Go Social or Go Home (But Come to our Webinar)

Jun 20, 2013

The following is a guest blog post by Amy Sitnick, Senior Marketing Manager for the SEI Advisor Network and self-described social media addict. Connect with her on LinkedIn or follow her on Twitter now –  @SEIAmyS.

I remember talking to one of our top advisors at a conference a few years ago about marketing – what works, what doesn’t, and more Sharespecifically –would he use Facebook, Twitter, LinkedIn, etc., to market his business. His exact reply, I believe, was “Never” (except for remembering at the last minute that he did have a LinkedIn account that he didn’t update). And the reason why this marketing-savvy advisor wouldn’t dip his toes into social media? Well, because his Broker Dealer wouldn’t permit him to do so.

Fast forward two years, and this advisor (whom I won’t name) is now all over Facebook – posting videos, sharing investment updates, and even client event pictures. What’s even more interesting, so is his Broker Dealer!

It’s not next, it’s now

So what happened? The demographics of social media users have shifted. The average user is getting older. Confirmed by the Pew Research Center, social networking use among internet users 50 and over is growing by leaps and bounds.* Even my parents are on Facebook. And for investment companies and financial advisors looking for new avenues to get in front of potential investors, social media has become a lot less scary.

I for one happen to love social media. I love that it brings us closer together. It levels the playing field and puts everything – entertainment, education, etc. – right there at your fingertips.

Advisors consistently ask John Anderson and I what’s the next big thing in marketing. Well, the next big thing is here and if you’re not using it, you could be falling behind.

Get on board

Join us for our upcoming Social Media webinar co-hosted by Amy McIlwain, President of Financial Social Media.You’ll hear why you shouldn’t be afraid of social media, and more importantly – what’s in it for you, including:

• How to use LinkedIn to discover referrals

• Why Facebook is the key to promoting your client’s key milestones – anniversaries, birthdays, retirement, as well as promoting your firm’s events

• And how Twitter – yes Twitter – can make you the go-to source for investment updates for clients, prospects, COIs and even the media

Practicing what we preach

If you’d like to get even more tips from John Anderson, me and others on the SEI Advisor Network social media team, connect with us on Twitter today:

• John Anderson – Managing Director of Practice Management Solutions – @SEIJohnA

• Amy Sitnick – Senior Marketing Manager – @SEIAmyS

• Raef Lee – Managing Director, New Ventures / Technology – @SEIRaefL

• John Frownfelter – Managing Director, Investment Solutions – @SEIJohnF

We will even have a Facebook account coming soon, with interactive conversations about advisor best practices and a glimpse into the unique culture of SEI.

I hope you’re already on the road to becoming a social media believer – and if you’re not, maybe we can help direct you to the on-ramp. Join us on June 24th!


*Older Adults and Social Media, Pew Research Center: http://www.pewinternet.org/Reports/2010/Older-Adults-and-Social-Media.aspx
Image courtesy of FreeDigitalPhotos.net

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John Anderson

John Anderson

John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.

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