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Agenda
•  Why Social Media Anyway?
•  Why LinkedIn?
•  LinkedIn for Financial Advisors
•  Most Important Things to Do Now
•  Resources
Why LinkedIn?
Why LinkedIn for Financial
Professionals?
Why LinkedIn for Financial
Professionals?
LinkedIn Do’s
•  Optimize your profile by filling it out completely.
•  Join industry groups and associations: Examples: Charitable organization
groups, Industry groups (FPA, CFP, etc...)
•  Paint a picture of yourself and explain how you can help your target
audience.
•  Engage and interact with your network regularly - Don't let the
relationships get stale.
•  Be original with your invitations to connect. Don't get lazy and settle for
the default message "I'd like to add you to my professional network on
LinkedIn." It conveys a lack of effort and lacks conviction.
•  Post regular updates to your network (provide education in the form of
informative articles and point to resources relevant to their needs)
LinkedIn Don’ts
•  Review
http://www.wiredadvisor.com/resources/financial-social-media-compliance/
for compliance rules.
•  Forgo the urge to leave all the wonderful new "Endorsements" you are
receiving for your skills to appear on your profile. At the recent FINRA
•  Don't write your profile like a resume unless that is all you want it to be.
•  Don't sell via LinkedIn or any social media platform for that matter.
Do’s Don’ts
Most Important Things to do
Now
1. OptimizeYour LinkedIn Profile
2. BuildYour LinkedIn Network
3. Become An Influencer
1. Optimize Your LinkedIn Profile
•  Why?
ü  Your profile is your digital reputation
ü  It may be the first place someone finds you
•  Do This:
ü  Be sure your picture is current, professional
ü  Update your professional profile headline; make it
clear, NO jargon
ü  Make sure it is
100% COMPLETE!
1. Optimize Your LinkedIn Profile
2. Build Your LinkedIn Network
•  Why?
ü  Your network are your future clients
ü  Quality and quantity of connections drives your
rank in search engines
•  Do This:
ü  Add “Connections”
And “PeopleYou May
Know”
3. Become An Influencer
•  Why?
ü  Clients Hire “Experts”
•  Do This:
ü  Promote updates from your connections
ü  Introduce and connect others
ü  Leave thoughtful comments
ü  Be personable
ü  Congratulate those on their recent successes

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Optimize Your LinkedIn Profile for Financial Success

  • 1.
  • 2. Agenda •  Why Social Media Anyway? •  Why LinkedIn? •  LinkedIn for Financial Advisors •  Most Important Things to Do Now •  Resources
  • 4. Why LinkedIn for Financial Professionals?
  • 5. Why LinkedIn for Financial Professionals?
  • 6. LinkedIn Do’s •  Optimize your profile by filling it out completely. •  Join industry groups and associations: Examples: Charitable organization groups, Industry groups (FPA, CFP, etc...) •  Paint a picture of yourself and explain how you can help your target audience. •  Engage and interact with your network regularly - Don't let the relationships get stale. •  Be original with your invitations to connect. Don't get lazy and settle for the default message "I'd like to add you to my professional network on LinkedIn." It conveys a lack of effort and lacks conviction. •  Post regular updates to your network (provide education in the form of informative articles and point to resources relevant to their needs)
  • 7. LinkedIn Don’ts •  Review http://www.wiredadvisor.com/resources/financial-social-media-compliance/ for compliance rules. •  Forgo the urge to leave all the wonderful new "Endorsements" you are receiving for your skills to appear on your profile. At the recent FINRA •  Don't write your profile like a resume unless that is all you want it to be. •  Don't sell via LinkedIn or any social media platform for that matter.
  • 9. Most Important Things to do Now 1. OptimizeYour LinkedIn Profile 2. BuildYour LinkedIn Network 3. Become An Influencer
  • 10. 1. Optimize Your LinkedIn Profile •  Why? ü  Your profile is your digital reputation ü  It may be the first place someone finds you •  Do This: ü  Be sure your picture is current, professional ü  Update your professional profile headline; make it clear, NO jargon ü  Make sure it is 100% COMPLETE!
  • 11. 1. Optimize Your LinkedIn Profile
  • 12. 2. Build Your LinkedIn Network •  Why? ü  Your network are your future clients ü  Quality and quantity of connections drives your rank in search engines •  Do This: ü  Add “Connections” And “PeopleYou May Know”
  • 13. 3. Become An Influencer •  Why? ü  Clients Hire “Experts” •  Do This: ü  Promote updates from your connections ü  Introduce and connect others ü  Leave thoughtful comments ü  Be personable ü  Congratulate those on their recent successes