Using LinkedIn to access the affluent

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Statistics and strategies on the success that financial advisors have had using LinkedIn and the interested that high net worth and affluent individuals have in engaging with their financial and …

Statistics and strategies on the success that financial advisors have had using LinkedIn and the interested that high net worth and affluent individuals have in engaging with their financial and investment advisors on LinkedIn and social media.

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Transcript

  • 1. Using LinkedIn to Access the Affluent
  • 2. Disclosures • You must have a social media policy in place! • You must have an archiving program in place! –Erado and Smarsh have solutions priced for the small RIA
  • 3. The Truth Unity Marketing Study
  • 4. The Truth Cogent Study
  • 5. The Truth Cogent Study
  • 6. The Truth LinkedIn and Cogent Study
  • 7. The Truth LinkedIn and Cogent Study
  • 8. The Truth LinkedIn and Cogent Study
  • 9. The Truth LinkedIn and Cogent Study
  • 10. The Truth LinkedIn and Cogent Study
  • 11. Collaboration Investment/ Financial Advisor Accountant Estate Planning Attorney Insurance Agent Debt Manager SHARESHARE SHARESHARE
  • 12. Examples STRATEGIC GOLF OUTING
  • 13. Examples FUNDRAISING GALA / EVENT
  • 14. Conclusions
  • 15. Want More?