to Market on Facebook, LinkedIn, Twitter, and More

Transcription

1 Fun, Easy Ways to Market on Facebook, LinkedIn, Twitter, and More Wendi Webb Director, Advisor/Client Solutions October 2012

2 Advisor/Client Solutions Marketing Campaigns Client Reprints Marketing Resources

3 November Observances Commonly Observed Holidays Nov 1. All Saints Day Nov 1. Dia de los Muertos (Day of the Dead) Nov 4. Daylight Savings Time ends Nov 6. Election Day (U.S.) Nov 11. Veterans Day Nov 12. Veterans Day observed (markets open) Nov 22. Thanksgiving Day (markets closed) Financial Dates & Deadlines Nov 23. Markets close at 1 p.m. ET Nov 30. Last day for doubling up to avoid wash sale rule Business & Industry Military Family Appreciation Month Nov Nurse Practitioner s Week Nov 10. Marine Corps Birthday Nov 24. Small Business Saturday Cause Observances Adoption Month AIDs Awareness Month Alzheimer's Disease Month American Diabetes Month Family Caregivers Month Nov 10. World Science Day Nov 14. Diabetes Day Nov 15. Great American Smokeout Nov 15. America Recycles Day Nov American Education Week Nov 17. Great American Smokeout Nov 19. International Men s Day Nov 20. Universal Children s Day Nov 20. Canada s National Child Day Special Observances American Indian Heritage Month Long-Term Care Awareness Month Peanut Butter Lovers Month Nov 1. Men Make Dinner Day Nov 2. Plan Your Epitaph Day Nov 2-4. Punkin Chunkin Days Nov 3. Sadie Hawkins Day Nov 15. Islamic New Year Nov Family Week Nov 23. Fibonacci Day Nov 23. Black Friday Nov 26. Cyber Monday

4 December Observances Commonly Observed Holidays Dec 6. St. Nicholas Day Dec Hanukkah Dec 24. Christmas Eve Dec 25. Christmas Day Dec 26-Jan 1. Kwanzaa Dec 26. Boxing Day (CA) Dec 31. New Year s Eve Cause Observances Human Rights Month Safe Toys and Gifts Month World AIDs Month Dec 1. Rosa Parks Day Dec 1. World Aids Day Dec 7. Pearl Harbor Day Dec 10. Human Rights Day Dec Operation Santa Paws Financial Dates & Deadlines Dec 7. Medicare open enrollment period closes Dec 31. Last day to: Establish Keogh plan Establish & fund solo 401k Make contributions to employersponsored 401k plans Correct excess contributions to IRAs and qualified plans Sell stock to realize gains/losses Take RMDs Last day to pay expenses for itemized deductions Make tax-deductible contribution to charities Make annual tax-free gifts of $13,000 per person Special Observances National Write a Business Plan Month National Tie Month Dec 1-7. Cookie Cutter Week Dec 4. National Cookie Day Dec 15. Bill of Rights Day Dec 21. Crossword Puzzle Day Dec 21. Humbug Day Dec 21. Winter Solstice Dec 23. Festivus Dec 30. Bacon Day Business & Industry Dec 5. AFL-CIO Day Dec 6. Pawnbrokers Day Dec 13. National Guard Day Dec 14. National Salesperson Day

5 Social Media Intel

6 Advisors' Social Media Use Source: Horsesmouth, Summer 2012

7 Investors' Social Media Use Source: Spectrem, 2012

8 Investors' Social Media Use Source: Cogent/Linkedin, 2012

9 Misc Social Media Stats Widows frequent Facebook more than divorcees (69% vs. 64%) Divorcees are more likely to use LinkedIn (40% vs. 27%) 67% of HNW investors visit Linkedin monthly What investors use social media? 87% of Millennials 74% of investors age % of investors age % of investors age 65+ Sources: Spectrem, Cogent Research, Linkedin 2012

10 Social Media Source: ethority

11 Russ Thornton Twitter Scribd YouTube Pinterest LinkedIn Niche Web Page Google+

12 Amy Buttell Twitter Google+ LinkedIn

13 Which Network? Source: Douglas Wray via Instagram

14 Network Personalities The "Pub" The "Golf Course" The "Cocktail Party" The "consumer web" Storytelling medium Very social The "professional web" Business card extension "News feed" Used for conversation, observation & information gathering Source: "The Social Advisor," Wired Advisor, various

15 Choosing a Network Review niche Review locale Clients' communication preferences Age of target clients & prospects Your marketing objectives Your capabilities

16 Compliance Sources: SocialWare, AdvisorMail

17 Social Media Content Guidelines Educate Entertain Empower Engage Source: Amy McIlwain

18 Content Sources Repurpose firm materials Advisor/Client materials Credible 3 rd party media Local news Promote your own events Hire an intern Create your own Source: A/C Quarterly Financial Postcard & Reprints

19 Social Media Routine Beginning of the year: Set up automatic posts for holidays and client birthdays Daily: Review page for communications and reply if necessary Monday:Evaluate previous week's activity, post photos from office or client events, update client event page, update calendar of upcoming events, post weekly newsletter Tuesday:Scan Facebook pages of clients whose last names begin with the letters A though L; post compliance-approved article Wednesday:Review pages of clients whose last names begin with the letters M though Z Thursday: Post compliance-approved article Friday: Determine changes for next week Sources: Debra Taylor, Horsesmouth

20 Success Stories 1. Paul Hees(indie) wins two IRA accounts after learning about a prospect s job switch on Linkedin 2. David Armstrong (LPL) wins a $3M account from a prospect who followed his firm s Facebook page for 8 months 3. Mark Scribner (MS) wins a $2.6M 401K rollover account from an acquaintance whom he noticed had checked out his Linkedin profile 4. Mitchell Rock (MS) generates 28% of revenue from LinkedIn prospecting for business owners, including a $70M account 5. Ellie Kaplan (indie) captures a dozen new clients by "demystifying Wall Street" for women via Twitter Sources: Investment Pal, media

21 Holiday Ideas Produce a video holiday card with your staff Tweet the cost of the 12 days of Christmas Invite clients to post favorite Thanksgiving recipes Sponsor a can drive for Thanksgiving Promote a cash mob for Small Business Saturday Promote holiday events you're holding Promote holiday events you're involved with Tweet items off Last Chance postcard Tweet fun observances & financial deadlines (Dec. 30, 2012)

22 Horsesmouth Share

23 Horsesmouth Share

24 Coming Up "Capture More Rollovers with Lunch & Learns" Encore Nov. 29, 2012

25 Have a Question? socialmedia@horsesmouth.com