Learn to maximize your financial website
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This free webinar taught financial advisors how to maximize their financial website for most return by using social media, blogs,
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Learn to maximize your financial website
- 1. MAXIMIZE YOURONLINE PRESENCEPresented byLoic Jeanjean – Online Marketing Managerwww.advisorwebsites.com
- 2. Quick tour of sample websiteWebsite layout – allows for a professional and trustworthy look and feelProducts page – list all the products you can sellProminent buttons – generate call-to-actionTell a friend page – generate leads and referralsContact page – map your office and provide contact informationSite stats – displays quarterly statistics
- 3. Tell a friendHi Michael,I thought you might appreciate John’s help. He provided some great financial advice and I thought you might find his services useful.You should check out his web site at www.dolphinfinancial.ca or you can email him at dolphinfinancial@bell.blackberry.net****************************************************************You received a web site referral Date: Wednesday, July 21, 2010Your client: Loic Jeanjean(loic@advisorwebsites.com)Has referred you to: MichaelEmail address: michael@hotmail.comPhone: 604-761-6053Here are the comments that were sent from your website:“I thought you might appreciate John's help. He provided some great financial security advice and I thought you might find his services useful.”
- 5. Customize your websiteAdding contentRelation with compliance departmentsAdding photosAdding links and resourcesAdding Google AnalyticsAdding Google Sitemaps
- 6. Adding ContentHaving fresh, engaging content is key for the success of your websiteWe can add text, pictures, pdfs, videos and many other type of documents on your siteSend your content to support@advisorwebsites.com and we will submit to compliance on your behalfOnce approved, we will add your content on your site
- 7. Adding photosBased on our experiences when it comes to websites we have noticed that advisors with a picture will generally see more usage.
- 8. Adding links and resourcesWill the content be valuable to your customer?Is the material copyrighted?Do you require 3rd party approval from the content owner?Do you require approval from your compliance department? Will the content change over time?It is recommended to link directly to the original site rather then hosting forms and/or content on your site.Adding Google AnalyticsGoogle analytics provides you with a very good idea of how your visitors are using your website, how many visitors you are getting and ultimately you can determine whether you are generating good exposure and value from your web presence or if there is room for improvement.Data that will be beneficial to you: Unique Visitors Amount of Pages viewed Top Pages viewed Time on site Search term Referring sitesFree to signup: www.google.com/analytics/
- 9. Adding Google SitemapsGoogle Sitemaps help Googlebot quickly find new content on your Web site. They allow you to tell Google what’s important, what’s new and what changes often. The tools provided to Webmasters through the program can play a vital role in helping you understand how the search engines (especially Google) view your Web site.Free to signup: www.google.com/webmasters/tools/
- 10. Marketing your websiteAdd your website to your email signatureAdd your website to your voicemailUse your website over the year to touch base with your clientsBlogEmbrace social mediaCase Study
- 11. Add your website to your emailsYou should add your website address to your email signature and make it stand out by increasing the font size. You may also want to include a call to action.Sample call to actions include:Please visit my new brand new website at www.johndoe.comA referral is one of the biggest compliments a client can give me. You can now send a referral through my website at www.johndoe.com/tell Check out my latest newsletter at www.johndoe.com/newsletterMy website contains some very useful resources, please feel free to review these resources at www.johndoe.com/resources
- 12. Add your site to your voicemailAs a busy business professional, you may not always be available to take a phone call. you can use your voice mail to promote your advisor website. Here is a sample voicemail message:“Hello, you have reached John Doe. I am unable to take your call at this time but please leave a message and I will get back to you as soon as I can. You can also visit my website at www.johndoe.com. Thank you.”
- 13. Add your website to your business cardYour website is an importanttouch point for yourconsumers. Make sure you prominently include your website address on your business cards. Tips:When you meet new clients, point out your web address and tell them about your siteHighlight the web address before you hand out your card (people are more likely to visit it)
- 14. Touch base with your clientsUse your website over the year to set multiple and recurrent touch points with your clients. You can achieve this by building a client emailing listsItems you can send:Quarterly newslettersMonthly Market CommentaryEvents invitationsRRSP documentationAnnual ‘Thank you’ card
- 15. Should you blog?A blog has numerous advantages for business owners and people looking to make a living from the Internet as well.Blogging establishes you as an expert in your field.
- 16. Blogging moves your site up in the search engines if you update your site regularly.
