CFA SOCIETY AUSTIN CAREER DEVELOPMENT SERIES: WITH A SHOW OF HANDS.

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Isabella Flowers
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1 CFA SOCIETY AUSTIN CAREER DEVELOPMENT SERIES: WITH A SHOW OF HANDS. 1

2 SOCIAL MEDIA PERSONAL BRANDING NO NOS. Don t complain about your job, co workers or boss Don t share too much information separate your digital & personal life Don t have an incomplete social media profile Don t have an inappropriate, blurry, logo, or unprofessional photo Don t reference illegal activities anything you wouldn t do or say in front of a police officer shouldn t go on social media Don t be too self serving Don t be phony 3 SOCIAL MEDIA PERSONAL BRANDING DOS Choose 1 3 areas of expertise to se you apart from others decide what you want to be known for Keep the same name, profile, imagery, and look consistent across your social profile Stay consistent with your social media activity Join a community and add value and make connections with others Monitor mentions of your name, and reply quickly aim for a reply within 24 hours 4 2

3 FOUR EASY TOOLS & TIPS TO HELP YOU GET STARTED BUFFER 3

4 TWERIOD Know When Your Audience Is Listening! YOUR BRAIN PROCESSES IMAGES 60,000 TIMES QUICKER THAN TEXT

5 PABLO BY BUFFER TOP TWEETS INTERNAL 5

2015 CFA SOCIAL MEDIA HIGHLIGHTS: AUDIENCE DEVELOPMENT THE SOCIAL MEDIA FOOTPRINT OF CFA INSTITUTE TOPPED 1 MILLION FOLLOWERS ACROSS ALL PLATFORMS, 100% INCREASE YOY 371,373 CFA Institute 12,604 CFA

6 2015 CFA SOCIAL MEDIA HIGHLIGHTS: AUDIENCE DEVELOPMENT THE SOCIAL MEDIA FOOTPRINT OF CFA INSTITUTE TOPPED 1 MILLION FOLLOWERS ACROSS ALL PLATFORMS, 100% INCREASE YOY 371,373 CFA Institute 12,604 CFA Institute Research Challenge 2,902 CFA Institute 289 CFA Institute Research Challenge 74,124 Company Page 35,163 CFA Member Group 140,895 CFA Candidate Group 1,544 Private Wealth Group 2,590 CIPM Group 1,732 Claritas Group 4,748 Subscribers 6,575 CFA Institute 50,005 CFA Institute *As of August 7, 2015 WHAT DOES SOCIAL MEDIA MEAN AT CFA INSTITUTE? 6

YouTube, LinkedIn, Pinterest and Instagram, which is a new addition to the 2015 report.

7 TOP ASSOCIATION SOCIAL MEDIA PROGRAM Association Trends ranked CFA Institute #9 within the Top Associations Social Media Programs. Association Trends identified a representative sample of more than 350 associations across six platforms: Facebook, Twitter, YouTube, LinkedIn, Pinterest and Instagram, which is a new addition to the 2015 report. Findings are broken down by association staff size, sector and member type, allowing readers to compare their social media use with the competing and peer institutions. CFA CASE STUDIES 7

8 #CFACHAT WITH CARL GREAT SOCIAL MEDIA RESPONSE FROM OUR CHAT! 8

9 CROWD SOURCED EDITORIAL COVERAGE FROM #INVESTORSFIRST MONTH WE ASKED, OUR SOCIAL MEDIA AUDIENCE ANSWERED 9

JASON VOSS COMPLIED INTO A PIECE FOR MARKET INTEGRITY The article below is broken up by Industry, Client, and Regulatory Level responses #CFASOCIAL15 #FutureFinance YoY % Change CFA Institute Annual

10 JASON VOSS COMPLIED INTO A PIECE FOR MARKET INTEGRITY The article below is broken up by Industry, Client, and Regulatory Level responses #CFASOCIAL15 #FutureFinance YoY % Change CFA Institute Annual Conference Seattle (2014) Frankfurt (2015) YOY % Change Accounts using the hashtag 1,908 3,488 83% Accounts seeing the hashtag (reach) 2,130,085 3,133,847 47% Times the hashtag was seen (impressions) 19,033, ,081, % Original content (tweets) 1,793 2,534 41% Repeated content (retweets) 5,293 6,534 23% #FUTUREFINANCE GLOBAL REACH 10

11 SOCIAL MEDIA DURING #FUTUREFINANCE CONFERENCE Social Media channels & hashtag prominently featured throughout conference venue, live tweets visible, and driven into delegates through verbal & printed reminders, signage, etc. Paul Smith hosted a Twitter Chat during the conference #CFAChat #FUTUREFINANCE POPULARITY & SOCIAL SPIKES HELPED US TO TREND ON TWITTER THROUGHOUT THE 2015 CONFERENCE 11

12 TOP 2015 #FUTUREFINANCE TWEETS MEET THE CFA INSTITUTE SOCIAL MEDIA TEAM! Nilsa Benitez Americas Kate Condon EMEA Scott Lee APAC 12

13 QUESTIONS? 13

14 11/9/2015 DEFINE YOURSELF! CREATING A POWERFUL PERSONAL BRAND MARNY L. LIFSHEN AUTHOR/SPEAKER Understanding Personal Brands What is a personal brand? What do you want to be known for? Your personal brand is built on experiences & perceptions 1

11/9/2015 I ve learned that people will forget

They must be authentic, distinct and consistent

15 11/9/2015 I ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. Maya Angelou Understanding Personal Brands They must be authentic, distinct and consistent Your brand and your company s brand are connected. 2

Physical/Visual 38% 7% 55% The Likability Factor Adapt your style for different audiences Generation,

16 11/9/2015 Elements of a Personal Brand Elements are both tangible and intangible and include: Your network Demeanor Communication style communication is both verbal and non verbal Words/Verbal Tone/Vocal Physical/Visual 38% 7% 55% The Likability Factor Adapt your style for different audiences Generation, gender, culture, personality Develop and practice conversation skills Strive to be easy to work with Mind your manners 3

17 11/9/2015 Creating an Effective Personal Brand Five Steps: 1. Define your current brand how would you describe your brand today? 2. Determine how others perceive you ask 3 trusted people what THEY think 3. Identify your brand heroes understand their key brand traits 4. Clarify where you want to go describe how you want to evolve your brand 5. Create a plan to proactively and consistently close the gap list specific, achievable action steps 4

FOCUS ON SOCIAL MEDIA

FOCUS ON SOCIAL MEDIA THIS IS FOR FINANCIAL ADVISER USE ONLY AND SHOULDN T BE RELIED UPON BY ANY OTHER PERSON. INTRODUCTION The purpose of this guide is to help you develop your social media presence.