LinkedIn for Financial Advisors

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Learn how to master LinkedIn's intricacies and see how it can benefit your business. This presentation was geared towards financial advisors and members of the financial services industry.

Published in: Economy & Finance, Business

LinkedIn for Financial Advisors

  1. 1. LINKEDIN FOR ADVISORS
  2. 2. AGENDA USEFUL FACTS 7 WAYS TO USE LINKEDIN + DEMO 6 TIPS TO BUILD TRUST ONLINE TAKEAWAY CONCLUSION
  3. 3. NUMBER OF PEOPLE JOINING LINKEDIN DAILY 67,000+
  4. 4. THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income College Educated Decision Makers Portfolio value $250k+ $109,703 95% 50% 24%
  5. 5. GREAT WAYS TO USE LINKEDIN <ul><ul><li>1. Increase your visibility </li></ul></ul><ul><ul><li>2. Reconnect with clients & colleagues </li></ul></ul><ul><ul><li>3. Improve your search engine ranking </li></ul></ul><ul><ul><li>4. Get recommended </li></ul></ul><ul><ul><li>5. Prospect for new clients </li></ul></ul><ul><ul><li>6. Enhance your reputation </li></ul></ul><ul><ul><li>7. Share & join events </li></ul></ul>
  6. 6. <ul><ul><li>Dashboard overview </li></ul></ul><ul><ul><li>Complete your profile </li></ul></ul><ul><ul><li>How to connect </li></ul></ul><ul><ul><li>How to prospect </li></ul></ul><ul><ul><li>Join groups </li></ul></ul><ul><ul><li>Ask for recommendations </li></ul></ul>LINKEDIN DEMONSTRATION
  7. 7. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
  8. 8. COMPLETE YOUR PROFILE Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.
  9. 9. PEOPLE YOU MAY KNOW From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly
  10. 10. SEARCH FOR OPPORTUNITIES You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.
  11. 11. JOIN 5 GROUPS OF INTEREST <ul><li>Financial planning associations, industry groups etc. </li></ul><ul><li>If your target audience is dentists, find a specific group for dentists and join this group </li></ul>
  12. 12. ASK AND GIVE RECOMMENDATIONS Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers
  13. 13. 6 TIPS TO BUILD TRUST
  14. 14. <ul><ul><li>HAVE A USER-FRIENDLY WEBSITE </li></ul></ul><ul><ul><li>BE HONEST & REAL </li></ul></ul><ul><ul><li>LISTEN TO YOUR CUSTOMERS </li></ul></ul><ul><ul><li>ANSWER EVERY QUESTION </li></ul></ul><ul><ul><li>USE CLIENT TESTIMONIALS </li></ul></ul><ul><ul><li>FOCUS ON DELIVERING VALUE </li></ul></ul>
  15. 15. 50% PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES YOU NEED TO LIVE WHERE THEY LIVE ONLINE HOW DOES THAT HELP YOUR BUSINESS?
  16. 16. TAKEAWAY <ul><ul><li>STATUS UPDATES </li></ul></ul><ul><ul><li>What you’re working on, share links … </li></ul></ul><ul><ul><li>RECOMMENDATIONS </li></ul></ul><ul><ul><li>Ask for them & give them </li></ul></ul><ul><ul><li>ANSWERS </li></ul></ul><ul><ul><li>Ask questions & answer </li></ul></ul><ul><ul><li>JOIN 5 GROUPS </li></ul></ul><ul><ul><li>3 professional groups & 2 target client groups </li></ul></ul>
  17. 17. ADD ME TO YOUR LINKEDIN <ul><ul><li>LOIC JEANJEAN </li></ul></ul><ul><ul><li>If you enjoyed this presentation, please </li></ul></ul><ul><ul><li>recommend me on </li></ul></ul>
  18. 18. 3 months for $1 WEBSITES FOR ADVISORS Enter Code: 50WEBLAUNCH Signup at www.advisorwebsites.com
  19. 19. ADVISOR WEBSITES IS NORTH AMERICA’S LEADING PROVIDER OF WEBSITES DESIGNED SPECIFICALLY FOR FINANCIAL SERVICES PROFESSIONALS. IT WORKS CLOSELY WITH ADVISORS AND FINANCIAL INSTITUTIONS TO DELIVER EFFICIENT; COMPLIANT AND HIGH QUALITY PRODUCTS. LOIC JEANJEAN Online Marketing Strategist [email_address] jjloic advisorwebsites

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