NAPFA to Host Social Media Boot Camp for Financial Advisors Oct 24, 2011 in Brooklyn

 

http://www.napfa.org

Mastering Social Media - Great Tips for Financial Advisors from Industry Experts

	Marie Swift and other experts give advice on social media use>
Mastering Social Media - Research Mag - August 2011

WSJ Live Video talks about Social Media for Financial Advisors

 

WSJ Reporter Daisy Maxey Says "The More Friends the Better

Catch the Social Media Wave - Live Boot Camps for Financial Advisors

What Are You Doing to Build Your Online Presence Using Web 2.0 and Multi-Media?

What you do online may improve your bottom line!

Good News! 

Fairfield University and two FPA Chapters are hosting a 

full-day Web 2.0 and Multi-Media Boot Camp on 

Sept. 24, 2011 with marketing experts 

Marie Swift and Andy Gluck.

Register now!

Details at www.fpact.org

Julie Littlechild and Sammie Gatti upload video clips at boot camp

Are you a business owner, financial advisor or service professional who’s wondered if you are “missing the boat” online?

Have you ever wondered what the real ROI is on adding multi‐media and/or social media to your online brand building strategy?

Are you totally happy with what comes up when people “Google you”?

Get the help you need.

Register now!

Details at www.fpact.org

Lew Walker, CFP®, learns new skills at boot camp

“Don’t miss this important workshop! It may be quite some time before we’ll be able to get Marie Swift and Andy Gluck back here in our region to do the Web 2.0 and Social Media Boot Camp again!”

Mark Brownstein, President FPA Greater Hudson Valley Chapter

The truth is: Every business professional needs to be online, building their public persona and promoting their business!

Why? Because that’s where your clients, prospective clients and strategic partners are going to check you out.

The truth is: You can’t afford NOT to be building a strong presence online. If you are not seen in a favorable way when people hit your website or do an online search you will not be seen as a viable resource.content

Learn from the pros. 

Register now!

Details at www.fpact.org

Ready to blog after uploading podcasts: Chris Hall (left) coaches students Kimberly Curtis, CFP®, and Gary Klaben, ChFC, at FPA Web 2.0 Boot Camp

“I was very pleased with everything I learned at the inaugural Web 2.0 and Social Media Boot Camp led by Marie Swift and sponsored by FPA. Every FPA member should consider attending this workshop!”

Marty Kurtz, President FPA National Board

• Learn how to Build Your Online Presence, whether or not you can or want to use social networking tools such as LinkedIn, Twitter, Facebook, blogging and YouTube.
  
  
• This jam-packed day will give you newfound knowledge of the major Web 2.0 and social media tools “out there”. Whether you choose to use them or not, you MUST be aware of what they are and how your clients – and competitors – are using them to gather information and make informed business decisions.
  
  
• You’ll do a self-assessment using Marie Swift’s Online Diagnostic tool to determine where the gaps are in your online strategy. You’ll be able to quickly see what your peers are doing online that you’re not and what the next steps are for you.
  
  
• Marie Swift, a marketing expert and founder of Impact Communications, will provide a 4-step Success Plan for Building Your Online Presence. She’ll share what other business owners, financial advisors and service professionals are doing to gain visibility online and how they tie-it to real-world results.
  
  
• Andy Gluck, a marketing expert and founder of Advisor Products, will tell you how to harness the power of the Web using multi-media, keywords and cross-linking strategies. He’ll show you how to get the highest page rankings when Google you or search for keywords online.
  
  
• Drew King from Front Center Media will show you how you can produce a custom lifestyle magazine using their turnkey system.
  
  
• Blue Chip PR’s founder Bill Bongiorno will be on hand to answer questions about online visibility tools.
  
  
• Other special guest presenters are being confirmed now.
  
  
• Those who elect to stay on for the afternoon session will actually build a blog, record a video message, record and audio message, and upload their newly created multi-media clips to their new blog site.

 Don't be left behind.

Register now!

Details at www.fpact.org

Watch this informative video!

Watch the Video Clip Now

In an effort to beef up their online presence, many financial advisors, business owners and service professionals are turning to Web 2.0 and social media. But can this help your business? Financial Planning magazine's AdvisorTV film crew reports.
http://socialmedia-bootcamp.blogspot.com/2010/10/advisortv-film-crew-surprises-web-20.html

“Building your online presence can produce big results for your firm. We’ve been seeing results at Inspired Financial. I was pleased to participate in the Web 2.0 and Social Media Boot Camp led by Marie Swift and sponsored by FPA at the 2010 national conference. Good stuff!"

