This document discusses using Facebook to amplify brands and grow businesses in 2014. It provides an overview of Hearsay Social, a social media software and training company. It discusses key trends for 2014, including distributing corporate content through local offices, the convergence of paid, earned, and offline/online media, using Facebook promoted posts, and using social analytics to optimize offline campaigns. The presentation aims to teach financial advisors and producers how to prospect and build their business using social media.

1. NEXT DIGITAL
FRONTIER
Amplifying Brand And Growing Business on Facebook in 2014
Chris Andrew
MD, Hearsay Social
@chriswandrew
THE
FOR
FINANCIAL SERVICES

2. HEARSAY SOCIAL OVERVIEW
 Social media software and training
 For advisors, wholesalers, sales managers, and marketers
 Prospecting & retention on LinkedIn, Facebook, Twitter
 Internal & External compliance
USED BY 85,000+ ADVISORS & WHOLESALERS | 15 Countries | 100% Success
ENABLING ADVISORS & FIRMS TO SUCCEED IN THE DIGITAL AGE

3. TODAY’S AGENDA
Why Social Networking Matters1
The Social Advisor2
Key Trends for 20143

4. SOCIAL MEDIA HAS CHANGED WHAT PEOPLE
EXPECT FROM BUSINESSES
Online sources influence
offline purchases
Ability to communicate on
their terms
Personalized and personal
service

5. 61%of financial advisors surveyed said they had
landed a new client
directly from
social media
*2011 HubSpot survey of 611 financial advisors

6. Internet 1.0 was About Replacing Human Capital

7. Social Media is About Enhancing Human Capital

8. OF
THE SOCIAL ADVISOR

9. THE RELATIONSHIP MANAGER’S
PLAYBOOK FOR THE SOCIAL ERA
Just like the Yellow Pages, being listed isn’t enough.
We must teach producers how to grow business on social.

10. BE FINDABLE
1

11. 2
GROW YOUR NETWORK

12. 3
“HEAR”
DO YOUR RESEARCH

13. 4
“SAY”
ESTABLISH CREDIBILITY

14. OF
KEY TRENDS IN 2014

15. Local to Corporate Content Flow
Identify top content at the local level and redistribute it across your organisation
Asset Management Private Client Services Investment Banking
Mortgage Commercial Banking

16. CONVERGENCE OF PAID/EARNED, OFFLINE/ONLINE
ANNOUNCING:
HEARSAY SOCIAL FOR FACEBOOK PROMOTED POSTS (BETA)

17. SOCIAL DISTRIBUTION OF BRAND CAMPAIGNS
Case Study
Local social pages multiply value of existing sponsorship
3,500 Registered reps

18. SOCIAL ANALYTICS DRIVE OFFLINE CAMPAIGNS
Case Study
• Leading firms now A/B
test regional messages
through local pages
• Awareness of local
events/trends changes
global content strategy

19. OF
Chris Andrew
chris@hearsaysocial.com
@chriswandrew
THANK YOU. QUESTIONS?