This 2 minute clip presents social media results of financial advisors on Facebook, Twitter and Linkedin in a recent Accenture survey, and highlights 10 notable social media client wins in financial advisory, insurance, accounting and real estate.
Social media marketing results (2 mins)
Transcript
Is there a ROI?
What are some success stories?
In a 2013 Accenture survey, 40% of financial advisors reported wining new clients from Facebook
25% reported new clients via Linkedin
And 21% from Twitter
David Armstrong, a wealth manager, won a $3M account from a prospect who followed his firm’s Facebook Page for 8 months
Mark Scribner, a wealth advisor, gained a $2.6M 401K rollover account from an acquaintance whom he noticed had checked out his Linkedin profile
Paul Hees, a financial advisor, secured two IRA accounts after learning about prospect’s job switch via Linkedin
Kerry Wilson, an insurance professional, won a new policy resulting from a “personal roadside assistance” photo posted on his Facebook page by a client’s sister
Jim DeWitt, an insurance professional, gained 3 clients from a single story he shared on Facebook
Jim Bourke, a CPA, used his knowledge of a prospect’s car racing passion from their Linkedin updates to win a new client
Sharon Gubinsky, also a CPA, won a significant client resulting from referral of another CPA who followed her on Twitter
Tim Ayres, a realtor gained 3 clients resulting from “a single tweet”
Joy Moore, another realtor, closed a transaction for her daughter’s friend after joining Facebook and connecting not only with friends & family but also with her daughter’s friends
And Jo Lay, a realtor, closed 2 outgoing referrals after learning about the passing of a friend’s aunt from Facebook and a need to sell 2 homes
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It’s important to have, within a marketing plan, a plan for how you’ll deal with social networking. Will you outsource (why not), do you have an employee who can do it and what parts? Which social networking platforms will your firm spend time on (because your ideal clients are there) … etc.
Great points, Maria.