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Linkedin webinar for financial services

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Slides used during a free webinar hosted by Loic Jeanjean from Advisor Websites.

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Linkedin webinar for financial services

  1. 1. LINKEDIN FOR ADVISORS Presented by Loic Jeanjean – Director, Web Marketing www.advisorwebsites.com
  2. 2. HOUSE KEEPING <ul><li>Please dial +1-416-900-1162 and enter your access code + audio pin </li></ul><ul><li>All attendees are on listen-only mode </li></ul><ul><li>If you have any questions, please use the ‘ Questions ’ window on the right end side of your screen </li></ul><ul><li>The slides for this presentation will be emailed to you by end of day today </li></ul>
  3. 3. ADVISOR WEBSITES IS NORTH AMERICA’S LEADING PROVIDER OF WEBSITES DESIGNED SPECIFICALLY FOR FINANCIAL SERVICES PROFESSIONALS. IT WORKS CLOSELY WITH ADVISORS AND FINANCIAL INSTITUTIONS TO DELIVER EFFICIENT; COMPLIANT AND HIGH QUALITY PRODUCTS. LOIC JEANJEAN Director, Web Marketing [email_address] jjloic advisorwebsites
  4. 4. AGEND A USEFUL FACTS 7 WAYS TO USE LINKEDIN + DEMO 6 TIPS TO BUILD TRUST ONLINE TAKEAWAY CONCLUSION
  5. 5. NUMBER OF PEOPLE JOINING LINKEDIN DAILY 67,000+ NUMBER OF MEMBERS IN THE US 44.7 million NUMBER OF PEOPLE SEARCHES IN 2010 2+ billion
  6. 6. THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income College Educated Decision Makers Portfolio value $250k+ $109,703 95% 50% 24%
  7. 7. GREAT WAYS TO USE LINKEDIN <ul><ul><li>1. Increase your visibility </li></ul></ul><ul><ul><li>2. Reconnect with clients & colleagues </li></ul></ul><ul><ul><li>3. Improve your search engine ranking </li></ul></ul><ul><ul><li>4. Get recommended (not in the US) </li></ul></ul><ul><ul><li>5. Prospect for new clients & partners </li></ul></ul><ul><ul><li>6. Enhance your reputation </li></ul></ul><ul><ul><li>7. Expand corporate visibility </li></ul></ul><ul><ul><li>8. Build professional online identity </li></ul></ul>
  8. 8. DEMO
  9. 9. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
  10. 10. SEO YOUR PROFILE Your profile should be 100% complete. Include relevant keywords in your LinkedIn profile. Link your website, blog and list any awards/professional recognition.
  11. 11. ADD SKILLS AND CERTIFICATIONS List your skills, areas of expertise, and proficiencies on your profile with the Skills section. Add all the certifications, licensure and clearances you have attained.
  12. 12. PEOPLE YOU MAY KNOW From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly
  13. 13. SEARCH FOR OPPORTUNITIES You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.
  14. 14. JOIN 5 GROUPS OF INTEREST <ul><li>Financial planning associations, industry groups etc. </li></ul><ul><li>If your target audience is dentists, find a specific group for dentists and join this group </li></ul>
  15. 15. RECOMMENDATIONS Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers US Advisors: Check with your Broker/Dealer before using LinkedIn Recommendations
  16. 16. LAST TIPS <ul><ul><li>STATUS UPDATES </li></ul></ul><ul><ul><li>What you’re working on, share links … </li></ul></ul><ul><ul><li>INVITE CONTACTS </li></ul></ul><ul><ul><li>Keep adding connections on a regular basis </li></ul></ul><ul><ul><li>CROSS LINK </li></ul></ul><ul><ul><li>Link your profile to other social media sites </li></ul></ul><ul><ul><li>JOIN 5 GROUPS </li></ul></ul><ul><ul><li>3 professional groups & 2 target client groups </li></ul></ul>
  17. 17. 5 TIPS TO BUILD TRUST
  18. 18. <ul><ul><li>HAVE A USER-FRIENDLY WEBSITE </li></ul></ul><ul><ul><li>BE HONEST & REAL </li></ul></ul><ul><ul><li>LISTEN TO YOUR CUSTOMERS </li></ul></ul><ul><ul><li>ANSWER EVERY QUESTION </li></ul></ul><ul><ul><li>FOCUS ON DELIVERING VALUE </li></ul></ul>
  19. 19. 50% PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES YOU NEED TO LIVE WHERE THEY LIVE ONLINE HOW DOES THAT HELP YOUR BUSINESS?
  20. 20. CONNECT WITH ME ON LINKEDIN <ul><ul><li>LOIC JEANJEAN </li></ul></ul><ul><ul><li>If you enjoyed this presentation, please </li></ul></ul><ul><ul><li>recommend me on </li></ul></ul>
  21. 21. $ 65 instead of $ 89 NO SETUP FEES. NO CONTRACTS Enter Code: LINKEDIN Signup at www.advisorwebsites.com Call TODAY 1-866-500-4113

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