{"product_id":"the-social-media-handbook-for-financial-advisors-isbn-9781118208014","title":"The Social Media Handbook for Financial Advisors","description":"\u003cb\u003eExpert advice for financial advisors looking to make the most of social media platforms\u003c\/b\u003e  \u003cp\u003eSocial media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. \u003ci\u003eThe Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business\u003c\/i\u003e shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century.\u003c\/p\u003e \u003cp\u003eFor most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eDesigned to teach financial advisors how to use social media to better market their services to attract new clients and referrals\u003c\/li\u003e \u003cli\u003ePresents expert communication advice from top financial advisor coach Matthew Halloran\u003c\/li\u003e \u003cli\u003eCategorizes communicators in a unique new way\u003c\/li\u003e \u003cli\u003eTeaches financial advisors how to use social media in new, highly effective ways that they've never even considered\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eAn essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, \u003ci\u003eThe Social Media Handbook for Financial Advisors\u003c\/i\u003e is the only book you need to make yourself heard.\u003c\/p\u003e \u003cp\u003eForeword xiii\u003c\/p\u003e \u003cp\u003eA Perspective on Social Media xvii\u003c\/p\u003e \u003cp\u003eIntroduction xxiii\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I: Introduction to Social Media \u003cbr\u003e\u003cbr\u003e\u003c\/b\u003e\u003cb\u003eChapter 1 \u003c\/b\u003e\u003cb\u003eCompliance 3\u003cbr\u003e\u003c\/b\u003e\u003ci\u003erystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eCompliance and FINRA Licensed Advisors 4\u003c\/p\u003e \u003cp\u003eCompliance and SEC Licensed Advisors 6\u003c\/p\u003e \u003cp\u003eWhat Should I Do if I’m Not Allowed to\u003c\/p\u003e \u003cp\u003eUse Social Media? 8\u003c\/p\u003e \u003cp\u003eHow Does This Work? 9\u003c\/p\u003e \u003cp\u003eFinal Thoughts 11\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 \u003c\/b\u003e\u003cb\u003eCreating Rapport Online 13\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatt Halloran and Crystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eThe Three Cs 13\u003c\/p\u003e \u003cp\u003eFinal Thoughts 23\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 \u003c\/b\u003e\u003cb\u003eLessons Learned from Social Media 25\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatt Halloran and Crystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eLesson #1: People Can Only See Words 26\u003c\/p\u003e \u003cp\u003eLesson #2: Social Media is More About Listening 27\u003c\/p\u003e \u003cp\u003eLesson #3: To Be Successful, You Must Be A Social Media Giver 28\u003c\/p\u003e \u003cp\u003eLesson #4: Keep Sales Messaging to a Minimum 29\u003c\/p\u003e \u003cp\u003eFinal Thoughts 30\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 \u003c\/b\u003e\u003cb\u003eGive Something for Nothing 31\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatt Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eInternet Resources 31\u003c\/p\u003e \u003cp\u003eFinal Thoughts 35\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 \u003c\/b\u003e\u003cb\u003eThe Disciplined Approach 37\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran and Crystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eStreamlining Use of Social Media 37\u003c\/p\u003e \u003cp\u003eManaging Time 39\u003c\/p\u003e \u003cp\u003eSocial Media Dashboards 43\u003c\/p\u003e \u003cp\u003eFinal Thoughts 46\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II: Twitter\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 \u003c\/b\u003e\u003cb\u003eWhy Twitter? 49\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eTexting and Tweeting 50\u003c\/p\u003e \u003cp\u003eSetting Up Your Account 51\u003c\/p\u003e \u003cp\u003eFinal Thoughts 63\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 \u003c\/b\u003e\u003cb\u003eMarketing on Twitter 65\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eRegulations and Restrictions 65\u003c\/p\u003e \u003cp\u003eTwellow 66\u003c\/p\u003e \u003cp\u003eTwo Recommended Tools 70\u003c\/p\u003e \u003cp\u003eUnfollowing and Blocking 75\u003c\/p\u003e \u003cp\u003eTweet Scheduler and TweetDeck 77\u003c\/p\u003e \u003cp\u003eSelf-Marketing Tweets 78\u003c\/p\u003e \u003cp\u003eFinal Thoughts 79\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 \u003c\/b\u003e\u003cb\u003eGetting Leads from Twitter 81\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eTwitter: A Driving Force 81\u003c\/p\u003e \u003cp\u003eFinal Thoughts 86\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 \u003c\/b\u003e\u003cb\u003ePublic Relations on Twitter 87\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eTweet Grader 88\u003c\/p\u003e \u003cp\u003eMuck Rack 88\u003c\/p\u003e \u003cp\u003eMaking News through Twitter 89\u003c\/p\u003e \u003cp\u003eFinal Thoughts 90\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III: Facebook\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10 \u003c\/b\u003e\u003cb\u003eWhy Facebook? 93\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eStatistics 93\u003c\/p\u003e \u003cp\u003eBuilding Your Page 95\u003c\/p\u003e \u003cp\u003eWorking with Your Home Page 101\u003c\/p\u003e \u003cp\u003eHow Control Settings Help Your Marketing Plan 104\u003c\/p\u003e \u003cp\u003eThe Power of Advertisements! 107\u003c\/p\u003e \u003cp\u003eThe Facebook Fan Page 108\u003c\/p\u003e \u003cp\u003eThe Company Page 111\u003c\/p\u003e \u003cp\u003eTimeline 116\u003c\/p\u003e \u003cp\u003eFinal Thoughts 118\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 11 \u003c\/b\u003e\u003cb\u003eHow to Advertise on Facebook 119\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eFacebook Insights 119\u003c\/p\u003e \u003cp\u003eAdvertising on Facebook 120\u003c\/p\u003e \u003cp\u003eFinal Thoughts 132\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 12 \u003c\/b\u003e\u003cb\u003eFacebook Applications and Tools 133\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eAdvanced Facebook Applications 133\u003c\/p\u003e \u003cp\u003eVideo Apps 135\u003c\/p\u003e \u003cp\u003eCreating Events 139\u003c\/p\u003e \u003cp\u003eMore Facebook Apps 143\u003c\/p\u003e \u003cp\u003eFinal Thoughts 144\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 13 \u003c\/b\u003e\u003cb\u003ePublic Relations on Facebook 145\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eMatthew Halloran\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eMaking Use of the Groups Platform 145\u003c\/p\u003e \u003cp\u003eBe Proactive 148\u003c\/p\u003e \u003cp\u003eFinal Thoughts 150\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart IV: Linkedin\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 14 \u003c\/b\u003e\u003cb\u003eWhy LinkedIn? 153\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eCrystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eYou Can Control Referrals 153\u003c\/p\u003e \u003cp\u003eLinkedIn Members Are More Affluent 154\u003c\/p\u003e \u003cp\u003eFinancial Advisors Are Having Success With LinkedIn 156\u003c\/p\u003e \u003cp\u003eFinal Thoughts 157\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 15 \u003c\/b\u003e\u003cb\u003eSetting Up Your LinkedIn Account 159\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eCrystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eJoining LinkedIn 159\u003c\/p\u003e \u003cp\u003eFinal Thoughts 164\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 16 \u003c\/b\u003e\u003cb\u003eBuilding an Effective LinkedIn Profile 167\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eCrystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eSearch Engine Optimization (SEO) 169\u003c\/p\u003e \u003cp\u003eExperience 172\u003c\/p\u003e \u003cp\u003eEducation 176\u003c\/p\u003e \u003cp\u003eAdding Certifications, Designations, and Licenses 178\u003c\/p\u003e \u003cp\u003eName 180\u003c\/p\u003e \u003cp\u003eIndustry and Location 184\u003c\/p\u003e \u003cp\u003eHeadline 186\u003c\/p\u003e \u003cp\u003ePhoto 187\u003c\/p\u003e \u003cp\u003eWebsites 190\u003c\/p\u003e \u003cp\u003eTwitter 192\u003c\/p\u003e \u003cp\u003eSummary 193\u003c\/p\u003e \u003cp\u003eRecommendations 196\u003c\/p\u003e \u003cp\u003eAdditional Information 200\u003c\/p\u003e \u003cp\u003ePersonal Information 200\u003c\/p\u003e \u003cp\u003eSkills \u0026amp; Expertise 201\u003c\/p\u003e \u003cp\u003eSpecial Sections 203\u003c\/p\u003e \u003cp\u003eApplications 209\u003c\/p\u003e \u003cp\u003eFinal Thoughts 216\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 17 \u003c\/b\u003e\u003cb\u003eBuilding Your LinkedIn Network to Create a Self-Referral Machine 219\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eCrystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eNetworking Philosophy 219\u003c\/p\u003e \u003cp\u003eWho Should Be in Your Network? 