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
Dan Klein – CEO, Sage Marketing
and Omnichannel Model Introduction
Effectively
Strategy without Giving Up Your Day Job
Facebook 214 Million People in the US (81% of adults) LinkedIn Over 100 Million People in the US Instagram 77.5 Million Users in the US YouTube 185 Million Users
❖Overview of Your Digital Storefront ❖Everything Has a Purpose ❖An Omnichannel Approach
❖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
Audience Building Marketing to a Niche Attendance for Events/Seminars Lead Generation
❖Are Your Prospects and Clients on Social Media? ❖What Are They Using It For? ❖How Can You Introduce Yourself in The Right Way?
❖ 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
❖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
❖ 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
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
❖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
❖Creating Your Own Content is the Most Expensive Option ❖Purchase from 3rd Party (as long as they have a compliance feature) ❖Link to News Organizations That Are Not Gated ❖How Do You Look on Video??
❖FB Insights ❖Cost per Click, Reach ❖Expectations for putting your message out there, current cost per lead ❖What’s a Pixel??
Email dan@sagemarketingus.com for a free copy
❖Look to Automate as Much as You Can ❖Delegate to Someone in Your Office ❖Consider Outsourcing ❖Pick a First Test