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Social Media for Financial Services

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Want to get involved in social media?

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Learn the rules…and the tools.

Listen

Connect

Respond

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Who’s Using Social Media?

Aren’tYOU?

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If they can do social media, you can too.

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“Social media gives us an avenue that is basically

free of charge – and allows us to reach millions

of people.”

- Cindy Donaldson, Marketing Director

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including executives from all Fortune 500 companies.

More than 50 million professionals use LinkedIn…

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In October,LinkedIn added 1 million new users in 12 days.

But fewer than half

of financial advisers

use LinkedIn.

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Social media providesa sales channel

of extremely qualified leads.

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@ tax time in 2008

+ +

43% more digital product awareness from ’07

52% more awareness of TaxCut software

=

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T. Rowe Price (and six others)estimated Twitter’s value at $1 billion.

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But only 15% of financial advisers connect with clients on Twitter.

18 million users are expected to use

Twitter in 2009.

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Fewer than half of financial advisers

use Facebook.

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ACTION PLAN

I. Recruit the next generation of top financial advisers.

a. Launch a Facebook group

b. Connect with graduating

students. c. Begin interviewing them online.

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ACTION PLAN

I. Recruit the next generation of

top financial advisers.a. Launch a Facebook group

b. Connect with graduating

students. c. Begin interviewing them online.

ACTION PLAN

The Careers at Allstate fan

page on Facebooktargets college graduates too.

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Who says your company can’t have its own social community?

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way back in January 2007Chuck

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Responded by…

Developing a landing page for their online communityIntroducing high-yield investor checking accountsLowering account minimums to $1K

“Listened” for social sentiments onlineStarted an online community for 25 to 40 year olds

ADDED 32% MORE 25- TO 40-YEAR-OLD

CLIENT ACCOUNTS !!!

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…can be used for internal

communication and training

too. Wikis

Blogs

Videos

How-topodcasting

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70%of Northwestern Mutual’s intranet

blogs focus onproject management.

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Financial advisers can sell and market products with social media.

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Ready to get involved

in social media?

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We’ll help you build asocial media strategy.

Contact Wax @1.866.791.3957

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Sources:

- www.collegerecruiter.com/weblog/2007/01/ernst_young_bec.php

- www.web-strategist.com/blog/2008/06/23/ongoing-list-of-social-media-in-the-financial-industry/

- www.investmentnews.com/apps/pbcs.dll/article?AID=/20090903/REG/909039981

- www.collegerecruiter.com/weblog/2007/01/ernst_young_bec.php

- http://lgbusinesssolutions.typepad.com/solutions_to_grow_your_bu/2009/05/a-small-connecticut- insurance- company-adopts-social-media.html

- www.allstateupdates.com

- blog.holtz.com/index.php/an_insurance_company_benefits_from_employee_intranet_blogs/

- www.newrulesofinvesting.com/2009/01/22/top-12-financial-advisors-using-social-media/

- blogs.wsj.com/deals/2009/09/24/breaking-news-twitter-to-raise-100-million-from-insight-t-rowe-price- other-investors/

- www.linkedin.com/

- www.emarketer.com/Article.aspx?R=1007271

- blog.linkedin.com/2009/10/14/linkedin-50-million-professionals-worldwide/