1. Web and Social Media Identifying and Harnessing Opportunities for Financial Services

2. Agenda Facts that may surprise you The Traditional Sales Funnel is dead Your Website - Your Foundation Wigs and Financial Planners - What do they have in common? How to get started - Web & Social Media Bringing it all together Questions and Answers

3. Facts and Figures Show of Hands Hands up if you DO NOT own a smart-phone and/or tablet Hands up if you used Yellow Pages in last month Hands Up if you used Google Search in the last 48 hours Hands up if your 'household' uses Social Media - Facebook, LinkedIn, Twitter Who is on LinkedIn?

4. Real Facts Facebook is dominant - Friends and family LinkedIn is the business/Professional platform Twitter cuts across business, friends and family The game changer - Retirees are taking off 'Huge jump in older Aussies going on-line in last 12 Months' - 82% now online - Sensis 1 in 5 retirees own a tablet (Aug 2012), was 1 in 50 just one year ago - Sensis

5. Rise of Google - Demise of Print

6. The Sales Funnel Is Dead

7. Your Website - Your Foundation 'You only have one chance to make a great first impression and today... It will be through your website' What does your website say about you and your business?

8. Website Basics To make that first impression you need to be found by Google - SEO Once found - Need to make it easy for the visitor to CONNECT - Contact You and Social Media Update your website and use content for newsletters and social media updates View your website as a communications hub You and your clients now own Marketing megaphones

9. How To Be Found By Google Search Engine Optimisation (SEO) Content - More important than structure Review o Company Names – Tagline and Page Titles o Keywords o Use of images and PDF docs Get on other Websites - Link and Share The Good News - Corporates really Struggle with SEO for Advisers Visit humblefinancialservices.comhumblefinancialservices.com

10. Social Media - Wigs and Financial Planners? Link.

11. What we know about Social Media? Traditional Marketing 'one way push messaging' - Does not work with Social Media Opportunity is to 'connect' build brand by connecting - 'Pull' people to you Financial Advisers are 'Ready Made' for Social Media - Oh yes you are!!! Individuals/Personalities do better than Corporates with Social Media ROI - You'll still be in business in 5 years (newspaper V Google)

12. Effective Use of Social Media 'It's not about you - it's about your target market' Be Engaging - Consider o Local community involvement o Let people know more about you o Demonstrate expertise o Mix in circles that help you - Target market Listen - Know what's going on o Track news - local and 'adviser' specific o Be sensible with the advice o Think 'pull' (attract) people Monitor o Google Analytics

13. Bringing it All Together Think Strategic

14. Core Steps Thinks Strategic - Long Term Proposition The Business Leaders need to be in Control Create and Publish content for your website Communicate the content -Newsletter and Social Media Encourage people to share your content Share other peoples/firms content Be involved - Engaging with Social Media Connect with those who do business with you o Clients, Prospects, local community, niche market, CIO

15. And Don't Forget Social Media is 'Word of mouth' on Steroids Have a bit of fun It is all about being Social Good Financial Advisers have always been social creatures - Just like the rest of the human race Resources www.humblefinancialservices.com Q and A Time