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How To Use Linked In When Your Compliance Department Says No


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Tips for using LinkedIn when your compliance department restricts usage.

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How To Use Linked In When Your Compliance Department Says No

  1. 1. How To Use LinkedIn When Your Compliance Department Says No<br />Kristen Luke<br />Wealth Management Marketing<br />
  2. 2. What Is LinkedIn?<br /><ul><li>Business oriented social networking site
  3. 3. Over 55 million members in over 200 countries and territories
  4. 4. Executives from all Fortune 500 companies are members </li></ul>Source:, January 14, 2010<br />
  5. 5. Demographics<br />77%<br />35 years of age+<br />Household Income $60,000+<br />69%<br />College or Post Graduate Degrees<br />80%<br />Source:, January 14, 2010<br />
  6. 6. Why Use LinkedIn?<br /><ul><li>Find target market and centers of influence
  7. 7. Research information about prospective clients
  8. 8. Facilitate introductions and referrals
  9. 9. Stay top-of-mind with your network
  10. 10. Promote yourself and your business</li></li></ul><li>The Problem<br />SomeCompliance Departments <br />Restrict Usage!<br />
  11. 11. Four Solutions<br /><ul><li>Build Your Network
  12. 12. Join Groups
  13. 13. Research Prospects, Centers of Influence & Companies
  14. 14. Explore Network</li></ul>Source:, January 14, 2010<br />
  15. 15. #1 Build Your Network<br /><ul><li>Expand your network by importing contacts
  16. 16. Continue adding all new contacts to your network
  17. 17. Install an Outlook toolbar which will notify you when an email contact is on LinkedIn</li></li></ul><li>#1 Build Your Network<br />Recommended Outlook Toolbars:<br />LinkedIn Outlook Toolbar<br />Xobni Outlook Plugin<br />
  18. 18. # 2 Join Groups<br /><ul><li>Join groups that fit target market or COIs
  19. 19. Search by profession, geographic area, associations & interests</li></ul>Groups Can:<br /><ul><li>Expand your network
  20. 20. Provide direct access to individuals outside of your LinkedIn reach</li></li></ul><li>#3 Research People<br /><ul><li>LinkedIn provides a wealth of information about prospects, centers of influence & companies
  21. 21. A larger network will increase the likelihood of being able to see a profile</li></li></ul><li>Research People <br /><ul><li>Work Experience
  22. 22. Education
  23. 23. Honors & Awards
  24. 24. Interests
  25. 25. Associations</li></li></ul><li>Research Companies <br />
  26. 26. #4 Explore Network<br /><ul><li>Allows you to focus your referral efforts
  27. 27. Look through your contacts’ connections to see who you would like to meet
  28. 28. Make informed decisions based on who has the ability to make quality referrals and introductions
  29. 29. Create an appropriate marketing strategy with the given information</li></li></ul><li>Explore Network<br /><ul><li>Discover who your contacts know
  30. 30. Ask for introductions or referrals</li></li></ul><li>Compliance Resources<br /><ul><li>New tools available that archive and monitor social networking sites
  31. 31. Companion</li></li></ul><li>Finally…<br /><ul><li>Always consult with your compliance department before implementing any marketing strategy
  32. 32. FINRA Regulatory Notice 10-06: Guidance on Blogs and Social Networking Web Sites</li></ul><br />
  33. 33. Thank You<br /><br /><br />888.710.5870<br />blog:<br />