Samantha and Susan's Marketing Predictions for 2023
Get_Started_with_LinkedIn
1. For investment professional use only. Not for public distribution.
291461 12/14
Not FDIC
Insured
May Lose
Value
No Bank
Guarantee
Get Started with LinkedIn
Best practices for making targeted contacts
and introductions
Speaker’s name
Title
2. 2
For investment professional use only. Not for public distribution.
291461 12/14
Consult with your firm’s compliance
department before you engage
in any social media activities.
Stay compliant with their policies,
however they define them.
3. 3
For investment professional use only. Not for public distribution.
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5 facts about financial advisors and social media
Putnam Investments Survey of Financial Advisors’ Use of Social Media (2014) conducted in partnership with Brightwork Partners.
Survey conducted in July 2014 among 729 U.S.-based financial advisors.
of financial advisors are using
social media for business
75%
4. 4
For investment professional use only. Not for public distribution.
291461 12/14
5 facts about financial advisors and social media
Putnam Investments Survey of Financial Advisors’ Use of Social Media (2014) conducted in partnership with Brightwork Partners.
Survey conducted in July 2014 among 729 U.S.-based financial advisors.
of those use Linkedin
64%
5. 5
For investment professional use only. Not for public distribution.
291461 12/14
5 facts about financial advisors and social media
Putnam Investments Survey of Financial Advisors’ Use of Social Media (2014) conducted in partnership with Brightwork Partners.
Survey conducted in July 2014 among 729 U.S.-based financial advisors.
46The social advisor is
typically 46 years old with
11 years of experience
6. 6
For investment professional use only. Not for public distribution.
291461 12/14
5 facts about financial advisors and social media
Putnam Investments Survey of Financial Advisors’ Use of Social Media (2014) conducted in partnership with Brightwork Partners.
Survey conducted in July 2014 among 729 U.S.-based financial advisors.
of advisors gained new
clients via social media
66%
7. 7
For investment professional use only. Not for public distribution.
291461 12/14
5 facts about financial advisors and social media
Putnam Investments Survey of Financial Advisors’ Use of Social Media (2014) conducted in partnership with Brightwork Partners.
Survey conducted in July 2014 among 729 U.S.-based financial advisors.
66%of advisors gained new
clients via social media
was the average asset gain
$5.5M
8. 8
For investment professional use only. Not for public distribution.
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The numbers don’t lie
YOUR LINKEDIN NETWORK
338 connections link you to
5,942,811+
professionals
9. 9
For investment professional use only. Not for public distribution.
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Optimize your profile
Profile picture
2
3
5
Current position
Owner/Partner, BridgeWealth Advisors, LLPCurrent
Education
MBA at Tulane University - A.B. Freeman
School of Business
Education
URL
www.linkedin.com/in/toddbainbridge
1
4
Owner/Partner,
BridgeWealth Advisors, LLP
Headline
10. 10
For investment professional use only. Not for public distribution.
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Write a great summary
Summary
After a career in mutual fund wholesaling, I made the leap
and started my own firm. I learned early in my career
that if I was to be relevant with clients, I had to understand
their needs and goals. I help my clients build a bridge from
their current financial situation to where they’d like to be.
19. 19
For investment professional use only. Not for public distribution.
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Closing thoughts: Getting started
• Start to make connections
• Ask for targeted introductions
• Use the search tool for research on clients, prospects, and competitors
• Connect with your clients’ beneficiaries
• Think creatively
Putnam Investments Survey of Financial Advisors’ Use of Social Media (2014) conducted in partnership with Brightwork Parners.
Survey conducted in July 2014 among 729 U.S.-based financial advisors.
Putnam Retail Mangement.
Top financial advisors
access LinkedIn
12.8 times per month. 12.8x
