Evolving a Social Media Strategy for the IFA Market

How to win friends and influence
people online
Andrew Neligan
CFP APFS
Chartered Financial Planner
Financial Planning Director
Informed Choice Ltd
Agenda
What is Social Media?
Why Social Media?
What’s our strategy?
How has it evolved?
Actions to Take
What is Social Media
Building an presence online
Using new and evolving tools and services.
Think Twitter, Linked In, Facebook & Blogging
It is about engaging and interacting.
It is NOT about selling.
It is NOT about having a online brochure.
Why Social Media?
Low Budget
Large Reach
Large Opportunity
Strategy
Regularly Updated
A Bit About Twitter
A bit on LinkedIn
Evolution
Action?
Have a strategy
What do you want to achieve?
Who are you going to target?
Which platform(s) are best for you?
Who is responsible for the strategy?
Start with one or two activities
Give it a chance
Summary
People buy from People
The internet & Social Media is not going away
Small firms have the opportunity to grow efficiently
Build a virtual profile to meet real people
Thank You
Any Questions?