LAB #5: GETTING STARTED WITH SOCIAL MEDIA. ERIKA DEBLASI, CRC President

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2 LAB #5: GETTING STARTED WITH SOCIAL MEDIA ERIKA DEBLASI, CRC President

3 LAB GOALS SET UP (or dust off) your business social media accounts. UNDERSTAND how to post on each KNOW the basic Dos & Don ts for each platform. LAB MATERIALS LAPTOP HANDOUT you can also access all this information and more resources at

4 LAB SAFETY KNOW YOUR FIRM S POLICY Know your firm s social media policy before going live with your business social media accounts. We will outline general compliance standards but you should always check with your compliance department first. 1. Many firms require that you read their social media policy and take their social media training before making you business page live. 2. You may also need to register your account with the social media system that your firm uses.

5 FACEBOOK BEST FOR Reaching the general consumer Informing clients about events PERSONAL VS BUSINESS PAGES For compliance and etiquette reasons, make sure you use your business page to post finance-related content.

6 setting up your BUSINESS PAGE What you need: A personal Facebook page A name for your Page and a blurb about your business A profile photo and cover photo

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11 REMEMBER to click SAVE

12 Add a COVER IMAGE Recommended Size: 828x315 pixels REMEMBER to click SAVE

13 Follow your PAGE TIPS You will see page tips appear on the side of your page with suggestions for you REMEMBER to click SAVE

14 Understand POST TYPES!!! Status Photo/Video Offer, Event, Milestone, and Note

15 IMPORTANT! Business Page MAKE SURE you post on the correct page Personal Page

16 edit your SETTINGS

17 publishing your BUSINESS PAGE Once you ve created your Page... Get compliance approval Publish your Page when it s complete Start posting right away Understand your Page results

18 Facebook QUESTIONS?

19 LINKEDIN BEST FOR Professional networking Reaching your target audience by industry/title Knowing when people change jobs COMPANY PAGE BENEFITS Analytics are available if you have a company page Great for companies with multiple advisors Ability to post sponsored updates

20 setting up your BUSINESS PAGE What you need: A personal LinkedIn profile AND list you are a current employee of the company, list your position in the Experience section Have a company address that matches your domain A name for your Page and a blurb about your business A profile photo

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23 Fill in your INFORMATION

24 Add a brief DESCRIPTION

25 IMPORTANT! Remember to click PUBLISH to save all the changes you made

26 How to POST Make sure to post from your company page

27 How to POST

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29 Check with COMPLIANCE Once you ve created your Page... Get compliance approval Publish your Page when it s complete Start posting right away Understand your Page results

30 LinkedIn QUESTIONS?

31 TWITTER BEST FOR Professional networking Easily sharing insights Gather a lot of views PERSONAL VS BUSINESS PROFILE Simply create a new profile for your business EASY!

32 setting up your BUSINESS PAGE What you need: A name A cell phone number OR address Profile photo Cover photo (can add later)

33 Sign up at Twitter.com/signup!! Enter your full name, phone number or , and a password Click Sign Up

34 !!!! Check your or cell phone for the code that is sent to you from Twitter Select a username Double check your information Click Create my account

35 1. Your also known as your handle 2. Your profile photo: 400 x 400 pixels 3. Your bio: 160 characters long 4. Your header image: 1500 x 500 pixels 5. Your pinned Tweet: Keep an important Tweet at the top of your timeline

36 Start FOLLOWING

37 Twitter BASICS HOW TO TWEET 1. Tweet: a message posted on Twitter that can contain text, photos, links and videos 2. Reply: respond to anyone s Tweet 3. Retweet: sharing a Tweet from someone else with your followers 4. Like: a simple way to acknowledge a Tweet 5. Hashtag: any word, or phrase without spaces, beginning with the # symbol 6. Mention: Bring a Tweet to another person s attention by including

38 Twitter QUESTIONS?

39 You did it! Like and follow Advisor Expressions so I can see how you did! I will return the favor and follow your new pages

40 Social Media MARKETING TIPS Visit, like and follow other reputable pages, including your B-D s Share noteworthy posts Only connect with people you know and trust Don t overwhelm your audience Upload pictures/videos to your posts Invite people to your new social media pages in an

41 BEST PRACTICES Is it relevant? Interesting? Promote Events Manage Your Reputation Be Patient

42 NEXT STEPS START USING your accounts! The best way to become familiar with the platforms is to use them. Then become familiar with the analytics available on each platform.

43 THANK YOU VISIT For a copy of this presentation and other resources to help you get started.