Breaking barriers educating advisors for social 5-23-2013

Educating Advisors Going Social

Blane WarreneSVP, Customer Communications

Webinar

Housekeeping

Tweet = During (and after) the webinar, please use #regedqanda for live discussion

Questions? Please use Questions box in the webinar panel

The webinar recording will be emailed to all attendees and registrants

1

2

3

@blano’s Tag Cloud

What We Will Discuss

Strategy

Opportunity

Challenge

Risk

But first…

What is the benefit to Advisors for being social?

Consumer Usage Blazing

45-54 Age Group Fastest Growing on Social

Claim Profiles = Impacts Search

High Net Worth

The Clients…

Source: LinkedIn 2012

70%of individuals

with over $5mm leverage social

media

Only Halfof the HNW investors

active on LinkedIn have financial advisors

Niche Focus

Network Influence

The unseen evaluation?

Differentiate from the Noise

Approaching the Platforms

Match the voice and content of you and your business to the platform(s)

Strategy for the Advisor

First why?

Then… Who What Where When How

Cycle of Social

Train

Attest

Best PracticesTech Use

Monitor

Systematic steps to ease complexity of social media

Now let’s get to how…

Making this work for your advisors?

Getting Setup

①Setup profiles and optimize

②Understand privacy/security

③Understand how to manage connections

Ways to Leverage Social Media

Customer Service Education

Thought Leadership

Business Development

Policy

Your policy will drive your advisors use…Make it: Enabling for outcomes Extension of traditional communications Reflect efficiency

A Resource from Us

Ask us for our Compliance Kit

http://bit.ly/complykit

1 Editorial CalendarPlanning

2 Engagement

Suggest themes, topics – not only generic content

Outcomes drive business – encourage them

3 Know Your Mediums

Not everyone is a writer…

Extend Your CultureWhy do clients choose you?

Help advisors explain that

Amplify your strengthsResearch? Service? Execution?

TacticsEasy to use templates

Re-think web site content

Offline ideas

Who is the next generation?

Listening

FollowEngage

Social Media Blocking & Tackling

Who is the next generation?

Common Techniques

80/20 Rule

Thoughtful Comments

Amplify Praise

Don’t Neglect

"Realize that the social media success equation isn't big moves on the chess board, it's little moves made every day that eventually add up to a major shift."

-Jay Baer

Resources for You & Your Advisors

Educational Podcast - http://bit.ly/regedsocial“The Social Media Minute” on iTunes

Breaking Barriers to Social Webinar Serieshttp://bit.ly/regedwebinars

Quick Start Guides on Social Mediahttp://www.reged.com/socialmedia.aspx

Connect with Us on Social

Facebook – http://www.facebook.com/regedarkoviGoogle+ - http://bit.ly/regedgoogleLinkedIn - http://www.linkedin.com/company/regedPinterest - http://pinterest.com/regedarkovi/Twitter – http://www.twitter.com/regedYouTube – http://www.youtube.com/arkovibackups

Q&APlease use the "Questions" section on the webinar panel

And we'll stay and monitor #regedqanda on Twitter