LINKEDIN FOR ADVISORS Presented by Loic Jeanjean – Director, Web Marketing   www.advisorwebsites.com
HOUSE KEEPING <ul><li>Please  dial +1-416-900-1162  and enter your access code + audio pin </li></ul><ul><li>All attendees...
ADVISOR WEBSITES  IS NORTH AMERICA’S LEADING PROVIDER OF WEBSITES DESIGNED SPECIFICALLY FOR FINANCIAL SERVICES PROFESSIONA...
AGEND A USEFUL FACTS 7 WAYS TO USE LINKEDIN + DEMO 6 TIPS TO BUILD TRUST ONLINE TAKEAWAY CONCLUSION
NUMBER OF PEOPLE JOINING LINKEDIN DAILY 67,000+ NUMBER OF MEMBERS IN THE US 44.7   million NUMBER OF PEOPLE SEARCHES IN 20...
THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income College Educated Decision Makers Portfolio value $25...
GREAT WAYS TO USE LINKEDIN <ul><ul><li>1. Increase your visibility </li></ul></ul><ul><ul><li>2. Reconnect with clients & ...
DEMO
DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
SEO YOUR PROFILE Your profile should be 100% complete. Include relevant keywords in your LinkedIn profile. Link your websi...
ADD SKILLS AND CERTIFICATIONS List your skills, areas of expertise, and proficiencies on your profile with the Skills sect...
PEOPLE YOU MAY KNOW From the dashboard you can view a small list of people that are connected to some of your contacts. Re...
SEARCH FOR OPPORTUNITIES You can use your connections list to look into their own contacts and ask to be introduced to pot...
JOIN 5 GROUPS OF INTEREST <ul><li>Financial planning associations, industry groups etc. </li></ul><ul><li>If your target a...
RECOMMENDATIONS Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations fo...
LAST TIPS <ul><ul><li>STATUS UPDATES </li></ul></ul><ul><ul><li>What you’re working on, share links … </li></ul></ul><ul><...
5 TIPS TO BUILD TRUST
<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 ...
50% PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES YOU NEED TO LIVE  WHERE  THEY LIVE ONLINE  HOW DOES THAT...
CONNECT WITH ME ON LINKEDIN <ul><ul><li>LOIC JEANJEAN </li></ul></ul><ul><ul><li>If you enjoyed this presentation, please ...
$ 65   instead of  $ 89 NO SETUP FEES. NO CONTRACTS Enter Code:  LINKEDIN Signup at  www.advisorwebsites.com Call TODAY 1-...
Upcoming SlideShare
Loading in...5
×

Linkedin webinar for financial services

1,105

Published on

Slides used during a free webinar hosted by Loic Jeanjean from Advisor Websites.

Published in: Business, Economy & Finance
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
1,105
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
24
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Linkedin webinar for financial services

  1. 1. LINKEDIN FOR ADVISORS Presented by Loic Jeanjean – Director, Web Marketing www.advisorwebsites.com
  2. 2. HOUSE KEEPING <ul><li>Please dial +1-416-900-1162 and enter your access code + audio pin </li></ul><ul><li>All attendees are on listen-only mode </li></ul><ul><li>If you have any questions, please use the ‘ Questions ’ window on the right end side of your screen </li></ul><ul><li>The slides for this presentation will be emailed to you by end of day today </li></ul>
  3. 3. 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 Director, Web Marketing [email_address] jjloic advisorwebsites
  4. 4. AGEND A USEFUL FACTS 7 WAYS TO USE LINKEDIN + DEMO 6 TIPS TO BUILD TRUST ONLINE TAKEAWAY CONCLUSION
  5. 5. NUMBER OF PEOPLE JOINING LINKEDIN DAILY 67,000+ NUMBER OF MEMBERS IN THE US 44.7 million NUMBER OF PEOPLE SEARCHES IN 2010 2+ billion
  6. 6. THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income College Educated Decision Makers Portfolio value $250k+ $109,703 95% 50% 24%
  7. 7. 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 (not in the US) </li></ul></ul><ul><ul><li>5. Prospect for new clients & partners </li></ul></ul><ul><ul><li>6. Enhance your reputation </li></ul></ul><ul><ul><li>7. Expand corporate visibility </li></ul></ul><ul><ul><li>8. Build professional online identity </li></ul></ul>
  8. 8. DEMO
  9. 9. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
  10. 10. SEO YOUR PROFILE Your profile should be 100% complete. Include relevant keywords in your LinkedIn profile. Link your website, blog and list any awards/professional recognition.
  11. 11. ADD SKILLS AND CERTIFICATIONS List your skills, areas of expertise, and proficiencies on your profile with the Skills section. Add all the certifications, licensure and clearances you have attained.
  12. 12. 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
  13. 13. 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.
  14. 14. 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>
  15. 15. RECOMMENDATIONS Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers US Advisors: Check with your Broker/Dealer before using LinkedIn Recommendations
  16. 16. LAST TIPS <ul><ul><li>STATUS UPDATES </li></ul></ul><ul><ul><li>What you’re working on, share links … </li></ul></ul><ul><ul><li>INVITE CONTACTS </li></ul></ul><ul><ul><li>Keep adding connections on a regular basis </li></ul></ul><ul><ul><li>CROSS LINK </li></ul></ul><ul><ul><li>Link your profile to other social media sites </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. 5 TIPS TO BUILD TRUST
  18. 18. <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>FOCUS ON DELIVERING VALUE </li></ul></ul>
  19. 19. 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?
  20. 20. CONNECT WITH ME ON 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>
  21. 21. $ 65 instead of $ 89 NO SETUP FEES. NO CONTRACTS Enter Code: LINKEDIN Signup at www.advisorwebsites.com Call TODAY 1-866-500-4113
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×