How to Leverage LinkedIn What every IFA and  Financial Planner needs to know Philip Calvert, IFA Life #IFALife
Important housekeeping note
Important housekeeping note
[Source: unknown]
[Source: unknown]
Why is Social Media important?
Social Media explained
Social Media explained <ul><li>I need to pee </li></ul><ul><li>I peed </li></ul><ul><li>This is where I pee </li></ul><ul>...
Social Media explained <ul><li>I’m good at peeing! </li></ul>[Source: unknown]
Powerful networking tool,    but be careful...
What is LinkedIn? <ul><li>May 2003 </li></ul><ul><li>100 m users </li></ul><ul><li>200 countries </li></ul><ul><li>21 m UK...
Name Active user accounts Facebook 750 million Tencent QQ 674 million Qzone 480 million Netease 360 million Windows Live M...
What is LinkedIn? <ul><li>May 2003 </li></ul><ul><li>100 m users </li></ul><ul><li>200 countries </li></ul><ul><li>21 m UK...
What is LinkedIn? <ul><li>70% of IFAs </li></ul><ul><li>A HUGE mine of data.  All LI products help you leverage that data ...
Why are you on LinkedIn? <ul><li>Find contacts </li></ul><ul><li>Find likeminded </li></ul><ul><li>Share contacts </li></u...
Why are you on LinkedIn? <ul><li>Share status </li></ul><ul><li>Find personalised news </li></ul><ul><li>Career discussion...
Why are you on LinkedIn? <ul><li>Find contacts </li></ul><ul><ul><li>Don’t be lazy  when connecting! </li></ul></ul><ul><u...
Invest time in your Profile
Invest time in your Profile <ul><li>People Search Engine </li></ul><ul><li>Looking for expertise – not friends </li></ul><...
Invest time in your Profile
Invest time in your Profile
Invest time in your Profile Art Flater
Invest time in your Profile “ Specialties:  Exceptionally good with sarcastic, smart ass remarks.” “ Able to sit in my cha...
Invest time in your Profile “ Sat on my chair and bitched at sales reps.” “ Sometimes I make a sales call.” “ Went to lunc...
Invest time in your Profile <ul><li>Check visibility > Philip’s Activity > edit </li></ul>
Invest time in your Profile <ul><li>Check visibility > Philip’s Activity > edit </li></ul>
Invest time in your Profile <ul><li>Monitor your profile </li></ul>Pro tip:  Thank people who look at your profile
Invest time in your Profile
Invest time in your Profile
Invest time in your Profile
...as a Search Engine.
Search:   Financial Planner
Profile <ul><li>Decide your keywords –  Very  important </li></ul><ul><li>Add them to these key profile sections: </li></u...
Note the keywords in name and summary
1. Note the keywords
1. Note the keywords 2. Customise your profile URL
Connecting Twitter to LinkedIn <ul><li>Paint a broader picture of you and your professional life </li></ul>
 
Add keywords near the top of your Summary section
Include keywords in your Specialties
Include keywords in the Experience section
Include keywords in other sections
Prove your expertise and value by adding testimonials using the tool provided
Show your human side by adding non-work interests – plus a couple of keywords of course!
Contact Tina Include a couple of keywords in your Contact details too
Contact Art Humour works too!
Profile add ins <ul><li>Applications </li></ul><ul><ul><li>Events </li></ul></ul><ul><ul><li>Polls </li></ul></ul><ul><ul>...
Events Choose Event Keywords
Events First page Google results
Profile add ins <ul><li>Applications </li></ul><ul><ul><li>Events </li></ul></ul><ul><ul><li>Polls </li></ul></ul><ul><ul>...
Pulls in your presentations from SlideShare Profile add ins
Skills Add Skills to your profile.  LinkedIn will show you a wealth of related resources...
Skills
Skills – Art Flater
Skills – Art Flater
Search and Save Find topics of interest to you and save them for reference
Search and Save Filter by Network, Individuals, Company, Time, Location, Industry and #
Companies <ul><li>Basic details and map </li></ul><ul><li>Get followers </li></ul><ul><li>Edit profile > Timeline </li></u...
Companies <ul><li>Basic details and map </li></ul><ul><li>Get followers </li></ul><ul><li>Edit profile > Timeline </li></u...
Companies IFA:  only 178 results as at Sept 2011 Every  IFA should have a company profile
Companies Financial Planning:  653 results as at Sept 2011 Every  financial planning firm should have a company profile
Companies Status Updates of 500 characters
Answers <ul><li>More tab > Answers </li></ul><ul><li>Enhance and recognise perception of expertise </li></ul><ul><li>Recom...
News <ul><li>More tab > News </li></ul><ul><li>Personalised – suggested categories </li></ul><ul><ul><li>Major headlines <...
