Finance LinkedIn

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Finance LinkedIn

  1. 1. By: The Marketing Department at Penn Mutual<br />LinkedIn for Financial Individuals<br />
  2. 2. The Average LinkedIn Professional <br />at a Glance<br />Average Age<br />Household Income<br />College Educated<br />Decision Makers<br />Portfolio Value $250k+<br />41<br />$109,703<br />95%<br />50%<br />24%<br />
  3. 3. NUMBER OF PEOPLE JOINING LINKEDIN DAILY<br />67,00+<br />
  4. 4. 1. Increase your visibility<br />2. Reconnect with clients & colleagues<br />3. Improve your search engine ranking<br />4. Get recommended<br />5. Prospect for new clients<br />6. Enhance your reputation<br />7. Share & join events<br />Great Ways to Use LinkedIn<br />
  5. 5. LinkedIn Demonstration<br />Dashboard/ Loading Page Overview<br />Complete your Profile<br />How to Connect<br />How to prospect<br />Join groups<br />Ask for recommendation or write people recommendations.<br />Application & other add-ons<br />
  6. 6. Dashboard<br />The dashboard list all the activities in your network: Status Updates, Recommendation, new connections etc.<br />
  7. 7. Complete Profile<br />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.<br />
  8. 8. People You May Know<br />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<br />
  9. 9. You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.<br />SEARCH FOR CLIENTS<br />
  10. 10. -Financial planning associations, industry groups etc.-If your target audience is Doctors, find a specific group for Doctors and join this group<br />JOIN GROUPS OF INTREST OR FIELD <br />
  11. 11. Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers<br />Ask & Give Recommendations<br />US Advisors:<br />Check with your Broker/Dealer before using LinkedIn Recommendations<br />
  12. 12. <ul><li>Enhance your Professional Profile
  13. 13. Select a section or application from the left to preview and add it to your profile.
  14. 14. LinkedIn Applications enable you to enrich your profile, share and collaborate with your network, and get the key insights that help you be more effective.
  15. 15. Applications are added to your homepage and profile enabling you to control who gets access to what information.</li></ul>Applications & Personalization<br />
  16. 16. You can follow Penn Mutual Your competitors or other companies you are interested in.<br />Follow a Company & the Competition <br />
  17. 17. HAVE A USER-FRIENDLY WEBSITE<br />BE HONEST & REAL<br />LISTEN TO YOUR CUSTOMERS<br />USE CLIENT TESTIMONIALS<br />FOCUS ON DELIVERING VALUE<br />5 Tips to Build Trust<br />
  18. 18. PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES<br />HOW DOES THAT HELP YOUR BUSINESS?<br />50%<br />YOU NEED TO LIVE WHERE THEY LIVE ONLINE <br />
  19. 19. Your Ranking in Google automatically goes up organically (meaning you did have to pay for you SEO (Search Engine Optimization)) <br />By Creating a LinkedIn<br />
  20. 20. Take Away<br />STATUS UPDATE<br />What you’re working on, share links or interesting reads…<br />RECOMMENDATIONS<br />Ask for them & give them<br />JOIN ATLEAST 5 GROUPS<br />3 Professional groups<br />2 Target client groups<br />
  21. 21. Are You <br />
  22. 22. Sources:<br />www.advisorwebsites.com<br />LoicJeanJean via Twitter @ www.twitter.com/jjloic<br />http://www.finchannel.com/Main_News/Tech/64953_The_Benefits_of_Business_Networking_Site_LinkedIn/<br />http://www.hubspot.com/Portals/53/docs/resellers/reports/state_of_inbound_marketing.pdf<br />

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