The IFA and Financial Planner’sThe IFA and Financial Planner’sGuide to Social MediaGuide to Social Mediaand LinkedInand Li...
The IFA and FinancialPlanners’ guide to SocialMedia and…
WELCOME!WELCOME!www.ifalife.comTwitter: @AdviserLifeTalk
Important housekeeping note
Important housekeeping note
RDRCharging feesProfessional qualificationsChanging business modelsIncreased competitionCompetition from the Internet
Introductions• Who are you?• Your current biggestmarketing challenge?• What appeals to you aboutSocial Media/LinkedIn?• Ho...
Just imagine…Change
[Source: unknown]
[Source: unknown]
Why is Social Media important?
Why is Social Media important?
Why is Social Media important?Reputation is Everything
“We’re not going to use Social Mediabecause all our clients aregrandparents – and they aren’tinterested in all this nonsen...
Do you know how your clients areusing the Internet?Have you ever asked them?
“I’m not very good at technology”…is no longer an excuse.Make learning about the Internet partof your personal and profess...
Three significant trends in Social Media• Visualisation of Content• Sharing (via mobile)• Commenting on great long content...
3 tech trends advisers need to know• Your client wants it now– Not just data, but access to their advisers too• Fewer numb...
Stop seeing yourwebsite as the beall and end all ofyour onlinepresence.
Social Media explained
Social Media explainedI need to peeI peedThis is where I peeWhy do I pee?Look at this pee![Source: unknown]
Social Media explainedI’m good at peeing![Source: unknown]
Social Media explainedForget “Social Media”.Remember Image, Identity andReputation Management.
Social Media explainedForget “Social Media”.Remember Image, Identity andReputation Management.LinkedIn is a key component ...
Financial Advisers are struggling to get noticed
Many businesses still struggle to get noticedAnd...The Internet is our firstchoice as consumers
…we feel under threat from it.Do Doctors feel underthreat from the Internet?
Social Media – all about Marketing?
Social Media – all about Marketing?• To listen• Improve knowledge• Share best practice• Thought leadership• Networking/Rel...
Social Media – all about Marketing?• To listen• Improve knowledge• Share best practice• Thought leadership• Networking/Rel...
Financial Advisers are struggling to get noticed• 29% believe their knowledge is as goodCompeer March 2009 Financial DIY R...
Financial Advisers are struggling to get noticed• 29% believe their knowledge is as good• 34% believe that ‘advice’ is a d...
Financial Advisers are struggling to get noticed• 29% believe their knowledge is as good• 34% believe that ‘advice’ is a d...
Financial Advisers are struggling to get noticed• 29% believe their knowledge is as good• 34% believe that ‘advice’ is a d...
Financial Advisers are struggling to get noticed• 29% believe their knowledge is as good• 34% believe that ‘advice’ is a d...
Financial Advisers are struggling to get noticed• Consumers still want access to your expertise• They don’t always want to...
Financial Advisers are struggling to get noticed• Consumers still want access to your expertise• They don’t always want to...
Perceptions of IFAs and Financial Advisers“I don’t like my financial adviser.Apart from the fact that he has greyhairs sti...
Perceptions of IFAs and Financial Advisers“I don’t like my financial adviser.Apart from the fact that he has greyhairs sti...
How do consumers findand choose an IFA?
The problem with consumers• They have too many choices• You don’t stand out enough• They don’t have enough time• The Inter...
Tell us something we don’t already know
Tell us something we don’t already know
Tell us something we don’t already know
Tell us something we don’t already know
Differentiate or Die
Don Strickland, former Kodakvice president
How do you differentiate andpromote your business?We ignore the disruption of theInternet at our peril.
Marketing Post RDR• Strategy!• Differentiation• Trust• Credibility• Professionalism• Niche• See and experience• Engage and...
Your Differentiation Plan• In the industry• In your community• In your nicheYour most powerful differentiator is...
What are you doing to get noticed?
• Google Places• YouTube• Blog• LinkedIn• Facebook• Twitter• Google +• SunZu• Slideshare• EventBrite• Foursquare• Pinteres...