Evelyn Zohlen, Task Force Chair, FPA 2011 National Conference

Hear what Evelyn Zohlen, CFP®, and several others have to say about the boot camp

http://socialmedia-bootcamp.blogspot.com/2010/10/advisortv-filmcrew-surprises-web-20.html

Now you can experience the Web 2.0 and Social Media Boot Camp for yourself!

Don't miss this fun and helpful boot camp. 

Register now!

Details at www.fpact.org

Free Presentation - Download Recording: Compliance and Social Media for Financial Advisors

DID YOU MISS THE WEBINAR ON JULY 15, 2011?

MAXIMIZING YOUR ONLINE PRESENCE IN A SMART, COMPLIANT WAY

WEBINAR SPONSORED BY: 

FPA Fairfield CT, FPA Hudson Valley, Fairfield University, NAPFA, Securities America* and Impact Communications  

CLICK HERE TO DOWNLOAD SLIDES 
 










CLICK PLAYER BAR TO LISTEN TO RECORDING 

SESSION DESCRIPTION: 

Having a good website is mandatory in today’s digital, online world. Multimedia such as podcasts, interactive graphics, and flash movie segments that combine music, narration, images and video clips can make your website come alive. Social media sites such as blogs, Twitter, Facebook, Ning and LinkedIn can help you connect in new, exciting ways with current and prospective clients. But creating or expanding an online presence that will grow your practice requires clear objectives and a plan that delivers on those objectives. This session will cover the fundamentals –  “and then some.”  

In this recorded one-hour webinar, you will:
 

• See colorful examples of what other advisors have done in the digital world
 

• Learn about Spider Marketing – and how that can help generate more traffic to your primary website
 

• Understand what the ROI is likely to be  
 

• See why it is more important than ever for you to embrace one or more of the social networking platforms
 

• Hear from a compliance expert on the do’s and don’ts related to social media use
 

• Get advice from a marketing expert on where to start if you’re late to the party
 

• Hear suggestions on what to do next if you’ve already dipped your toe into the water
 

In a nutshell, your instructors will cover:
 

• Best practices for creating a powerful online presence
 

• How to add multimedia to online sites
 

• When and how to add social media to your strategy  
 

• How to work most effectively with compliance
 

• What the FINRA guidelines say and how to protect yourself from regulator scrutiny
 

• The best and easiest ways to get started
 

• How to get help if you’d rather not do it alone

Your instructors: 

Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors, industry thought-leaders and allied institutions. 

A regular contributor to industry publications such as MorningstarAdvisor, RIABiz.com, AdvisorOne, 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. Bob Veres says, “Marie is perhaps the best PR professional in our industry.”  

A popular speaker, Swift has spoken at numerous conferences within the financial services industry. She has received high ratings from participants at various venues including the NFL Players Association, TD Ameritrade, Pershing, Lockwood University, Charles Schwab, Securities America, Financial Network, the Financial Planning Association, the National Association of Personal Financial Advisors and the Garrett Planning Network. 

Swift uses Twitter (http://www.twitter.com/marieswift) and her Best Practices in the Financial Services Industry blog (http://www.marieswift.com) as well as LinkedIn, Ning, multi-media engagement tools and online newswire services to build relationships in the digital realm. 

Learn more about Marie Swift at http://www.impactcommunications.org.  

Leia Farmer is Deputy Chief Compliance Officer with Securities America, Inc., one of the largest independent broker/dealers in the nation.  Leia’s primary responsibilities are to oversee the RIA Compliance and Policies and Procedures teams within Securities America. 
 

During its National Conference in Orlando, Fla., in June 2011, Securities America announced its new social media program, which will allow all of its 1,800 reps to access and post content on Facebook, LinkedIn and Twitter in mid-July. Leia was a part of the internal task force that analyzed and selected Securities America's social media compliance solution, and will participate in the social media / compliance training sessions provided by the firm in 2011.  

Under the Securities America program, advisors will need to get static content, such as a profile page or market commentary, pre-approved by the firm’s compliance department. But any communications that are interactive—accepting events, creating groups and posting Tweets and comments that respond to questions—will not require pre-approval before they go live. These types of communications will go through a review process after the content has gone up. 

