Linked In For Financial Advisors

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How to get started on LinkedIn, tips and tricks on using LinkedIn to build your business from Cesarini.ca

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Linked In For Financial Advisors

  1. 1. LinkedIn for Advisors David Cesarini, BA, FMA December 2, 2009
  2. 2. Why LinkedIn? <ul><li>Over 50 million professionals use LinkedIn </li></ul><ul><ul><li>Stay in touch </li></ul></ul><ul><ul><li>Find people </li></ul></ul><ul><ul><li>Control your online identity </li></ul></ul>
  3. 3. How to get Started on LinkedIn <ul><li>Create an authentic profile </li></ul><ul><li>Add “real-world” connections </li></ul><ul><li>Leverage your network </li></ul>
  4. 4. Create an Authentic Profile <ul><li>List current and past positions & education </li></ul><ul><li>Add a profile photo </li></ul><ul><li>Add a summary paragraph </li></ul>
  5. 6. Add your Connections <ul><li>Import your address book </li></ul><ul><li>Upload a contacts file </li></ul><ul><li>Connect with past clients & colleagues </li></ul><ul><li>Join LinkedIn Groups </li></ul>
  6. 7. Leverage Your Network <ul><li>Update your status </li></ul><ul><li>Get recommended </li></ul><ul><li>Use People Search for warm introductions </li></ul><ul><li>Use LinkedIn Answers to showcase expertise </li></ul>
  7. 8. LinkedIn Workshop <ul><li>Want hands-on training? </li></ul><ul><ul><li>See the selection of internet marketing workshops at Workshop.Cesarini.ca </li></ul></ul>

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