Image Management toolsApps
Apps
Apps
• Google Places• YouTube• Blog• LinkedIn• Facebook• Twitter• Google +• SunZu• Slideshare• EventBrite• Foursquare• Pinteres...
Infographic tools• Visual.ly• Infogr.am• iCharts• Piktochart
Ways to use Video• Pitch or Intro video• Intro video for LinkedIn etc• Meet the team• Day in the life• Testimonials• Semin...
Blogging1. Your own Blog1. Your site2. WordPress3. Blogger4. Weebly5. Typepad6. Social Networking site status updates7. Im...
Get others to talk about you• Ideally it should be a Blogger– Greater click-through rate, more views and more leadsthan fr...
Keep track of your mentions online• Google Alerts• HootSuite• Social Mention• Kurrently• IceRocket• BoardTracker• Google, ...
Monitoring tools• Netvibes• Brandwatch• ThinkUp• DataSift• Odimax• GlobalWebIndex• Attentio• Traackr• Unmetric• LiveWorld•...
Audio Logos• Premium Beat• http://www.premiumbeat.com/royalty_free_music/audio-logos
“Our greatest asset is our staff”
“Our greatest asset is our staff”"The use of workers to humanize corporate entities has been atime-honored marketing tradi...
But do we trust them enough toallow use of Social Media tocommunicate with:CustomersStakeholdersEach other?!
How do staff/employees/colleaguescurrently communicate?• Email• Face to face• Telephone/SMS/BBM• Skype and Video• Coffee m...
Social Media – internal benefits• Better engagement = betterperformance• Engages younger staff• Retains good performers• A...
Social Media – internal benefits• Better engagement = betterperformance• Start small• Forget the tool (Twitter etc)• Ask w...
Social Media – identifying BrandAmbassadors• Good communicators• They ‘get’ the objective of theBrand• Can articulate the ...
Points to think about• Social Media policy throughout• Guidelines for stepping outsidepolicy (and who)• Leap of faith for ...
Still time to be a late early adopter
Google+ is a social layer that has beenput over all of Google’s services.A great way to learn and share.It’s all about sha...
Search is changing.Search results will include posts frompeople you are connected to.So you will influence the search resu...
We increasingly prefer and trustresults from people we know.Search engines >>> Recommendation enginesSearch Plus Your Worl...
Many Google+ posts which share ablog post, are ranking higher in searchresults than the original blog.
Powerful networking tool,but be careful...
What is
What is• May 2003• 200m users. 2 members per second• 200 countries, 10 languages• 21 m visits pm (US) (47m globally)• Up 6...
NameActive useraccountsFacebook 750 millionTencent QQ 674 millionQzone 480 millionNetease 360 millionWindows LiveMessenger...
Why are you on LinkedIn?• Find contacts• Find likeminded• Share contacts• Highlight expertise• Shape your personal brand• ...
Why are you on LinkedIn?• Share status• Find personalised news• Career discussions• Build Community• Search topics andpeop...
Why are you on LinkedIn?• Share status• Find personalised news• Career discussions• Build Community• Search topics andpeop...
Invest time in your Profile
Invest time in your Profile
Invest time in your ProfileArt Flater
Invest time in your Profile“Specialties: Exceptionally good with sarcastic,smart ass remarks.”“Able to sit in my chair for...
Invest time in your Profile“Sat on my chair and bitched at sales reps.”“Sometimes I make a sales call.”“Went to lunch a lo...
Invest time in your Profile• Check visibility
Invest time in your Profile• Check visibility
Invest time in your Profile• Monitor your profile
Pro tip: Thank peoplewho look at your profile
...as a Search Engine....as a Search Engine.
Search:FinancialPlanner
Profile• Decide your keywords – Very important• Add them to these key profile sections:– Headline– Current work– Past work...
10 most overused buzzwordson LinkedIn profiles• Creative• Organisational• Effective• Extensive experience• Track record• M...
Note the keywords in name and summary
Note the keywords in name and summary
LinkedIn profile photo• Relaxed, professionaland friendly• Avoid colours that areclose to skin tone• Avoid the 70s look• A...
