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Blogging in Financial Services Stephanie Sammons

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Blogging...Helping Investors Achieve More• The Current Landscape• Blogging Trends in Financial Services• Challenges & Opportunities• How Investors Win

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A little background...• 15+ years in financial services• Founder/CEO of Wired Advisor (http://www.wiredadvisor.com)• http://www.stephaniesammons.com• @stephsammons

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The Current Landscape 4

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Where’s the beef trust??? 5

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Greater Transparency 6

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Strict Industry Regulations 7

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“Social” Communications Revolution 8

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SMARTER Consumers! 9

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Blogging Trends in Financial Services 10

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4 Financial Services Segments:• Corporate/Enterprise• Independent Advisors and Firms• Individual “Investors”• Direct to Consumer 11

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Corporate Blogging: Attract New Talent 12

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Corporate Blogging: Educate 13

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Independent financial advisors and firms 14

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Independent financial advisors and firms “http://www.triboomer.com” 15

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Independent financial advisors and firms 16

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Individual “Investors”(astute investors, traders, portfolio managers, investment professionals) “News & Views” “Idea Network” 17

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Direct to Consumer (some blogging element present)“Portfolio Mirroring” “Portfolio Management” 18

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Challenges & Opportunities 19

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Challenges• Corporate=personalize and humanize• Independent Advisors=stop corporatizing; become more human and more transparent (snow skiing)• Same “Content” Different Day• Jargon, Sales-oriented• Regulatory Environment - no testimonials, no specific recommendations, suitability, registrations, 3rd party content, etc. 20

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Opportunities• Make human connection (people, personal, passion)• Strengthen and steer reputation• Establish authority with remarkable, relevant, and resourceful content• Build niche communities or “trusted networks”• Strengthen existing relationships• Capitalize and leverage WOM 21

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How Investors Win 22

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How Do Investors Win?• Enhanced Information, Insights, Knowledge, Tools• Options• Guidance Spectrum• Lower Fees• Greater Transparency AND... 23

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POWER via new media channels! 24

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How to Contact Me:• @stephsammons• stephanie@wiredadvisor.com