Presentation: Presence and Personality Presented by: Sheerah Singer, Director of Marketing & Communications, Empire Wealth Strategies Just to be online isn’t enough anymore. The whole purpose of social media is to have a more immediate interaction between people, to build those lasting relationships. If you are going to be online you want to make sure that your profile is robust and your prepared to be responsive to your audience. Another major element of being online is personality. You are competing with hundreds if not thousands of other professionals using social media platforms as yellow pages and you need to stand out. Adding personal elements goes a long way to bridging the gap of online interactions for creating personal relationships. Presentation will include real life personal and business success stories illustrating these points.

1. PRESENCE & PERSONALITY
BUILDING YOUR SOCIAL MEDIA PRESENCE WITH A SHOT OF PERSONALITY
Sheerah Singer | Director of Marketing and Communications
Empire Wealth Strategies
ssinger@ewsnyc.com | ewsnyc.com | @SheerahSays

2. OpenArchitecture system
Financial Advisors & Wealth Managers

4.  The landscape of financial services
has already begun to shift.
 Social Networking is a tool to
communicate to clients and prospects.
Example: Wells Fargo is tracking
anywhere from 2,000 to 4,000
mentions a day.
WHY DOES IT MATTER SO MUCH?
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5. THEY ARE TALKING ABOUT YOU…
are you listening?
If you are not
listening, then you
are being left out of
the conversation.

6. JETBLUE HEARD ME

7. Where we have come – is nothing
compared to where we are going.
I predict the Internet will soon go spectacularly
supernova and in 1996 catastrophically collapse
−Robert Metcalfe, inventor of Ethernet
1995 InfoWorld column
I think there is a world
market for maybe five
computers
−Thomas Watson
chairman of IBM, 1943
This ‘telephone’ has too many
shortcomings to be seriously
considered as a means of
communication
−Western Union internal memo, 1976
Television won’t be able to hold on to any
market it captures after the first six months.
People will soon get tired of staring at a
plywood box every night
−Darryl Zanuck, 20th Century Fox, 1946
Everyone’s always asking me when Apple will come
out with a cell phone. My answer is,
‘Probably never.’
−David Pogue, The New York Times, 2006

8. FROM THE SOURCE
SOURCES:February 2012 online survey of 463 total Financial advisors, including 203 advisors on the Affluent Dynamics panel (FTI Consulting) and 260 advisors on LinkedIn. "What can advisors do to reach
investors?" data from Cogent Research online survey among 608 respondents in the U.S. and Canada with at least $100,000in investable assets, fielded March 2012. marketing.linkedin.com

9. Log in
every day
of US internet
users are on
Facebook
Average user connected to 80
community pages, groups and
events.
Don’t tweet but do listen
2009 to 2013
100% participation from
InMail is 30x more
effective than a cold call
2009 to 2013

10. Email Marketing
Email marketing is a simple and fast way to
reach an audience.
LinkedIn: Connect
A networking platform that allows you to
interact with professionals on a global scale.
Twitter: Share
A platform that facilitates the sharing of
information.
Facebook: Listen
A personal platform that facilitates listening
for life changing events.
ONLINE MARKETING
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11. WHAT IT COULD MEAN
Source: 2012 McKinsey LIMRA survey of financial advisors.
KNOWLEDGE OF
3MORE LIFE EVENTS
LEADS TO
11%AVERAGE PRODUCTION GAIN
FOR FINANCIAL ADVISORS:

12. W: Gregorydominguez.ewsnyc.com
T: @finguidance
F: /gregorydominguez.ewsnyc
L: in/gregorydominguez
PRESENCE IS THE FIRST STEP
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Empire Wealth Strategies
Financial Services
Gregory Dominguez
Empire Wealth Strategies
W: www.ewsnyc.com
T: @ewsnyc
F: /ewsnyc
L: EmpireWealthStrategies

13. GETTING SERIOUS
Lance Drucker
Drucker Wealth Management
Lance is one of the top speakers in
the areas of Wealth Management,
and Retirement Income Planning, and
his workshops have been presented
to a number of Fortune 500
companies, as well as numerous
colleges and universities.
www.druckerwealth.com

14. ROBO ADVISOR

15. HOW TO STAND OUT

16. How does your company and its team stand out against thousands of others on LinkedIn? Not only do you have to be findable,
using social media as the modern day yellow pages, but when they get to your profile, you need to get catch their attention.
PERSONALITY & CREDIBILITY
Personal Stories
Connecting to people on a
personal level starts with sharing
a story or an experience that
helps clients and prospects
understand what really drives
him/her.
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 Why
 What
 How
Lance Drucker
Drucker Wealth Management
View Videos:
www.druckerwealth.com
Client Center > Videos

17. PERSONALITY & CREDIBILITY
Share Visuals
You have about 8 seconds to impress
a viewer online, & that’s being
generous. Visuals are a great way to
tell your story using videos, images
and infographics .
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18. PERSONALITY & CREDIBILITY
Think Outside the Box
Networking is also about connecting
the dots. One of the biggest
opportunities for advisors is the chance
to connect their clients to others that
could be a resource to them.
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19. Building Relationships
PERSONAL BUILDS TRUST
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20. Posting Content
Advisor should post content 3-5 times/week
Companies should post daily
Post fun questions that engage your audience
Respond when people comment!
Run campaigns that involve your audience
BUILDING YOUR BRAND

21. Becoming an Expert in the field
By posting content that is of value to clients and prospects,
you are positioning yourself as an expert in the field.
BUILDING YOUR BRAND
“I post on LinkedIn on a regular basis through Hearsay. This
has kept my name in front of my contacts as well as constantly
reminding them of the many facets of my practice where I can
help or be a resource. Periodically I post specific articles to
specific people or groups of people as it adds the “personal”
touch.” – Larry Barth, CEO & President AJJ Planning
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22. Be personable and put yourself out there.
 Don’t always rely on social media
networking. IT IS A TOOL!
 When you find out someone has had a
major life event, take it as an opportunity to
come offline and send them a hand written
note or gift.
BUILDING RELATIONSHIPS
Online Relationships vs Face-to-Face
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23. In order for people to find you on social networking platforms, there
are a few ideas to make your profile more comprehensive. Keywords!
Keywords! Keywords!
 SEO and Keywords
 Make sure you have a
strong profile picture and
cover photo
 Headlines Matter
 Make it Personal
 Start Conversations and
Respond to your
customers
SEARCH & BE FOUND
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24. 2 Park Avenue | New York
p. 212.697.1355 / e. ssinger@ewsnyc.com
SHEERAH SINGER