Note the keywords in name and summary
1. Note the keywords2. Customise your public URL
Add keywords near the top of yourSummary section
Include keywords in your Specialties
Profile pages available in other languages
Include keywords in the Experience section
Add photos to your BackgroundSummary
Add photos to your BackgroundSummaryResult…
Show off the good stuff
Show yourhuman sideby addingnon-workinterests –plus acouple ofkeywords
“Bouzouki”
Kickboxing
Kickboxing
Kickboxing
Connect – but don’t be lazy!
Connect – but don’t be lazy!
Contact TinaInclude a couple of keywords in your Contact details too
Contact ArtHumour works too!
Profile add ins• Applications– Events– Polls– Projects– Trips– WordPress blog– SlideShare• More Applications– Company Buzz...
Events
EventsChoose EventKeywords
Events
EventsFirst pageGoogle results
Pulls in yourpresentationsfromSlideSharePresentations
SkillsAdd Skills to your profile. LinkedIn will showyou a wealth of related resources...
Skills
Tina Weeks - Skills
Skills – Art Flater
Profile add ins• Applications– Events– Polls– Projects– Trips– WordPress blog– SlideShare• More Applications– Company Buzz...
Polls
Show you care• Volunteers are developing valuable skills• Can make the difference when networking,pitching for business or...
• Companies are using Social issuesas a differentiator:– KPMG– Abercrombie and Fitch– Salesforce.com– Victoria’s SecretSho...
Companies
Companies• Build followers by– Adding value– Engaging– Informing• They may never become customers, but arestill advocates ...
Companies – Pro tips• Promote it as an asset ofyour business• Keep it short• Occasionally ask questions• Include a link• I...
CompaniesFollow button for your website, blog etc
Companies
Companies
Companies Measure what worksAlso:Compare against similar companiesCheck your website visits from LinkedIn
Company BuzzEnlarge page
News Personalised news based on your profile page
Groups• Join (50) and/or create your own• Groups tab > Groups you may like• Build Community around You• Join groups that y...
Groups• Don’t just post a link to your site/Blog• Do ‘engage’ on existing posts– Like– Comment– Share• “Feed the fish and ...
Apps
Misc• QR code
• Update / adjust regularly• Add generic info toprofile. E.g. CFP, exams• Just search!– People– Events• Use the LearningCe...
Miscklm meet amp_ seat.mp4
Miscklm_ surprise.mp4
New and Important!• Search results will show content from people you know• Your content will show up when other people sea...
Through our connections, links, likes, locations,interactions, reputation, interests, content,persona, behaviour and emoti...
www.asklifetalk.com
Differentiate, Innovateand Engage.People buy People:Always did. Always will.
RDRA golden opportunity todifferentiate your propositionand connect with Internet-savvy investors.
A golden opportunity to differentiate and to geton board with Internet-savvy investors.
Please tell people aboutthis workshop!Thank you.
www.ifalife.com
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
LinkedIn and Social Media for IFAs and Financial Planners
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LinkedIn and Social Media for IFAs and Financial Planners

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The IFA and Financial Planner’s Guide to Social Media and LinkedIn.

For details of our next LinkedIn training for IFAs, Financial Planners, Wealth Managers and Financial Advisers, contact: events@ifalife.com

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LinkedIn and Social Media for IFAs and Financial Planners

  1. 1. The IFA and Financial Planner’sThe IFA and Financial Planner’sGuide to Social MediaGuide to Social Mediaand LinkedInand LinkedInWith Philip CalvertFounder of LifeTalk andProfessional Speaker on Social Media Sales StrategyTwitter: @PhilipCalvert
  2. 2. The IFA and FinancialPlanners’ guide to SocialMedia and…
  3. 3. WELCOME!WELCOME!www.ifalife.comTwitter: @AdviserLifeTalk
  4. 4. Important housekeeping note
  5. 5. Important housekeeping note
  6. 6. RDRCharging feesProfessional qualificationsChanging business modelsIncreased competitionCompetition from the Internet
  7. 7. Introductions• Who are you?• Your current biggestmarketing challenge?• What appeals to you aboutSocial Media/LinkedIn?• How are you using it?• Concerns?• Fun outside work?
