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1. Financial Adviser Opportunities
Through The Web and Social
Media
Find us at
www.humblefinancialservices.com

2. Agenda
• Facts that may surprise you
• The Traditional Sales Funnel is dead
• Your Website - Your Foundation
• Wigs and Financial Planners - What do they have
in common?
• How to get started - Web & Social Media
• Bringing it all together
• Questions and Answers

3. Facts and Figures
Show of Hands
• Hands up if you DO NOT own a smart-phone
and/or tablet
• Hands up if you used Yellow Pages in last month
• Hands Up if you used Google Search in the last
48 hours
• Hands up if your 'household' uses Social Media -
Facebook, LinkedIn, Twitter
• Who is on LinkedIn?

4. Real Facts
• Facebook is dominant - Friends and family
• LinkedIn is the business/Professional platform
• Twitter cuts across business, friends and family
The game changer - Retirees are taking off
• 'Huge jump in older Aussies going on-line in last
12 Months' - 82% now online - Sensis
• 1 in 5 retirees own a tablet (Aug 2012), was 1 in
50 just one year ago - Sensis

5. Rise of Google - Demise of Print

6. The Sales Funnel Is Dead

7. Your Website - Your Foundation
'You only have one chance to make a great first
impression and today...
It will be through your website'
What does your website say about you and
your business?

8. Website Basics
• To make that first impression you need to be
found by Google - SEO
• Once found - Need to make it easy for the visitor
to CONNECT - Contact You and Social Media
• Update your website and use content for
newsletters and social media updates
• View your website as a communications hub
You and your clients now own
Marketing megaphones

9. How To Be Found By Google
Search Engine Optimisation (SEO)
• Content - More important than structure
• Review
o Company Names – Tagline and Page Titles
o Keywords
o Use of images and PDF docs
• Get on other Websites - Link and Share
• The Good News - Corporates really Struggle with
SEO for Advisers
• Visit humblefinancialservices.com

10. Social Media - Wigs and Financial
Planners?
Link.

11. What we know about Social Media?
• Traditional Marketing 'one way push messaging'
- Does not work with Social Media
• Opportunity is to 'connect' build brand by
connecting - 'Pull' people to you
• Financial Advisers are 'Ready Made' for Social
Media - Oh yes you are!!!
• Individuals/Personalities do better than
Corporates with Social Media
• ROI - You'll still be in business in 5 years
(Newspaper V Google)

12. Effective Use of Social Media
'It's not about you - it's about your target market'
• Be Engaging - Consider
o Local community involvement
o Let people know more about you
o Demonstrate expertise
o Mix in circles that help you - Target market
• Listen - Know what's going on
o Track news - local and 'adviser' specific
o Be sensible with the advice
o Think 'pull' (attract) people
• Monitor
o Google Analytics

13. Bringing it All Together
Think Strategic

14. Core Steps
• Thinks Strategic - Long Term Proposition
• The Business Leaders need to be in Control
• Create and Publish content for your website
• Communicate the content -Newsletter and
Social Media
• Encourage people to share your content
• Share other peoples/firms content
• Be involved - Engaging with Social Media
• Connect with those who do business with you
o Clients, Prospects, local community, niche market, CIO

15. And Don't Forget
• Social Media is 'Word of mouth' on Steroids
• Have a bit of fun
• It is all about being Social
• Good Financial Advisers have always been social
creatures - Just like the rest of the human race
Resources
www.humblefinancialservices.com