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Digital Institute Embraces the Social Media Sphere

New ShoeFitts Marketing monthly broadcasts show financial advisors how to utilize key digital concepts and ideas in their daily practice.

Portland, OR, January 14, 2016: Financial services industry professionals can now take full advantage of digital marketing to elevate their brand, find and develop leads, and increase sales by attending the new monthly ShoeFitts Digital Institute live broadcasts. Featuring host Sheri Fitts, CEO of ShoeFitts Marketing, the series breaks down social media know-how into manageable and executable steps.

“Nearly every day, one industry group or another reports that financial services individuals who are embracing the digital sphere are exceeding and outselling their peers,” explains Fitts. “The ShoeFitts Digital Institute specifically helps professionals in the financial services industry understand how to bring the most important social selling ideas and concepts into their practice.”

For instance the January 21 broadcast, The State of Social in 2016, explains the top social selling hacks. “In this show, I share the latest trends and tips, plus showcase the sales and business growth opportunities,” Fitts says.

The February 18 broadcast, How to Make Digital Marketing Work for You, walks attendees through the steps necessary for determining and executing a well-conceived and holistic approach. “Not sure how to get started? No problem,” Fitts explains. “I outline the key digital marketing plan considerations, including how to leverage digital channels, and how to measure and evaluate your return on investment.”

Fitts, with some 25 years of marketing experience in financial services, understands the tremendous selling power of today’s digital marketplace since there are now some 1.5 billion global social media users spanning all generations and demographics. She recently launched a comprehensive self-paced eCourse, Social Selling for Financial Advisors, to address social selling in today’s competitive marketplace.

“Financial services professionals must embrace the digital sphere and understand how to effectively utilize social selling to make connections and elevate their sales,” Fitts says, adding: “The digital space is playing an ever-increasing role in the business-to-business environment, particularly in the people-facing financial services industry.”

About Sheri Fitts and ShoeFitts Marketing

Sheri Fitts, a well-regarded global speaker, engages audiences by sharing stories of her own experiences and experiments with marketing and social media strategies.

ShoeFitts Marketing helps clients be unforgettable. The Portland, Oregon-based consulting organization draws on decades of experience in the financial services marketplace to identify, create, and implement inspired marketing and social media strategies and solutions for its clients.

For more company information visit ShoeFitts Marketing and like ShoeFitts Marketing on Facebook. Follow Sheri Fitts on Twitter and LinkedIn. ##

Lay the Ghost of Compliance To Rest!

Boo!

Don’t let the ghost of compliance haunt you this Halloween. It’s time to dig that grave and lay the ghost to rest.

Sound a bit ghoulish? A trick instead of a treat? Not to worry.

I know many people fear using social media because of compliance concerns. Whenever I speak or train on the issue of social selling, the worry and barrier I hear about most often is compliance. But this isn’t 2006 (when I first started teaching folks about the social space). Even the SEC acknowledges that YELP exists.

Happy Halloween!

To help you get over your compliance fear, I’m giving away my Mastering Compliance module for free. Frankly, my intention is that you’ll find it helpful, entertaining, and encouraging. Encouraging enough to compel you to take the plunge into the full eCourse, Social Selling for Financial Advisors.

However, let’s not go there right now. Just take the Mastering Compliance course. It’s free. It’s short. It’s pretty much everything you need to create a solid foundation for moving your social selling forward. Because, if you’re not using social as a piece of your sales puzzle, you’re missing out. Social media and social selling are not hard or frightening when you understand and implement some simple, thoughtful guidelines.

There is tremendous selling power in today’s digital marketplace with 1.5 billion global social media users spanning all generations and demographics. This collective group, known as Generation D (digital), includes some 75 million investors with over $27 trillion in assets.

You know that cold calling sucks. And studies show that more than 90 percent of the time it flat out fails. Yet, you also know you want more warm leads.

Lets lay the compliance ghost to rest. Join me in Mastering Compliance. I make it fun, interesting, and helpful. Even better, it’s free! Just like Halloween candy.

Social Selling to Rock Your Sales

Okay, I am a digital native. I used my first Mac word processor in 1984, sent my first email newsletter in 1998, and coded my first website in 2000. I’m a digital geek; I’m a social networking nerd.

