social media and financial services
DESCRIPTION
Over view of social media and financial servicesTRANSCRIPT
Social Media & Financial Services
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
3
The business meeting
The reunion/night out
The cocktail party
The three big social networks:
Blogs
SEO
Mobile
The three big drivers:
The Social Media Sales Cycle
How do search engines work?
Blogs: The Backbone of Social Media
Blogs are SEO friendly
• Search engines love:– new content– websites with lots of pages– keywords in titles/links– back links
Blogs are social media fodder
LinkedIn: Your online CV/Rolodex/Info Network
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LinkedIn: An information network
Groups
Facebook Pages: Profile v. Page
Facebook … really?• 500 million people• Easier than blogging• Visual• Free• SEO
Twitter: The 24/7/365 Cocktail Party
Automate
Generate
The problem with cocktail parites
Best to have a sense of humor
Total outreach
Referral generation
• Broaden your reach• Stay top of mind• Online referrals are easy• High tech high touch
Social Media & FINRA: Common sense regulations
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”
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
Thank you!
New Media Marketing ConsultingEmail: [email protected]: @DKDnewmediahttp://dkdnewmedia.com