Building an Online Presence 1 WITHOUT HAVING TO LEARN TO CODE Building an Online Presence 2 AND WITHOUT SPENDING TENS OF THOUSANDS OF DOLLARS 1

DESCRIBE THE LATEST TRENDS WITH A DIGITAL PRESENCE Goals of This Presentation LEARN LOW COST WAYS TO MARKET YOURSELF MAKE CONNECTIONS THAT CAN HELP YOU IN YOUR PROFESSION MAKE MARKETING EASIER DESCRIBE THE LATEST TRENDS WITH A DIGITAL PRESENCE RESOURCES FOR TAKING THE NEXT STEPS MAKE LEAD GENERATION MORE ACCESSIBLE 2

About me • Life insurance agent & in financial industry since 2001 • CFP®, CLU®, CLTC • Author of “Total Compensation: A Practical Guide to Federal Employee Benefits” • Author of “The Personal Finance Handbook” • Contributed articles or quotes on personal finance to WSJ, USNews.com, Yahoo Finance, Credit.com, HuffingtonPost.com, Fedsmith.com, and What’s Up Annapolis & Taste of the Bay Magazines. • Appearances on a variety of personal finance TV and radio shows. • Host of “Your Future Your Finances on channel 16 in Montgomery County MD & YouTube • DBA PSG Clarity – with tagline “Financial Planning Exclusively for People Who do NOT Feel Wealthy” • President Elect of Financial Planning Association (FPA) of Maryland • Member of Howard County Estate Planning Council & MDDC Press Association • Mediocre tennis & soccer player; husband & father, and extra amateur background actor Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of PSG.

Things I Have Lost LOTS of Money on: HIGH END PRESS RELEASES GENERIC ADVERTISING LOW END DIRECT MAIL WRITING A BOOK THAT IS GENERAL IN TOPIC CALLING COMPANIES “CONTENT CURATION” MARKETING THAT GUARANTEES “ANALYTICS & ENGAGEMENT” 4

Starting steps 1 3 5 2 4 6 GOOGLE YOURSELF REVIEW SITES & DIRECTORIES HEADSHOT 2 4 6 ONE PAGER DEVELOPING CONTENT GOOGLE FOR YOUR SERVICE

Your Website 1 2 3 4 THINK AS THE CUSTOMER CALLS TO ACTION WIDGETS & CHAT 4 UPDATES 6

Written Content 1 2 3 4 GUEST COLUMNS TAG TO GOOGLE+ & ELSEWHERE GHOSTWRITING - HAS TO HAVE YOUR TOUCH ADDED 4 “LET’S SAY ARTICLES” 7

Video 8

Social Media “Engagement” & Followers Does Not Necessary Equal Clients Format of Page & Profile Informative Content Ask Questions Sponsored Posts for Announcements Tagging 9

Networking & Niche Development ASSOCIATIONS MAGAZINES SPECIFIC WRITING LINKEDIN SPEAKING

Index of Resources www.konsus.com www.contentwriters.com www.vcita.com www.createspace.com www.thumbtack.com www.plus.google.com/ www.moz.com/local www.fiverr.com www.psgclarity.com Disclosure: None of these companies or resources compensated me to present their site or business here Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of PSG. 11