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Online Marketing For Financial Planners
- 1. O N LI N E M A R K E T I N G C H AT WITH KATE DORE
- 2. F I RS T P R I O R I T Y: YOUR WEBSITE!
- 3. F I RS T: W H AT ’ S T H E P U R P O S E O F Y O U R W E B S I T E ?
- 4. W H ATS P E C I F I C A C T I O N D O Y O U WA N T V I S I T O R S T O TA K E ?
- 5. CONSIDERATIONS: 1) USER-FRIENDLY 2) EASYTO NAVIGATE 3) PERSUASIVE COPY 4) CONSISTENT MESSAGING
- 6. SEO TACTIC #1 BUILDA MACHINE-FRIENDLY SITE
- 7. CAN GOOGLE CRAWL YOURWEBSITE?
- 8. RAVEN TOOLS SITEAUDITOR 50 PAGES / MONTH = FREE
- 9. TRAFFIC BUILDING TECHNIQUES: 1) ORGANICSEO 2) EMAIL LIST 3) SOCIAL MEDIA 4) GUEST POSTING / MEDIA
- 10. MAILCHIMP IS FREEFOR FIRST 2,000 SUBSCRIBERS
- 11. HOW TO BUILDYOUR EMAIL LIST
- 12. LIST BUILDING TOOLS: RIBBONACROSS HEADER
- 13. LIST BUILDING TOOLS: FORMIN CONTENT
- 14. LIST BUILDING TOOLS: POP-UPOR LIGHT BOX FORM
- 15. LIST BUILDING TOOLS: SLIDE-INFROM SIDE
- 16. SUMO’S LIST BUILDERTOOLS FREE FOR LIMITED TRAFFIC
- 17. B E YO N D COOKIE CUTTER SOCIAL MEDIA METRICS
- 18. B E FO R E EMBARKING ON A SOCIAL MEDIA STRATEGY SET GOALS THAT ARE 1) SPECIFIC 2) MEASURABLE
- 19. C O NV E R S I O N S > TRAFFIC > ENGAGEMENT > FOLLOWERS OR LIKES
- 20. FOLLOWERS ARE A VANITYMETRIC
- 21. E X AM P L E G O A L : MEASURE WHAT TYPE(S) OF TRAFFIC LEADS TO FREE CONSULTATION
- 22. E X AM P L E G O A L # 2 : MEASURE WHAT TYPE(S) OF TRAFFIC LEADS TO EMAIL LIST SIGNUP
- 23. MEASURING GOALS IN GOOGLEANALYTICS
- 24. SOCIAL MEDIA CHANNELS TOFOCUS ON:
- 25. 1) BRANDING 3) DRIVINGTRAFFIC 2) NETWORKING 4) SOCIAL PROOF
- 26. SAMPLE SCHEDULE: FACEBOOK: 2-3x PER DAY TWITTER: 5-7 x PER DAY LINKEDIN: 1 x PER DAY
- 27.
- 28.
- 29.
- 30.
- 31. SOCIAL MEDIA TOOLS: POSTPLANNER ($9 / MONTH)
- 32.
- 33. SOCIAL MEDIA TOOLS: SOCIALWARFARE ($29 / YEAR)
- 34. SOCIAL MEDIA TOOLS: SUMO(FREE)
- 35. HOW TO LAND MAJORMEDIA MENTIONS
- 36.
- 37.
- 38. QUICK TIPS: 1.) RESPONDIMMEDIATELY 2.) RESPOND IF RELEVANT 3.) BE CONCISE WITH UNIQUE AND HELPFUL QUOTES 4.) SHARE PRESS MENTIONS
- 39. S O CI A L M E D I A C O M P L I A N C E
- 40. D I SC L O S U R E : S P E A K W I T H Y O U R C O M P L I A N C E D E PA RT M E N T F O R C O M PA N Y S P E C I F I C R E C O M M E N D AT I O N S
- 41. GENERAL RULES OFTHUMB: ADVERTISING
- 42. DON’T PUBLISH: 1.) YOURPERFORMANCE DATA 2.) STOCK RECOMMENDATIONS 3.) DIRECT REFERENCES TO YOUR SERVICE OFFERINGS 4.) FALSE OR MISLEADING INFO
- 43. C H EC K SOCIAL PROFILES AGAINST ADV, ADVISORY CONTRACT, & WEBSITE
- 44. RULE 206(4)-1(A)1 OFTHE INVESTMENT ADVISORS ACT OF 1940
- 45. RULE 206(4)-1(A)1 ISAN SO, IS PUBLIC COMMENTARY A TESTIMONIAL? WELL, IT DEPENDS. “ANTI-TESTIMONIAL” RULE IN SOCIAL MEDIA
- 46. DOES IT INCLUDEA EXPERIENCE WITH, AN INVESTMENT ADVISOR”? “STATEMENT OF A CLIENT’S OR ENDORSEMENT OF
- 47. D O N’ T E N A B L E R AT I N G S ON YOUR FACEBOOK PAGE
- 48. 1 . GO T O S E T T I N G S
- 49. 2 . GO T O E D I T PA G E
- 50. 3 . CH E C K D E FA U LT TA B S
- 51. 4 . TU R N R E V I E W S O F F
- 52. M O DE R AT E V I S I T O R P O S T S BEFORE THEY APPEAR
- 53. H I DE L I N K E D I N ENDORSEMENTS
- 54. 1 . GO T O Y O U R L I N K E D I N P R O F I L E
- 55. 2 . SC R O L L D O W N T O E N D O R S E M E N T S
- 56. 3 . CL I C K E N D O R S E M E N T Y O U WA N T T O R E M O V E 4 . U S E R A D I O B U T T O N S
- 57. Y E LP E N D O R S E M E N T S ARE ALLOWED
- 58. Y E LP E N D O R S E M E N T S ARE ALLOWED
- 59.
- 60. C O NTA C T: [email protected]