Groups <ul><li>Join (50) and/or create your own </li></ul><ul><li>Groups tab > Groups you may like </li></ul><ul><li>Build...
Example forum in LinkedIn groups
 
You decide which content appears
Niche Groups & Communities <ul><li>IFP group </li></ul><ul><li>Financial Planners using Social Media </li></ul><ul><li>Mar...
My Money Tip <ul><li>Personal Finance Tips for the Internet generation </li></ul><ul><li>140 characters maximum </li></ul>...
Stuck? <ul><li>Learning centre:  http://learn.linkedin.com/ </li></ul><ul><ul><li>Under the ‘More’ tab </li></ul></ul><ul>...
www.ifalife.com
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How to Leverage LinkedIn - What Every Financial Planner and IFA Needs to Know

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LinkedIn for IFAs and Financial Planners

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How to Leverage LinkedIn - What Every Financial Planner and IFA Needs to Know

  1. 1. How to Leverage LinkedIn What every IFA and Financial Planner needs to know Philip Calvert, IFA Life #IFALife
  2. 2. Important housekeeping note
  3. 3. Important housekeeping note
  4. 4. [Source: unknown]
  5. 5. [Source: unknown]
  6. 6. Why is Social Media important?
  7. 7. Social Media explained
  8. 8. Social Media explained <ul><li>I need to pee </li></ul><ul><li>I peed </li></ul><ul><li>This is where I pee </li></ul><ul><li>Why do I pee? </li></ul><ul><li>Look at this pee! </li></ul>[Source: unknown]
  9. 9. Social Media explained <ul><li>I’m good at peeing! </li></ul>[Source: unknown]
  10. 10. Powerful networking tool, but be careful...
  11. 11. What is LinkedIn? <ul><li>May 2003 </li></ul><ul><li>100 m users </li></ul><ul><li>200 countries </li></ul><ul><li>21 m UK visits pm </li></ul><ul><li>270 m visits globally pm </li></ul><ul><li>50% in US, 8+ million in UK </li></ul><ul><li>Viadeo (30m), Xing (10m), Fast Pitch, Ecademy </li></ul><ul><li>Shift from a Jobs site to real-time networking </li></ul>
  12. 12. Name Active user accounts Facebook 750 million Tencent QQ 674 million Qzone 480 million Netease 360 million Windows Live Messenger 330+ million Tencent Weibo 233 million Habbo 203 million Twitter 200 million Sina Weibo 200 million Skype 145 million Vkontakte 135+ million Badoo 121+ million Orkut 120+ million Bebo 117 million LinkedIn 100+ million
  13. 13. What is LinkedIn? <ul><li>May 2003 </li></ul><ul><li>100 m users </li></ul><ul><li>200 countries </li></ul><ul><li>21 m UK visits pm </li></ul><ul><li>270 m visits globally pm </li></ul><ul><li>50% in US, 8+ million in UK </li></ul><ul><li>Viadeo (30m), Xing (10m), Fast Pitch, Ecademy </li></ul><ul><li>Shift from a Jobs site to real-time networking </li></ul>
  14. 14. What is LinkedIn? <ul><li>70% of IFAs </li></ul><ul><li>A HUGE mine of data. All LI products help you leverage that data </li></ul><ul><li>Invest time because it’s a People Search Engine </li></ul><ul><li>May 2003 </li></ul><ul><li>100 m users </li></ul><ul><li>200 countries </li></ul><ul><li>21 m UK visits pm </li></ul><ul><li>270 m visits globally pm </li></ul><ul><li>50% in US, 8+ million in UK </li></ul><ul><li>Viadeo (30m), Xing (10m), Fast Pitch, Ecademy </li></ul><ul><li>Shift from a Jobs site to real-time networking </li></ul>
  15. 15. Why are you on LinkedIn? <ul><li>Find contacts </li></ul><ul><li>Find likeminded </li></ul><ul><li>Share contacts </li></ul><ul><li>Highlight expertise </li></ul><ul><li>Shape your personal brand </li></ul><ul><li>Get/give answers </li></ul><ul><li>Get/give company news </li></ul><ul><li>Find/advertise jobs </li></ul><ul><li>Find/promote events </li></ul>
  16. 16. Why are you on LinkedIn? <ul><li>Share status </li></ul><ul><li>Find personalised news </li></ul><ul><li>Career discussions </li></ul><ul><li>Build Community </li></ul><ul><li>Search topics and people </li></ul><ul><li>SEO </li></ul><ul><li>Share content </li></ul><ul><li>Find contacts </li></ul><ul><li>Find likeminded </li></ul><ul><li>Share contacts </li></ul><ul><li>Highlight expertise </li></ul><ul><li>Shape your personal brand </li></ul><ul><li>Get/give answers </li></ul><ul><li>Get/give company news </li></ul><ul><li>Find/advertise jobs </li></ul><ul><li>Find/promote events </li></ul>
  17. 17. Why are you on LinkedIn? <ul><li>Find contacts </li></ul><ul><ul><li>Don’t be lazy when connecting! </li></ul></ul><ul><ul><li>Personalise your message </li></ul></ul>
  18. 18. Invest time in your Profile
