Marketing Strategies for Financial Planners Must Encompass Relevant Internet and Social Media Solutions

Financial planners must retool their internet and social media strategies to keep pace with today’s technology-centric business environment, according to Sheri Fitts, ShoeFitts Marketing president and celebrated global speaker who will explain the necessity for this strategy and implementation ideas at her upcoming presentation, Networking 2.0: Build Credibility, Develop Relationships and Create Opportunities.

Portland, Oregon (PRWEB) April 25, 2014

Today’s technology-centric business environment requires financial planners to retool their internet and social media strategies by focusing on credibility, relationships, and opportunities, according to Sheri Fitts, ShoeFitts Marketing president and celebrated global speaker.

“Nearly every person, business, and product or service is now Googled and researched online before people make buying decisions,” says Fitts. “We search the web for consumer-to-business purposes, and increasingly, for business-to-business decisions.”

Face-to-face relationship-building remains critically important for many professionals, such as financial planners, however personal contact must now be augmented with enhanced online tools and specific business development plans that recognize this form of marketing.

Fitts will explain the necessity for this strategy and implementation ideas at her upcoming presentation, Networking 2.0: Build Credibility, Develop Relationships and Create Opportunities. She is speaking on the second day of the 2014 Financial Planning Association (FPA) NorCal Conference on May 27th and 28th in San Francisco.

“The session illustrates the impact the web is having on financial planners, why it matters, and how to build a strong digital footprint,” says Fitts. Her presentation will also cover the key opportunities with LinkedIn, Twitter, and Facebook, while also explaining the best ways to create and curate content.

“Financial planners need practical ways to use internet and social media tools that complement their current networking, sales, and marketing efforts,” adds Fitts. “This presentation provides clear instructions, action items, and resources to launch an effective networking 2.0 strategy.”

About Sheri Fitts and ShoeFitts Marketing
Sheri Fitts is a celebrated global speaker and presents keynote addresses, breakout sessions, webinars, and daylong boot camps. She engages audiences by sharing stories of her own experiences and experiments, successes and learning moments, as well as a sweeping range of marketing and social media strategy-based topics, weaving humor and sincerity into her delivery.

ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

 

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Access 5 Powerful Features of LinkedIn Groups

 

ShoeFitts Marketing explains how to harness and optimize the networking capabilities of LinkedIn Groups.

Portland, OR (PRWEB) April 01, 2014

Retirement plan professionals looking to understand and better utilize the networking prowess of LinkedIn need to harness Groups, according to Sheri Fitts, president of ShoeFitts Marketing. “The LinkedIn Groups tool can help advisors become better informed about products, services, and industries, while also aiding with prospects and networking.”

LinkedIn Groups are basically membership clubs formed by companies, organizations or individuals, and they are used to share information and insight on a specific topic or interest, explains Fitts. For example, she says some useful retirement industry Groups include: 401(k), 401K Sales, 401 TPA Network, and Advisors’ BUZZSTORM.

Membership in Groups can be open to anyone or may require specific credentials and/or approval by the Group creator. By selecting Groups on the pulldown menu to the left of the search bar, LinkedIn users can search for Groups by name or topic.

Granted, Fitts notes, before diving into Groups advisors should first make sure their profile is complete. However, once that is done, the next step is to start understanding and utilizing Groups. To optimize and leverage Groups, retirement plan professionals should consider the following:

1. Enhance networking and prospecting. Looking to make a stronger connection with an existing client or a potential prospect? Research what Groups they are following and join them.

2. Become a thought-leader. “Start making a presence in a Group with thoughtful contributions,” says Fitts. “Just be sure to first study the Group dynamics and the primary contributors, and only make worthwhile comments!”

3. Use Groups with Connection requests. With a shared Group in common, a Connection request shows Groups as one of the options for “How do you know . . .” the person. “Advisors will get a much higher response rate to Connection requests if they are members in the same Group and are an active and thoughtful contributor,” says Fitts.

4. Only join five or six Groups. The attraction of Groups is addicting, and members may want to join them all, however, Fitts says advisors should resist the temptation and try to keep the number to five or six. “Only join a Group if you can actively follow and contribute at least a couple times a week; don’t dabble!”

5. Enhance personal branding. Once comfortable with Groups, advisors can consider creating their own to improve personal or company branding by supplying specific content, conducting surveys, or building a following. “Just understand you need to carefully curate the content and monitor the membership,” notes Fitts.

About ShoeFitts Marketing:

ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

For more information, please visit ShoeFitts.com. Like ShoeFitts Marketing on Facebook at facebook.com/ShoeFitts and follow on Twitter @missfitts and on LinkedIn at linkedin/sherifitts.

ShoeFitts Marketing Updates Trinity Advisor Group Website with Client Value and Personal Branding

 

ShoeFitts Marketing helps financial advisors go beyond bare-bones and antiquated websites to become competitive in today’s retirement plan marketplace.

Portland, OR (PRWEB) April 01, 2014

Embracing a client-centric and service-oriented approach with a touch of a Celtic heritage is the focus of the recently launched Trinity Advisors Group website created by ShoeFitts Marketing.

Trinity Investment Advisors, retirement plan consultants, sought ShoeFitts’ help to update the website and make it more customer-oriented. “Financial advisors must go beyond bare-bones and antiquated websites to be competitive in today’s retirement plan market,” explains Sheri Fitts, president of ShoeFitts Marketing. Clients and prospects see websites as a way to gauge an advisor’s knowledge and acumen, and a weak or tired website can negatively impact final decisions.

“If you don’t look up-to-date with your website, prospects wonder what else is not up-to-date,” says Fitts. ShoeFitts eliminated complicated jargon and streamlined the website interface to make it more inviting and informative.

“The Trinity Investment Advisors are very experienced and we wanted that knowledge about plan design, ERISA regulations, and participant education to become more apparent with the website,” explains Fitts. “We also gave a nod to the company’s Irish heritage with photos, graphics and quotes; it’s subtle but at the same time provides a unique understanding of the people behind the company.”

“Our goal for the new site was to establish a strong brand and presence for Trinity Advisors in the retirement plan consulting marketplace,” says Michael McCabe, president and founder of Trinity Investment Advisors. “A consistent message was important to showing who we serve and why we are different from other retirement plan providers.”

Since launching the new website, McCabe says clients have told him they really like the new imagery and that the site is simple, clean and easier to understand.

Financial advisors must remember to objectively scrutinize their websites and their competitors’ websites on a regular basis. “You need to be aware of how companies are positioning themselves and how you stack up against the competition,” says Fitts. In short, Fitts explains, advisors should conduct a Website Check-up and watch out for the following:

▪ Too much industry jargon
▪ Lack of identity, specialization or expertise
▪ Confusing website navigation
▪ No thought-leadership
▪ Minimal social engagement

About ShoeFitts Marketing:
ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

For more information, please visit ShoeFitts.com. Like ShoeFitts Marketing on Facebook at facebook.com/ShoeFitts and follow on Twitter @missfitts and on LinkedIn at linkedin/sherifitts.