Leia understands the FINRA guidelines as they pertain to registered representatives and social media use. She will share her insights with the webinar attendees on July 15th.
 

Prior to joining Securities America, Leia worked as the Chief Compliance Officer for Brecek &Young Advisors, Inc., a mid-sized broker/dealer that was acquired by Securities America in 2009. She was also a compliance analyst for E*Trade. In addition to over 11 years of industry experience, Leia has a bachelor’s degree from the University of California Berkeley in Legal Studies and a Master’s Degree in Organizational Management from the University of Phoenix. Leia holds the Series 7, 63, 24, 4, and 66 licenses.  

Learn more about Leia at http://www.securitiesamerica.com. Get practice management tips and learn more about building your online presence at http://www.AdvisorPod.com.  

*Securities America, Inc. is a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services are offered through Securities America Advisors, Inc., a SEC Registered Advisory Firm.

Want to take a deeper dive? 

Attend the next Web 2.0 and Social Media Boot Camp!

 AS SEEN ON ADVISORTV
If you are interested in taking a deeper dive and/or building your online presence during a live, instructor- guided, computer-lab experience led by marketing expert Marie Swift, sign up now to attend one of these live boot camps:

SPONSORED BY FPA AND FAIRFIELD UNIVERSITY

Fairfield, CT - Saturday, September 24, 2011
Learn more at http://www.fpact.org

SPONSORED BY NAPFA

Brooklyn, NY - Monday, October 24, 2011 
Learn more at http://www.napfa.org  

See what FPA San Diego 2011 Task Force Chair Evelyn Zohlen has to say about the Web 2.0 and Social Media Boot Camp on AdvisorTV!

Fairfield University’s Dolan School of Business and the Financial Planning Association to host Web 2.0 boot camp

RESCHEDULED TO SATURDAY SEPTEMBER 24, 2011! IF YOU HAVE ALREADY REGISTERED FOR THE MAY BOOT CAMP WE WILL BE CONTACTING YOU SHORTLY.

FAIRFIELD, Conn., April 20, 2011 – An all-day workshop at Fairfield University’s Dolan School of Business on Tuesday, May 24, 2011, will serve as a crash course for professionals seeking to harness the power of blogs, LinkedIn, Facebook, Twitter, YouTube and other social media to grow their businesses.

“Web 2.0 and Social Media Boot Camp,” presented by Marie Swift, president and chief executive officer of Impact Communications (www.impactcommunications.org), is for small business owners and professionals – including financial planners, attorneys, accountants, physicians, dentists and interested others – who want to learn how to take advantage of the power of today’s online business building tools. The event is co-sponsored by the Financial Planning Association (FPA) of Connecticut-Fairfield County, the Financial Planning Association (FPA) of Greater Hudson Valley and Fairfield University.

Norm Solomon, dean of the Dolan School, said the day should be a productive workshop for time-challenged professionals who want to boost their business’s online presence. “This is where the Dolan School can serve as a classroom for the community,” he said. “People will be able to further their business goals while refreshing their technology skills. 

The morning module, “Maximizing Your Online Presence,” from 9 a.m. to 11:30 a.m., will be an interactive workshop for those ready to catch the social media wave. Social media tools such as blogs, Facebook, Twitter and LinkedIn can help business owners and sales professionals gain referrals, attract prospective clients, and connect in new ways with existing clients. But creating or expanding an online presence that will grow a business requires clear objectives and a plan that delivers on those objectives. This session will help attendees iron out such plans. The session will instruct on using blogs, Facebook, Twitter, YouTube, LinkedIn and online news release services to build buzz.

From 1 p.m. to 5 p.m., “Social Media Boot Camp” will put attendees through the paces of putting a social media plan into action. Described as “a roll-up-your-sleeves workshop,” the session will be a how-to on setting up your own Social Media Dashboard so that you can program Tweets, LinkedIn status updates and Facebook posts, all in one quick and easy process. Strategies will take into consideration that professionals have limited time and resources to spend on these efforts. 