What about you? You don’t have to be a techie to dip your toe into the social space; LinkedIn makes it super easy to get started. And, if you followed the steps in last week’s Getting It Right: Top Tips for Your LinkedIn Profile tip sheet, your profile is fully optimized and ready to rock. Next step? Tap into the power of your LinkedIn presence and your “social” world to include social selling. Yep, social selling; that simply spectacular way to grow sales in today’s digital world. (I like the word spectacular.)

Social selling is all about growing your business by using social media and other online resources to identify and maximize your connection opportunities. Meaning, your LinkedIn presence isn’t just about a great profile, it’s also about using that platform to its fullest potential to find and make quality connections and then lay down the path to get your foot in the door.

Don’t confuse social selling with social media marketing. The latter is the big digital marketing umbrella that includes social selling but also encompasses brand identification, perception and awareness, public relations, thought leadership, and engagement.

Whew, a lot to consider, right? Well yes and no. In the next few weeks, I will explain the ins and outs behind social selling, and even include a few tidbits for cybersleuthing on LinkedIn.

Don’t Know Where You Are Going?

Iconic coaches, top athletes, high achievers, and innovative start-ups all know setting goals is an important component for success. Yet, regardless of industry or stature, anyone and everyone looking to attain business growth needs to define a process and plan, and with today’s connected world those goals must encompass social media.

“If you don’t know where you are going, you’ll end up someplace else.”
~ Yogi Berra

What should those goals include? Within the context of your overall sales and marketing program your social media plan should detail the following: brand perception and awareness, public relations, thought leadership, engagement and time management, competitive intelligence, and lead generation.

Clearly, there are many points to consider, but if you want rock your sales, you need to focus on the latter two and incorporate social selling. Just what is social selling? In short, social selling means actively using the resources available online and on social platforms to ferret out information about prospects so you can form meaningful connections that lead to business.

Social media is no longer just a tool for B2C purchases; businesses left and right are using social media to research, validate, and converse about B2B purchases. A recent McKinsey & Company article notes: “Business-to-business selling has become less linear as customers research, evaluate, select, and share experiences about products.”

Now consider the impact on sales:

  • 78.6 percent of sales people using social media outsell their peers. source
  • 55 percent of B2B purchasers source information on social media. source
  • You are five times more apt to get your foot in the door if you have a LinkedIn connection. source

Convinced? Good! Be sure you have a copy of our Six Steps to a Spectacular Social Strategy to guide your efforts. Then, hang on for more insights, tips and resources on social selling coming your way next week.

Six Steps to a Spectacular Social Strategy

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How To Avoid Obsolescence: What Martha Stewart Can Teach Financial Advisors

Martha Stewart originated today’s hip and growing maker movement- giving us the tools, advice, guidance and inspiration to elevate every part of our home. So, of course, when I bought my first home, one of the first things I did was order a subscription to Martha Stewart Living. Martha (anyone who loves her magazine is immediately on a first-name basis with her) put every bit of her marketing brilliance into her magazine. It was a slightly different size than any other magazine available, so it always stood out. The photographs were high art even when they focused on the most domestic elements (even cleaning materials looked stunning).

Every month, I poured through the pages, dreaming about building my nest and enriching my life in the process. Should I paint my walls robin’s egg blue or sage green? Even my chicken rose to a whole new level. Martha’s attitude was always to imagine that with planning, industriousness and some creative juice, anything was possible and would make your life more beautiful. I made everything from homemade mustard to fennel-topped crackers. In fact, I still make her clove and cardamom-spiced apple butter each autumn and her Cioppino every Christmas (minus the mussels).

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Promoting Events in Social Media – Your Top 10 List

Welcome to 2015. Yes, it’s time for marketing planning and deciding what trade shows you’ll attend and conferences you’ll hold. Some of the most useful information (and gossip) I gather comes prior to my actual attendance at an event. Well thought out, interactive social media campaigns extend the life and excitement around an event. Read more

Editorial Calendars: Three Ways to Organize Your Social Activity

We know that organization is a key component to most successful and sustainable efforts, including the development of a solid social media strategy.

Wouldn’t it be terrific if you could find a way to keep on top of the perpetual task of content creating and curating? Using an editorial calendar is a great way to invite calm into the chaotic process of ensuring that you’re generating enough social media activity.

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