Your KLT Factor: Social Media and Likeability is about Giving, Not Getting!

With many aspects of marketing you ask yourself “what is my ROI?” Just as with other key business decisions, you weigh your time, effort, and investment against potential gains. However, there are always exceptions. One big rule-breaker is social media, where the objective is nearly all about the give. Indeed, My Golden Rule for Social Media is: 92 percent give and 8 percent get.

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A Dog’s View

At the recent National Speaker’s Association annual conference I was wowed by fabulous speakers, wonderful conversations, and useful tidbits I plan to incorporate into ShoeFitts Marketing and my speaking gigs. The event even included a great evening of dancing, which of course provided me with an excuse to wear my cowboy boots! I’ll share a few of those tidbits over the next few weeks, but if you must have some ideas now, my friend Don Cooper published this great article, 14 Sales Tips from NSA 14.

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Sometimes You Just Have to Make the Donuts

Following a recent Florida speaking gig, I flew home next to a retiree, and with limited computer battery life took the opportunity to ask him about his former career and present retirement lifestyle.

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ShoeFitts Marketing and Smarsh Launch Social Media Webinars for Financial Plan Advisors

Members of the financial services industry can obtain social media know-how for today’s integrated marketplace with a new webinar series hosted by ShoeFitts president Sheri Fitts, partnering with Smarsh, a leading provider of electronic communications archiving and compliance solutions.

Portland, Oregon (PRWEB) June 3, 2014

Navigating the complexities and nuances of social media in the financial services marketplace is the focus of a new monthly webinar series featuring celebrated social media speaker Sheri Fitts, president of ShoeFitts Marketing. The series is sponsored by Smarsh®, the leading provider of cloud-based archiving solutions for compliance and e-discovery, and features Fitts, a Smarsh AdvisorTweets contributor.

“Social media is an attractive marketing tool for many financial advisors, but they need to understand how and when to use certain platforms, and how to integrate usage with a complete vision and branding plan,” says Fitts, an early adopter of social media and one of the first to recognize the marketing potential for the financial services industry.

Fitts walks advisors through the social media basics and the more advanced options in her new webinar series, which kicks off with “Understanding the Googlesphere” on Thursday, June 12, at 10 am PDT.

“As a financial advisor you don’t need to know all the ins and outs of the internet, but you do need to understand how your website content and social media activity are intertwined to affect your SEO (search engine optimization) and your chances of being recognized on Google,” explains Fitts. The first webinar walks participants through the important connections to help financial advisors piece together the internet puzzle.

Available through the Smarsh website, the webinars run 30-45 minutes and will incorporate tactical and tangible ideas for advisors to implement immediately. Each new webinar will be released on the Smarsh website the second Thursday of the month at 10 am PDT.

The July 10 webinar, “Social Media is Not a Silver Bullet”, debunks a common myth many businesses have about social media use. “People want social media to be a quick, easy, stand-alone answer to all their problems, but it just doesn’t work that way,” says Fitts. “You need a comprehensive and integrated plan, and then you need to exercise that plan in a consistent, thoughtful manner.”

The August 6 webinar, “Value Proposition and Social Media Voice”, delves even further into the content, voice and intention financial advisors use with their social media platforms. “You must articulate your value proposition with all forms of communication, including social media, and strive for a consistent and appropriate voice,” says Fitts.

The webinar series, including future topics and release dates, will be posted on the ShoeFitts Marketing and Smarsh websites. Smarsh will also make past webinar sessions available following the initial release in its website archive.

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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.

About Smarsh
Smarsh® delivers cloud-based archiving solutions for the information-driven enterprise. Its centralized platform provides a unified compliance and e-discovery workflow across the entire range of digital communications, including email, public and enterprise social media, websites, instant messaging and mobile messaging. Founded in 2001, Smarsh helps more than 20,000 organizations meet regulatory compliance, e-discovery and record retention requirements. The company is headquartered in Portland, Oregon with offices in New York City, Atlanta, Boston, Los Angeles and London. For more information, visit smarsh.com, follow on Twitter at SmarshInc or like Smarsh on Facebook at facebook.com/SmarshInc.

Sheri Fitts Offers Super Power Branding Tips at Money Quotient Retreat

ShoeFitts Marketing president and celebrated global speaker Sheri Fitts will decode the secrets to creating an emotionally relevant brand for financial life planners at the Money Quotient Retreat in September.

Portland, Oregon (PRWEB) May 27, 2014

Emotionally relevant branding can improve client relationships and energize business practices beyond the ho-hum, according to Sheri Fitts, ShoeFitts Marketing president. Fitts is speaking to financial life planners on the power of effective branding at the Money Quotient Retreat held September 18 and 19 at the Clearwater Resort in Suquamish, Washington.

“The financial life planners attending this conference look at all aspects of their clients’ life and don’t just talk numbers,” explains Fitts. “They are life and goal counselors, and they should tap into their unique approach to make sure their marketing aligns with this philosophy and service.”

“Branding must go beyond logos and catch phrases to get at the core elements of your financial life practice,” says Fitts. “Behind any super-powered brand are unique experiences, stories, and imagery that deepen your relationship with clients and prospects.”

Your brand starts with who you are, but Fitts notes, “there a lot of advisors who believe their brand is who they think their clients want them to be, so they are missing a valuable marketing perspective.”

In addition to her “Branding: Your Super Power” presentation, Fitts will also host a social media bootcamp following the retreat to provide hands-on platform tips on Saturday, September 20, from 8:30 to noon. “I am excited to not only talk about marketing, but for those who are interested, give them a boost on social media and how to use it effectively.”

Social media is an integral part of marketing and should be fully embraced. “Financial life planners need to make sure they understand the differences among the various platforms and how best to utilize the business opportunities,” Fitts says. “We’ll cover all the basics, plus review ways to use social media in an effective and stress-free manner.”

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.

LinkedIn is a Waste of Time

Who has time for social media sites? And why bothering joining LinkedIn; it’s only good for creating a glorified resume, right? Clients only appreciate face-to-face contact in the financial services industry; social media is not for professionals.

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My Dog, My Reality Check

Nearly every morning I head out with my beautiful little girl dog, aBoo (sounds like Abu), a 115-pound Newfoundland. We always walk the same trek: down the block, toward the neighborhood Catholic school, over a long hill, and then up 282 stairs to the top of Mount Tabor. The route is about three miles roundtrip or a bit more if we take the long way home.

I enjoy the walk, as it is great exercise, and the sunrise can be gorgeous from the top of the hill. Unfortunately, a recent morning walk wasn’t fun. In fact, it was quite frustrating. The problem? aBoo is a Snuffelator. When we walk she insists on stopping every several feet to sniff this and that, and all around. She also likes to stop in the middle of the sidewalk and wait for me to bribe her with a biscuit as payment for accompanying me on the walk. Note: She does not do this in the evenings when we are on “her” walk. Nope.

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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.

 

Three Stars for the SEC! (Guideline Allows Advisors to Share Third-Party Commentary)

Yahoo! The growing importance of social media commentary and web-based review sites is being recognized by the Securities and Exchange Commission (SEC) Division of Investment Management. Finally, investment advisors can join the world or restaurants, hotels, and other business entities by sharing endorsements from sites like Yelp and Angie’s List.

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