Growing Your Practice With Social Media and Video

1. GROWING YOUR PRACTICE WITH SOCIAL MEDIA AND VIDEO With Guest Expert from www.guidevine.com

2. MY STORY  Former Investment Advisor Representative  BA in Economics  MBA in Marketing  Worked at FMG Suite  Used Hundreds of Advisor Websites

3. INDIGO MARKETING AGENCY

4. EXPERT GUEST FROM  Match.com for Financial Advisors  Allows Consumers to Filter Through Advisor Profiles  Helps Advisors Create Powerful Marketing Videos  Offers “Digital Footprint Scorecard” Evaluation

5. WHAT WE’RE GOING TO COVER TODAY  How Strong is Your Digital Footprint?  Why are Video and Social Media Powerful?  Where Does Digital Fit With Your Business?  How Do You Rate Your Online Presence?  How to Use Your Digital Presence Correctly  Case Study  Free Digital Footprint Scorecard Worth $450  How to Get an Amazing Marketing Video

6. NEVIN GLEASON  Director of Advisor Success at GuideVine  Coached 140+ advisors and produced scripts for 400+ individual videos to grow their web presences  BSBA from UNC Chapel Hill and Kenan-Flagler Business School  Previously worked at Vanguard and U.S. Trust  Holds Series 7 and 63 licenses © 2018 GuideVine Technologies, Inc.

7. WHY IS YOUR DIGITAL FOOTPRINT IMPORTANT? U.S. consumers are influenced by social media in their purchases U.S. consumers search online for financial expertise every month © 2018 GuideVine Technologies, Inc.

8. Define your target groups of clients. Examples include: doctors, engineers, or small business owners Market to your target groups where they are found online HOW CAN YOUR DIGITAL STRATEGY GROW YOUR FIRM? © 2018 GuideVine Technologies, Inc.

9. HOW TO USE YOUR DIGITAL PRESENCE CORRECTLY Post regularly and often. Adhere to the right cadence for each social channel. Engage with your audience. Like, share, and reply to posts to boost enthusiasm and build brand equity. © 2018 GuideVine Technologies, Inc.

10. THE IMPORTANCE OF VIDEO  Video drives consumers to take action  Video is one of the richest forms of communication  Using video is a primary way to engage mobile users © 2018 GuideVine Technologies, Inc.

11. THE IMPORTANCE OF VIDEO An introductory email that includes a video receives an increase in click-through rate by 96% (Implix) 46% of users take some sort of action after viewing a video (Online Publishers Association) © 2018 GuideVine Technologies, Inc.

12. VIDEO IS ONE OF THE RICHEST FORMS OF COMMUNICATION Video can help put consumers at ease and develop a sense of comfort before they even meet you You can use video effectively on your website, social media channels, and for events © 2018 GuideVine Technologies, Inc.

15. FIRM WEBSITE Ensure your branding is consistent wherever it can be found. This applies to your logo, images, tag line, and more. Your website should be easy to navigate so consumers can quickly find what they’re looking for. © 2018 GuideVine Technologies, Inc.

16. FIRM WEBSITE Strong, prominent calls to action are important to spur consumers to a desired end result. Make social follow buttons clearly visible on a majority of your website pages to maximize social engagement. © 2018 GuideVine Technologies, Inc.

18. As a general rule, post content relevant to your audience at least 2-3 times per month on LinkedIn. Engage with your audience whenever possible by liking, sharing, and responding to posts. LINKEDIN 2-3 TIMES PER MONTH © 2018 GuideVine Technologies, Inc.

19. Actively participate in Facebook groups where your target audience can be found. Engage and contribute to these communities. Fully complete your ‘About’ section. Include your firm’s story along with your physical address and website URL. FACEBOOK © 2018 GuideVine Technologies, Inc.

20. As a general rule, post content relevant to your audience at least 2-3 times per day on Facebook. Engage with your audience whenever possible by liking, sharing, and responding to posts. FACEBOOK 2-3 TIMES PER DAY © 2018 GuideVine Technologies, Inc.

21. Encourage others to follow you on Twitter whenever possible. Having more followers increases your legitimacy and consumers will take you more seriously. Use relevant or trending topics and hashtags to add to the conversation and increase your firm’s visibility. TWITTER © 2018 GuideVine Technologies, Inc.

22. As a general rule, post content relevant to your audience at least 2-3 times per day on Twitter. Engage with your audience whenever possible by liking, sharing, and responding to posts. TWITTER 2-3 TIMES PER DAY © 2018 GuideVine Technologies, Inc.

23. FREE GIFT  For any advisor that joins GuideVine, they will get a free Digital Footprint Scorecard worth $450  The scorecard reviews your firm website and social media profiles (Facebook, LinkedIn, Twitter, etc.) to provide actionable steps for improvement © 2018 GuideVine Technologies, Inc.

24. DID YOU KNOW THAT MOST ADVISORS SPEND OVER SIX HOURS CREATING THEIR SOCIAL PROFILES?

25.  Get Indigo Marketing Agency’s Social Media Profile Optimization Service  We’ll Create and Optimize: • Facebook Business Page • LinkedIn Profile • LinkedIn Company Page • Twitter Profile  Only $250 for Webinar Registrants (Normally $450) Get Started Now: indigomarketingagency.com/social UPGRADE YOUR SOCIAL PROFILES & SAVE!

26. THANKS! Indigomarketingagency.com Claire@indigomarketingagency.com indigomarketingagency.com/virtual-meeting

Growing Your Practice With Social Media and Video

Claire Akin, MBA

Growing Your Practice With Social Media and Video