220\u003c\/p\u003e \u003cp\u003eAdding Connections 220\u003c\/p\u003e \u003cp\u003eSending Individual Invitations to Connect 225\u003c\/p\u003e \u003cp\u003eFinal Thoughts 227\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 18 \u003c\/b\u003e\u003cb\u003eFinding Prospects Using LinkedIn: Creating Your Self-Referral Machine 229\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eCrystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eThe LinkedIn Advanced Search: Free versus Premium 229\u003c\/p\u003e \u003cp\u003eDeveloping Good Searches 231\u003c\/p\u003e \u003cp\u003eFinding 401(k) Rollover Opportunities 232\u003c\/p\u003e \u003cp\u003eSmall Business Owner Search 235\u003c\/p\u003e \u003cp\u003eConnecting with the Prospects 239\u003c\/p\u003e \u003cp\u003eFinal Thoughts 240\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 19 \u003c\/b\u003e\u003cb\u003eUsing LinkedIn Groups for Visibility and Prospecting 241\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eCrystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eThe Opportunity in LinkedIn Groups 241\u003c\/p\u003e \u003cp\u003eTwo Types of Groups—Open and Closed 242\u003c\/p\u003e \u003cp\u003eChoosing the Right Groups 242\u003c\/p\u003e \u003cp\u003eSalesperson Groups 244\u003c\/p\u003e \u003cp\u003eSearching for Groups 244\u003c\/p\u003e \u003cp\u003ePosting in Groups 247\u003c\/p\u003e \u003cp\u003eJoining Others’ Conversations 248\u003c\/p\u003e \u003cp\u003eConnecting with Group Members 250\u003c\/p\u003e \u003cp\u003eFinal Thoughts 251\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 20 \u003c\/b\u003e\u003cb\u003eGaining Visibility on LinkedIn 253\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eCrystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eWorking the News Feed 253\u003c\/p\u003e \u003cp\u003eCompany Status Updates 255\u003c\/p\u003e \u003cp\u003eLinkedIn Polls 257\u003c\/p\u003e \u003cp\u003eLinkedIn Events 261\u003c\/p\u003e \u003cp\u003eFinal Thoughts 264\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart V: Next Steps\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 21 \u003c\/b\u003e\u003cb\u003eThe Future of Social Media 267\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eCrystal Thies\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eThere’s Much More than the Big Three 267\u003c\/p\u003e \u003cp\u003eStaying Up To Date 268\u003c\/p\u003e \u003cp\u003eAbout the Authors 269\u003c\/p\u003e \u003cp\u003eIndex 271\u003c\/p\u003e  \u003cp\u003e\u003cb\u003eMATTHEW HALLORAN\u003c\/b\u003e first became interested in social media when Myspace was the place to be. With over 80,000 Twitter followers with a 99 percent effectiveness rating, 1,000 LinkedIn connections, and 700 Facebook fans, he knows how to gain followers to help build business. Having coached and consulted hundreds and spoken to thousands of financial advisors, Halloran knows how financial advising practices work, and believes that social media is the new marketing frontier for transforming the prospecting aspect of any financial services practice. He is the Director of National Development for GIVE Strategy, a mission-driven company that focuses on helping connect financial advisors, CPAs, estate planning attorneys, clients, and planned giving directors to redirect $1 billion to charity, and the founder and President of Top Advisor Coaching.  \u003c\/p\u003e\u003cp\u003e\u003cb\u003eCRYSTAL THIES\u003c\/b\u003e first learned of LinkedIn while deciding to return to financial planning, an industry she left for almost a decade to focus on charitable giving in the nonprofit sector. Thies saw LinkedIn and social media as the way to quickly reignite her financial planning practice while combining her two key knowledge bases of financial planning and charitable giving. The call of social media won out, and Thies started Crystal Clear Buzz, LLC. For more than three years, she has helped small and large businesses, sales teams, and sales professionals use social media for sales and business development. Because of her experience and expertise as a licensed financial planner, Thies's clients include many RIAs and financial advisors, in addition to major broker-dealers, wirehouses, and banks. Thies is known as the \"LinkedIn Ninja\"—a title given to her by her clients and followers.  \u003c\/p\u003e\u003cp\u003eFinancial advisors are always on the lookout for something that will give them a competitive edge, and when it comes to marketing a firm to current and potential clients, nothing beats the benefits offered by social media tools. Unfortunately, most advisors have no idea how to cash in on the opportunities these platforms present for building a bigger, stronger client base. \u003ci\u003eThe Social Media Handbook for Financial Advisors\u003c\/i\u003e is here to fix that, bringing together important information and invaluable insights to help you put social media to work for you and your firm.\u003c\/p\u003e \u003cp\u003eBeginning with an introduction to social media that explores how to establish a rapport with your clients on the web, streamline your time online, and much more, the book covers each of the \"big three\" sites—LinkedIn, Facebook, and Twitter—in detail. Looking at what each of these social networking services can do for your business, the book brings together the hottest topics in social media for financial advisors—from advertising on Facebook to using LinkedIn to connect with prospective clients—in one definitive volume.\u003c\/p\u003e \u003cp\u003eExplaining, step by step, a proven process for making the most of social media, the book shows you how to set up accounts, as well as how to use built in tools to find and contact new clients. Throughout, the authors discuss the pesky role compliance plays in limiting what you can and cannot say and do online, while providing indispensable advice on what you'll be able to do with your accounts once current rules change.\u003c\/p\u003e \u003cp\u003eFilled with engaging anecdotes, illustrative visuals, and end-of-chapter takeaways that reinforce the key concepts that you need to understand to get social media working for you, \u003ci\u003eThe Social Media Handbook for Financial Advisors\u003c\/i\u003e is an essential resource for anyone working in financial advising. In-depth and accesible, it gives you everything you need to amplify your marketing message and raise your visibility in an increasingly crowded marketplace.\u003c\/p\u003e  \u003cp\u003e\u003cb\u003eFinancial advisors are always on the lookout\u003c\/b\u003e for something that will give them a competitive edge, and when it comes to marketing a firm to current and potential clients, nothing beats the benefits offered by social media tools. Unfortunately, most advisors have no idea how to cash in on the opportunities these platforms present for building a bigger, stronger client base. \u003ci\u003eThe Social Media Handbook for Financial Advisors\u003c\/i\u003e is here to fix that, bringing together important information and invaluable insights to help you put social media to work for you and your firm. \u003c\/p\u003e\u003cp\u003eBeginning with an introduction to social media that explores how to establish a rapport with your clients on the web, streamline your time online, and much more, the book covers each of the ???\"big three\" sites—LinkedIn, Facebook, and Twitter—in detail. Looking at what each of these social networking services can do for your business, the book brings together the hottest topics in social media for financial advisors—from advertising on Facebook to using LinkedIn to connect with prospective clients—in one definitive volume. \u003c\/p\u003e\u003cp\u003eExplaining, step by step, a proven process for making the most of social media, the book shows you how to set up accounts, as well as how to use built in tools to find and contact new clients. Throughout, the authors discuss the pesky role compliance plays in limiting what you can and cannot say and do online, while providing indispensable advice on what you'll be able to do with your accounts once current rules change. \u003c\/p\u003e\u003cp\u003eFilled with engaging anecdotes, illustrative visuals, and end-of-chapter takeaways that reinforce the key concepts that you need to understand to get social media working for you, \u003ci\u003eThe Social Media Handbook for Financial Advisors\u003c\/i\u003e is an essential resource for anyone working in financial advising. In-depth and accesible, it gives you everything you need to amplify your marketing message and raise your visibility in an increasingly crowded marketplace.\u003c\/p\u003e","brand":"Bloomberg Press","offers":[{"title":"Default Title","offer_id":47990342287589,"sku":"NP9781118208014","price":60.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781118208014.jpg?v=1761787433","url":"https:\/\/k12savings.com\/products\/the-social-media-handbook-for-financial-advisors-isbn-9781118208014","provider":"K12savings","version":"1.0","type":"link"}