Philip Calvert's presentation on Social Media for IFAs and Financial Planners at the the 2011 Ascentric conference.

1. Please turn your phones ON. Thank you. #Ascentric #IFALife Social Media: Time-wasting fad, or the Holy Grail of Communication tools for IFAs? Conference 2011

2. Important housekeeping note

3. Important housekeeping note

4. RDR Charging fees Professional qualifications Changing business models Increased competition Competition from the Internet

5. RDR Charging fees Professional qualifications Changing business models Increased competition Competition from the Internet STRESS!

7. [Source: unknown]

8. [Source: unknown]

9. Why is Social Media important?

10. Social Media explained

13. Social Media explained Forget “Social Media”. Remember Image, Identity and Reputation Management .

14. Powerful networking tool, but be careful...

23. Tell us something we don’t already know

24. Tell us something we don’t already know

25. Tell us something we don’t already know

26. Tell us something we don’t already know

27. Differentiate or Die

31. What are you doing to get noticed?

34. How to Leverage LinkedIn

36. Name Active user accounts Facebook 750 million Tencent QQ 674 million Qzone 480 million Netease 360 million Windows Live Messenger 330+ million Tencent Weibo 233 million Habbo 203 million Twitter 200 million Sina Weibo 200 million Skype 145 million Vkontakte 135+ million Badoo 121+ million Orkut 120+ million Bebo 117 million LinkedIn 100+ million

42. Invest time in your Profile

44. Invest time in your Profile

45. Invest time in your Profile

46. Invest time in your Profile Art Flater

47. Invest time in your Profile “ Specialties: Exceptionally good with sarcastic, smart ass remarks.” “ Able to sit in my chair for extended periods of time without numbness or fatigue.” “ Invented the 2 hour lunch break, which has been adapted by sales slackers everywhere.” “ Attempted to train dealer staff until I realized most were too stupid to accept the training. Once I realized that fact, I would just take them to lunch.” Art Flater

48. Invest time in your Profile “ Sat on my chair and bitched at sales reps.” “ Sometimes I make a sales call.” “ Went to lunch a lot.” “ I avoid meaningful engagement and work, if at all possible.” “ Talked on the phone and hung out. Took credit for others accomplishments.” Art Flater

52. Invest time in your Profile

53. ...as a Search Engine.

54. Search: Financial Planner

56. Note the keywords in name and summary

57. 1. Note the keywords

58. 1. Note the keywords 2. Customise your profile URL

61. Add keywords near the top of your Summary section

62. Include keywords in your Specialties

63. Include keywords in the Experience section

64. Include keywords in other sections

65. Prove your expertise and value by adding testimonials using the tool provided

66. Show your human side by adding non-work interests – plus a couple of keywords of course!

67. Contact Tina Include a couple of keywords in your Contact details too

68. Contact Art Humour works too!

70. Events Choose Event Keywords

71. Events First page Google results

72. Pulls in your presentations from SlideShare Profile add ins

73. Skills Add Skills to your profile. LinkedIn will show you a wealth of related resources...

74. Skills

75. Skills – Art Flater

76. Skills – Art Flater

79. Companies IFA: only 178 results as at Sept 2011 Every IFA should have a company profile

80. Companies Financial Planning: 653 results as at Sept 2011 Every financial planning firm should have a company profile

81. Companies Status Updates of 500 characters

85. RDR A golden opportunity to reconnect and to differentiate your proposition.

86. www.ifalife.com