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FINANCIAL PLANNERS – IT’S TIME TO GET SOCIAL (MEDIA)

Announcement posted by CosmicVillage.net 07 May 2012

Metropolitan And Rural Financial Planners Now No Longer Have To Fall Behind Their Tech-Savvy Customers With A New Digital And Social Media Package Being Offered By Two Sydney Based Companies.

Sydney, May 7 – Financial Planners right around Australia are re-evaluating their marketing strategies to make sure that they can Be Found and Be Heard in the new Social Media revolution.

Humble Financial Services and CosmicViallage.net have formed an alliance to help financial planners to reposition their businesses ‘on the net’ and take advantage of the new opportunities that come with Social Media.

Social Media is a new form of communication using digital tools to remain social online. Most platforms are free such as Facebook, Twitter, LinkedIn, YouTube and Pinterest. Social Media can be used as a customer service portal, a marketing tool, a referral network and a CRM.

“Colin & I use to work together at one of Australia’s leading online banks and have both worked in the Financial Planning Industry in the past” said Rami Mandow – CEO of CosmicVillage.net. “We both identified a gap in the market and saw a lot of potential with the combined service for planners”

“So far with Social Media we’ve seen most financial planners fall into two groups; either ‘do nothing’, or ‘just have a go’ with no real strategy” said Colin Williams, Head of Humble Financial Services. “Strategy is vital and that is what I being to the table after 25 years in financial planning. Rami has developed significant expertise for training and implementing social media platforms”

Planners can expect to receive a start-to-end service, not far from the Financial Planning Model itself. “First we come in and work with planners to define their web and social objectives, understand the target markets and your resources” said Williams. “Next we’ll look at your current position and provide you with an overall analysis before laying out a concise and clear plan for your approval”

“Once the planner approves it, we’ll develop your Social Media Platforms and implement the plan for you – whether that is training your staff on how to use social media, providing our help desk solutions or managing it for you” said Mandow. “The objective here is to ensure that you are in total control and that we work around your firm, your customers, your staff, your budget, your resources”

Humble Financial Services was founded by Colin Williams specifically to help finance professionals to develop their online strategies. The business developed soon after the launch of a popular consumer website ‘humble savers’, by using many of the marketing strategies and techniques used at humble savers to help financial planners to develop similar success.

CosmicVillage.net was founded in 2009 to provide Small to Medium Businesses with the training, tools and resources in assisting them with Social and Mobile Media. Based in Surry Hills, Sydney the site and social media platforms offer a range of services, articles and materials for the benefit of businesses wanting to join the Social Media revolution.

If you’d like more information about this campaign, or to schedule an interview with Colin Williams or Rami Mandow, please call +61 2 8005 7844 or emailcolin.williams@humblefinancialservices.com