social media and financial services
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Over view of social media and financial servicesTRANSCRIPT
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Social Media & Financial Services
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Why Social Media? Why now?
• Help your target market find you• Control what they do find• Virtual handshakes
– Reconnect – Meet new contacts– Stay top of mind
• Acknowledge customers• Set it and (sometimes) forget it
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3
The business meeting
The reunion/night out
The cocktail party
The three big social networks:
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Blogs
SEO
Mobile
The three big drivers:
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The Social Media Sales Cycle
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How do search engines work?
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Blogs: The Backbone of Social Media
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Blogs are SEO friendly
• Search engines love:– new content– websites with lots of pages– keywords in titles/links– back links
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Blogs are social media fodder
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LinkedIn: Your online CV/Rolodex/Info Network
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19
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LinkedIn: An information network
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Groups
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Facebook Pages: Profile v. Page
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Facebook … really?• 500 million people• Easier than blogging• Visual• Free• SEO
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Twitter: The 24/7/365 Cocktail Party
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Automate
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Generate
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The problem with cocktail parites
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Best to have a sense of humor
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Total outreach
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Referral generation
• Broaden your reach• Stay top of mind• Online referrals are easy• High tech high touch
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Social Media & FINRA: Common sense regulations
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FINRA regulations
• Jan 2010 10-06– Record retention– Avoid recommending products– Firms must have policies & train individuals– Not responsible for 3rd Party Posts unless
“entangled” or “adopted”
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FINRA regulations
• Aug. 2011 11-39– Unscripted participation = “public appearance”– Allows after the fact review and sample testing.– FINRA rules are device/platform agnostic if you
are “doing business.”– Respond to questions by sending to an
approved communication platform.– Can post/RT pre-approved materials
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Thank you!
New Media Marketing ConsultingEmail: [email protected]: @DKDnewmediahttp://dkdnewmedia.com