  19. 19. Invest time in your Profile <ul><li>People Search Engine </li></ul><ul><li>Looking for expertise – not friends </li></ul><ul><li>Professional credibility </li></ul><ul><li>Differentiation post RDR </li></ul><ul><li>“ People Buy People” </li></ul><ul><li>Shape your personal brand </li></ul>
  20. 20. Invest time in your Profile
  21. 21. Invest time in your Profile
  22. 22. Invest time in your Profile Art Flater
  23. 23. Invest time in your Profile “ Specialties: Exceptionally good with sarcastic, smart ass remarks.” “ Able to sit in my chair for extended periods of time without numbness or fatigue.” “ Invented the 2 hour lunch break, which has been adapted by sales slackers everywhere.” “ Attempted to train dealer staff until I realized most were too stupid to accept the training. Once I realized that fact, I would just take them to lunch.” Art Flater
  24. 24. Invest time in your Profile “ Sat on my chair and bitched at sales reps.” “ Sometimes I make a sales call.” “ Went to lunch a lot.” “ I avoid meaningful engagement and work, if at all possible.” “ Talked on the phone and hung out. Took credit for others accomplishments.” Art Flater
  25. 25. Invest time in your Profile <ul><li>Check visibility > Philip’s Activity > edit </li></ul>
  26. 26. Invest time in your Profile <ul><li>Check visibility > Philip’s Activity > edit </li></ul>
  27. 27. Invest time in your Profile <ul><li>Monitor your profile </li></ul>Pro tip: Thank people who look at your profile
  28. 28. Invest time in your Profile
  29. 29. Invest time in your Profile
  30. 30. Invest time in your Profile
  31. 31. ...as a Search Engine.
  32. 32. Search: Financial Planner
  33. 33. Profile <ul><li>Decide your keywords – Very important </li></ul><ul><li>Add them to these key profile sections: </li></ul><ul><ul><li>Headline </li></ul></ul><ul><ul><li>Current work </li></ul></ul><ul><ul><li>Past work </li></ul></ul><ul><ul><li>Website </li></ul></ul><ul><ul><li>Public profile URL </li></ul></ul><ul><ul><li>Summary </li></ul></ul><ul><ul><li>Specialities </li></ul></ul><ul><ul><li>Contact settings </li></ul></ul><ul><li>Interests </li></ul><ul><li>Skills </li></ul><ul><li>Honours and Awards </li></ul><ul><li>Groups and Associations </li></ul><ul><li>Add extra sections </li></ul>
  34. 34. Note the keywords in name and summary
  35. 35. 1. Note the keywords
  36. 36. 1. Note the keywords 2. Customise your profile URL
  37. 37. Connecting Twitter to LinkedIn <ul><li>Paint a broader picture of you and your professional life </li></ul>
  38. 39. Add keywords near the top of your Summary section
  39. 40. Include keywords in your Specialties
  40. 41. Include keywords in the Experience section
  41. 42. Include keywords in other sections
  42. 43. Prove your expertise and value by adding testimonials using the tool provided
  43. 44. Show your human side by adding non-work interests – plus a couple of keywords of course!
  44. 45. Contact Tina Include a couple of keywords in your Contact details too
  45. 46. Contact Art Humour works too!
  46. 47. Profile add ins <ul><li>Applications </li></ul><ul><ul><li>Events </li></ul></ul><ul><ul><li>Polls </li></ul></ul><ul><ul><li>Projects </li></ul></ul><ul><ul><li>Trips </li></ul></ul><ul><ul><li>WordPress blog </li></ul></ul><ul><ul><li>SlideShare </li></ul></ul><ul><li>More Applications </li></ul><ul><ul><li>Company Buzz </li></ul></ul><ul><ul><li>Amazon reading list </li></ul></ul><ul><ul><li>Box.net </li></ul></ul><ul><ul><li>Google presentations </li></ul></ul><ul><ul><li>iPhone App </li></ul></ul><ul><ul><li>Paid advertisements </li></ul></ul>Change the order to suit what you want people to see
  47. 48. Events Choose Event Keywords
  48. 49. Events First page Google results
  49. 50. Profile add ins <ul><li>Applications </li></ul><ul><ul><li>Events </li></ul></ul><ul><ul><li>Polls </li></ul></ul><ul><ul><li>Projects </li></ul></ul><ul><ul><li>Trips </li></ul></ul><ul><ul><li>WordPress blog </li></ul></ul><ul><ul><li>SlideShare </li></ul></ul><ul><li>More Applications </li></ul><ul><ul><li>Company Buzz </li></ul></ul><ul><ul><li>Amazon reading list </li></ul></ul><ul><ul><li>Box.net </li></ul></ul><ul><ul><li>Google presentations </li></ul></ul><ul><ul><li>iPhone App </li></ul></ul><ul><ul><li>Paid advertisements </li></ul></ul>Change the order to suit what you want people to see
  50. 51. Pulls in your presentations from SlideShare Profile add ins
  51. 52. Skills Add Skills to your profile. LinkedIn will show you a wealth of related resources...
