Social Selling for Financial Advisors
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Social Media & Wealth Management, 5 key learnings
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I recently discovered two interesting studies on Wealth Management (one of our key focus market): From PWC: Global Private Banking and Wealth Management Survey (2013). Although it’s ~ 2 years old, it is still a very interesting white paper, highly quoted in numerous recent publications and full of interesting insights. From Cap Gemini: Cap Gemini […]
How to Engage on Emotional Tweets?
As you try to build relations with new affluents, you will notice that these people frequently post tweets of strong emotional nature. Make no mistake, emotional tweets are perfect sources for engagement because emotions are social bridges; Emotional tweets are easy to spot because they generally contain emotionally strong verbs, sentences or adjectives. In other cases, emotional […]
How to Engage Authored Content
Affluents often have or used to have a position of responsibility in society hence have gained a strong combination of knowledge and experience in their field of expertise. So they are responsible for most of authored content shared in social. Consequently these people frequently reference in their tweets an article they authored or in which […]
How to Engage on Twitter: Opinions
As you try to build relations with new affluents, you may notice that these people frequently communicate their opinion as they tweet. Most noteworthy, 0pinions are great opportunities to engage on a very personal level. Below is a breakdown of different opinion-centric types we’ve encountered: A tweet without a link that self-contains an opinion. […]
How to Engage on Twitter: Bullet Lists
How to Engage on Twitter: Bullet Lists As you try to build relations with new affluents, you may notice that they frequently reference an article about a list and, at times, highlight what item in the list is relevant/important to them. Most of the time, they are just retweeting an article they liked. Less often, they […]
Social Selling: Farmers and Hunters
Social Selling is now top priority for Sales & Marketing. One pitfall is to approach social selling like a “quick win” / “on the side” tactic for easy sales. Through the experience of large scale social selling projects in the last three years (mainly on Twitter & LinkedIn) , we identified four types of mindset but only one really delivers benefits and clients. […]
How to engage on Twitter: Questions & Requests
Another category of Tweets that are gold nuggets for engagement are: direct questions. As we analyzed the behavior of many Sales Rep and Relationship Managers on Twitter, we are amazed that so few use “questions ” as opportunities to engage. It’s however that simple: “if someone asks a question, he/she is expecting people to answer […]
How to engage on Twitter : Events
In markets where prospects are Executives, Affluents, Entrepreneurs, Celebrities – and more generally people who need to manage their personal brand-, there are two things you can be sure about These people are very active in social media They go to a lot of events ! and as you try to build relations with these prospects, […]
Social Media & Wealth Management, 5 key learnings
I recently discovered two interesting studies on Wealth Management (one of our key focus market): From PWC: Global Private Banking and Wealth Management Survey (2013). Although it’s ~ 2 years old, it is still a very interesting white paper, highly quoted in numerous recent publications and full of interesting insights. From Cap Gemini: Cap Gemini […]
" Employee Advocacy" for SEO, maybe not for everybody
One of our client (a B2B company that sells ~50K+ products and services to VPs of Sales in the US) told me recently that they were deploying an Employee Advocacy program with an objective (not the only one though) to improve their SEO and get found on Google more easily. I see more and more […]
Socialselling works, only when done right
There are lots of positive buzz around social selling. However, most of the articles are fairly generic (works/ does not work …) and very few actually go into facts and data: in what situation does it work or not how to setup the right processes and metrics to generate a positive ROI. Having practiced social […]
Women, Unicorns and Entrepreneurs
Today is our compilation of some wonderful articles we read over the past week. Women and Money Control the $: In this article about Philanthropy, we discover that women now control more than 50% of the wealth in the USA. A number that is bound to increase. Get less $ from successful ventures: Here, we […]