USING DIGITAL MARKETING TO GROW YOUR FIRM Dan Klein CEO, Sage - PowerPoint PPT Presentation

USING DIGITAL MARKETING TO GROW YOUR FIRM Dan Klein – CEO, Sage Marketing

AGENDA 1. Social Media Trends 4. Is Your Message Clear? and Omnichannel Model Introduction 5. Decide on Your Content 2. Using Social Media 6. Executing a Social Media Effectively Strategy without Giving Up Your Day Job 3. Getting Started

WHO’S ON SOCIAL MEDIA LinkedIn YouTube Over 100 Million 185 Million People in the US Users Instagram Facebook 77.5 Million Users in 214 Million People in the US the US (81% of adults)

Defining Your Brand – Building the Foundation In Order to Grow Your Practice and Set Your Marketing Foundation Some Things to Consider: • Current Branding/Logo – Messaging • Your Materials – Brochures, Website, Bios, Fact-Sheets • Make Sure Your Message Revolves Around the Needs of Your Audience

WAYS TO DELIVER YOUR MESSAGE TO CLIENTS AND PROSPECTS ❖ Overview of Your Digital Storefront ❖ Everything Has a Purpose ❖ An Omnichannel Approach

How Clients Use Digital Media

Omnichannel Marketing Model

HOW TO USE SOCIAL MEDIA EFFECTIVELY ❖ Compliment to Your Current Communications ❖ Not a “Magic Bullet” ❖ Prospects Engage with People They Know ❖ People Consume Educational Material based on Their Interests ❖ How are Advisors Using Social Media? ❖ Expectations – Cost per Views/Leads

SELECTING YOUR GOALS Attendance for Events/Seminars Audience Building Lead Generation Marketing to a Niche

THINGS TO CONSIDER AS YOU GET STARTED ❖ Are Your Prospects and Clients on Social Media? ❖ What Are They Using It For? ❖ How Can You Introduce Yourself in The Right Way?

UNDERSTANDING THE RULES ❖ Things that are ok to mention ❖ What to Not Do on Social Media ❖ Don’t Sell Products ❖ Performance Isn’t King ❖ Never Overpromise ❖ Never Put Content “Out There” Without Vetting It

IS YOUR MESSAGE CLEAR? ❖ Will Your Ideal Client Know That You Can Help Them? ❖ Look at Your Website Copy, Bio, Value Proposition ❖ Can You Find Your Prospects on Social Media

CREATING YOUR SOCIAL MEDIA CALENDAR ❖ Decide which types of content you would like to deploy ❖ See where your clients and prospects are most likely to view content ❖ Use a calendar for each week listing each category

TWO STEP PROCESS OF ENGAGEMENT 1. First Develop Your Audience and Communicate Consistently (This Takes Time) ➢ Measure Likes, Views on Insights Tab 2. Then Invite Your Audience to Engage Somehow (Event, Webinar) ➢ Overview of Retargeting, Audiences, Tracking

POSTING VS. ADVERTISING ❖ What’s the difference? ❖ I Posted and No-One Responded… ❖ A Look at Search Criteria ❖ It’s important to have a defined niche ❖ Messenger Ads ❖ Landing Pages

LANDING PAGES ❖ What are they? ❖ Can I use them?

WHERE TO FIND CONTENT: ❖ Creating Your Own Content is the Most Expensive Option ❖ Purchase from 3 rd Party (as long as they have a compliance feature) ❖ Link to News Organizations That Are Not Gated ❖ How Do You Look on Video??

FACEBOOK AD TARGETING

INSIGTS TAB – BUSINESS PAGE ❖ FB Insights ❖ Cost per Click, Reach ❖ Expectations for putting your message out there, current cost per lead ❖ What’s a Pixel??

Digital Storefront Inventory Email dan@sagemarketingus.com for a free copy

HOW TO DO THIS WITHOUT GIVING UP YOUR DAY JOB ❖ Look to Automate as Much as You Can ❖ Delegate to Someone in Your Office ❖ Consider Outsourcing ❖ Pick a First Test

QUESTIONS Dan Klein dan@sagemarketingus.com