- 17. Blogging gives you an easy way to interact with customers and potential customers.
- 18. Blogging is an easy way to give more value to your customers and let them know more about you and your products before they buy.SOCIAL MEDIAENGAGE, INFLUENCE, ACTIVATE
- 20. THE LINKEDIN PROFESSIONAL AT A GLANCEAverage Age41Household Income$109,703College Educated95%Decision Makers50%Portfolio value $250k+24%
- 21. LINKEDIN DEMONSTRATIONDashboard overviewComplete your profileHow to connectHow to prospectJoin groupsAsk for recommendations
- 22. DASHBOARDThe dashboard lists all the activities in your network:Status updates, Recommendations, New connections etc.
- 23. COMPLETE YOUR PROFILEYour profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.
- 24. PEOPLE YOU MAY KNOWFrom the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly
- 25. SEARCH FOR OPPORTUNITIESYou can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.
- 26. JOIN 5 GROUPS OF INTEREST Financial planning associations, industry groups etc.
- 27. If your target audience is dentists, find a specific group for dentists and join this groupASK AND GIVE RECOMMENDATIONSUS Advisors:Check with your Broker/Dealer before using LinkedIn RecommendationsRequest recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers!
- 28. LINKEDIN TAKEAWAYSSTATUS UPDATESWhat you’re working on, share links …RECOMMENDATIONSAsk for them & give themANSWERSAsk questions & answerJOIN 5 GROUPS3 professional groups & 2 target client groups
- 29. LinkedIn: ProfilesSet up Your Profile on LinkedIn Setting up a LinkedIn Profile is free and quick. You will receive a confirmation email to activate your profile and then you are set to expand your network. Complete Your ProfileYour profile should be 100% complete. Add work experience, schools, and other relevant information. A complete profile will increase your visibility and help you get found by prospects. Upload a profile photo. People are more likely to connect with you if they recognize your face and they feel like they are connecting with a real person. Get recommended. Ask for recommendations from friends, colleagues, partners, and clients. This will speak to your experience and add to your credibility in your industry. Promote Your Company. Include a link to your company’s website. LinkedIn allows you to list up to three websites so you can also link to your blog and social media accounts.
- 30. LinkedIn: Network BuildingConnect with people with whom you have worked or done business, or generally people with similar interests or work in your industry. Invite thought leaders in your industry to connect so that you might establish a relationship with them and, eventually, gain access to their network. Find Meaningful Contacts Start with people you knowFind people by companyStart asking and answering questions on LinkedIn AnswersUpdate your status often. Your status appears on your profile and in the LinkedIn Network Updates email to your connections. Thus, others may take notice of what you are working on and decide to connect or click through on links in your status. Connect your Twitter and LinkedIn accounts
- 31. LinkedIn: GroupsLinkedIn groups give you a great opportunity to reach and engage potential customers online. However, there are still a lot of industries or groups of professionals not yet represented in LinkedIn groups. If no one has created a group for your industry, go create one.Find LinkedIn Groups that relate to the topic(s) you write about or provide on your site.Get involved in the conversations.Post your blog articles and/or relevant content.Answer LinkedIn Questions and position yourself as an expert in your field.
- 32. Twitter for ADVISORSTwitter receives over 40 million unique monthly visitsChances are that your target market is thereLook at Twitter as a way to build and retain customersShare informationUpdate your clientsSpeak to your audience directly
- 33. Facebook for ADVISORSOver 500 million people use Facebook Facebook continues to establish itself as a valuable business platform. If you're stuck in the mindset that Facebook can only be used as a social mechanism to connect with friends, it may be time to reconsider. Businesses are increasingly understanding the business value of Facebook and are using the social networking site to achieve their goals. Chances are you can benefit from it, too.Look at Facebook as a way to connect with your clientsShare informationJoin groups and give valueSpeak to your audience directly
- 34. Slideshare for advisorsMore than 30,000 slideshows are being uploaded each week on Slideshare.net.Here is why:Online version of presentation (reduce attachments size)Promote your ideas (link presentations to social networks)Build online connections and be found by othersLink back to your website for further readingPublicize your presentations
- 35. how does that help your business?50%PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITESYou need to live where they live online
- 36. Case Study: SIMON REILLYMonthly e-newsletter readership: 1,500-2,000 Huge spike of traffic 1-2 days after email blastOn social networking sites since 2004Invited to speak at major conferences/tradeshows
- 37. Interviewed by the Investment Executive
- 38. Published 1st bookArchiving Social MediaIf you are an advisor in the USA, you need to archive all your social media historyYou can use ARKOVI:Comply with FINRA and SEC regulations for record keeping of electronic communicationsArchive blogs & other social media sites via RSSArchive Facebook & LinkedIn profilesInteract, search & export archives
- 39. Need a social media plan?To learn more, contact our approved vendor:Geoff Evanshttp://www.advisorwebsites.com/geoff-evansContact: Geoff EvansEmail: geoff@socialmediacoach.caWeb: www.socialmediacoach.caPayment Methods: Visa, Mastercard, American ExpressDetails: Let me help you develop a winning social media marketing strategy, optimize the effectiveness of your website, and ultimately take your business to the next level.