  52. 53. Skills
  53. 54. Skills – Art Flater
  54. 55. Skills – Art Flater
  55. 56. Search and Save Find topics of interest to you and save them for reference
  56. 57. Search and Save Filter by Network, Individuals, Company, Time, Location, Industry and #
  57. 58. Companies <ul><li>Basic details and map </li></ul><ul><li>Get followers </li></ul><ul><li>Edit profile > Timeline </li></ul><ul><li>List key employees </li></ul><ul><li>Share comments to Twitter and/or LI contacts </li></ul><ul><li>Recent tweets (incl. Foursquare checkins) </li></ul>
  58. 59. Companies <ul><li>Basic details and map </li></ul><ul><li>Get followers </li></ul><ul><li>Edit profile > Timeline </li></ul><ul><li>List key employees </li></ul><ul><li>Share comments to Twitter and/or LI contacts </li></ul><ul><li>Recent tweets (incl. Foursquare checkins) </li></ul><ul><li>Products/services – images, video, URL and people </li></ul><ul><li>Request and show recommendations </li></ul><ul><li>Follow button for your website </li></ul><ul><li>Advertise jobs ($195) </li></ul><ul><li>Promote – PPC or per 1000 impressions </li></ul>
  59. 60. Companies IFA: only 178 results as at Sept 2011 Every IFA should have a company profile
  60. 61. Companies Financial Planning: 653 results as at Sept 2011 Every financial planning firm should have a company profile
  61. 62. Companies Status Updates of 500 characters
  62. 63. Answers <ul><li>More tab > Answers </li></ul><ul><li>Enhance and recognise perception of expertise </li></ul><ul><li>Recommended categories for you </li></ul>A powerful way to prove your expertise
  63. 64. News <ul><li>More tab > News </li></ul><ul><li>Personalised – suggested categories </li></ul><ul><ul><li>Major headlines </li></ul></ul><ul><ul><li>Financial Services </li></ul></ul><ul><ul><li>Internet marketing </li></ul></ul><ul><ul><li>Online media </li></ul></ul><ul><ul><li>Marketing </li></ul></ul><ul><ul><li>Etc </li></ul></ul><ul><li>Follow sources </li></ul><ul><ul><li>Reuters, Bloomberg etc </li></ul></ul><ul><li>Suggestions for you via shares on StumbleUpon </li></ul><ul><li>Novel and newsworthy </li></ul><ul><ul><li>News shared by people in your network </li></ul></ul>Personalised news based on your profile page
  64. 65. Groups <ul><li>Join (50) and/or create your own </li></ul><ul><li>Groups tab > Groups you may like </li></ul><ul><li>Build Community around You </li></ul><ul><li>People opt in to your content </li></ul><ul><ul><li>“ Feed the fish and they’ll keep coming back” </li></ul></ul><ul><li>Follow specific content </li></ul><ul><li>LinkedIn emails your content to your contacts </li></ul><ul><li>Visibility in Google search results </li></ul>
  65. 66. Example forum in LinkedIn groups
  66. 68. You decide which content appears
  67. 69. Niche Groups & Communities <ul><li>IFP group </li></ul><ul><li>Financial Planners using Social Media </li></ul><ul><li>Marketing for IFAs group </li></ul><ul><li>ISO 22222 group </li></ul><ul><li>My Money Tip group </li></ul><ul><li>Create exclusive groups. E.g. </li></ul><ul><li>Blue Sky Best Practice group for IFAs and Financial Planners http://www.ifalife.com/Networking </li></ul>
  68. 70. My Money Tip <ul><li>Personal Finance Tips for the Internet generation </li></ul><ul><li>140 characters maximum </li></ul><ul><li>Please share your expertise http://www.ifalife.com/MyMoneyTip </li></ul><ul><li>Post to the My Money Tip LinkedIn Group </li></ul><ul><li>Tweet to @MyMoneyTip </li></ul><ul><li>Email to philip@ifalife.com </li></ul>
  69. 71. Stuck? <ul><li>Learning centre: http://learn.linkedin.com/ </li></ul><ul><ul><li>Under the ‘More’ tab </li></ul></ul><ul><li>Or email: [email_address] </li></ul><ul><li>http://uk.linkedin.com/in/socialmediaspeaker </li></ul>
  70. 72. www.ifalife.com
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