Attendees will bring their own computers or can borrow one of the loaners that the Dolan School will provide. They will over the course of the afternoon they will actually:

• Build a blog
• Set up a Twitter account
• Record video clips
• Create audio files
• Upload the digital files to their blog
• Set up a social media dashboard
• Learn the art of cross promoting online

According to Swift, a regular contributor to industry publications such as MorningstarAdvisor, RIABiz.com, AdvisorOne.com, Research magazine and Financial Planning magazine, business professionals who fail to embrace social media strategies will be left behind., A popular speaker in the financial services industry, Swift has spoken at workshops for the NFL Players Association, TD Ameritrade, Charles Schwab, Securities America, the National Association of Personal Financial Planners (NAPFA), the Financial Planning Association (FPA) and Financial Network, among many others.

Registration prior to May 4, 2011, is $130 for FPA members for both sessions, and $170 for non-members for both sessions. After May 4, the fees go up to $160 and $205 respectively. While both the morning and the afternoon sessions are designed to compliment one another, registration is allowed for just one session, so the cost will be less, depending on which session is selected. Attendees may bring their own laptop and tap into the university’s Wi-Fi connection or use one of the PCs in the computer lab at the Dolan School. To register, contact event administrator Lori Somerville at 877-777-0600 or fairfield@fpact.org. More information is available at www.fpact.org. Space is limited. 

Media Contacts: 

Dolan School
Meg McCaffrey, 203-254-4000, ext. 2726

Financial Planning Association
Lori Somerville, 877-777-0600 or fairfield@fpact.org

Impact Communications
Al Martin, 800-974-7753 or impactmediamanager@impactcommunications.org

Marie Swift on the Future of Social Media at FPA Denver 2010

FTL asked Marie Swift, President and CEO of Impact Communications, to discuss the future of social media in independent broker dealers and wirehouses in this FTL report. The Investius film crew spoke with Swift at the FPA 2010 annual conference in Denver this October where she led workshops on getting started with social media for financial advisors.

Marie Swift on the Value of Social Media for Financial Advisors at FPA Denver 2010

Marie Swift, President and CEO of Impact Communications, shares her insights on the value of social media for financial advisors in this FTL report. The Investius film crew spoke with Swift at the FPA 2010 annual conference in Denver this October where she led workshops on getting started with social media for financial advisors.

Marie Swift on Success With Social Media at FPA Denver 2010

The 12/15/10 Financial Thought Leaders report takes another look at social media for financial advisors. The Investius film crew spoke with Marie Swift, President of the financial advisor PR firm, Impact Communications, at the FPA 2010 Annual Conference in Denver this October. There Swift led social media workshops and shared with us one financial advisor's success using social media. For more FTL videos, see the Financial Thought Leaders page. To view the Kids Finance Coach blog and learn more about top financial advisor Brett Ellen, go go www.kidsfinancecoach.com.

AdvisorTV Film Crew Surprises Web 2.0 and Social Media Boot Camp Instructors, Participants

When Marie Swift and the other Web 2.0 and Social Media Boot Camp instructors and participants arrived on October 9, 2010 for a special pre-conference workshop right before the main FPA Denver 2010 conference, they did not expect to find a television crew waiting for them.    

Financial Planning magazine decided to hire a film crew to document the 3/4 day-long event. For an inside look at some of what happened at the boot camp, watch this 5 minute AdvisorTV clip:

 Web 2.0 and Social Media Boot Camp Aims 

to Shape Up Advisors Online

 

Watch Video Clip Now

What you do online may help beef up your bottom line. In an effort to beef up their online presence, many advisors are turning to social media. But can this help your business? Financial Planning magazine's AdvisorTV film crew reports.

Living in the Clouds - How the Internet Creates Freedom

Here’s what advisors are really doing with social media

RIABiz said in a story they published on 10/12/10 called:

Eavesdropping from the FPA Denver 2010 Conference

The FPA’s annual convention is probably the industry’s broadest gathering of advisors, and it’s interesting to eavesdrop on some of the thoughts and conversations of attendees, especially those with decision-making roles in the industry. Here are three blog posts sent to RIABiz by Tim Welsh, president of principal of Nexus Strategy of Larkspur, Calif., Bob Glovsky, chairman of the CFP Board of Standards, and Marie Swift, president of Impact Communications. On the whole, in what advisors have described as a soaring new convention space in Denver, Colo., the conference seems to have an air of getting-down-to-brass-tacks. It’s a tough new environment – and advisors have a lot of work to do to adapt.

