SlideShare a Scribd company logo
HOUSE KEEPING ,[object Object],[object Object],[object Object],[object Object],[object Object]
LINKEDIN FOR ADVISORS Presented by Loic Jeanjean – Director, Web Marketing   www.advisorwebsites.com
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
AGEND A USEFUL FACTS 7 WAYS TO USE LINKEDIN + DEMO 5 TIPS TO BUILD TRUST ONLINE GUIDE + NEXT STEPS COMPLIANCE
The percentage of Financial Professionals with a social media profile is growing: SOCIAL MEDIA USAGE Study by American Century Investments. 303 respondents. Q1 2011
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
THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income College Educated Decision Makers Portfolio value $250k+ $109,703 95% 50% 24%
GREAT WAYS TO USE LINKEDIN ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DEMO
DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
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.
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.
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
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.
JOIN 5 GROUPS OF INTEREST ,[object Object],[object Object]
CREATE A COMPANY PAGE ,[object Object]
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
REMEMBER ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
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?
STAY COMPLIANT
FINRA Regulatory Notice 10-06: Guidelines for Social Networks Regulation Social Network and Web 2.0 Impact SEC Rules 17a-3 and 17a-4 and NASD Rule 3110 Retain records of communications related to business Public Appearances Electronic forum & chat rooms, content posted to social media may constitute a public appearance Prior Approvals Wall postings require prior approvals Participation Real-time participation on social networks equals participation FINRA Regulatory Notice 07-59 For instance communications between research and investment banking departments should be restricted Restrict Personnel Only those subject to firms supervision should have access, provide training prior to engagement, prohibit or restrict those who pose a compliance risk.  Restrict access with technology.
Use Actiance to stay on top of FINRA Regulations
Use Arkovi to archive all your Social Media activities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
5 TIPS TO BUILD TRUST
[object Object],[object Object],[object Object],[object Object],[object Object]
LINKEDIN GUIDE
NEXT STEPS
CONNECT WITH ME ON LINKEDIN ,[object Object],[object Object],[object Object]
$ 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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LinkedIn webinar for financial services

  • 1.
  • 2. LINKEDIN FOR ADVISORS Presented by Loic Jeanjean – Director, Web Marketing www.advisorwebsites.com
  • 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. AGEND A USEFUL FACTS 7 WAYS TO USE LINKEDIN + DEMO 5 TIPS TO BUILD TRUST ONLINE GUIDE + NEXT STEPS COMPLIANCE
  • 5. The percentage of Financial Professionals with a social media profile is growing: SOCIAL MEDIA USAGE Study by American Century Investments. 303 respondents. Q1 2011
  • 6. 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
  • 7. THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income College Educated Decision Makers Portfolio value $250k+ $109,703 95% 50% 24%
  • 8.
  • 10. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
  • 11. 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.
  • 12. 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.
  • 13. 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
  • 14. 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.
  • 15.
  • 16.
  • 17. 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
  • 18.
  • 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?
  • 21. FINRA Regulatory Notice 10-06: Guidelines for Social Networks Regulation Social Network and Web 2.0 Impact SEC Rules 17a-3 and 17a-4 and NASD Rule 3110 Retain records of communications related to business Public Appearances Electronic forum & chat rooms, content posted to social media may constitute a public appearance Prior Approvals Wall postings require prior approvals Participation Real-time participation on social networks equals participation FINRA Regulatory Notice 07-59 For instance communications between research and investment banking departments should be restricted Restrict Personnel Only those subject to firms supervision should have access, provide training prior to engagement, prohibit or restrict those who pose a compliance risk. Restrict access with technology.
  • 22. Use Actiance to stay on top of FINRA Regulations
  • 23.
  • 24. 5 TIPS TO BUILD TRUST
  • 25.
  • 28.
  • 29. $ 65 instead of $ 89 NO SETUP FEES. NO CONTRACTS Enter Code: LINKEDIN Signup at www.advisorwebsites.com Call TODAY 1-866-500-4113

Editor's Notes

  1. Social media usage is growing Half of financial professionals surveyed have moderate or significant experience with social media Most (86%) have a business or personal profile/account –up significantly from last year Top business uses include monitoring industry and market news, researching people, reading expert commentary and insights.
  2. Do I need a Company page? When customers are shopping around for a financial service, they’ll likely search for your website and social media profiles. If their decision is time-sensitive, having a professional and informational site can make all the difference in their selection process.