Technology As A Tool For Networking And Prospecting V4
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Technology As A Tool For Networking And Prospecting V4



Presented to Alliance Advisory Group on 3-15-2010

Presented to Alliance Advisory Group on 3-15-2010



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  • Ask participants to define a success percentage to each of the techniques. See participation for the last bullet
  • Keywords and skills are searchable when your Profile is Public and set to Full View Use your unique URL when posting in Blogs, when you’re part of other social networking sites or if your agency has a website that includes your bio. Your own bio should include your LinkedIn URL.
  • Have my Edit Profile page loaded and reference the right panel and the Edit Public Profile link
  • When talking about this article, mention that LinkedIn networking is very powerful. Describe that my LinkedIn status has a feature on creating a presentation on social networking. Someone in my network saw it and sent me this article.

Technology As A Tool For Networking And Prospecting V4 Presentation Transcript

  • 1. Technology As A Tool For Networking And Prospecting Jeff Mines Project Manager FR Training & Development ® Linked
  • 2. Overview of Traditional Networking/Prospecting Techniques
    • Referrals
    • Working through your target market
    • Cold calls
    • People that you meet
    • What else?
  • 3. Social Networking: A Definition
    • Wikipedia : A social network is a social structure made of individuals (or organizations) called "nodes," which are tied (connected) by one or more specific types of interdependency, such as friendship, kinship, financial exchange, dislike, sexual relationships, or relationships of beliefs, knowledge or prestige.
    • Encyclopedia Britannica : an online community of individuals who exchange messages, share information, and, in some cases, cooperate on joint activities.
  • 4. Social Networking Sites on the Web
    • .
      • Linkedin is an interconnected network of experienced professionals from around the world, representing 150 industries and 200 countries. You can find, be introduced to, and collaborate with qualified professionals that you need to work with to accomplish your goals.
      • a social networking website — a gathering spot, to connect with your friends and with your friends friends. Facebook allows you to make new connections who share a common interest, expanding your personal network.
    • .
      • a free social networking and microblogging service that enables its users to send and read messages known as tweets . Tweets are text-based posts of up to 140 characters displayed on the author's profile page and delivered to the author's subscribers who are known as followers .
    ® Linked facebook twitter
  • 5. Guardian/PAS’ Policy on Social Networking
    • Guardian/PAS policy regarding social media currently permits representatives to utilize Linkedin
    • Representatives are prohibited from utilizing all other social networking site such as: Facebook, Myspace, etc.
    • Representatives are not permitted to engage in blogging activities or participate in Twitter
    Failure to abide by these policies could result in disciplinary action or termination
  • 6.
    • Guardian’s only authorized and approved social networking site
      • Professional networking
      • No other purpose
    • Intended only for initial contact
      • Once a prospect (in or out of your network) has expressed an interest to join your network, you must switch to Lotus Notes for continued communication.
    ® Linked
  • 7. What did Guardian look for when selecting a social networking platform?
    • Security
    • Integrity
    • Professionalism
    • User Audience
    • Relevance to Guardian’s business
    • Remain competitive
  • 8. Do you have a Profile? ® Linked
  • 9. Before You Publish Your Profile
    • One of the following must be submitted to ACO/GA
      • Written request (with approval)
      • Hard copy (print) of draft language of your Profile
      • Linkedin login/password so they can review Profile online
    • Profile must be reviewed and approved
    • If a Profile already exists, it must not be set to Public until approval has been granted
    • Only your or approved branded email address can be used.
    ® Linked
  • 10. Create a Strong Profile
    • Make your Profile as strong as your resume!
      • Current and past employment
      • Education
      • Industry associations and designations
      • Include a professional photo
      • Be descriptive (keywords and skills)
      • Keep contact info current
      • Create a unique URL (
    • Professional Summary
      • Tell your Linkedin network about your experience
      • Feature your agency, its products and services
    ® Linked
  • 11. Make Your Profile Public
    • You CANNOT set your Profile to Public until your have received approval from ACO/GA
    • Click Edit Public Profile
    • Select Full View
  • 12. Restricted Use of Features
    • You may NOT use the Question & Answer or InMail functions since these do not flow through iLumen
    • You may NOT use any Featured Application since these activities cannot be supervised EXCEPT for SlideShare Presentations (only with GEAR approved slides)
    • Recommendations cannot be used (request or response) since they do not flow through iLumen. They can be considered testimonials (which are prohibited)
    • Any Profile changes must first be submitted to ACO/GA for review and GEAR approval.
    • ACO/GA must be included in your connections so they can access your site.
    • Each ACO/GA must periodically review each RR’s Profile to ensure that no information or function is being used contrary to Guardian’s policy.
    ® Linked
  • 13. Additional Resources
    • Compliance memo: Use of LinkedIn and Other Social Networking Sites (January 5, 2009)
    • Social Networking Best Practices for Prospecting New Clients (Julio Fernandez, HO Recruiting Team)
    • Your Social Networking Profile and Posts are Your Employer’s Responsibility, and FINRA is Watching (eFinancial Newsletter)
  • 14. Social Networking on The Center
    • Two archived social networking webinars
    • Compliance Alert memo
    • Social networking best practices