How to Leverage LinkedIn What every IFA and  Financial Planner needs to know Philip Calvert, IFA Life #SocialMediaFS Quest...
Why are you on LinkedIn? <ul><li>May 2003 </li></ul><ul><li>90 million users </li></ul><ul><li>200 countries </li></ul><ul...
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>Profile pages </li></ul><ul><li>Skills </li></ul><ul><li>Search and Save </li></ul><ul><l...
Profile <ul><li>People Search Engine </li></ul><ul><li>Looking for expertise – not friends </li></ul><ul><li>Professional ...
 
Profile <ul><li>Check activity visibility > Philip’s Activity </li></ul>
Profile <ul><li>Decide keywords – Very important </li></ul><ul><li>Key sections: </li></ul><ul><ul><li>Headline </li></ul>...
 
 
 
 
 
 
 
 
 
 
 
Profile add ins <ul><li>Applications </li></ul><ul><ul><li>Events </li></ul></ul><ul><ul><li>Polls </li></ul></ul><ul><ul>...
 
 
Skills
Skills Most used phrases Share on LinkedIn and Twitter
Search and Save
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...
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...
 
 
 
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 <...
Stuck? <ul><li>Learning centre:  http://learn.linkedin.com/ </li></ul><ul><li>Under the ‘More’ tab </li></ul>
Prize Draw www.ifalife.com/LinkedInWebinar Social Media Speaking and Consultancy [email_address] Follow IFA Life on Foursq...
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LinkedIn for IFAs and Financial Planners

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How to leverage LinkedIn - what every IFA and Financial Planner needs to know.

Full webcast with audio available at
http://www.ifalife.com/LinkedInforIFAs

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LinkedIn for IFAs and Financial Planners

  1. 1. How to Leverage LinkedIn What every IFA and Financial Planner needs to know Philip Calvert, IFA Life #SocialMediaFS Questions via Twitter: @IFALife
  2. 2. Why are you on LinkedIn? <ul><li>May 2003 </li></ul><ul><li>90 million users </li></ul><ul><li>200 countries </li></ul><ul><li>21 million US visits pm </li></ul><ul><li>48 million visits globally </li></ul><ul><li>50% in US </li></ul><ul><li>4 million in UK </li></ul><ul><li>Viadeo (30m) </li></ul><ul><li>Xing (10m) </li></ul><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 </li></ul>LinkedIn is a People Search Engine
  3. 3. 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>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>
  4. 4. 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 within LinkedIn </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>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>
  5. 5. Why are you on LinkedIn? <ul><li>Profile pages </li></ul><ul><li>Skills </li></ul><ul><li>Search and Save </li></ul><ul><li>Companies </li></ul><ul><li>Groups </li></ul><ul><li>Answers </li></ul><ul><li>News </li></ul>
  6. 6. 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>
  7. 8. Profile <ul><li>Check activity visibility > Philip’s Activity </li></ul>
  8. 9. Profile <ul><li>Decide keywords – Very important </li></ul><ul><li>Key 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 sections: SlideShare presentations </li></ul>
  9. 21. 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 </li></ul></ul><ul><ul><li>QR codes </li></ul></ul>Change the order to suit what you want people to see
  10. 24. Skills
  11. 25. Skills Most used phrases Share on LinkedIn and Twitter
  12. 26. Search and Save
  13. 27. Search and Save Filter by Network, Individuals, Company, Time, Location, Industry and #
  14. 28. 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>
  15. 29. 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>
  16. 30. 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 </li></ul><ul><li>People opt in to your content </li></ul><ul><ul><li>Feed the fish </li></ul></ul><ul><li>Follow specific content </li></ul><ul><li>LinkedIn emails your content </li></ul><ul><li>SEO </li></ul>
  17. 34. 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>
  18. 35. 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><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>Shared by people in your network </li></ul></ul>
  19. 36. Stuck? <ul><li>Learning centre: http://learn.linkedin.com/ </li></ul><ul><li>Under the ‘More’ tab </li></ul>
  20. 37. Prize Draw www.ifalife.com/LinkedInWebinar Social Media Speaking and Consultancy [email_address] Follow IFA Life on Foursquare www.foursquare.com/IFALife

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