  8. 8. Just imagine…Change
  9. 9. [Source: unknown]
  10. 10. [Source: unknown]
  11. 11. Why is Social Media important?
  12. 12. Why is Social Media important?
  13. 13. Why is Social Media important?Reputation is Everything
  14. 14. “We’re not going to use Social Mediabecause all our clients aregrandparents – and they aren’tinterested in all this nonsense.”The average age of becoming agrandparent in the UK is 47.Daycare Trust Survey 2012
  15. 15. Do you know how your clients areusing the Internet?Have you ever asked them?
  16. 16. “I’m not very good at technology”…is no longer an excuse.Make learning about the Internet partof your personal and professionaldevelopment.
  17. 17. Three significant trends in Social Media• Visualisation of Content• Sharing (via mobile)• Commenting on great long content• Short content
  18. 18. 3 tech trends advisers need to know• Your client wants it now– Not just data, but access to their advisers too• Fewer numbers, more visuals• Clients know more than you think– Asking questions they didnt five to seven years ago– More prepared to shop aroundAs clients deepen their understanding of their finances,advisers need to deepen relationship with their clients– and technology will help
  19. 19. Stop seeing yourwebsite as the beall and end all ofyour onlinepresence.
  20. 20. Social Media explained
  21. 21. Social Media explainedI need to peeI peedThis is where I peeWhy do I pee?Look at this pee![Source: unknown]
  22. 22. Social Media explainedI’m good at peeing![Source: unknown]
  23. 23. Social Media explainedForget “Social Media”.Remember Image, Identity andReputation Management.
  24. 24. Social Media explainedForget “Social Media”.Remember Image, Identity andReputation Management.LinkedIn is a key component of yourTrust Development Toolkit.
  25. 25. Financial Advisers are struggling to get noticed
  26. 26. Many businesses still struggle to get noticedAnd...The Internet is our firstchoice as consumers
  27. 27. …we feel under threat from it.Do Doctors feel underthreat from the Internet?
  28. 28. Social Media – all about Marketing?
  29. 29. Social Media – all about Marketing?• To listen• Improve knowledge• Share best practice• Thought leadership• Networking/Relationships• Search engines/traffic• Collaboration• Engage• Comment/share expertise• Add value/contribute todiscussions
  30. 30. Social Media – all about Marketing?• To listen• Improve knowledge• Share best practice• Thought leadership• Networking/Relationships• Search engines/traffic• Collaboration• Engage• Comment/share expertise• Add value/contribute todiscussions• Cement relationships• Brand loyalty and buzz• Customer service• Identify influencers• Promotion/Sales• Idea feedback• Build Community• Show a human face• Events• PR• Recruitment• Employee engagement
  31. 31. Financial Advisers are struggling to get noticed• 29% believe their knowledge is as goodCompeer March 2009 Financial DIY Report
  32. 32. Financial Advisers are struggling to get noticed• 29% believe their knowledge is as good• 34% believe that ‘advice’ is a disguise for ‘sales’Compeer March 2009 Financial DIY Report
  33. 33. Financial Advisers are struggling to get noticed• 29% believe their knowledge is as good• 34% believe that ‘advice’ is a disguise for ‘sales’• 38% don’t believe advisers add enough value tojustify their feesCompeer March 2009 Financial DIY Report
  34. 34. Financial Advisers are struggling to get noticed• 29% believe their knowledge is as good• 34% believe that ‘advice’ is a disguise for ‘sales’• 38% don’t believe advisers add enough value tojustify their fees• 44% view the Internet as ‘an essential source offinancial information and advice’Compeer March 2009 Financial DIY Report
  35. 35. Financial Advisers are struggling to get noticed• 29% believe their knowledge is as good• 34% believe that ‘advice’ is a disguise for ‘sales’• 38% don’t believe advisers add enough value tojustify their fees• 44% view the Internet as ‘an essential source offinancial information and advice’Compeer March 2009 Financial DIY ReportBut...
