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Key Issues Facing UK IFAs Can the Internet ever really be of value to Financial Planners? Philip Calvert Founder of IFA Life – the Financial Planner’s Social Network
Build trust, raise your profile and gain attention through social media marketing
Key Issues Facing UK IFAs “ We grossly underestimate the degree to which the Internet is now integrated into the fabric of people’s daily lives…”
Key Issues Facing UK IFAs “ There’s a fundamental shift taking place in the way we find, assess, purchase and consume products and services.” “ And it’s happening right now.”
Key Issues Facing UK IFAs “ This is not the death of the High Street.  It’s the growth of a new distribution route.” Stuart Rose – Marks and Spencer
Technology has moved on.  Have you?
Technology is part of your clients’ every day lives – whether you believe it or not
IFAs and Internet Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object]
IFAs and Internet Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],LESS THAN 1% OF IFAs HAVE GIVEN ANY THOUGHT TO THE INEVITABILITY OF INTERNET ADVICE
Key Issues Facing UK IFAs “ My clients aren’t interested in the Internet” IFA
Key Issues Facing UK IFAs Every aspect of our lives “ Click here to be ordained.” “ Click here to get divorced.”
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Key Issues Facing UK IFAs Every aspect of our lives
Asia Pacific Financial Advisers – key issues Synergy Between Online  and Offline Worlds
Asia Pacific Financial Advisers – key issues Synergy Between Online  and Offline Worlds
Asia Pacific Financial Advisers – key issues Synergy Between Online  and Offline Worlds
People Buy People ,[object Object],[object Object],[object Object],[object Object]
Key Internet issues for Financial Planners
Key Internet issues for Financial Planners ,[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object],[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object],[object Object],[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object],[object Object],[object Object],[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Internet issues for Financial Planners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Issues Facing UK IFAs 90% of college students have a Facebook account.
Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is…
Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is… Females 55-65 Males 45-54 45% of Facebook users are 26-65
Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search.  The second largest search engine is…
Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search.  The second largest search engine is…
Financial Planners’ Websites - The Seven Deadly Sins
Financial Planners’ Websites - The Seven Deadly Sins ,[object Object]
Financial Planners’ Websites - The Seven Deadly Sins ,[object Object],[object Object]
Financial Planners’ Websites - The Seven Deadly Sins ,[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Seven Deadly Sins ,[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Seven Deadly Sins ,[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Seven Deadly Sins ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Seven Deadly Sins ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object],[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners’ Websites - The Sixteen Deadly Sins ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Internet tools.  Do it today!
Social Media – Why?
Social Media – Why? ,[object Object]
Social Media – Why? ,[object Object],[object Object]
Social Media – Why? ,[object Object],[object Object],[object Object]
Social Media – Why? ,[object Object],[object Object],[object Object],[object Object]
Social Media – Why? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Social Media – Why? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
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More great sites for financial planners to use
Learn more about how to use the Internet and social media to raise your profile, build trust, to build value in your business and to add value to clients at Social Media in Financial Services With key speakers from Google, LinkedIn, the BBC, The Gate and many more, this is the Internet marketing event of the year for Financial Planners, IFAs, financial brands and financial services PR experts. Sign up now at http://www.ifalife.com/socialmediaFS
Key Issues Facing UK IFAs www.ifalife.com The Social Networking Website for Financial Planners and IFAs

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Key Issues for UK IFAs Using the Internet and Social Media

  • 1. Key Issues Facing UK IFAs Can the Internet ever really be of value to Financial Planners? Philip Calvert Founder of IFA Life – the Financial Planner’s Social Network
  • 2. Build trust, raise your profile and gain attention through social media marketing
  • 3. Key Issues Facing UK IFAs “ We grossly underestimate the degree to which the Internet is now integrated into the fabric of people’s daily lives…”
  • 4. Key Issues Facing UK IFAs “ There’s a fundamental shift taking place in the way we find, assess, purchase and consume products and services.” “ And it’s happening right now.”
  • 5. Key Issues Facing UK IFAs “ This is not the death of the High Street. It’s the growth of a new distribution route.” Stuart Rose – Marks and Spencer
  • 6. Technology has moved on. Have you?
  • 7. Technology is part of your clients’ every day lives – whether you believe it or not
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  • 10. Key Issues Facing UK IFAs “ My clients aren’t interested in the Internet” IFA
  • 11. Key Issues Facing UK IFAs Every aspect of our lives “ Click here to be ordained.” “ Click here to get divorced.”
  • 12. Key Issues Facing UK IFAs Every aspect of our lives
  • 13. Key Issues Facing UK IFAs Every aspect of our lives
  • 14. Key Issues Facing UK IFAs Every aspect of our lives
  • 15. Key Issues Facing UK IFAs Every aspect of our lives
  • 16. Key Issues Facing UK IFAs Every aspect of our lives
  • 17. Key Issues Facing UK IFAs Every aspect of our lives
  • 18. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
  • 19. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
  • 20. Asia Pacific Financial Advisers – key issues Synergy Between Online and Offline Worlds
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  • 22. Key Internet issues for Financial Planners
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  • 33. Key Issues Facing UK IFAs 90% of college students have a Facebook account.
  • 34. Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is…
  • 35. Key Issues Facing UK IFAs 90% of college students have a Facebook account. The fastest growing demographic on Facebook is… Females 55-65 Males 45-54 45% of Facebook users are 26-65
  • 36. Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search. The second largest search engine is…
  • 37. Key Issues Facing UK IFAs After traditional search engines, people go to Social Networking sites to search. The second largest search engine is…
  • 38. Financial Planners’ Websites - The Seven Deadly Sins
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  • 46. Financial Planners’ Websites - The Sixteen Deadly Sins
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  • 56. Internet tools. Do it today!
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  • 74. More great sites for financial planners to use
  • 75. Learn more about how to use the Internet and social media to raise your profile, build trust, to build value in your business and to add value to clients at Social Media in Financial Services With key speakers from Google, LinkedIn, the BBC, The Gate and many more, this is the Internet marketing event of the year for Financial Planners, IFAs, financial brands and financial services PR experts. Sign up now at http://www.ifalife.com/socialmediaFS
  • 76. Key Issues Facing UK IFAs www.ifalife.com The Social Networking Website for Financial Planners and IFAs