Read what advisors are really doing with social media on RIABiz -- http://www.riabiz.com/a/2557055

Reminder for all Paid Participants - If you attended either the morning or the afternoon Web 2.0 and Social Media Session ... this bonus session is for you!

Element 5 - Post-Conference Webinar (11/11/10) 2:00 - 3:00 p.m. EDT

To ensure that you have the help you need to leverage your new found knowledge and build your online presence, a follow up webinar will be offered to all attendees of the live training sessions held on Saturday, October 9th in Denver (Elements 3 & 4, as described below) .

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.

Watch for an invitation from FPA with passcode information for the teleconference and a link to the webinar.

NOTE:

This webinar was previously scheduled for 11/3/10 but has been moved to 11/11/10.

Participation in Element 5 is included with your registration for either Element 3 or Element 4.

What to Expect at the Web 2.0 and Social Media Boot Camp - Morning Session

During this live hands-on session, Impact Communications' team of experts will help you build out your branded Twitter and blog pages, complete with your first videocast, podcast and several foundational entries. This will be a hands-on, roll-up-your-sleeves working session conducted live in Denver.

Logistics:

1. Check in at the FPA main conference registration area by 8:15 a.m. local time. Get your name tag. Find your way to the Web 2.0 and Social Media Boot Camp room.

Colorado Convention Center - Room 403 | 700 14th Street, Denver, CO 80202

2. Arrive in the Boot Camp room between 8:15 - 8:25 a.m. You should bring your own laptop, mouse and all corresponding batteries, cords, etc. We will provide a wi-fi internet connection for each participant. Hook up your equipment. If you need a loaner computer, please let Marie Swift know ASAP by sending an email to her assistant maryellenbanta@impactcommunications.org or by calling the Impact office at (913) 649-5009.

3. You should dress in a professional manner - business casual, at a minimum. We will be filming your first video-cast. You may write your own script and deliver it on your own, in a one-person face-front fashion. Or, you may use a version of the script sent to you with registration confirmation and Andy Millard will briefly interview and interact with you in a two-way dialog. We will provide the video equipment needed. You will need to bring your talking points / script. We will discuss this on our pre-Boot Camp Webinar, providing tips and advice so that you are ready when you arrive.

4. You should arrive with your initial blog and Twitter pages established and ready to load with the podcast and video clip that we will be creating live at the Boot Camp. Remember: we'll be giving you a step-by-step demonstration of how exactly to set up your initial blog and Twitter pages during our pre-bootcamp webinar on 9/29/10. For the live boot camp: Bring your username, password and urls to both your blog and your Twitter accounts. Again: We will discuss this initial set up requirement on our pre-Boot Camp Webinar, providing a virtual tutorial to get you started.

5. You will be shown how to record your first podcast using a telephone (land line that we will provide). You will need to bring your talking points / script. We will discuss this on our pre-Boot Camp Webinar, providing tips and advice so that you are ready when you arrive.

6. At 8:30 a.m., local time, Marie Swift will welcome the group and introduce the coaches who will be assisting her that day.

• Special appearance by advisor/blogger extraordinare Andy Millard - star pupil from the premier Boot Camp session offered by FPA on 2/28/10 in Dallas. How Andy has been using his blog, videos and podcasts in conjunction with his enewsletter to build relationships and buzz. How he applied what he learned from the boot camp he attended. How's he modified and improved his approach since then.
  

• Tips on developing good content and headlines for blogs by professional writer/blogger Tom Nawrocki - founder of Triton Financial Newsletters, former journalist who once wrote for the Rolling Stone (and other more traditional business publications).

• How to communicate well when recording your first video and podcast clips - coaching from professional podcaster Chris Hall - co-creator of www.AdvisorPod.com.
  

After the 1 hour foundational conversation, Marie Swift will break the room up into 3 groups - Red Team, Yellow Team and Blue Team. Each team will have a team captain (a volunteer from the attendee group).

For the next 2 hours, attendees will rotate to 3 planned workstations:

• Podcast recording room (coach: Mary Ellen Banta)
  
• Videocast recording room (coaches: Leslie Swid and Andy Millard)
  
• Content creation and file upload center (coaches: Quinn Law, Chris Hall and Tom Nawrocki)

Anyone who still needs help setting up their Blog and/or Twitter pages will stay in the:

• Brainstorming and foundation coaching room (head coach: Marie Swift)
  

We will come back together as a big group approximately 11:30 pm to share what we learned, insights gleaned, etc. You may wish to show your newly branded blog and Twitter pages to the group. We will have an LCD projector and screen, as well as an internet connection established, at the front of the room so all you will need to do is key in your blog and Twitter URLs.