  36. 36. Financial Advisers are struggling to get noticed• Consumers still want access to your expertise• They don’t always want to meet you– Permanent Insurance
  37. 37. Financial Advisers are struggling to get noticed• Consumers still want access to your expertise• They don’t always want to meet you– Permanent Insurance• Are Financial Planners, Solicitors and Doctors underthreat from the Internet?
  38. 38. Perceptions of IFAs and Financial Advisers“I don’t like my financial adviser.Apart from the fact that he has greyhairs sticking out of his nose, I don’tbelieve a word he says and I don’ttrust him.”
  39. 39. Perceptions of IFAs and Financial Advisers“I don’t like my financial adviser.Apart from the fact that he has greyhairs sticking out of his nose, I don’tbelieve a word he says and I don’ttrust him.”“Every time he comes round he triesto sell me a policy and I always dowhat he says because I feel I oughtto.”
  40. 40. How do consumers findand choose an IFA?
  41. 41. The problem with consumers• They have too many choices• You don’t stand out enough• They don’t have enough time• The Internet is seen as a shortcut• You don’t stand out enough online
  42. 42. Tell us something we don’t already know
  43. 43. Tell us something we don’t already know
  44. 44. Tell us something we don’t already know
  45. 45. Tell us something we don’t already know
  46. 46. Differentiate or Die
  47. 47. Don Strickland, former Kodakvice president
  48. 48. How do you differentiate andpromote your business?We ignore the disruption of theInternet at our peril.
  49. 49. Marketing Post RDR• Strategy!• Differentiation• Trust• Credibility• Professionalism• Niche• See and experience• Engage and listen• Share and help• Add value• Loyal advocates(followers and fans)• Income generatingDo it live!
  50. 50. Your Differentiation Plan• In the industry• In your community• In your nicheYour most powerful differentiator is...
  51. 51. What are you doing to get noticed?
  52. 52. • Google Places• YouTube• Blog• LinkedIn• Facebook• Twitter• Google +• SunZu• Slideshare• EventBrite• Foursquare• Pinterest• LifeTalk• Ask LifeTalkImage Management tools
  53. 53. Image Management toolsApps
  54. 54. Apps
  55. 55. Apps
  56. 56. • Google Places• YouTube• Blog• LinkedIn• Facebook• Twitter• Google +• SunZu• Slideshare• EventBrite• Foursquare• Pinterest• LifeTalk• Ask LifeTalkImage Management tools
  57. 57. Infographic tools• Visual.ly• Infogr.am• iCharts• Piktochart
  58. 58. Ways to use Video• Pitch or Intro video• Intro video for LinkedIn etc• Meet the team• Day in the life• Testimonials• Seminar / event video• Seminar testimonials• For Ask LifeTalk channel• Commercial/advert• Tutorial/How to• Case study• FAQ• Short film• Public speaking• Expert interview• Video Blog (Vlog)• Industry news• Company news• Paper reviews• Weekly Update• Service process walkthrough
  59. 59. Blogging1. Your own Blog1. Your site2. WordPress3. Blogger4. Weebly5. Typepad6. Social Networking site status updates7. Images2. Get others to Blog about you
  60. 60. Get others to talk about you• Ideally it should be a Blogger– Greater click-through rate, more views and more leadsthan from self promotion• Have an objective• What type of Blogger? And what tools do they use?• Use Google Blog Search• Pitch to Bloggers– Search: How to pitch to Bloggers• Retweet, Like, Comment and Share their blogs• Measure results
  61. 61. Keep track of your mentions online• Google Alerts• HootSuite• Social Mention• Kurrently• IceRocket• BoardTracker• Google, Bing etc
  62. 62. Monitoring tools• Netvibes• Brandwatch• ThinkUp• DataSift• Odimax• GlobalWebIndex• Attentio• Traackr• Unmetric• LiveWorld• PeerIndex• Klout• Jive• Ethority• CliMet• YourBuzz• Eqentia• Sentiment Metrics• MutualMind• Appinions• SocialFixation
  63. 63. Audio Logos• Premium Beat• http://www.premiumbeat.com/royalty_free_music/audio-logos
  64. 64. “Our greatest asset is our staff”
  65. 65. “Our greatest asset is our staff”"The use of workers to humanize corporate entities has been atime-honored marketing tradition, of course.But in an era of Web 2.0 transparency, their visibility takes ongreater meaning, signalling the higher importance of customerservice in the marketing mix... staffers offer a kind of peercredibility as corporate advocates.“Noreen OLeary in AdWeek
  66. 66. But do we trust them enough toallow use of Social Media tocommunicate with:CustomersStakeholdersEach other?!
