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Social Media for Financial Advisors
Inbound Marketing, Revenue Growth, Social MediaI am heading out west to San Diego today to speak at the Charles Schwab Impact 2009 Conference. It should be a great event and I am looking forward to meeting Advisors from around the country and discussing keys to Internet Marketing and social media. One of the top issues Advisors face is navigating the compliance considerations from FINRA.
I think that FINRA needs to update and improve its direction related to Internet communication and advertising so that the use of tools like LinkedIn, Facebook, Twitter, Podcast, YouTube, Blogs and other tools can be more clearly understood. For example – once content is approved by the compliance officer- why should there be restrictions in the syndication links to the content across these networks?
Here is a Slideshare of my talk. Let me know what you think.
I am working with Advisors to address these strategies and challenges and I am seeking input, so feel free to comment:
CLM YouTube Video
Content Marketing, Revenue Growth, Social MediaThis video speaks nicely to what Revenue Architects believes our clients need to consider!
An interview on Womens Radio
Revenue GrowthPat Lynch from Women’s Radio interviewed me last week about developing revenue architectures using Internet Marketing and Social Media strategies. I first met Pat at the Gilbane Conference in San Francisco. Pat is the Editor-in-Chief and Host of “Speak Up!” Speak Up! invites women, and also men, who “speak” to women in terms of their values, their goals and their strong sense of community, to address issues, opportunities and successes that need to be heard by a larger audience of women leaders.
Here is the link to the interview. The topics we discussed were relevant to women owned businesses – and also apply to businesses of all sizes:
Schwab Impact 2009 – Navigating Social Media
Revenue GrowthPer request, I am sharing 2009 Impact presentation here.
Small Association – Collaborative Web Site on a Small Budget
Revenue Growth, Technology & WebsitesHelping the Greensboro Association Go Online
Over the last few years, I have worked with a number of larger associations to modernize their online experience and build and enhance community among their membership. With the advent of web 2.0 and social media, these associations recognized that to sustain their membership and attract new members, they needed to deliver a more compelling experience online. At the same time, I have had the good fortune to serve on the board of the Greensboro Association in Vermont. We are a very small community organization to enhance the village and the beautiful Caspian Lake area by promoting practices that enhance community interaction, protect the lake and serve members and visitors to this idyllic place in northern Vermont. As the demographics of the community are changing and fewer summer members spend an extended time in the village and local residents become more engaged in the Association, the community will increasingly rely on the online experience to stay engaged with the community and the Association on a continuous, year round basis.
As part of this team, I volunteered to help launch a new web site and services for the community. Naturally, with the size of the organization, we did not have the luxury of a fully customized web presence and needed to deliver value within a low budget! What was the solution? I worked with the committee to select and launch the site on a strong back-end Joomla platform so we could take advantage of the plug and play modules and extensions available in the open community and the long term flexibility. The site was deployed with an off-the-shelf template, which provides a lot of flexibility- though we know that, over time, we will want to enhance the user experience. We decided on a number of extensions to enhance the functionality to include:
Our membership is diverse demographically and not all members are fully comfortable with online experiences. Going forward, we will need to help committee and association leaders take a more active role in managing the online discussions, publishing content and engaging the site as an extension of the collaborative experience of the Association. We consider the online experience an extension to our already rich human interactions among the membership – while also appealing to those more comfortable and familiar with online 24×7 access now available.
I am sure an approach like the one we took would work with community organizations of a similar size and focus. Below is a presentation I made recently at the Annual Meeting. This presentation will give you an idea of the site and its functionality.
Two Days at the Reynolds Plantation with OPEI
Revenue GrowthI have just returned from a terrific two day visit with OPEI at the Reynolds Plantation in Greensboro, GA.
I was speaking there on Social Media and Web 2.0. (Presentation below). OPEI is an intimate Association who’s members are both competitors and friends – they come together each year for a few days of learning and social activities at some of the finer venues across the US.
This was a chance to speak with leaders in Outdoor Equipment Manufacturing. A key focus they have is on advocating their message as a strong contributor to our both our economy and as facilitator of a green environment through their critical role in grass cutting and turf care – did you know grass is #2 behind trees as the top carbon-reducing natural asset? See the Slideshare presentation here…