how accountants use social media to protect clients and win quality new clients - plus exclusive...

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This short, highly practical presentation is designed to help accountants to protect clients better, win quality new ones and save time by using social media. This is one of the most powerful tools we've even seen in 30 years of helping small firms and international ones to grow. It will make more efficient your already limited time. It is now essential to use to protect your clients. It is now the most powerful referral generation tool we know of. One client who applied these ideas has won 11 new customers in just 10 months, two of which are worth over £30k! You can find out how to do this yourself, here, for free. You can then get much more content at the UK's only social networking that works workshop for accountants - with a special offer at the end of this webinar. More details on this workshop can be seen at www.socialnetworkingthatworks.co.uk Social Networking and Social Media for Accountants. Marketing for Accountants, and Lead generation for Accountants. LinkedIn for Accountants and

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Page 1: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation
Page 2: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

The entire profession is changing

Over the next 12 months your clients will be approached more than ever by your competitors.

In more ways then ever in the history of your practice

And attrition rates will rise

Page 3: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

The Stats Of Change

•50% SMB’s get new customers thru social media•69% of small business get referrals thru social media•44% SMB decision makers use social•800 million facebook users 400 million login daily•Twitter 175 million•23% of all online time now social networks•LinkedIn well over 100 million including 8 Million in UK

Page 4: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Social Networking That Works full day event

This webinar will focus primarily on LinkedIn

We are tight for time & this is where accountants have made the greatest early wins easy win to gain new clients and reduce attrition.

SNTW will give you this in much more detail

Page 5: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

The Stats Of Change

Page 6: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

The Stats Of NewBusiness Opportunity

Ideal clients £2.5 k plus on compliance fees and added value services. Fun and pay well324,770 IT188,786 Financial services124,785 Computer software119,958 Marketing/advertising

Page 7: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

The Stats Of NewBusiness Opportunity IT - 50 miles from my office

Page 8: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Do you feel prepared?

• UK LinkedIn over 8 million 60% + of professional services

• LinkedIn say only 3% really know how to use it

• 68% of accountants report that they feel “unprepared” for the challenges of social media marketing.

Page 9: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

The challenge for accountants!!

Everything is changing around us at a fast pace….More demands on us and less time to handle those demands..

Not enough time ?Social media enables accountants to make the best use of time you don’t have to secureHigh quality clients retaining & growing existing clients

Page 10: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

8 Proven ways social media can help you achieve far more from less….

1. Manage existing clients2. Distribution of quality info to clients3. Generating referrals4. Secure new high quality clients5. Prevent attrition & offer additional services6. Increase web visibility, SEO Rankings & traffic7. Low cost no cost marketing8. Recruitment

Page 11: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Your profiles – your shop front….

Page 12: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

If your profiles are not up to date, they need to be!

They are your ‘front of house’, your ‘shop front’ and must be an excellent representation of you, your firm, and your capability.You must be connected to all of your customers and encourage them to do so.

Page 13: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Blogs, LinkedIn, Twitter, Facebook & Google + can all make communicating, managing and protecting clients a whole lot easier

Social media makes current tasks a lot easier

Page 14: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

One LinkedIn example . . .

Page 15: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Sharing & commenting on existing material makes communication a breeze

Page 16: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Use the share icons to send the content straight to your profile/tweet/blog etc

Page 17: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Quick, easy, quality communication with your clients will help you protect them

Share with my LinkedIn Then post a commentWith a link to SNTW

Page 18: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Referrals – we all know we should ask for them BUT

When it comes to it . . . . Sat with the client the

biggest hurdle is when they say “ ”

Page 19: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Social media helps you overcome this hurdle

Page 20: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Find the client you are about to meet.....

Page 21: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Find the people they know, that you want to do business with....

Page 22: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Use Social Networking to build priceless goodwill and loyalty within your clients

Page 23: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Quickly and easily make the introduction – everybody wins; especially you!

Page 24: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it countProspect search then connect

Page 25: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it countProspect search then connect

The content funnel,Step 4 Tweet/Facebook

Page 26: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it countProspect search then connect

Page 27: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it countProspect search then connect

The content funnel,Step 4 Tweet/Facebook

Page 28: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it countProspect search then connect

The content funnel,Step 4 Tweet/Facebook

Page 29: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it countProspect search then connect

The content funnel,Step 4 Tweet/Facebook

Page 30: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it countProspect search then connect

Where appropriate askfor an introduction… ideallya referral using phone or email

Page 31: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it countBeen searched then connect

Page 32: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it count with new prospects..LinkIn then search for shared connections

Appt made ask if Prospect will kindlyLink-In

Page 33: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it count with new prospects..‘Link In’ then search for shared connections

Page 34: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Making it count with new prospects..‘Link In’ then search for shared connections ..Then connect!!

Where appropriate askfor an introduction… ideallya referral

Page 35: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Using Social media to win new prospects..Invite then when accepted request a meetingor.. been invited accept then request a meeting

Michael Broom - ShrewsburySend invitation to connect. When confirmed send an email .. Can we meet?European Handling company yes straight away.2 days later opportunity to present the firm and quote. Business agreed

Page 36: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Using Social media to avoid attrition & win new business

1. Share great content2. Give clients referrals intro’s &

recommendation3. Gain referrals

Page 37: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Using Social media to avoid attrition & win new business

5. Been searched? Then connect6. Invite or been invited then connect7. Prospect meetings Link In then get introduced8. Know the next step or steps

Page 38: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Using Social media to avoid attrition & win new business……..Aggregating the actionSocial Networking for accountantsNot usually one singular substantial predictable result.. Rather an aggregate of a series of ;Small stepsSmall endeavoursSmall engagements

Remember the wisdom literature; ‘sow your seed in the morning & in the evening do not let your hands be idle for you do not whether this or that will work or whether both will do equally well’

Page 39: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

A special invitation from David OliverJoin us live this May

At a venue near you

London 2nd MayBirmingham 15th MayLeeds 16th MayNewcastle 17th MayBristol 23rd MayReading 24th May

Page 40: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Yes – Discover in just one day how your firm can use social media with ease

There are lots of reasons to attend – here are just a few

• Discover what leading firms are doing that works • Enjoy over 67 profitable ways social networking can help your firm grow• Learn highly effective ways to to do more in less time• Listen to 4 of the most well-respected experts in their field together under

1 roof. Together we will lift the lid on social media marketing for accountants

• Plus you will gain over £1800 value in post-event support to help you implement your new strategy with ease.

• Price is just £297 + VAT for workshop delegates

Page 41: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Your free resource library

Worth £1800 – free to delegates

• 5 templates for perfect online bios• Free marketing help line• Social media template• Free guide to writing articles online• 9 instant LinkedIn profile templates• £300 of vouchers for future events• 3 hours audio content on offline marketing to dovetail

into your social strategies

Page 42: How Accountants use social media to protect clients and win quality new clients - plus exclusive workshop invitation

Register today risk free and save 25% of your places

Registration is SUPER EASY Simply call us on 0800 803 0826 and quote webinar or email [email protected]