  67. 67. How do staff/employees/colleaguescurrently communicate?• Email• Face to face• Telephone/SMS/BBM• Skype and Video• Coffee machine• Hallways• Lunchtime• Pub• Sports and Social• Official meetings/briefings
  68. 68. Social Media – internal benefits• Better engagement = betterperformance• Engages younger staff• Retains good performers• A new staff benefit/motivator• Evidence of open and trustingmanagement• Quick and easy communications• Fast and honest feedback• Ideas hub• Competitions• Increase collaboration• Creates sense of Community• Weekend Warriors• Vacancies become moreengaging• Easy to identify Brandambassadors• Easy to identify goodcommunicators• Humanises management /Reduces corporate speak
  69. 69. Social Media – internal benefits• Better engagement = betterperformance• Start small• Forget the tool (Twitter etc)• Ask what employees would finduseful• Expect very little engagementat the start• Don’t accept “No” for ananswer from Management• Train Management if theydon’t understand it– What the tools are– What the tools do– Why Social is important• “Communication is King”
  70. 70. Social Media – identifying BrandAmbassadors• Good communicators• They ‘get’ the objective of theBrand• Can articulate the objective• They evangelise the brand• Strong sense of Mission/Vision• Consistent in behaviours• Factually accurate incommunications• Can handle pressure• Can handle argumentative people• Relaxed and friendly – but getthings done• They ‘get’ and use Social Media• They are open, random andsupportive online• They can articulate the dangers• They can tell stories• They are trustworthy• At ease with all levels ofManagement – internally andexternally• They know competitors’ products• Keen to give feedback on ownperformance• Fizzing with ideas and quickwitted
  71. 71. Points to think about• Social Media policy throughout• Guidelines for stepping outsidepolicy (and who)• Leap of faith for Management• How to reward ambassadors• How to measure performance• Management are watching andlistening closely• Does the company culture andtone match the messages?• Ambassadors can become‘celebrities’• Have a defensive strategy forwhen someone is offended• Everyone is an ambassador• You won’t get it perfect• Requires leadership and theability to trust staff• Special approach for KeyAccounts• Don’t introduce it without somesort of plan• Don’t plan anything!• Don’t expect results overnight• This is not a replacement fortraditional staff communicationchannels
  72. 72. Still time to be a late early adopter
  73. 73. Google+ is a social layer that has beenput over all of Google’s services.A great way to learn and share.It’s all about sharing information.
  74. 74. Search is changing.Search results will include posts frompeople you are connected to.So you will influence the search resultsof everyone in your network.
  75. 75. We increasingly prefer and trustresults from people we know.Search engines >>> Recommendation enginesSearch Plus Your World (S + YW)
  76. 76. Many Google+ posts which share ablog post, are ranking higher in searchresults than the original blog.
  77. 77. Powerful networking tool,but be careful...
