- LinkedIn is a professional social networking site with over 100 million users that allows users to connect with colleagues, find jobs, and showcase their professional expertise. - The document provides tips for financial planners and IFAs (independent financial advisors) to leverage LinkedIn, including investing time in their profile, using relevant keywords, answering questions, and joining groups. - LinkedIn can be a powerful networking and business development tool if users actively engage with the platform by customizing their profile, connecting with others, and sharing content in areas of expertise.

1. How to Leverage LinkedIn What every IFA and Financial Planner needs to know Philip Calvert, IFA Life #IFALife

2. Important housekeeping note

3. Important housekeeping note

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6. Why is Social Media important?

7. Social Media explained

8. Social Media explained I need to pee I peed This is where I pee Why do I pee? Look at this pee! [Source: unknown]

9. Social Media explained I’m good at peeing! [Source: unknown]

10. Powerful networking tool, but be careful...

11. What is LinkedIn? May 2003 100 m users 200 countries 21 m UK visits pm 270 m visits globally pm 50% in US, 8+ million in UK Viadeo (30m), Xing (10m), Fast Pitch, Ecademy Shift from a Jobs site to real-time networking

12. Name Active user accounts Facebook 750 million Tencent QQ 674 million Qzone 480 million Netease 360 million Windows Live Messenger 330+ million Tencent Weibo 233 million Habbo 203 million Twitter 200 million Sina Weibo 200 million Skype 145 million Vkontakte 135+ million Badoo 121+ million Orkut 120+ million Bebo 117 million LinkedIn 100+ million

13. What is LinkedIn? May 2003 100 m users 200 countries 21 m UK visits pm 270 m visits globally pm 50% in US, 8+ million in UK Viadeo (30m), Xing (10m), Fast Pitch, Ecademy Shift from a Jobs site to real-time networking

14. What is LinkedIn? 70% of IFAs A HUGE mine of data. All LI products help you leverage that data Invest time because it’s a People Search Engine May 2003 100 m users 200 countries 21 m UK visits pm 270 m visits globally pm 50% in US, 8+ million in UK Viadeo (30m), Xing (10m), Fast Pitch, Ecademy Shift from a Jobs site to real-time networking

15. 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

16. Why are you on LinkedIn? Share status Find personalised news Career discussions Build Community Search topics and people 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

17. Why are you on LinkedIn? Find contacts Don’t be lazy when connecting! Personalise your message

18. Invest time in your Profile

19. Invest time in your Profile People Search Engine Looking for expertise – not friends Professional credibility Differentiation post RDR “ People Buy People” Shape your personal brand

20. Invest time in your Profile

21. Invest time in your Profile

22. Invest time in your Profile Art Flater

23. Invest time in your Profile “ Specialties: Exceptionally good with sarcastic, smart ass remarks.” “ Able to sit in my chair for extended periods of time without numbness or fatigue.” “ Invented the 2 hour lunch break, which has been adapted by sales slackers everywhere.” “ Attempted to train dealer staff until I realized most were too stupid to accept the training. Once I realized that fact, I would just take them to lunch.” Art Flater

24. 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

25. Invest time in your Profile Check visibility > Philip’s Activity > edit

26. Invest time in your Profile Check visibility > Philip’s Activity > edit

27. Invest time in your Profile Monitor your profile Pro tip: Thank people who look at your profile

28. Invest time in your Profile

29. Invest time in your Profile

30. Invest time in your Profile

31. ...as a Search Engine.

32. Search: Financial Planner

33. 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

34. Note the keywords in name and summary

35. 1. Note the keywords

36. 1. Note the keywords 2. Customise your profile URL

37. Connecting Twitter to LinkedIn Paint a broader picture of you and your professional life

39. Add keywords near the top of your Summary section

40. Include keywords in your Specialties

41. Include keywords in the Experience section

42. Include keywords in other sections

43. Prove your expertise and value by adding testimonials using the tool provided

44. Show your human side by adding non-work interests – plus a couple of keywords of course!

45. Contact Tina Include a couple of keywords in your Contact details too

46. Contact Art Humour works too!

47. 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 advertisements Change the order to suit what you want people to see

48. Events Choose Event Keywords

49. Events First page Google results

50. 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 advertisements Change the order to suit what you want people to see

51. Pulls in your presentations from SlideShare Profile add ins

52. Skills Add Skills to your profile. LinkedIn will show you a wealth of related resources...

53. Skills

54. Skills – Art Flater

55. Skills – Art Flater

56. Search and Save Find topics of interest to you and save them for reference

57. Search and Save Filter by Network, Individuals, Company, Time, Location, Industry and #

58. Companies Basic details and map Get followers Edit profile > Timeline List key employees Share comments to Twitter and/or LI contacts Recent tweets (incl. Foursquare checkins)

59. Companies Basic details and map Get followers Edit profile > Timeline List key employees Share comments to Twitter and/or LI contacts Recent tweets (incl. Foursquare checkins) Products/services – images, video, URL and people Request and show recommendations Follow button for your website Advertise jobs ($195) Promote – PPC or per 1000 impressions

60. Companies IFA: only 178 results as at Sept 2011 Every IFA should have a company profile

61. Companies Financial Planning: 653 results as at Sept 2011 Every financial planning firm should have a company profile

62. Companies Status Updates of 500 characters

63. Answers More tab > Answers Enhance and recognise perception of expertise Recommended categories for you A powerful way to prove your expertise

64. News More tab > News Personalised – suggested categories Major headlines Financial Services Internet marketing Online media Marketing Etc Follow sources Reuters, Bloomberg etc Suggestions for you via shares on StumbleUpon Novel and newsworthy News shared by people in your network Personalised news based on your profile page

65. Groups Join (50) and/or create your own Groups tab > Groups you may like Build Community around You People opt in to your content “ Feed the fish and they’ll keep coming back” Follow specific content LinkedIn emails your content to your contacts Visibility in Google search results

66. Example forum in LinkedIn groups

68. You decide which content appears

69. Niche Groups & Communities IFP group Financial Planners using Social Media Marketing for IFAs group ISO 22222 group My Money Tip group Create exclusive groups. E.g. Blue Sky Best Practice group for IFAs and Financial Planners http://www.ifalife.com/Networking

70. My Money Tip Personal Finance Tips for the Internet generation 140 characters maximum Please share your expertise http://www.ifalife.com/MyMoneyTip Post to the My Money Tip LinkedIn Group Tweet to @MyMoneyTip Email to philip@ifalife.com

71. Stuck? Learning centre: http://learn.linkedin.com/ Under the ‘More’ tab Or email: [email_address] http://uk.linkedin.com/in/socialmediaspeaker

72. www.ifalife.com