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    Member FINRA/SIPCFor Broker/Dealer and Registered Representative use only. Not intended for use with the public.

    Sharing Great Content to

    Increase Engagement on

    Social Media

    Sarah LeBlanc, Marketing Manager, LPL FinancialMaureen deJesus, Marketing Manager, LPL Financial

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    LPL Financial. Member FINRA/SIPC 1

    Sharing Great Content to Increase Engagement

    AGENDA

    Rules of Engagement

    Creative Ideas for Creating Great Content

    Mining for Existing Content

    Q&A

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    LPL Financial. Member FINRA/SIPC 2

    Rules of Engagement

    Mandatory Social Media Training

    Erado subscription

    Real-time posts are permitted and tracked by Erado

    Static content must be pre-approved

    FINRA Regulatory Notice 10-06

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    Creative Ideas for Sharing Great

    Content

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    Checklist for Great Content

    Is this beneficial to my clients and prospects?

    Does this establish me as a trusted expert?

    Is this interesting?

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    Be Active or Be a Ghost Town

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    Be Active

    Facebook: 1-2 times/week

    Twitter: Once a day

    LinkedIn: High traffic times

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    How Can You Create Great Content?

    1. Be relevant

    2. Be engaging

    3. Encourage sharing

    4. Tell a story

    5. Use visuals

    6. Create original content

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    1.Be Relevant

    Post updates that resonate with your fans and followers

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    Example: Scottrade

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    2. Be Engaging

    Encourage followers to interact

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    Example: Coca-Cola

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    Sample Posts

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    3. Encourage Sharing

    Inspire followers to engage others

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    Example: Starbucks

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    4. Tell a Story

    Storytelling through social media engages your audience

    and showcases your personality

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    Example: Wells Fargo

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    Example: Hilton Hotels & Resorts

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    5. Use Visuals

    Use eye-catching images and videos to enhance your

    story

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    Share Engaging Photos

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    Why Video?

    Video is becoming more important as a source of business information and adriver of work-related buying decisions among todays senior executives.

    --Forbes Insights

    65% of senior executiveshave visited a vendor

    website after watching awork-related video.

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    Example: Scottrade

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    LPL Financial. Member FINRA/SIPC 22

    Other Examples of Visuals

    Use YouTube to upload videos for sharing

    Company video

    Educational videos on general topics (e.g. saving for retirement)

    Vlogs

    Pre-approved videos from LPL Financial or other third party vendors

    Slideshows/photo galleries

    Infographics from third party resources

    Within financial articles

    Mashable.com

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    6. Create Original Content

    Position yourself as a thought leader by creating your own

    content

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    Example: Monument Wealth Management

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    LPL Financial. Member FINRA/SIPC 25

    Recap

    1. Be relevant

    2. Be engaging

    3. Encourage sharing

    4. Tell a story

    5. Use visuals

    6. Create original content

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    What Would Make These Better?

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    Mining for Content on the Web

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    Mining for Content

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    LPL Financial. Member FINRA/SIPC 29

    Your Website

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    LPL Financial. Member FINRA/SIPC 30

    Content from Others

    Content Library on the Marketing Gateway | SocialMedia

    Articles from LPL Financial Research

    Educational articles

    External publications

    Articles from the web

    Using Google Alerts

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    LPL Financial. Member FINRA/SIPC 31

    Marketing Gateway

    www.lplmarketing.com

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    Marketing Gateway

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    Marketing Gateway

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    Online Sources

    These articles are not pre-approved but can still be shared as interactive

    content without having to submit them to Marketing Regulatory Review.

    Interactive content will automatically be captured and routed to LPL

    Financial for review via Erado.

    Prior to posting interactive communications, you must ensure that all

    content meets LPL Financial content standards. Content standards can be

    found in section 15.16 of the LPL Financial Advisor Compliance Manual.

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    Google Alerts

    www.google.com/alerts

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    Google Alerts

    www.google.com/alerts

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    Google Alerts

    www.google.com/alerts

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    Google Alerts

    www.google.com/alerts

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    Google Alerts

    www.google.com/alerts

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    Google Alerts

    www.google.com/alerts

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    Google Alerts

    Relevant Articles

    Manage Your Alerts

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    Member FINRA/SIPC

    For Broker/Dealer and Registered Representative use only. Not intended for use with the public.

    Q&A

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    Member FINRA/SIPC

    Maureen deJesus, Marketing Manager, LPL FinancialSarah LeBlanc, Marketing Manager, LPL Financial

    Thank You