The Social Media Handbook for Financial Advisors

Matthew Halloran 지음

Bloomberg Press 2012년 06월 28일 출간

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Expert advice for financial advisors looking to make the most of social media platformsSocial media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century.For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom.Designed to teach financial advisors how to use social media to better market their services to attract new clients and referralsPresents expert communication advice from top financial advisor coach Matthew HalloranCategorizes communicators in a unique new wayTeaches financial advisors how to use social media in new, highly effective ways that they've never even consideredAn essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.

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Foreword xiiiA Perspective on Social Media xviiIntroduction xxiiiPART I: INTRODUCTION TO SOCIAL MEDIACHAPTER 1 Compliance 3Crystal ThiesCompliance and FINRA Licensed Advisors 4Compliance and SEC Licensed Advisors 6What Should I Do if I&'m Not Allowed to Use Social Media? 8How Does This Work? 9Final Thoughts 11CHAPTER 2 Creating Rapport Online 13Matt Halloran and Crystal ThiesThe Three Cs 13Final Thoughts 23CHAPTER 3 Lessons Learned from Social Media 25Matt Halloran and Crystal ThiesLesson #1: People Can Only See Words 26Lesson #2: Social Media is More About Listening 27Lesson #3: To Be Successful, You Must Be A Social Media Giver 28Lesson #4: Keep Sales Messaging to a Minimum 29Final Thoughts 30CHAPTER 4 Give Something for Nothing 31Matt HalloranInternet Resources 31Final Thoughts 35CHAPTER 5 The Disciplined Approach 37Matthew Halloran and Crystal ThiesStreamlining Use of Social Media 37Managing Time 39Social Media Dashboards 43Final Thoughts 46PART II: TWITTERCHAPTER 6 Why Twitter? 49Matthew HalloranTexting and Tweeting 50Setting Up Your Account 51Final Thoughts 63CHAPTER 7 Marketing on Twitter 65Matthew HalloranRegulations and Restrictions 65Twellow 66Two Recommended Tools 70Unfollowing and Blocking 75Tweet Scheduler and TweetDeck 77Self-Marketing Tweets 78Final Thoughts 79CHAPTER 8 Getting Leads from Twitter 81Matthew HalloranTwitter: A Driving Force 81Final Thoughts 86CHAPTER 9 Public Relations on Twitter 87Matthew HalloranTweet Grader 88Muck Rack 88<

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저자(글) Matthew Halloran

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Matthew Halloran first became interested in social media when Myspace was the place to be. With over 80,000 Twitter followers with a 99 percent effectiveness rating, 1,000 LinkedIn connections, and 700 Facebook fans, he knows how to gain followers to help build business. Having coached and consulted hundreds and spoken to thousands of financial advisors, Halloran knows how financial advising practices work, and believes that social media is the new marketing frontier for transforming the prospecting aspect of any financial services practice. He is the Director of National Development for GIVE Strategy, a mission#45;driven company that focuses on helping connect financial advisors, CPAs, estate planning attorneys, clients, and planned giving directors to redirect $1 billion to charity, and the founder and President of Top Advisor Coaching.CRYSTAL THIES first learned of LinkedIn while deciding to return to financial planning, an industry she left for almost a decade to focus on charitable giving in the nonprofit sector. Thies saw LinkedIn and social media as the way to quickly reignite her financial planning practice while combining her two key knowledge bases of financial planning and charitable giving. The call of social media won out, and Thies started Crystal Clear Buzz, LLC. For more than three years, she has helped small and large businesses, sales teams, and sales professionals use social media for sales and business development. Because of her experience and expertise as a licensed financial planner, Thies#39;s clients include many RIAs and financial advisors, in addition to major broker#45;dealers, wirehouses, and banks. Thies is known as the #34;LinkedIn Ninja#34;#151;a title given to her by her clients and followers.