Social StrategyFor

Olga Camargo

Social Media Goals

• To increase more followers on Twitter minimum at 10 people a week for the first period (first few weeks)

• To generate more quality connections on Linkedin

• To make Olga brand well-known

Social Media Voice and Guidelines

Voice Language Purpose

InformativeOften sharing industry-related

content; facts, personal ideas or comments, and updated

news/articles

ApproachableFriendly and genuine

First-PersonPersonal and engaging

connection.

PersonalProvide my own

thoughts/feelings/experiences.

AuthenticStraightforward and honest

approach

StyledNot boring, flexible and up-to-

date but professional

ConnectStart a conversation with

acquaintances or new contacts.

EducateTo make target audience

think they learn something when they come to the sites.

EngageStrengthen my relationship with my connections, while

welcoming new ones.

Audience Primary Targets – Treasurers, Business owners, Financial Chairs, CO, CFO, COO in related industrySecondary Targets – Individuals who would find info posted meaningful

Sample Posts:#Retirement is right next door. Hands up if you don't know what is #401K?

Folks-join @optionmonster+7 other fearless women at this free interesting event. https://t.co/ojxkl9C8vZ #women #wealthcreation #empowerment

Be ready to check out my article about #women and #wealthcreation coming out tomorrow. Now or never!

• Purpose: Create an enjoyable and informative social experience for the brand community to engage and connect directly with Olga brand on a deeper/personal level.

• Brand Social Personality: AUTHENTIC/INSPRATIONAL/PROFESSIONAL/ VALUE-DRIVEN

• Brand social Voice: Draft posts in the first-person plural (I, we, us, our) to create a deeper and more direct connection with the community. Providing professional but approachable kind of voice.

• Content Criteria: Develop content plan with a defined mix of financial literacy, retirement saving, fiduciary, wealth creation related content ( see more details in recommended content pillars) . Posts should be conversational and upbeat. Content should be interesting unlike anywhere else.

• Format: Story / Multi-media (photos, video) /Links

• Frequency: Twitter – original post once a day at 12 PM/ 2 posts a day occasionally.

Social media framework

Social content pillars

Original posts (from my own experience or

reliable sources, e.g.

financial sites)50%

Retweeted posts from industrial

influencers20%

Inspira-tion 15%Miscella-

Neous5%

Promoting per-sonal work

10%

Original posts– 50% / Retweeted posts-20% / Promoting personal work (seminar/articles, etc.)-10%/ Inspiration (motivational phases/images)-10%/ Miscellaneous (daily things, e.g. weather, global news, travellings or other enjoyable things)- 5%

7

Twitter Channel Strategy

• Create and retweet content related to the industry and encourage to have the conversation related to such thingsSite Role

• To make people have a connection with Olga brand and bring up traffic among communityPurpose

• Conduct 1-2 tweets a day with a focus on break time such as during lunch

• Posts during weekends can also be doneTimeline

8

Linkedin Channel Strategy

• A professional site that showcases my profile and work experience to represent myself to my network and particularly to professionals in the field of finance.

Site Role

• To attract and connect with my professional networkPurpose

• Content to be updated if need be• Content linked to TwitterTimeline

ExecutionMake a connection with well-known people in the industry via Twitter and LinkedIn

• Follow influencers within industry- look what they have done and use them as a guideline, look who they are following and see if we should follow those people too.

Create quality content

• Create original content, Share content such as articles/ newsletter from reliable sources such as The Morning Pulse, AARP.org, MyMoney.gov, Investopedia, About.com, etc., and retweet posts from people in the industry, also post inspirational clips from Ted Talk, etc.

Use trending hashtag

• Be creative with the hashtag. Does not have to be solid to the field. Take advantage of daily trending hashtag.

Leverage exposure through other social accounts

• Post the your article from Nueva Latina Blog on Twitter, LinkedIn, and Facebook. Redirect people to the original link. Creates many arms for your content using 3 channels; Twitter, LinkedIn, and Facebook!

Josh BrownNYC, Long IslandTwitter account: @reformedbroker

Bio says he is Chairman of the Twitter Federal Reserve Author of 'Clash of the Financial Pundits', star of CNBC's The Halftime Report, CEO of Ritholtz Wealth ManagementTweets: 97.3KFollowers: 129KFollowing: 3,234Why to follow and engage: He posts quality content multiple times a day. He shares useful news and articles a lot.

Sample posts: The ROI on $82 million in Jeb Bush campaign money is zero. Better off making charitable donations.http://www.businessinsider.com/r-campaigning-in-style-how-jeb-bush-blew-through-his-warchest-2016-1 …

Info captured: 1/28/2016

Influencer Connection Plan

Jeff RoseCarbondale, ILTwitter account: @jjeffrose

Bio says he is Jesus & family lover, financial planner, Combat Veteran, Book: Soldier of Finance,@forbes contributor, In-N-Out Burger & Crossfit junkie, Hubby to @houseofroseTweets: 15.7KFollowers: 23.3KFollowing: 7,698Why to follow and engage: He posts financial tips that are easy to understand and follow a lot. He has many beautiful images posted related to industry.

Sample posts:

Info captured: 1/28/2016

Topics of Content

• 401K• Establishing Retirement Program• Fiduciary Responsibility For Employers• Cultural Financial Literacy• Women And Wealth Creation• Retirement Saving Crisis• Illinois Secure Choice Program

Sample Calendar (Feb1-5)

No DateTime Platform Topic Add Proposed Copy

1Feb

1 9.00 Twitter Say Hi linkHappy working Monday everyone! Be prepared for any awesomeness occurred from now on!

2Feb

112.0

0 Twiiter 401K link#Retirement is right next door. Hands up if you don't know what is #401K? http://www.investopedia.com/articles/retirement/08/401k-info.asp

3Feb

212.0

0 TwitterFinancial literacy link

It is time to shape up #financialliteracy in this country. Check out 5 easy steps to start. http://money.usnews.com/money/blogs/alpha-consumer/2014/08/07/5-things-to-know-about-financial-literacy

4 Feb 3

12.00

Twitter Retirement

SavingCrisis

Image Do you know that 3 in 4 Americans have less than 30,000 saved in their retirement account?

5 Feb 4

12.00

Twitter Retirement

SavingCrisis

text-onlyHere are some rules of thump to save. 1..2…3 (come up with your own tips)

6 Feb 5

12.00

Twitter Retirement

Program

link Have you taken care your #grandparents with #retirementplan? #happynationalgrandparentsday

Social Media Measurement Template

FEBRUARY 2016

Week 1 Week 2 Week 3 Week 4

Twitter

Followers:Highest favs:Ave favs:Highest retweets:Ave retweets:

Followers:Highest favs:Ave favs:Highest retweets:Ave retweets:

Followers:Highest favs:Ave favs:Highest retweets:Ave retweets:

Followers:Highest favs:Ave favs:Highest retweets:Ave retweets: