How to Get in the Game With Social Media

More and more independent brokers, agents, planners and advisors are adopting Social Media as a means of growing their businesses.  Are you?  Do you know what they know?  If you answered ‘no’ to either of these questions, it’s high time you get in the game and find out just what social media can do for your business! I know you’re pressed for time – time is and will always be the most scarce and precious resource of any business – but, trust me, if you are willing to make an investment of some of your precious time, the pay off will be well worth it! And, guess what else?  Time is virtually the only thing you will have to invest – social media are, for the most part, free of monetary charge.  Now, how’s that for incentive?    

Joe- Average-Consumer -Based -Business -Owner is neither unintelligent, nor unaware of the need to constantly improve customer communication channels and methods.  Most CRM Social Media Experts preach and skim the surface of the problem with no real solution offered.  The message is the same: “you need to communicate”, “you need to improve access”, “you need to review”, “you need to mine” and “you need to post”….  Lots of 'you need to's; very few plans as to exactly how!

At ES Computer Training we work with you and assist you in developing the right plan for you and your business.  And, recognizing that you don’t have time to do everything, we can help you:

1.  Become aware of what’s out there.  We do a great job of addressing this first step in our one-day workshops.  We will help you to truly understand the fundamentals of social networking and the most effective ways to use it.

2.  Identify where your customers are in terms of social media and how they’re using them. 

3.  Discover what you have to offer your customers.  How will they benefit?  If you can     speak to your customers and give them something of value, you have it made.

4.  Provide daily, accessible and very real channels online for your customers to find and speak directly with you. Nothing is more powerful than direct communication.

5.   Acquire the resources to conduct experiments and determine which channels to adopt and how effective they will be.

6.  Discover how your competitors are using this channel and how this will affect your business.

7.  Come up with a viable and effective business strategy.

Going through these steps, we can give you the benefit of our experience with other clients and help you determine the manpower commitment and resources required for any campaign.  We have worked with agents, brokers, advisors and planners, who have invested the time and created their entire businesses through the use of social media.

The PLAN, the resources and of course, the associated time commitment will be laid out for you.  This will allow you to assign much of the effort to support staff, while giving personal attention to the most important parts of your Social Networking Campaign.

For a schedule of workshops in your area, please visit: 

http://www.escomputertraining.com/courses/details/industry/2/course/20

What Every Financial Advisor Ought to Know About Twitter

Imagine… by the end of this post you’ll be able to optimize your Twitter account to enhance your business!

With Twitter being right up there alongside Facebook and LinkedIn as one of the most dominant social networks on the web, it’s no wonder why Twitter is a valuable business and professional engagement tool.  And, with 200,000,000 registered Twitter users (and counting), does it not make sense that for you, as a financial advisor, Twitter is the place to be if you want to reach your clients (many of whom are no doubt on Twitter)?      

Your aim, as an advisor, is to establish a Twitter following comprised of your client base.  In establishing your own ‘Twitter identity’ and inviting your clients to “follow” you, you fulfill a number of accomplishments:

A)     You establish and sustain your position as a thought leader.  Each and every one of your clients active on Twitter is following someone – and that someone should be you!

B)      You open up a new and different channel of communication.  It’s not always necessary to conduct long meetings.  Sometimes, all that’s required is a brief message – a Tweet – that will direct your clients to a specific article that will inform them as well as support your advice or line of thinking on a certain issue.

C)      You are afforded a great opportunity to develop a following independent from your existing client base – you can reach prospects as well!  How can you attract more quality followers?  Read on:

1.       Stay Active in your “Twitter Community” – It’s important that you participate in the conversation.  Find your financial community on Twitter.  Who are the leaders?  What content is being shared?  Check out what other advisors are tweeting.  Being an active part of your industry on Twitter will help you connect to a relevant audience.

2.       Follow Others that You Want to Know – Don’t follow people simply because you want them to follow you.  Follow those that you genuinely want to know – other industry experts and prospects – people who peak your interest and who will enrich your life as a financial advisor.

3.       Make Sure that You Introduce Yourself – As its title suggests, social media is just that – social.  Think of Twitter as a gigantic industry party.  Take the step to introduce yourself to those you want to know – it’s easy to make a personal introduction.  And, why not comment on or ask a question about a recent blog of a person to whom you’re introducing yourself!

4.       Keep it Focused – If you’re using Twitter for business purposes, try to refrain from posting too many tweets about your kids or your dog.  Keep them industry focused – at least for the most part.  There’s nothing wrong with posting the occasional more personal tweet or perhaps a funny one-liner or inspirational quote, but bear in mind that posting plenty of content relevant to the financial industry will attract your target audience.

5.       Join in on Lots of Twitter Discussions – Involving yourself in finance-related discussions will further serve to draw attention to your expertise.  Finding discussions is easy on Twitter – just use the search tool or search via hashtag – e.g., #mutual funds; #retirement planning; etc.).

6.       Pay Attention to Your Audience – Know what your audience is talking about – what kind of questions they’re asking and what information they’re sourcing.  By providing tweets of substance, you will attract quality followers.  Ensure that you respond promptly to questions in order to build or maintain your status as a valuable resource.

7.       Don’t Be Afraid to Retweet – Retweeting posts that are of interest to you will increase your visibility on Twitter.   People following those that you retweet will view you as someone who shares common interests.  Ensure that you include the @name when you refer to other users, as this will develop relationships.  And, other users who monitor themselves will be sure to notice your retweet!

8.       Promote Your @Name – Ensure that you include your @name (your Twitter handle) on your business cards, your email signature, your blog and your website contact info. 

Twitter is an extremely useful resource at the disposal of every financial advisor.  If you want to learn more on how you can get the most out of your Twitter experience, join one of our Social Networking for Business workshops and we’ll teach you all you need to know!  Simply click on the link below for a schedule of workshops in your area!

http://www.escomputertraining.com/courses/details/industry/2/course/20