social media for advisors: is anyone listening?

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Sheri FittsShoeFitts Marketing, Inc.

Is Anyone Listening?

@missfitts

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Meet aBoo!

Eight year old, 116 lbs, Little Girl Newfie: aBoo!

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Today’s Purpose

• A short review: your audience and your platform(s).

• Listening via social media.

• Other listening resources.

Thank you!

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Your Audience

• Where are your prospects and clients most likely to be?• What type of information

do they want to receive?• How might you reach

out?• How might they reach

back?

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Women are from Facebook and Twitter. Men are from LinkedIn.

Source: Entreprenuer.com, Mediabistro.com

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Your Brand Tells Your Story

Source: Designing Brand Identity, Alina Wheeler

phone

social media

interactions with

customers

Writtencontent

officeenvironmen

t

websitedesign

logo

branded collater

al note paper

advertising

Employee dress

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A brand isn’t what you say about yourself—

it’s what your customer

tells a friend about you.

~ Forbes

Communication Has Never Evolved So Fast

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Marketingis not a one way street.

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Don’t Bother Me!

84%

of 25- to 35-year olds have left a favorite

website because of intrusive or irrelevant

advertising.

91%

of email users have

unsubscribed from a

company email that they

previously opted into.

86%

of people skip television

advertisements.

44%

of direct mail is never opened.

200M

Americans have

registered with the FTC’s

“Do Not Call” List.

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What Is Marketing?

Source: Get Found Online, Hubspot.com

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It is a Conversation

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Social Media: Extending Your Reach

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Listen!

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Competitive intelligence is one of the most

overlooked opportunities in social media.

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• New insights to keep your brand relevant

• Build trust with customers• Respond in real time

(within compliance of course)

• Secure new clients

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Follow Companies

• Planned downsizing• Recent earnings• New leaders moving to town• Promotions for any current clients• Charitable events that you could support

and/or attend

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Finding the Connections

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Get Started with Groups

• Learn from existing ‘conversations’

• Interject your unique insight and ideas into the mix

• Offer your own content focused on helping Group Members

• Create your own Group; create a feedback loop product ideas

• Use as a Customer Service resource

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Follow the Right Tweeps

• Your clients, prospects and competitors!• Your Centers of Influence• Local and regional firms• Reporters and editors from industry

publications

• Explore #hashtags• Review influencers ‘follows’ and curated

lists• Search for industry specific words

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Learn: Followerwonk!

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Create lists on Twitter to help you manage

‘noise’.

Listen: Create Lists

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Listen: Monitor Your @Handle

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• Events: Sports,

charitable, church, etc.• Family: New baby, lost

Grandfather, Millennial children

• Focus: Faith-based, funny, sarcastic

• Work: Position, promotion, colleagues, etc.

• Photographs, videos, comments

Facebook: Get to the Personal

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Google Alerts

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Reputation Management

• Your name• Firm name• Slogans, key messages, or mottos.• Key words or items that are relevant to

your services.

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Newsle

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“…treat social media as more like a telephone, and less like

a megaphone.” ~ Huffington Post

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Next Up: Social Media for Advisor Series

Use Storytelling to Create Content

People-oriented businesses demand relating to others, and basically, telling good stories. Use that gift to create your social media content.

Thursday, November 13, 2014 10:00 - 11:00 AM PT

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100 Tips for Social Media Success

www.shoefitts.com

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www.smarsh.com/whitepapers/financial-advisors-guide-social-media-strategy-policy/

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Sheri Fitts

www.shoefitts.com

www.linkedin.com/in/sherifitts

@missfitts

www.facebook.com/shoefitts

www.advisortweets.com/blog

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