Useful websites for self-access learning P.1 Parent’s Workshop.
Making it work for you: websites and social media for financial advisers
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Jon Pittham November 2013 Making your website work
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Is social media hype or happening? What do I really need my website to do if it's not the main way clients communicate with me? Two very valid questions for financial advisers to ask. In this presentation - originally delivered at the threesixty events throughout October and November 2013 - Jon provides an introduction for financial advisers to the many ways a website can become your marketing hub and what it says about you to your clients and potential clients. After the website is set-up, it's time to look at social media; how can you get started and which networks are worth looking at? How can you remain professional whilst showing off the personal side of your business? The presentation forms an easy introduction for any financial advisers who need to look at a new website or are interested in what social media might have to offer them.
Transcript of Making it work for you: websites and social media for financial advisers
Jon PitthamNovember 2013
Making your website work
Begin with the end in mind…
Why does the prospect or client buy
from you?
How you present your services to a client or prospect will have a direct impact on the
perceived value of those services
Design matters
Content is king (possibly)
Build credibility and provide reassurance
• People photos• Relevant content• Testimonials• Case Studies• Up to date blogs• Social feeds• Contact• Client portal• Media centre
• Video• Podcasts• Guides and white
papers• Associate sites• Affiliations and
accreditations• Event section• CSR• Extranet
Some other important bits…
• Have the right content management system (CMS)
• Understand how your site will be managed
• Set up for Google• Security and back ups• Understand the metrics
Track visitor activity
How to generate enquiries
Google Authorship
Google Places
Pay Per Click (PPC)
Inbound Marketing
We created this cool new video and we’re going to need you to make it go viral
Erm…this is a 22 minute video about our investment philosophy and process
Right. Let us know when it’s gone viral.
Future trends
• Design is fundamental• Swipe or click? – The user experience at the centre of design– Sites are becoming ever more fluid
• Review sites becoming more important• Increasing social element
Reality check…
• You’ll need a new website every 3-4 years
• You never know how many opportunities you’re losing out on
• Don’t jump on the ‘social’ band wagon if you don’t need or want to
• Dare to be bold and different
Questions?
@clientsfirstUK@jonpittham
0845 3037788www.clients-first.co.uk
Jon PitthamNovember 2013
Social media – hype or happening?
Begin with the end in mind…
Why does the prospect or client buy
from you?
Social media is only one piece of the jigsaw
Six key steps to success
1. Understand your target market
2. Be clear on your message3. Build the platforms4. Create the content5. Distribute the content6. Monitor and engage
1. Understand your target market
• Who are they?• Where are they?
2. Be clear on your message
• What is it your stand for?• What is your voice?• Have an opinion• Consistent visual identity
3. Build the platforms
The important ones…
…and your website
4. Create the content
…and use someone else’s!
5. Distribute the content
6. Monitor and engage
Summary
• There is no quick win• Must form part of an overall
marketing plan• Ensure a consistent brand• Content creation is key• Be yourself
Questions?
@clientsfirstUK@jonpittham
0845 3037788www.clients-first.co.uk
