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Social Media Marketing For Financial Advisors

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University of Waterloo
University of Waterloo

Building your business with LinkedIn, Facebook, Twitter. From David Cesarini at Cesarini.ca.

Economy & FinanceTechnologyBusiness
1 of 28
Social Media Marketing for Financial Advisors David Cesarini, BA, FMA April 2009
Getting With the Times ,[object Object],[object Object],The Social Pulpit: Barack Obama’s Social Media Toolkit (2009). Available at: www.edelmen.com
Session Objectives ,[object Object],[object Object],[object Object]
Session Objectives cont... ,[object Object],[object Object]
What do you think Social Media Marketing is all about? (5 min.) ,[object Object],[object Object]
What's the use?
Why Social Media? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Social Media & Authenticity ,[object Object],[object Object]
Popular Social Media Sites
Face It ,[object Object],[object Object],[object Object],[object Object]
 
Being a Twit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Blogging it Out ,[object Object],[object Object],[object Object],[object Object],[object Object]
 
Do you read any interesting blogs on a daily basis?
LinkedIn ,[object Object],[object Object],[object Object]
 
Meetups: Where Everybody Knows Your Name (You Hope) ,[object Object],[object Object],[object Object],[object Object]
 
Smart Phone Savvy ,[object Object],[object Object],[object Object],[object Object]
 
Wrapping it All Up
Connect the Networks Smartphone Blog
Think-Pair-Share (10 min.) ,[object Object],[object Object],[object Object],[object Object]
Conclusion ,[object Object],[object Object],[object Object],[object Object],[object Object]
 
Thank you

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Social Media Marketing For Financial Advisors

Editor's Notes

  1. “Businesses will be at a significant tactical and strategic disadvantage when their critics and competitors create a groundswell of their own.”
  2. By the end of this session, you should be able to…
  3. Who here has an opinion/belief about social media – phrase in form of a question.
  4. Costs and benefits of social media.
  5. Mark Shimkovitz, BMO Nesbitt Burns advisor
  6. Dave Giesbrecht, Vice President, Client Service, Camlin Asset Mgmt.
  7. Lastly