  78. 78. What is
  79. 79. What is• May 2003• 200m users. 2 members per second• 200 countries, 10 languages• 21 m visits pm (US) (47m globally)• Up 63% on 2010• 50% in US, 11+ million in UK• Viadeo (35m), Xing (10m), Fast Pitch,Ecademy• Shift from a Jobs site to real-timenetworking• 1 m groups• 2.6 m company pages• Value: $1.5 - $2 bn• Mobile 2008. 400% growth in pageviews per year• 5,300,000,000 searchesin 2012• A HUGE mine of data.All LI products help youleverage that data• Invest time because it’sa People Search Engine
  80. 80. NameActive useraccountsFacebook 750 millionTencent QQ 674 millionQzone 480 millionNetease 360 millionWindows LiveMessenger330+ millionTencent Weibo 233 millionHabbo 203 millionTwitter 200 millionSina Weibo 200 millionSkype 145 millionVkontakte 135+ millionBadoo 121+ millionOrkut 120+ millionBebo 117 millionLinkedIn 200+ million
  81. 81. Why are you on LinkedIn?• Find contacts• Find likeminded• Share contacts• Highlight expertise• Shape your personal brand• Get/give answers• Get/give company news• Find/advertise jobs• Find/promote events
  82. 82. Why are you on LinkedIn?• Share status• Find personalised news• Career discussions• Build Community• Search topics andpeople• SEO• Share content• Find contacts• Find likeminded• Share contacts• Highlight expertise• Shape your personal brand• Get/give answers• Get/give company news• Find/advertise jobs• Find/promote events
  83. 83. Why are you on LinkedIn?• Share status• Find personalised news• Career discussions• Build Community• Search topics andpeople• SEO• Share content• Find contacts• Find likeminded• Share contacts• Highlight expertise• Shape your personal brand• Get/give answers• Get/give company news• Find/advertise jobs• Find/promote eventsPEOPLE BUYPEOPLE BUYPEOPLE!PEOPLE!
  84. 84. Invest time in your Profile
  85. 85. Invest time in your Profile
  86. 86. Invest time in your ProfileArt Flater
  87. 87. Invest time in your Profile“Specialties: Exceptionally good with sarcastic,smart ass remarks.”“Able to sit in my chair for extended periods of timewithout numbness or fatigue.”“Invented the 2 hour lunch break, which has been adapted by sales slackerseverywhere.”“Attempted to train dealer staff until I realized most were too stupid to acceptthe training. Once I realized that fact, I would just take them to lunch.”Art Flater
  88. 88. Invest time in your Profile“Sat on my chair and bitched at sales reps.”“Sometimes I make a sales call.”“Went to lunch a lot.”“I avoid meaningful engagement and work, if at all possible.”“Talked on the phone and hung out. Took credit for others accomplishments.”Art Flater
  89. 89. Invest time in your Profile• Check visibility
  90. 90. Invest time in your Profile• Check visibility
  91. 91. Invest time in your Profile• Monitor your profile
  92. 92. Pro tip: Thank peoplewho look at your profile
  93. 93. ...as a Search Engine....as a Search Engine.
  94. 94. Search:FinancialPlanner
  95. 95. Profile• Decide your keywords – Very important• Add them to these key profile sections:– Headline– Current work– Past work– Website– Public profile URL– Summary– Specialities– Contact settings• Interests• Skills• Honours and Awards• Groups and Associations• Add extra sections
  96. 96. 10 most overused buzzwordson LinkedIn profiles• Creative• Organisational• Effective• Extensive experience• Track record• Motivated• Innovative• Problem solving• Communication skills• Dynamic
  97. 97. Note the keywords in name and summary
  98. 98. Note the keywords in name and summary
  99. 99. LinkedIn profile photo• Relaxed, professionaland friendly• Avoid colours that areclose to skin tone• Avoid the 70s look• Avoid clothing extremes• Dress for your idealcustomer• Experiment withdifferent backgrounds• Wear makeup• Shave, trim, haircut• Drink water to improveskin• Tea and coffeediscolours teeth• Avoid alcohol for acouple of days• Sleep
  100. 100. Note the keywords in name and summary
  101. 101. 1. Note the keywords2. Customise your public URL
  102. 102. Add keywords near the top of yourSummary section
  103. 103. Include keywords in your Specialties
  104. 104. Profile pages available in other languages
  105. 105. Include keywords in the Experience section
  106. 106. Add photos to your BackgroundSummary
  107. 107. Add photos to your BackgroundSummaryResult…
  108. 108. Show off the good stuff
  109. 109. Show yourhuman sideby addingnon-workinterests –plus acouple ofkeywords
  110. 110. “Bouzouki”
  111. 111. Kickboxing
  112. 112. Kickboxing
  113. 113. Kickboxing
  114. 114. Connect – but don’t be lazy!
