Social Media workshop for Financial Services Product Providers July 19, 2011

IFA Life is delighted to announce our second Social Media training event for life, pension, investment and Financial Services providers/suppliers to help them to engage with IFAs, Financial Planners and Mortgage Brokers through Social Media.

2010 and 2011 have seen a huge leap in the number of IFAs using social networking sites to network, share best practice and to provide support to one another. For example, when IFAs want help and support, more and more of them are turning to Twitter, LinkedIn and IFA Life to get answers to their questions.

Traditionally financial product providers have encouraged IFAs to call their technical help department, Broker Consultant or Key Account teams when they have a technical of business development question - but increasingly IFAs are turning to each other instead for help and advice - and they are doing it on social networking sites.

IFA Life closely monitors how IFAs use the ‘social web' and is witnessing how IFAs often get instant answers from their peers - usually within seconds of asking. Answers can then turn into longer discussions which IFAs can access as a reference source later.

And very often, IFAs discuss Providers' products and services at length - but many Providers are not engaging in these online conversations and so missing out on the opportunity to clarify their proposition and to add value.

As a result, many product providers/suppliers aren't getting a look in and miss out on the opportunity to engage with IFAs and build relationships online.

Providers are missing out on new ways to communicate with IFAs
IFA Life’s founder and Social Media speaker Philip Calvert says:
"Whilst we’re starting to see a few product providers and financial services brands taking tentative steps into the world of Social Media, many are nervous and are looking for reasons NOT to do it rather than ways to include it as part of their value proposition to IFAs.”

“By not using Social Media as a listening and customer service tool, Providers' sales, broker consultant, customer service and technical support teams are missing out on valuable opportunities to engage with IFAs and to add value."

"Providers are also missing out on valuable advertising opportunities because they have not yet learnt new Social Media marketing techniques."

How to use Social Media to advertise and add value to IFAs
Social Media requires new communication skills and all Providers of financial products and services need to learn them if they want to get the attention of increasing numbers of Internet-savvy IFA and intermediaries.

IFA Life's new workshop will teach providers, suppliers, fund managers, mortgage lenders and financial services recruiters:
What Social Media is and why it is important to financial services providers and recruiters

Key characteristics of different social networking sites and how each can be used to engage successfully with IFAs

The seven deadly sins that many providers make when using Social Media (and how to avoid them)

How to build a Social Media strategy to engage with IFAs

Key communication techniques on how to engage successfully with IFAs through Social Media

Compliance issues – ten different ways to use Social Media without scaring your Compliance team

The topics that IFAs are discussing most and proven ways to engage with them

Common mistakes that Providers and financial services recruiters are making

How to use Social Media for PR, customer services and market research

The truth about Twitter – trivial time waster or the most powerful communication tool online?

Advertising and marketing techniques using Social Media
And much more

IFA Life's ground-breaking workshop is taking place in London on 19th July 2011. The venue is the amazing Hoxton Hotel, Great Eastern Street, London EC2A 3HU - convenient for major London mainline and tube stations.

The nearest tube is Old Street on the Northern Line. Nearest mainline stations are Liverpoool Street, Fenchurch Street, Cannon Street and Farringdon.

It's easily our favourite venue in London, with lunch, free tea and coffee, fruit, snacks and free soft drinks available throughout the day.
Timing:
09.00am for prompt 09.30am start 4.30pm finish

Your host
Your host for this special workshop is the founder of IFA Life Philip Calvert. Philip is recognised as a pioneer of the use of Social Media in Financial Services and is in demand as a speaker and commentator throughout the industry.

Your investment

Your investment in this special workshop for providers is just £197 plus vat, though a very limited number of tickets are available at a discounted rate for small providers/suppliers/recruiters. Please contact us for details if this may apply to your business (events[AT]ifalife.com).

Full guarantee

IFA Life's workshops come with a full money-back guarantee if not completely satisfied.

Questions before you sign-up?

Call Philip Calvert's direct line: +44 (0)1483 548 666 or mobile +44 (0)7773 359 619 or send an email to philip[AT]ifalife.com

Cancellation Policy
People rarely cancel their booking, but if you do we'll do our best to transfer your ticket to a future workshop or provide a full refund. In the event of you cancelling your booking within 5 working days of the workshop, there is no refund, though we are happy to transfer your ticket to a colleague

Official Website: http://www.ifalife.com/events.asp?EventID=2462