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How to win friends and influence people online

Discover the power of social media in financial planning with Chartered Financial Planner Andrew Neligan. Learn how to engage, not sell, on platforms like Twitter, LinkedIn, and Facebook to connect with your audience. Explore strategies for building a strong online presence and reaching a wider audience on a budget. Take action today and start growing your business efficiently in the digital age.

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How to win friends and influence people online

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  1. How to win friends and influence people online • Andrew Neligan CFP APFS • Chartered Financial Planner • Financial Planning Director • Informed Choice Ltd

  2. Agenda • What is Social Media? • Why Social Media? • What’s our strategy? • How has it evolved? • Actions to Take

  3. What is Social Media • Building an presence online • Using new and evolving tools and services. • Think Twitter, Linked In, Facebook & Blogging • It is about engaging and interacting. • It is NOT about selling. • It is NOT about having a online brochure.

  4. Why Social Media? • Low Budget • Large Reach • Large Opportunity

  5. Strategy

  6. Regularly Updated

  7. A Bit About Twitter

  8. A bit on LinkedIn

  9. Evolution

  10. Have a strategy What do you want to achieve? Who are you going to target? Which platform(s) are best for you? Who is responsible for the strategy? Start with one or two activities Give it a chance Action?

  11. Summary • People buy from People • The internet & Social Media is not going away • Small firms have the opportunity to grow efficiently • Build a virtual profile to meet real people

  12. Thank You • Any Questions?

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