkedIn- 1) Start discussion on PR 1) Start discussion on PR 1) Start discussion on PR Thursdays topic topic topic 1) Post Pictures from Facebook post pics. From deming BAI_RDS 2) Post pictures Monday: meeting Post Pictures from Finovate from AFP Annual Conference ©2012 William Mills Agency
  • 36. Optimize STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST Do your keyword research Identify a short list of priority keywords Where to use: everywhere! – Web page content and meta data (page titles, descriptions, keywords, image titles) – Press releases – Blog postings – Social media sites ©2012 William Mills Agency
  • 37. Use Google Keyword Search Tool ©2012 William Mills Agency
  • 38. Embed Keywords Everywhere! ©2012 William Mills Agency
  • 39. Social PR STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST ©2012 William Mills Agency
  • 40. Embed keywords in your press releases and hyperlink to your website Press Release Postings Web Site Inbound links are Other Referral Sites critical for achieving a high page rank ©2012 William Mills Agency
  • 41. Blog STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST ©2012 William Mills Agency
  • 42. Social Media STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST Re-purpose content to social media sites Leverage keywords in descriptions, image titles, etc. Hyperlink keywords back to appropriate pages of your website ©2012 William Mills Agency
  • 43. Twitter feed posted on Linkedin, promoting a blog post
  • 44. Social Newsletters STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST 75% of Gen Y prefers email to receive financial services & account information 90% of online customers receive permission-based email Video in email increases click through rates 2X – 3X
  • 45. Buzz Monitoring STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST Google Analytics for website traffic – Monitor keywords being used to find you Google Alerts Top 3 free monitoring platforms for Social Media – Hootesuite – Tweetdeck – MarketMeSuite ©2012 William Mills Agency
  • 46. Report & Adjust STRATEGY CALENDAR & SOCIAL SOCIAL BUZZ REPORT & ORGANIZE OPTIMIZE SOCIAL PR BLOG DEVELOPMENT GUIDELINES MEDIA NEWSLETTERS MONITORING ADJUST Monitor and report on traffic Track inbound leads and source Report on number of new customers originating from inbound and social media platforms Continually adjust – Keywords – Expectations and goals ©2012 William Mills Agency
  • 47. Visit us @ williammills.com Follow us @ twitter.com/wmagency Read our blog @ fintechmarketing.com Connect with us @ www.linkedin.com/company/william-mills-agency Sign up for our “In Context” newsletter @ williammills.com/resources ©2012 William Mills Agency