  115. 115. Connect – but don’t be lazy!
  116. 116. Contact TinaInclude a couple of keywords in your Contact details too
  117. 117. Contact ArtHumour works too!
  118. 118. Profile add ins• Applications– Events– Polls– Projects– Trips– WordPress blog– SlideShare• More Applications– Company Buzz– Amazon reading list– Box.net– Google presentations– iPhone App– Paid advertisementsChange the order to suit whatyou want people to see
  119. 119. Events
  120. 120. EventsChoose EventKeywords
  121. 121. Events
  122. 122. EventsFirst pageGoogle results
  123. 123. Pulls in yourpresentationsfromSlideSharePresentations
  124. 124. SkillsAdd Skills to your profile. LinkedIn will showyou a wealth of related resources...
  125. 125. Skills
  126. 126. Tina Weeks - Skills
  127. 127. Skills – Art Flater
  128. 128. Profile add ins• Applications– Events– Polls– Projects– Trips– WordPress blog– SlideShare• More Applications– Company Buzz– Amazon reading list– Box.net– Google presentations– iPhone /AndroidChange the order to suit whatyou want people to see
  129. 129. Polls
  130. 130. Show you care• Volunteers are developing valuable skills• Can make the difference when networking,pitching for business or looking for a job• Including your social impact as part of yourprofessional identity is becoming the norm
  131. 131. • Companies are using Social issuesas a differentiator:– KPMG– Abercrombie and Fitch– Salesforce.com– Victoria’s SecretShow you care
  132. 132. Companies
  133. 133. Companies• Build followers by– Adding value– Engaging– Informing• They may never become customers, but arestill advocates for your business
  134. 134. Companies – Pro tips• Promote it as an asset ofyour business• Keep it short• Occasionally ask questions• Include a link• Include an image• Be different and intriguing• How-to articles• ‘Like’ competitions• Ask for a ‘Like’• Test what works– Topic types– Questions– News– Articles– Contests– Events– Day and Time– Style and Tone
  135. 135. CompaniesFollow button for your website, blog etc
  136. 136. Companies
  137. 137. Companies
  138. 138. Companies Measure what worksAlso:Compare against similar companiesCheck your website visits from LinkedIn
  139. 139. Company BuzzEnlarge page
  140. 140. News Personalised news based on your profile page
  141. 141. Groups• Join (50) and/or create your own• Groups tab > Groups you may like• Build Community around You• Join groups that your target markets join• Follow specific content• LinkedIn emails your content to your contacts• Visibility in Google search results• Promote your group on other Social sites
  142. 142. Groups• Don’t just post a link to your site/Blog• Do ‘engage’ on existing posts– Like– Comment– Share• “Feed the fish and they’ll keep coming back”– Polls– Questions– Give people the chance to self-promote– Webinars and paid materials
  143. 143. Apps
  144. 144. Misc• QR code
  145. 145. • Update / adjust regularly• Add generic info toprofile. E.g. CFP, exams• Just search!– People– Events• Use the LearningCentre• Pay?Misc
  146. 146. Miscklm meet amp_ seat.mp4
  147. 147. Miscklm_ surprise.mp4
  148. 148. New and Important!• Search results will show content from people you know• Your content will show up when other people search• Search results about you, will be based on what otherpeople say about you• (Authentic) Content will rank higher in search results• Engage with people and content– Share, Comment, Like and +1– Answer questions• Adviser Apps
  149. 149. Through our connections, links, likes, locations,interactions, reputation, interests, content,persona, behaviour and emotions – computerswill tell us who we should meet and why.Google will bring to our attention people andinformation that we didn’t know we needed.And even newer…!
  150. 150. www.asklifetalk.com
  151. 151. Differentiate, Innovateand Engage.People buy People:Always did. Always will.
  152. 152. RDRA golden opportunity todifferentiate your propositionand connect with Internet-savvy investors.
  153. 153. A golden opportunity to differentiate and to geton board with Internet-savvy investors.
  154. 154. Please tell people aboutthis workshop!Thank you.
  155. 155. www.ifalife.com

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