This free webinar taught financial advisors how to maximize their financial website for most return by using social media, blogs,

1. MAXIMIZE YOUR ONLINE PRESENCE Presented by Loic Jeanjean – Online Marketing Manager www.advisorwebsites.com

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. 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: Wednesday, July 21, 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.”

4. Site statistics

5. Customize your website Adding content Relation with compliance departments Adding photos Adding links and resources Adding Google Analytics Adding Google Sitemaps

6. Adding Content Having fresh, engaging content is key for the success of your website We can add text, pictures, pdfs, videos and many other type of documents on your site Send your content to support@advisorwebsites.com and we will submit to compliance on your behalf Once approved, we will add your content on your site

7. Adding photos Based on our experiences when it comes to websites we have noticed that advisors with a picture will generally see more usage.

9. 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/

10. Marketing your website Add your website to your email signature Add your website to your voicemail Use your website over the year to touch base with your clients Blog Embrace social media Case Study

11. Add your website to your emails You should add your website address to your email signature and make it stand out by increasing the font size. You may also want to include a call to action.Sample call to actions include: Please visit my new brand new website at www.johndoe.com 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 Check out my latest newsletter at www.johndoe.com/newsletter My website contains some very useful resources, please feel free to review these resources at www.johndoe.com/resources

12. Add your site to your voicemail As a busy business professional, you may not always be available to take a phone call. you can use your voice mail to promote your advisor website. Here is a sample voicemail message: “Hello, you have reached John Doe. I am unable to take your call at this time but please leave a message and I will get back to you as soon as I can. You can also visit my website at www.johndoe.com. Thank you.”

13. 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)

14. 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

16. Blogging moves your site up in the search engines if you update your site regularly.

17. Blogging gives you an easy way to interact with customers and potential customers.

19. What is LinkedIn? 4

20. THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income $109,703 College Educated 95% Decision Makers 50% Portfolio value $250k+ 24%

21. LINKEDIN DEMONSTRATION Dashboard overview Complete your profile How to connect How to prospect Join groups Ask for recommendations

22. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.

23. COMPLETE YOUR PROFILE Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.

24. PEOPLE YOU MAY KNOW From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly

25. SEARCH FOR OPPORTUNITIES You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.

28. LINKEDIN TAKEAWAYS STATUS UPDATES What you’re working on, share links … RECOMMENDATIONS Ask for them & give them ANSWERS Ask questions & answer JOIN 5 GROUPS 3 professional groups & 2 target client groups

29. LinkedIn: Profiles Set up Your Profile on LinkedIn Setting up a LinkedIn Profile is free and quick. You will receive a confirmation email to activate your profile and then you are set to expand your network. Complete Your Profile Your profile should be 100% complete. Add work experience, schools, and other relevant information. A complete profile will increase your visibility and help you get found by prospects. 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. 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. Promote Your Company. Include a link to your company’s website. LinkedIn allows you to list up to three websites so you can also link to your blog and social media accounts.

30. LinkedIn: Network Building Connect with people with whom you have worked or done business, or generally people with similar interests or work in your industry. Invite thought leaders in your industry to connect so that you might establish a relationship with them and, eventually, gain access to their network. Find Meaningful Contacts Start with people you know Find people by company Start asking and answering questions on LinkedIn Answers 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. Connect your Twitter and LinkedIn accounts

31. LinkedIn: Groups LinkedIn groups give you a great opportunity to reach and engage potential customers online. However, there are still a lot of industries or groups of professionals not yet represented in LinkedIn groups. If no one has created a group for your industry, go create one. Find LinkedIn Groups that relate to the topic(s) you write about or provide on your site. Get involved in the conversations. Post your blog articles and/or relevant content. Answer LinkedIn Questions and position yourself as an expert in your field.

32. Twitter for ADVISORS Twitter receives over 40 million unique monthly visits Chances are that your target market is there Look at Twitter as a way to build and retain customers Share information Update your clients Speak to your audience directly

33. Facebook for ADVISORS Over 500 million people use Facebook Facebook continues to establish itself as a valuable business platform. If you're stuck in the mindset that Facebook can only be used as a social mechanism to connect with friends, it may be time to reconsider. Businesses are increasingly understanding the business value of Facebook and are using the social networking site to achieve their goals. Chances are you can benefit from it, too. Look at Facebook as a way to connect with your clients Share information Join groups and give value Speak to your audience directly

34. Slideshare for advisors More than 30,000 slideshows are being uploaded each week on Slideshare.net.Here is why: Online version of presentation (reduce attachments size) Promote your ideas (link presentations to social networks) Build online connections and be found by others Link back to your website for further reading Publicize your presentations

35. how does that help your business? 50% PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES You need to live where they live online

37. Interviewed by the Investment Executive

39. Need a social media plan? To learn more, contact our approved vendor: Geoff Evanshttp://www.advisorwebsites.com/geoff-evans Contact: Geoff EvansEmail: geoff@socialmediacoach.caWeb: www.socialmediacoach.caPayment Methods: Visa, Mastercard, American Express Details: Let me help you develop a winning social media marketing strategy, optimize the effectiveness of your website, and ultimately take your business to the next level.

40. 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

41. 6 TIPS TO BUILD TRUST ONLINE

42. HAVE A USER-FRIENDLY WEBSITE BE HONEST & REAL LISTEN TO YOUR CUSTOMERS ANSWER EVERY QUESTION USE CLIENT TESTIMONIALS FOCUS ON DELIVERING VALUE

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

44. As of March 1st, you have the ability to chat live with one of our team member directly from our website (fast and free support) Alternatively you can also email our team at support@advisorwebsites.com Customer Support

45. 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: 50WEBLAUNCH (3 months for $1) Signup for the trial at www.advisorwebsites.com

46. EXCLUSIVE 3 months for $1 WEBSITES FOR ATTENDEES Enter Code: 50WEBLAUNCH Offer expires on 31/12/2010. Signup at www.advisorwebsites.com

47. Advisor Websites is North America’s leading provider of websites designed specifically for financial services professionals. It works closely with advisors and financial institutions to deliver efficient; compliant and high quality products. LOIC JEANJEAN Online Marketing Manager loic@advisorwebsites.com jjloic advisorwebsites

48. Questions & Answers