The impact of planning and action - a working case study

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More time is spent on social networks than any other activity online

20% of online activity is spent on social networks

30% if using a mobile device

65+ years and older = 1 in 4 on social networks (CBS news, Nov 2010)

Social media overtook pornography as the No. 1 activity on the web

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The most important lesson you can learn from today is that social media is about a cultural shift in how we do business.

For you to understand that cultural shift, you have to experience it.

Help!

When you have a problem and you’re looking to resolve it you don’t think about using a particular channel, you just start down your road of getting your problem resolved.

The greatest influence your social media and online

marketing will have is NOT with your clients and inner circle

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Planning your Social Media is essential – just like in Finance

• Social Media Policy• Social Media Strategy• Training• Editorial Calendar• Archiving

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Social Media Policy

• Addresses the Why• Sets the Tone• Identifies Where• Focus on what you CAN and can’t do• In line with your Compliance • Keep it as a USEABLE document

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Social Media Policy

Addresses the Why1. The IFP allows you to spend more time on the main thing, ie time

with your clients (all your CPD and SPS requirements in one centralised place)

2. In addition to helping you spend more time in front of your clients, the IFP is committed to enabling you to be more effective when you’re with your clients.

3. Be part of an open, transparent and caring community focused on delivering the right advice for clients and raising the professional standard for all.

Social Media Policy

Identifies Where

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Social Media Policy

Social Media Policy

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Social Media Policy

Social Media Policy

Social Media Strategy

• Your playbook• Working document• Identify your audience• Be clear in your message• What works• What doesn’t work• KPITEXT 61211FSMUK Name Email

Social Media Policy

Addresses the Why1. The IFP allows you to spend more time on the main thing, ie time

with your clients (all your CPD and SPS requirements in one centralised place)

2. In addition to helping you spend more time in front of your clients, the IFP is committed to enabling you to be more effective when you’re with your clients.

3. Be part of an open, transparent and caring community focused on delivering the right advice for clients and raising the professional standard for all.

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Social Media Strategy• Your playbookFind a plannerAsk a plannerBlog spotInterview ChecklistFree DIY guide to Financial Planning: · A list of tools and guides to help consumers plan for their futureWayfinder videosProfilesCase studiesFacebook page for regular updates and news

30th Aug the site had been emailed to1500 planners on a dedicated e-bulletin, included on other bulletins like IFP news

Social Media Strategy

Identify your audience

• Consumer• Financial Planner

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Social Media Strategy

Identify your audience

• ConsumerSurvey to create contentPress Release and blog postsConnect with people/businesses who share similar audience

Social Media Strategy

Social Media Strategy

Published 18th September. To date 511 downloads.

Social Media Strategy

Identify your audience

• Financial Planner

ExhibitorsOther sites

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Social Media Strategy

Be clear in your message1. The IFP allows you to spend more time on the main

thing, ie time with your clients (all your CPD and SPS requirements in one centralised place)

2. In addition to helping you spend more time in front of your clients, the IFP is committed to enabling you to be more effective when you’re with your clients.

3. Be part of an open, transparent and caring community focused on delivering the right advice for clients and raising the professional standard for all.

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Social Media Strategy

• What works• What doesn’t work• KPI

Social Media Strategy

KPICurrently - 4,818 page views in August8,294 page views in July (Wayfinder launched on 3 July)4,651 page views in June (old consumer site)5,489 page views in May (old consumer site)More people to use the find a planner search tool

Currently – 1,772 searches in August 1,858 searches in July 1,246 searches in June (old consumer site)1,576 searches in May (old consumer site)

Social Media Strategy

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How FSM UK got started• Identified audience• Identified key individuals with influence• Identified organisations to partner with• Optimised my profile• Used my blog to share knowledge• Got out from behind the computer and met

people, went to events

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Where have enquiries come from?• LinkedIn:• Twitter:• Own site:• Guest Blog:• Survey:• Partnerships:• Talks:

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ResourcesYou can download your free guides and read our blog athttp://www.financial-socialmedia.co.uk/blog/http://www.financial-socialmedia.co.uk/resources/

Blog history includes articles on Social Media Policy and ArchivingRequest your Financial Planning Week Pack

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Want to ask your own questions?

I’d love to hear from you Email: bridget@financialsocialmedia.comTwitter: @BridgetFSMMobile: 07917 713625LinkedIn: uk.linkedin.com/in/bridgetgreenwood/

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