- 40. Search engine marketingHere are other ways you can promote your business:Search Engine Optimization – increase traffic on your websitePay per click– drive paid leads to your siteBanner ads – attract traffic to your website by embedding an advertisement into another siteEmail marketing – communicate commercial or fundraising messages to your audienceTo learn more about Search Engine Marketing, get in touch with Loic Jeanjean:loic@advisorwebsites.comor on Twitter @jjloic
- 41. 6 TIPS TO BUILDTRUST ONLINE
- 42. HAVE A USER-FRIENDLY WEBSITEBE HONEST & REALLISTEN TO YOUR CUSTOMERSANSWER EVERY QUESTIONUSE CLIENT TESTIMONIALSFOCUS ON DELIVERING VALUE
- 43. Unleash CSS powerUpgrade your website design using CSSGet in touch with our approved vendorNegraruhttp://www.advisorwebsites.com/negraru
- 44. As of March 1st, you have the ability to chat live with one of our team member directly from our website (fast and free support)Alternatively you can also email our team at support@advisorwebsites.comCustomer Support
- 45. Prize drawWho currently has a website with us?Enter your url in the chat box.If you don’t have a website with us yet, here is a coupon code: 50WEBLAUNCH (3 months for $1)Signup for the trial at www.advisorwebsites.com
- 46. EXCLUSIVE3 months for $1WEBSITES FOR ATTENDEESEnter Code: 50WEBLAUNCH Offer expires on 31/12/2010. Signup at www.advisorwebsites.com
- 47. Advisor Websites is North America’s leading provider of websites designed specifically for financial services professionals. It works closely with advisors and financial institutions to deliver efficient; compliant and high quality products.LOIC JEANJEANOnline Marketing Manager loic@advisorwebsites.com jjloicadvisorwebsites
Editor's Notes
- generate leads and referrals – demo form live
- Measure how well your website performs – these statistics are sent automatically once per quarter.
- i.e: educational, time saving …this is usually the case for most pieces of content: image, text, video, graphs …even if you don’t, let the owner know that you are using his contentif so, submit a request once you have received the 3rd party approval – email sufficethis is particularly true for government forms i.e: tax form, immigration
- Visitors:should give you an idea of how many different individuals visited your website. The more the better.Page Views:how many pages of content have been viewed by your visitors. Higher page views may indicate the level of interaction your visitors have with your website. Ultimately you want them to end up on a goal page like your contact page or any form that can be filled out.Top Pages:gives you an idea of which pages on your site are the most popular. For many advisor websites we have found that the most popular pages include biography pages (many consumers will now do on-line research about the product or service they are about to buy)Time on site: give you an idea of your customer engagement with you site. How long they stay on the site.Search term:the terms your visitors are using in search engines such as Google or Yahoo to get to your site (better know as keywords)Referring sites:indicate which sites are linking to your website and how much traffic they bring . Common referring sites include Search Engines (like Google and Yahoo), Social Networking sites (like LinkedIn.com and Facebook.com), Client sites, Directories etc.
- We will create a sitemap.xml for your website. You can add it to your Google webmaster tools account to make you Google indexes every single pages on your site.
- Now that was a huge number, wasn’t it?Well here is what the average LinkedIn professional looks like <CLICK> That tells us that your target market is out in the open, ready to be engagedReplace male by decision maker and portoflio over 250k
- Here are few samples of customized websites: Wdba.caProtectionforlife.ca
- Use random.org to get a winner and offer 1 month free of usage