Social Media for Financial Advisors: Expert Q&A
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1 Social Media for Financial Advisors: Expert Q&A Presenters: D. Bruce Johnston, President & CEO, Advisolocity Blane Warrene, CEO, Arkovi Zach Hedges, CEO, CaptureTrackConvert (CTC)
2 D. Bruce Johnston, President & CEO, Advisolocity
3 Blane Warrene, CEO, Arkovi
4 Zach Hedges, CEO, CaptureTrackConvert (CTC)
5 Agenda 1 Understanding the Rules, Policy and Strategy 2 How Advisors Are Using Social Media, Best Practices 3 Social Media Archiving, Monitoring, Intelligence 4 New Technology: Automate Your Client Qualification Process 5 Q&A
6 Rules & Regulations FINRA NASD 3010 NASD 2210 (b) SEC 17a4
7 Rules & Regulations What Did Teach Us? Twitter, Facebook and LinkedIn are like traditional written communications Additionally -Websites = advertisements -Communications to 25+ prospects = sales literature -Password-protected websites = sales literature -Chat room discussions are public appearances
8 Rules & Regulations NASD 3010 & 2210 (b) The obligation to review correspondence -Supervisory role of surveillance -Retention of all material (even non-reviewed) to avoid surprises Moderation -The ability to moderate & pre-approve per 2210 (b) as needed with audit trail
9 Rules & Regulations SEC 17a4 Records Retention Indexing and Retrieval Verification and Time-Stamping
10 Rules & Regulations Our View of the Rules Arkovi 2011
11 Rules & Regulations SEC & Sweep Letters An editorial view on the SEC Sweep Letters regarding the use of social media -
12 Policy Before You Engage Have a Policy -Outline who is authorized -Outline which platforms are acceptable -Include your own governance & ethics -Approved Technology -Signed Affirmations -Mitigation
13 Strategy Before You Tweet Have a strategy -Executive support -Match the medium(s) to your firm culture -Resources -Content plan -Responding to negatives
14 Live Poll
15 Strategy How Advisors are Using Social Media
16 Strategy How Advisors are Using Social Media
17 Strategy How Advisors are Using Social Media
18 Strategy How Advisors are Using Social Media
19 Strategy Best Practices Thought Leadership -Develop a Voice Expand Market Presence -Consistency -Be Found Measure Results -Monitor -Develop Metrics
20 Social Media Archiving What You Need Questions to Ask Benefits of Archiving
21 Archiving Capture content from anywhere Pre or post surveillance options Archive platforms -Facebook, LinkedIn, Twitter -Blogs, websites -Any platform with RSS feed
22 Monitoring Monitor your business & employee content Search, sort & report Export to Excel Integrate to business systems -Content management systems - archiving platforms -Data warehouse & reporting dashboards
23 Intelligence Monitor what others say about you -Your brand and products/services -Your company -Your employees & partners Track keywords & phrases important to you -Track web and social alerts -Aggregate content -Generate Excel reports
24 Benefits of the Cloud Work from anywhere Work from any device Curate your social history Bonus benefits of research & resource tool
25 New Technology Automate your client qualifying process Build a relationship with your prospects who aren t yet ready for a sales conversation. By engaging them with thought leadership and relevant automated nurturing content, you build trust and gain mind-share.
26 New Technology Install Client Acquisition Technology into your Internet pipeline
27 New Technology Capture Your Prospects
28 New Technology Track Your Prospects
29 New Technology Convert: Automate Relationship Building Activities
30 New Technology Take an Action
31 New Technology Client Retention
32 ByAllAccounts: S.M.A.R.T Decisions Series ByAllAccounts, the professional wealth advisors choice for financial account aggregation and consolidation, is the only service that retrieves, consolidates, enriches and produces reconciliation-ready account data from any financial institution/custodian. Thousands of advisors rely on ByAllAccounts to efficiently scale their business, increase revenue by billing on held-away assets and to deliver exceptional client service.. :
33 Q&A and Contacts D. Bruce Johnston President & CEO, Blane Warrene CEO, x701 Zach Hedges CEO, CaptureTrackConvert (CTC) x700 Justin Shepard ByAllAccounts x156
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