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NEXT‐LEVEL
FACEBOOK 
STALKING
FOR BUSINESS
STEPHEN BOSWELL, MBA
KEVIN NICHOLS, MBA
WWW.OECHSLI.COM
WHAT TO EXPECT
1 Facebook's graph search
2 Seek out major life events
3 What your competitors are saying
4 Find introducers
5 Friends who "Like" your page
6 People who don't "Like" your page
7 Facebook Selling Essentials
WWW.OECHSLI.COM
GRAPH SEARCH?
WHAT IS FACEBOOK'S
WWW.OECHSLI.COM
GRAPH SEARCH
FACEBOOK'S
A search engine based on the vast amount of Facebook intelligence
(e.g., people, posts, photos, places, pages, groups, apps, and events
on the social network).
Responds to natural language queries
Ex search: “My friends who like XYZ Wealth Management”
WWW.OECHSLI.COM
FINANCIAL ADVISORS
HOW CAN
LEVERAGE THIS FOR BUSINESS?
WWW.OECHSLI.COM
MAJOR LIFE EVENTS
1. SEEK OUT
WWW.OECHSLI.COM
MAJOR LIFE EVENTS
SEEK OUT
Facebook is the home of
major life events.
Search for keywords like
“new grandson”
Your results will be specific
to your Facebook network
and a combination old and
new posts.
WWW.OECHSLI.COM
YOUR COMPETITORS
2. SEE WHAT PEOPLE SAY ABOUT
WWW.OECHSLI.COM
YOUR COMPETITORS
SEE WHAT PEOPLE SAY ABOUT
Want to see what people are posting about another
advisor or firm in town? Simply run a keyword search
with their firm name:
“XYZ Wealth Management”
“XYZ Financial Planners”
WWW.OECHSLI.COM
INTRODUCE YOU
3. FIND SOMEONE WHO CAN
WWW.OECHSLI.COM
CAN INTRODUCE YOU
FIND SOMEONE WHO
Introductions are one of
the most powerful
marketing tactics for
financial advisors.
Find introducers by
searching amongst your
Facebook friends.
WWW.OECHSLI.COM
SEARCH EXAMPLES
FINDING INTRODUCERS
My friends who work at [company name]
If you don’t know anyone who directly works at that
company, you can also see which of your friends knows
someone who does.
Friends of people who work at [company name]
WWW.OECHSLI.COM
"LIKE" YOUR PAGE
4. FIND FRIENDS WHO DON'T
WWW.OECHSLI.COM
DON'T "LIKE" YOUR PAGE
FIND FRIENDS WHO
Search who likes your page
and compare it your friend
list to identify the stragglers.
My friends who like [your page
name]
Send a personal message to
each of your friends asking
them to support you.
WWW.OECHSLI.COM
"LIKE" YOUR PAGE
5. UNDERSTAND PEOPLE WHO
WWW.OECHSLI.COM
WHO "LIKE" YOUR PAGE
UNDERSTANDING PEOPLE
Gather insight into the
behaviors of your
audience by finding the
posts they like, tend to
engage with, and more.
WWW.OECHSLI.COM
SEARCH EXAMPLES
PEOPLE WHO "LIKE" YOUR PAGE
Posts liked by people who like [your page name]
Pages liked by people who like [your page name]
Photos liked by people who like [your page name]
Videos liked by people who like [your page name]
Favorite interests liked by people who like [your page name]
WWW.OECHSLI.COM
WWW.OECHSLI.COM
THAT'S JUST THE TIP OF THE ICEBERG
4-part webinar series begins April 20th
Hosted by Stephen Boswell
and Kevin Nichols
Learn More at bit.ly/FBselling16
FACEBOOK
SELLING
ESSENTIALS
FACEBOOK
SELLING ESSENTIALS
LEARN TO LEVERAGE THE WORLD'S BEST MARKETING PLATFORM
SOURCE NAMES, DEEPEN CLIENT RELATIONSHIPS, PROFILE
PROSPECTS WITHOUT COMING ACROSS AS INTRUSIVE
HERE'S WHAT YOU GET:
4 content-packed sessions , weekly starting 4/20 at 2:00 PM ET
Q & A with Stephen Boswell and Kevin Nichols
Access to recordings of each session
Handouts for each session
WWW.OECHSLI.COM
SPEAKERSFACEBOOK SELLING ESSENTIALS
STEPHEN BOSWELL, MBA
Chief Operating Officer at The Oechsli
Institute and author of Best Practices
of Elite Advisors
KEVIN NICHOLS, MBA
Coaching Director at the Oechsli Institute
and author of The Indispensable LinkedIn
Sales Guide for Financial Advisors
WWW.OECHSLI.COM
SESSION 1 SESSION 2
Your Personal
Facebook Profile
Your Personal
Facebook Profile,
cont.
Creating a Facebook
Page for Your
Business
SESSION 3
Advertising on
Facebook
SESSION 4
WWW.OECHSLI.COM
SESSION 1
YOUR PERSONAL FACEBOOK PROFILE
Building the ideal personal Facebook profile
Respecting the culture and earning the right to be “friends"
Authentic posts = relationships accelerators
Talking to clients about Facebook
Must-know privacy settings
WWW.OECHSLI.COM
SESSION 2
YOUR PERSONAL FACEBOOK PROFILE
The amazing Facebook newsfeed
Facebook’s Graph Search
Surprise and Delight ideas
Creating targeted “lists"
A “like,” “comment,” and “share” strategy
Using Facebook “events"
WWW.OECHSLI.COM
SESSION 3
CREATING A FACEBOOK PAGE FOR YOUR BUSINESS
The difference between Personal and Business pages
The first steps to building Facebook “likes"
How and why you should humanize your brand
Secrets to encouraging engagement
The best day of the week to post
Posting content your target market cares about
Automation tools that work
WWW.OECHSLI.COM
SESSION 4
ADVERTISING ON FACEBOOK
Defining demographics
Understanding what your customers “like"
Designing your ad (valuable + snackable)
The most effective CTAs (calls to action)
WWW.OECHSLI.COM
FACEBOOK
SELLING
ESSENTIALS
bit.ly/FBselling16
WWW.OECHSLI.COM
THE OECHSLI INSTITUTE
ABOUT US
We're a research-based coaching organization. For over three decades, we've
conducted ongoing studies on affluent investors and elite financial advisors.
Through these parallel studies, we've found ourselves in a unique position in
that we're able to field test the empirical data uncovered with hands-on
application through our performance coaching.
Learn more at www.oechsli.com
WWW.OECHSLI.COM
WWW.OECHSLI.COM
CONNECT WITH US

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Next-Level Facebook Stalking for Business