The goal of this presentation is to help Great-West Life Gold Key advisors and financial planners maximize their financial website, get the most out of online marketing tools available to them, explore social media and increase their ROI.

1. Learn to Maximize your Advisor Website Live Gold-Key Website Tour April 21, 2010

2. Quick Tour of sample website Website layout – allows for a professional and trustworthy look and feel Products page – list all the products you can sell Prominent buttons – generate call-to-action Tell a friend page – generate leads and referrals Contact page – map your office and provide contact information Site stats – displays quarterly statistics

3. Research Shows Websites Influence 97% of Clients’ Purchasing Decisions

4. Tell a friend Hi Michael, I thought you might appreciate John’s help. He provided some great financial advice and I thought you might find his services useful. You should check out his web site at www.dolphinfinancial.ca or you can email him at dolphinfinancial@bell.blackberry.net **************************************************************** You received a web site referral Date: Friday, April 16, 2010 Your client: Loic Jeanjean(loic@advisorwebsites.com) Has referred you to: Michael Email address: michael@hotmail.com Phone: 604-761-6053 Here are the comments that were sent from your website: “I thought you might appreciate John's help. He provided some great financial security advice and I thought you might find his services useful.”

5. Site statistics

6. Customize your website Adding content – relation with compliance departments Adding photos Adding links and resources Adding Google Analytics and Google Sitemaps

8. We can add text, pictures, pdfs, videos and many other type of documents on your site

9. Send your content to support@advisorwebsites.com and we will submit to compliance on your behalf

12. Is the material copyrighted?

13. Do you require 3rd party approval from the content owner?

14. Do you require approval from your compliance department?

16. Data that will be beneficial to you:

17. Unique Visitors

18. Amount of Pages viewed

19. Top Pages viewed

20. Time on site

21. Search term

22. Referring sitesFree to signup: www.google.com/analytics/

23. Adding Google Sitemaps Google Sitemaps help Googlebot quickly find new content on your Web site. They allow you to tell Google what’s important, what’s new and what changes often. The tools provided to Webmasters through the program can play a vital role in helping you understand how the search engines (especially Google) view your Web site. Free to signup: www.google.com/webmasters/tools/

24. Adding RSS Feeds Free to signup: feedburner.google.com/

26. Add your website to your voicemail

27. Add your website to your business card

28. Use your website over the year to touch base with your clients

29. Embrace social media

30. SEM

32. Please visit my new brand new website at www.johndoe.com

33. A referral is one of the biggest compliments a client can give me. You can now send a referral through my website at www.johndoe.com/tell

34. Check out my latest newsletter at www.johndoe.com/newsletter

36. Add your website to your business card Your website is an important touch point for your consumers. Make sure you prominently include your website address on your business cards. Tips: When you meet new clients, point out your web address and tell them about your site Highlight the web address before you hand out your card (people are more likely to visit it)

37. Touch base with your clients Use your website over the year to set multiple and recurrent touch points with your clients. You can achieve this by building a client emailing lists Items you can send: Quarterly newsletters Monthly Market Commentary Events invitations RRSP documentation Annual ‘Thank you’ card

38. Social Media There are companies that are utilizing social media to find customers, to build up a reputation, and to get the upper hand on landing the big deal. Here are four of the best social media sites you should be using: LinkedIn and Groups Twitter for business Slideshare Facebook *verify your eligibility with your Compliance department

40. Upload a profile photo. People are more likely to connect with you if they recognize your face and they feel like they are connecting with a real person.

41. Get recommended. Ask for recommendations from friends, colleagues, partners, and clients. This will speak to your experience and add to your credibility in your industry.

43. Find people by company

44. Start asking and answering questions on LinkedIn Answers

45. Update your status often. Your status appears on your profile and in the LinkedIn Network Updates email to your connections. Thus, others may take notice of what you are working on and decide to connect or click through on links in your status.

47. Find LinkedIn Groups that relate to the topic(s) you write about or provide on your site.

48. Get involved in the conversations.

49. Post your blog articles and/or relevant content.

52. Share information

53. Join groups and give value

55. Learn more about Social Media To learn more, contact our approved vendor: Geoff Evanshttp://www.advisorwebsites.com/geoff-evans Contact: Geoff EvansEmail: geoff@socialmediacoach.caWeb: www.socialmediacoach.caApproved Vendor Code: GEVANS Payment Methods: Visa, Mastercard, American Express Geoff Evans is a Social Media Strategist and the Owner of Social Media Coach. After 15 years in the financial services industry as a trainer, business coach, and financial advisor Geoff now works with businesses across North America.

56. Search engine marketing Here are other ways you can promote your business: Search Engine Optimization – increase traffic on your website Pay per click– drive paid leads to your site Banner ads – attract traffic to your website by embedding an advertisement into another site Email marketing – communicate commercial or fundraising messages to your audience To learn more about Search Engine Marketing, get in touch with Loic Jeanjean: loic@advisorwebsites.com or on Twitter @jjloic

57. Case study – Nelson Simoes Prospecting: distinct competitive advantage Referrals: approx. 5-10 referrals per month Customer convenience & Online loyalty: use your web site to build loyalty with existing customers (i.e. calculators, logins and useful information) Nelson Simoes B.B.A.Member of the Million Dollar Round Table www.nelsonsimoes.com “I consistently receive over 10 referrals every month using my website. It’s proven to be a great tool for my business and would highly recommend it to other advisors.”

58. Unleash CSS power Upgrade your website design using CSS Get in touch with our approved vendor Negraru http://www.advisorwebsites.com/negraru

60. Alternatively you can also email our team at support@advisorwebsites.comCustomer Support

61. Prize draw Who currently has a website with us? Enter your url in the chat box. If you don’t have a website with us yet, here is a coupon code: 2MO41 (2 months for $1)

62. Questions & Answers