tell your story better

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Financial Advisor firms committed to a digital marketing plan and tell their story everywhere are outperforming their competition by 10 – 30%.

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Page 1: Tell Your Story Better
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things workwe make decisions, we persuade otherswe understand our place in the worldwe create our identities.

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Strategic Networking

Referral Alliances

Client Events

Referrals

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Website

Video

Email Campaigns

Digital Advertizing

YouTube

Blogs

LinkedIn, Facebook, Twitter

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58% of senior executives would rather watch a video than read text.

100 million watch online video every day.

80% recall watching a video in the past 30 days.

50% more likely to be on the first page of Google search results if website has video.

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financial advisor|

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Affluent and educated among the highest

adopters of smart phones.

Are you mobile?

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Are you mobile?

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Targeted messaging results in 2-3 times more engagement.

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• Higher win ratio with more personalized messaging

• More strategic growth -  win the clients you want to win

• Focused strategy is easier to modify and repeat

Are you Targeted?

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Are You Reaching Your Full Potential?

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Here’s How.Introducing:

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- An Inventory of Innovative Media Tools

- Custom Branded for You

- Communicates Who You Are and What You Do

-Targeted to Specific Audiences

- Social Media Ready

- Compliance Approved

- Easy to Implement

- Affordable

- Created by an industry leader who knows your business.

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AttractRetainIncreaseScaleGrow

First & Last NameTitle

eMoney Advisor, LLC

Direct: (000) 000-0000

Email:

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SourcesCummings, Jennifer HoytUndercover operation shows broker advice missteps12 April. 2012 Reuters. Web.http://www.reuters.com/article/2012/04/04/us-adviser-bad-advice-idUSBRE83316M20120404 Ferri, RickFinancial Advisors Encourage Bad Behavior30 March. 2012. Forbes. Web.http://www.forbes.com/sites/rickferri/2012/03/30/financial-advisors-encourage-bad-behavior/  Matthews, ChristopherYour Financial Advisor Might Be A Lemon29 March. 2012. Time, Business and Money. Web.http://business.time.com/2012/03/29/your-financial-adviser-might-be-a-lemon/ Weston, LizCan you trust a financial advisor?15 June. 2012. MSN Money. Web.http://money.msn.com/family-money/can-you-trust-a-financial-adviser-weston.aspx Bernard, Tara SiegelA Fancy Financial Advisor Title Does not Ensure High Standards6 July. 2012. The New York Times, Your Money. Webhttp://www.nytimes.com/2012/07/07/your-money/beware-of-fancy-financial-adviser-titles.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html

“People make a lot of dumb investing mistakes. And they should not expect

financial advisors to fix them.”

 “Financial Advisors Encourage

Bad Behavior”

 “Your Financial Advisor Might

be a Lemon”

 “Can You Trust a Financial Advisor?”

 “A Fancy Financial Advisor Title Does not

Ensure High Standards”

 48% of new clients come from existing

client referrals

 52% of new clients come from other

marketing efforts.

 Depending on the scale of a firm’s efforts

and the size of the market in which they compete, the annual cost for a marketing

program can run between $3,900 - $48,000 per year.

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SourcesLess than 1/3 of advisors have a written

marketing plan, and only about ½ of those say they have implemented it.

 Firms utilizing a marketing development plan

outperform their counterparts with annual growth rates that are 10% to 30% higher.

  

59% of senior executives would rather watch a video than read text.

 

 Visitors who view videos stay on a website 2

minutes longer. 

 100 million internet users watch online video

every day. 

 80% of internet users recall watching a video

ad on a website they visited in the past 30 days.

  

Web page with video 50% more likely to appear on the first page of Google

search results. 

 Consumers are more likely to do business

with a company that is active online. 

11 November. 2012.FA Marketing. Web.http://famarketing.net/how-to-assess-if-you-need-marketing-support/ 

Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics  Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Matthews, Livvie3 Benefits of Video Marketing29 January. 2013. Simple Social Media. Web.http://www.simplesocialmedia.tv/2013/01/29/3-benefits-of-video-marketing/   JeanJean, LoicEvolution of Marketing for Financial Advisors18 March. 2010. Advisor Websites Blog. Web.http://advisorwebsites.com/blog/marketing/evolution-of-marketing-for-financial-advisors/ 

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Sources2/3 of online adults with an investment

account have social network profiles. 

 3 in 5 financial advisors who used LinkedIn

for client prospecting successfully gained new clients as a result, with nearly 1/3 of

these generating $1 million or more in AUM.  

How consumers use smart phones/tablets: 52% watch videos

84% email88% web browsing

72% use while traveling56% research products63% use while in store

 Highest level of smart phone adoption

include financially well-off and educated. 

 Mobile not necessarily “On the Go”:

51% Home18% Work

22% On the Go 

Mobile email creates 2x as many conversions as social activities or search

 Targeted messages result in 2 to 3 times

more engagement . 

Friedman, Emily and Benedict, NeilFinancial Advisors’ Use of Social Media Moves from Early Adoption to MainstreamMay. 2012. FTI Consulting. Web.http://www.fticonsulting.com/global2/media/collateral/united-states/financial-advisors-use-of-social-media-moves-from-early-adoption-to-mainstream.pdf Friedman, Emily and Benedict, NeilFinancial Advisors’ Use of Social Media Moves from Early Adoption to MainstreamMay. 2012. FTI Consulting. Web.http://www.fticonsulting.com/global2/media/collateral/united-states/financial-advisors-use-of-social-media-moves-from-early-adoption-to-mainstream.pdf Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ 

Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Joseph, JohnThe Benefits of Targeted Messaging20 Feb. 2013. Digital Spin by Harland Clarke Digital. Web.http://blog.harlandclarkedigital.com/2013/02/20/the-benefits-of-targeted-messaging