NEXT DIGITALFRONTIER

Amplifying Brand And Growing Business on Facebook in 2014

Chris Andrew

MD, Hearsay Social@chriswandrew

THE

FOR

FINANCIAL SERVICES

HEARSAY SOCIAL OVERVIEW Social media software and training

For advisors, wholesalers, sales managers, and marketers

Prospecting & retention on LinkedIn, Facebook, Twitter

Internal & External compliance

USED BY 85,000+ ADVISORS & WHOLESALERS | 15 Countries | 100% Success

ENABLING ADVISORS & FIRMS TO SUCCEED IN THE DIGITAL AGE

TODAY’S AGENDA

Why Social Networking Matters1

The Social Advisor2

Key Trends for 20143

SOCIAL MEDIA HAS CHANGED WHAT PEOPLE EXPECT FROM BUSINESSES

Online sources influence offline purchases

Ability to communicate on their terms

Personalized and personal service

61% of financial advisors surveyed said they had

landed a new client directly from

social media

*2011 HubSpot survey of 611 financial advisors

Internet 1.0 was About Replacing Human Capital

Social Media is About Enhancing Human Capital

OF

THE SOCIAL ADVISOR

THE RELATIONSHIP MANAGER’S PLAYBOOK FOR THE SOCIAL ERA

Just like the Yellow Pages, being listed isn’t enough. We must teach producers how to grow business on social.

BE FINDABLE1

2

GROW YOUR NETWORK

3

“HEAR”DO YOUR RESEARCH

4

“SAY”ESTABLISH CREDIBILITY

OF

KEY TRENDS IN 2014

Local to Corporate Content Flow

Identify top content at the local level and redistribute it across your organisation

Asset Management Private Client Services Investment Banking

Mortgage Commercial Banking

CONVERGENCE OF PAID/EARNED, OFFLINE/ONLINE

ANNOUNCING: HEARSAY SOCIAL FOR FACEBOOK PROMOTED POSTS (BETA)

SOCIAL DISTRIBUTION OF BRAND CAMPAIGNS

Case StudyLocal social pages multiply value of existing sponsorship

3,500 Registered reps

SOCIAL ANALYTICS DRIVE OFFLINE CAMPAIGNS

Case Study• Leading firms now A/B

test regional messages through local pages

• Awareness of local events/trends changes global content strategy

OF

Chris Andrewchris@hearsaysocial.com@chriswandrew

THANK YOU. QUESTIONS?