Download - Communicating In A Hyperconnected World
COMMUNICATING IN A HYPERCONNECTED WORLD
Working With Gen X/Y Clients
We Are Hyperconnected!
Huge Opportunities
Giant Risks
Lots of “blue ocean”
Hyperconnected Opportunites The risks are large…why bother? What do you enjoy most about what you
do? You’ll be able to giver better advice,
more quickly, at a lower cost and with a greater degree of accuracy! Allows computers to do what they do well:
crunch numbers, reconcile, calculate We get to do what humans are designed to
do – communicate and relate with one another!
Hyperconnected Opportunities Claim your niche – be the expert Network like never before Attend conferences from your desk
Communication In The Financial Planning Practice – The Past 30 Years
Telephone Post Email Printed materials Large, printed plans
Communication At Light Speed Email still exists…but on life support
Instant messaging and text messaging Facebook Twitter LinkedIn Google+ Blogs & Vlogs Electronic newsletters Skype, Google Chat, etc…
Communication At Light Speed
The new paradigm – instant, real-time communication
Source - Pew Internet & American Life Project http://www.pewinternet.org/Reports/2011/Social-Networking-Sites/Report.aspx?view=all
The New Paradigm
Facebook Personal profile Company pages Facebook ads Major changes
Facebook has a poor transparency & privacy track record!
The New Paradigm
Twitter @nathangehring RT DM #hashtags
YES…YOU CAN GET CLIENTS!!!
The New Paradigm
LinkedIn The advisor’s network of choice Follow companies LinkedIn targeted ads
The New Paradigm
Instant Messaging Millenials & Gen Y Automated meeting confirmation
The New Paradigm
Blogs & Vlogs Wordpress Blogger YouTube
The New Paradigm
Electronic Newsletters MailChimp Constant Contact
Paper? Not For Gen Y
Game Changers Mobile devices and tablets High-speed wireless access
Paper? Not For Gen Y
Electronic Signature Solutions DocuSign Others
Paper? Not For Gen Y
Cloud-based solutions CRM Financial planning software Investment management software
The C Word…Compliance
Archiving & Monitoring Solutions Archovi Smarsh Backupify
The C Word…Compliance
Due Diligence Data security Client privacy
The C Word…Compliance
FINRA Reg. Notice 11-39 SEC remains fuzzy
The Payoff… It’s All Integrated! You’ll be able to giver better advice,
more quickly, at a lower cost and with a greater degree of accuracy!
New marketing opportunities at lower cost.
Claim your space as an expert Networking happens continuously
The Payoff – A Small Example
Fin
Communicating In A Hyperconnected World as presented at the FPA Northeast Wisconsin Annual Symposium 2011-10-06
Nathan Gehring, CFP® @nathangehring www.myfirstfinancialplanner.com