6. The session ends at 12:00 noon. There will be a one-hour lunch break before the after noon session "Managing and Leveraging Your Social Media Strategy" begins at 1:00.

If you have not yet signed up for the afternoon session, you may do so now or on site. A separate fee will apply. The afternoon session is described below.

PACKING LIST FOR DENVER

Please be sure to bring the following items with you:

1. Laptop, batteries, cords, mouse. We need everyone to be self-reliant with their own computer equipment; however, a few "loaner" laptops will be available for emergency use.

2. Your customized scripts / talking points for both your audio recording and your video recording. You should have received two base scripts - one for the audio and one for the video - to edit and "make your own" (earlier this week, from Danielle Hall at FPA). If you did not get your base scripts, contact MaryEllenBanta@Impact Communications.org. If you don't have time to customize them before you arrive in Denver, don't worry, we will have hard copies at the boot camp and you can do quick edits there.

3. Ideas for your first "foundational entries" for your newly established blog and Twitter page. You can also just "get into the spirit" and create them in the moment while in the Content Creation Room in Denver. Professional bloggers Chris Hall and Tom Nawrocki will be on hand to help you with any mental blocks. Professional web master Quinn Law will be there to help you with any technical / upload and posting issues.

4. URLs, passwords and usernames for (a) your blog account (b) your Twitter account. You will need to get into both your blog and your Twitter accounts to post content.

5. Wear camera-ready attire. We will be filming you.

6. Smiling face, alert mind, energy!

Don't worry if you don't have everything "perfect" before arriving in Denver. Just be sure you have your basic blog and Twitter accounts established. Your head coach, Marie Swift, will be on hand in the Foundation Room to help you finish up that process if you have not had time to get through that entire set up process.

The goal of the boot camp is to show you how easy it is to create and upload content to your blog. We will also help you do your first couple of Tweets to draw traffic to your blog and/or website (or to other important articles).

If you need to hold back a little bit due to needing compliance approval first before going "live" with any audios, videos, text, etc., no worries. You can use this as a practice session - and, who knows, compliance may approve your content "as is" once they see it.

Here's contact info for my team:

• (913) 649-5009 - Impact Communications Main Office (will route calls to me or the team)
  
• info@impactcommunications.org - (staff will respond and/or forward notes to me)
• (303) 618-2755 - Coach Mary Ellen Banta's cell phone
• (303) 503-1157 - Coach Leslie Swid's cell phone
  

My team and I will be on the ground, in Denver, as of October 8th.

See you there! We are going to have a lot of fun creating and adding content to your newly established blog and Twitter pages.

Warm regards,

Marie Swift
President and CEO
Impact Communications, Inc.

FPA Denver 2010 Updates

With only a few short weeks away, it's time to prepare yourself for everything FPA Denver 2010 has to offer so you can make the most out of your trip. Take a look at some of the great activities and resources available to you at FPA Denver 2010:

8:30 a.m. to noon on Saturday, October 9
Web 2.0 and Social Media Boot Camp 2010
Head Coach: Marie Swift

During this live hands-on session, Impact Communications' team of experts will help you build out your branded Twitter and blog pages, complete with your first videocast, podcast and several foundational entries. This will be a hands-on, roll-up-your-sleeves working session conducted live in Denver. Special appearance by advisor/blogger extraordinare Andy Millard. Also learn from multi-media expert Chris Hall and professional writer/blogger Tom Nawrocki.

1:00 p.m. - 3:00 p.m. on Saturday, October 9
Managing and Leveraging Your Social Media Strategy
Led by: Marie Swift and Friends

This advanced class will focus on online cross-linking and leveraging strategies that will really boost your online presence. Led by Impact Communications' president and CEO Marie Swift and multimedia expert Chris Hall from Securities America, you will go more in-depth into how to use social media to your advantage. Special appearance by advisor/advanced LinkedIn user Chip Workman. Also learn from professional writer/blogger Tom Nawrocki, founder of Triton Financial Newsletter service. Peter Baird and John Birrenkott from WealthBook will tell you how to set up a private social media site for your clients and/or your business.

