• Consumers
  • Financial Professionals
 
 
 

Using Web 2.0 and Social Media to Build Relationships and Market Your Business

Date/Time: January 20, 2010 (2–3 p.m. EST)
Presenter: Marie Swift, Nancy Johnson Jones, CFP® and Chris Hall
Educational Track: Practice Management
CFP Board CE Credit: 0.0
Career Level: II
FPA Competencies: Sales and Marketing, Relationship Skills and Communication Skills
CFP Board Topic List: NA
Tuition: $25 FPA members, $35 nonmembers

Please Note: Registration for this event will end 15 minutes prior to the start. Entering the session late may cause problems with earning your CE credit. Seating is limited, so please register early.

Type of Event

Streaming: Audio and visual presentation through your computer.

About the Program

Are you interested in using the latest Web 2.0 technology to drive traffic to your website? This four-part program uses both Webinars and onsite training to help you understand the many things you can be doing now to build relationships with your clients and market your business. The Web 2.0 and Social Media Boot Camp and three related Webinars will help you harness the power of the worldwide web through blogs, podcasts, video-casts, community forums, multi-media presentations, webinars, etc. that serve as a comprehensive expression of your brand and offering.

Let marketing expert Marie Swift and the A-Team at Impact Communications show you exactly what to do to use social media and Web 2.0 to your advantage!?

Here's an overview of the four-part plan:

Element #1 - Introductory Webinar (January 20, 2010 - 2-3 p.m. ET)

In an Introductory Webinar, marketing expert Marie Swift (http://www.impactcommunications.org/) and multi-media expert Chris Hall (producer of http://www.advisorpod.com/) will provide an overview of the various social media tools, such as LinkedIn, Facebook, Twitter, Blogs, Groupsite and Ning. In addition, Nancy Johnson Jones (http://www.compliancemaze.com/), an industry compliance expert, will provide insights about what you can and can't do as an RIA and/or Registered Representative.

Attend this Webinar FREE if you have already enrolled for the rest of the program, as shown below. Or pay just for this Webinar: $25 for FPA Members ($35 for non-members) and skip the rest of the program below - but you'll be missing out on several highly valuable deliverables if you don't continue on with the rest of the program. If you decide to register for the full program, below, the Webinar fee you paid for element #1 will be deducted from your total fee.

Element #2 - Pre-Boot Camp Webinar (February 12, 2010- 2-3 p.m. ET)

Building on the Introductory Webinar, above, marketing pro Marie Swift and award-winning graphic designer Christy Barron will tell you everything you need to do to get ready for your live Boot Camp experience in Dallas. They will give you a virtual tutorial, showing you how to set up your own branded blog and Twitter pages. They will give you important homework assignments and encourage you to be ready for the live Boot Camp session in Dallas, TX on February 28, 2010.

Element #3 - Live Boot Camp Experience (February 28, 2010- 2-5:30 p.m. CT - Dallas, TX)

Then, in the live onsite Boot Camp, Impact Communications' team of experts will help you build out your branded Twitter and a branded blog pages, complete with your first videocast, podcast, and several foundational entries. This will be a hands-on, roll-up-your-sleeves working session. You will be provided with a cable internet connection; attendees are asked to bring their own laptop, batteries, cords and mouse. Impact's professional team of graphic designers, copywriters, film producers and web wizards will be on hand to assist you ever step of the way.

See "What to Expect at the Boot Camp" at http://www.socialmedia-bootcamp.blogspot.com/.

Element #4 - Post-Boot Camp Webinar (March 11, 2010- 2-3 p.m. ET)

A follow up Webinar will be offered to ensure you have all the help you need to leverage your new tools and build your online presence. Marie Swift and select coaches will answer your remaining questions, take a look at your evolving Web presence, comment on things you are doing wrong/right, etc.

Price:
All this for only $300 (FPA Members) / $400 (non-members) IF you sign up by January 22, 2010 and take advantage of the Early Bird rate. Full price kicks in January 23, 2010 ($50 more).

Note: You must also be registered for the FPA Business Solutions Conference to attend this special pre-conference offering. Register for both the conference and the boot camp now at http://www.fpanet.org/EventsConferences/Conferences/BusinessSolutions/RegistrationHousing/.

Learn About

  • The fast moving world of online communications
  • An overview of social media and Web 2.0 options
  • Examples of what other leading practitioners are doing online now
  • What you can and cannot do as a Registered Investment Advisor and/or Registered Representative
  • Resources for the DYI advisor
  • Options for creating a professionally branded blog and Twitter page, complete with your first podcast and videocast, at FPA's live Web 2.0 and Social Media Boot Camp (Dallas, February 28, 2010)

Who Should Attend

This session will benefit members who want to understand the fast moving world of online communications should attend this educational webinar. 

Our Speakers

Marie Swift is Principal of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors, industry thought-leaders and allied institutions. A columnist for MorningstarAdvisor, Research and Financial Planning magazines, industry expert David Drucker calls her a "PR consultant extraordinaire" and featured her firm in "Raising Perceptions," an article published by Research magazine about the benefits of public relations and credibility marketing. She uses Twitter (www.twitter.com/marieswift) and her Best Practices in the Financial Services Industry blog (http://www.marie-swift.blogspot.com/) as well as LinkedIn and Ning to build relationships. See also http://www.fpatwitterlive.blogspot.com/.

Nancy Johnson Jones, CFP®, AIFA®, provides compliance coaching services to broker/dealers, investment advisers and boutique financial planning firms. She is a recognized expert in working with those new to the financial services profession and helping them understand and navigate the regulatory requirements needed to successfully run their business. Johnson Jones is currently serving on the National Board of Directors for the CFP Board of Standards, Inc., the professional regulatory body for more than 56,000 professionals holding the CERTIFIED FINANCIAL PLANNERTM certification.  See also http://tinyurl.com/nancyjohnsonjonesvitae .

Chris Hall has over ten years experience as a multimedia designer. Hall began his career at Garst Seed Company providing video production for corporate conferences, commercials and training. Hall then went to Apple, Inc. to provide training to schools and businesses on graphic, video and web design applications. Since joining independent broker/dealer Securities America, Hall has developed videos for employee training, the Securities America National Conference, and Anti-Money Laundering. Hall is the podcast producer and the developer for http://www.advisorpod.com/. 

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