Keep reading to learn more! Scroll down now...

Don't Miss the Fall 2010 Web 2.0 and Social Media Boot Camp Series!

Back by popular demand!

A new and improved Web 2.0 and Social Media series powered by FPA and Impact Communications!


Save $50 off full meeting registration by using code: ICFPA10

Are you interested in using the latest Web 2.0 technology to drive traffic to your website? This five-part program uses both webinars and on-site 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 (offered in two parts in Denver on October 9, 2010), and supplemented by three related webinars, will help you harness the power of the World Wide Web through blogs, podcasts, videocasts, community forums, multimedia presentations, webinars, etc., that serve as a comprehensive expression of your brand and offering. A professional coaching team, lead by industry communications consultant Marie Swift, will show you exactly what to do to use social media and Web 2.0 to your advantage.

 

Element 1: Introductory Webinar (9/01/10) 2:00 p.m. - 3:00 p.m. EDT

During this optional introductory webinar, marketing expert Marie Swift and multi-media expert Chris Hall will provide an overview of the various social media tools, such as LinkedIn, Facebook, Twitter, Blogs, Groupsite and Ning. In addition, Michelle Jacko, Esq., a securities attorney and industry compliance expert, will provide insights about what you can and can't do as an RIA and/or Registered Representative. This webinar is appropriate for those who are just getting their feet wet in the world of social media.

Cost for Element 1: $25 (FPA Members) or $35 (Non-members)
Advance Registration and payment for Element 1 is required. Please click here to register.

 

Element 2 - Pre-Boot Camp Webinar (9/29/10) 2:00 p.m. - 3:00 p.m. EDT

Registrants for the Web 2.0 and Social Media Boot Camp pre-conference (see Element 3, below) are strongly encouraged to attend this session that will build on the optional introductory webinar (see Element 1, 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 Denver. 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 Denver Boot Camp session on Sunday, October 9 from 8:30 a.m. to noon MDT.

Participation in Element 2 is included with your registration for Element 3. You can register for Element 3 with your Denver 2010 conference registration, please click here to access.

 

Element 3 - Web 2.0 and Social Media Boot Camp (10/09/10) 8:30 a.m. - 12:00 p.m. MDT

During this live hands-on session, 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 conducted live in Denver from 8:30 a.m. to noon on Saturday, October 9, 2010. 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 every step of the way. Walk away with a firm foundation for your professional online presence and business-related social media strategy.

<<< ... Special Guest Appearance and insights from "the Star Pupil" from the 2010 Spring class, advisor Andy Millard.

Cost for Element 3 (includes registration to attend Elements 2, 3 & 5): FPA Members: $300 / Non-members: $350

Advance Registration and payment for Element 3 is required. Register with your Denver 2010 conference registration! Click for access.

 

 

 

Element 4 - Managing and Leveraging Your Social Media Strategy (10/09/10) 1:00 p.m. - 3:00 p.m. MDT

This advanced class will focus on online cross-linking and leveraging strategies that will really boost your online presence. Led by Impact Communications' president and CEO Marie Swift, you will: gain an understanding of the advanced features of LinkedIn; dissect a news release so that it not only has power but search-engine-friendly keywords in place; see how embedding deep links and graphics into news releases can boost search engine results; watch as the instructor loads the news release along with a podcast and other digital assets onto a newswire service; discuss the differences between professional newswire services and low-end (or free) newswire services; learn cross-linking strategies (e.g., between Twitter, blogs, website and newswire pages); discuss how to gather and use intelligence from the web; learn how to use RSS feeds and Reader systems plus monitor your online reputation in real time; get a list of resources for building websites, blogs, group sites and super profile pages. Got a problem with your blog/website or a question about how to do something online? Bring your laptop (and all related cords, mouse, etc.) and the coaches who will be on hand will try to help you fix the problem or enhance your pages while you're there together.

<<< --- Special Guest Appearance and insights from advanced LinkedIn user/blogger, advisor Chip Workman.

Cost for Element 4 (includes registration to attend Elements 4 & 5): Full Rates (August 28 - October 9, 2010): FPA Members: $145 / Non-members: $180

Advance Registration and payment for Element 4 is required. You can register with your Denver 2010 conference registration, please click here to access.

Element 5 - Post-Conference Webinar (11/11/10) 2:00 - 3:00 p.m. EDT

A follow up webinar will be offered to all attendees of the live training sessions (Elements 3 & 4, as described above) to ensure that you have the help you need to leverage these 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.

Participation in Element 5 is included with your registration for either Element 3 or Element 4. You can register for Element 5 with your Denver 2010 conference registration, please click here to access.

Save $50 off full meeting registration by using code: ICFPA10
 

Read Great an article about the 2010 Spring Boot Camp by Davis Janowski of Investment News:

http://www.investmentnews.com/article/20100307/REG/303079970






Would you like to be able to add blog posts, audios and videos quickly and easily to your online presence? Attend the 2010 Fall Web 2.0 and Social Media Boot Camp and walk away with professionally branded blog and Twitter pages, complete with your first podcast, video and text comments!

Save $50 off full meeting registration by using code: ICFPA10

You can register with your Denver 2010 conference registration, please click here to access.






Read read this account of the 2010 Spring Boot Camp written by Christina Nelson, Associate Editor, Financial Planning Association Practice Management Center: Social Media Boot Camp to the Rescue!

Building a Strong Online Presence - Share Your Tips and Advice Here!

Over the many years that I've been coaching financial advisors on Marketing Communications strategies, we've continually discussed how building a strong online presence is essential.

10-12 years ago, websites were just "coming of age" and advisors were asking "Do I really need to have a website? None of my clients are online." Today we know that not only do you need to have a website but it must be A GOOD website. People will look you up online and if they see a poor website (or no website), chances are they will move on to another option. Bottom line: you have to have a good website today to be considered a serious business.

Today, with the advent of LinkedIn, Naymz, Ning, Groupsite, Facebook, My Space, Intranets, Wikis, blogs, Twitter (which is essentially "micro-blogging), You Tube, EONs, and thousands of other social media sites ... coupled with the ability to cross-link to "traditional media mentions" such as WSJ, Kiplingers, local newspaper and magazine mentions, TV clips, etc. and audios, videos and/or multi-media presentations you produce on your own ... it's a wild, wide world of possibilities. I hear this common objection from advisors all the time: "Do I really need to do all this stuff? None of my clients are on XYZ (fill in the blank with Twitter, for instance). I predict that in 2-3 years, we will look back and see that participating on several social media sites - in addition to maintaining and populating a good website and blog - and in addition to having numerous "traditional media hits" - will be required to be seen as a viable resource.

Moral of the story: You owe it to yourself to understand your options today and to get ahead of the curve by embracing several online tactics now.

What happens when people "google" (or "bing") you? What do they see? Online reputation management and presence is important. You want scads of cool stuff to show up on the first google / bing page - articles you've had published, quotes in publications, a blog, your Twitter feeds, your LinkedIn page, your profile on FPA's site (or NAPFA, Garrett Network, Paladin Registry, WiserAdvisor, NAIFA, etc.), a You Tube video channel, a book you contributed to or wrote, online news releases, etc.

Here's one other "must": REGISTER YOUR BUSINESS WITH GOOGLE LOCAL AT http://www.google.com/local/add. You want to make sure that if anyone searches for you online, your name comes up!

Using the right keywords and meta tags (and copy in your web content) is also important.

I could go on and on ... but let's see what you all have to say. Everyone please chime in with your best tips and advice by posting your comments on this blog site.

Not only will be learn new ways to improve our online presences, but I'll be sharing some of our collective wisdom at Web 2.0 and Social Media Boot Camp that I'm doing for FPA as a pre-conference offering (right before FPA's national conference in Denver) on Saturday, October 9, 2010.

If any of you want to attend that boot camp session, it will run from 8:30 am - noon (the 3.5 hour long session will include setting up professionally branded blog and twitter pages and populating your blog with both a podcast and a video clip / interview that we'll record there on site, as well as core content). We'll have a lunch break from noon - 1:00. Then I'll be leading an advanced cross-linking and online reputation management class from 1:00-3:00. The main conference kicks off that evening.

Just watch the FPA Bulletins if you want to consider joining me for the Social Media Boot Camp.

Meanwhile, please share your tips and advice on building a strong online presence here.

Thanks,
Marie Swift
Marketing Communications and PR Coach

Is Social Media a Fad? A Little Friendly Persuasion!