linkedin for financial advisors

19
LINKEDIN FOR ADVISORS

Upload: advisor-websites

Post on 07-Nov-2014

4.352 views

Category:

Economy & Finance


0 download

DESCRIPTION

Learn how to master LinkedIn's intricacies and see how it can benefit your business. This presentation was geared towards financial advisors and members of the financial services industry.

TRANSCRIPT

Page 1: LinkedIn for Financial Advisors

LINKEDINFOR ADVISORS

Page 2: LinkedIn for Financial Advisors

AGENDA

USEFUL FACTS

7 WAYS TO USE LINKEDIN + DEMO

6 TIPS TO BUILD TRUST ONLINE

TAKEAWAY

CONCLUSION

Page 3: LinkedIn for Financial Advisors

NUMBER OF PEOPLE JOINING LINKEDIN DAILY

67,000+

Page 4: LinkedIn for Financial Advisors

THE LINKEDIN PROFESSIONAL AT A GLANCE

Average Age 41Household IncomeCollege EducatedDecision MakersPortfolio value $250k+

$109,70395%50%24%

Page 5: LinkedIn for Financial Advisors

GREAT WAYS TO USE LINKEDIN

1. Increase your visibility2. Reconnect with clients & colleagues3. Improve your search engine ranking4. Get recommended5. Prospect for new clients6. Enhance your reputation7. Share & join events

Page 6: LinkedIn for Financial Advisors

Dashboard overviewComplete your profileHow to connectHow to prospectJoin groupsAsk for recommendations

LINKEDIN DEMONSTRATION

Page 7: LinkedIn for Financial Advisors

DASHBOARD

The dashboard lists all the activities in your network:

Status updates, Recommendations, New connections etc.

Page 8: LinkedIn for Financial Advisors

COMPLETE YOUR PROFILE

Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.

Page 9: LinkedIn for Financial Advisors

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

Page 10: LinkedIn for Financial Advisors

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.

Page 11: LinkedIn for Financial Advisors

JOIN 5 GROUPS OF INTEREST

• Financial planning associations, industry groups etc.• If your target audience is dentists, find a specific group for dentists and join this group

Page 12: LinkedIn for Financial Advisors

ASK AND GIVE RECOMMENDATIONS

Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers

Page 13: LinkedIn for Financial Advisors

6 TIPS TO

BUILD TRUST

Page 14: LinkedIn for Financial Advisors

HAVE A USER-FRIENDLY WEBSITE

BE HONEST & REAL

LISTEN TO YOUR CUSTOMERS

ANSWER EVERY QUESTION

USE CLIENT TESTIMONIALS

FOCUS ON DELIVERING VALUE

Page 15: LinkedIn for Financial Advisors

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?

Page 16: LinkedIn for Financial Advisors

TAKEAWAY

STATUS UPDATESWhat you’re working on, share links …

RECOMMENDATIONSAsk for them & give them

ANSWERSAsk questions & answer

JOIN 5 GROUPS3 professional groups & 2 target client groups

Page 17: LinkedIn for Financial Advisors

ADD ME TO YOUR LINKEDIN

LOIC JEANJEAN

If you enjoyed this presentation, pleaserecommend me on

Page 18: LinkedIn for Financial Advisors

3 months for $1WEBSITES FOR ADVISORSEnter Code: 50WEBLAUNCHSignup at www.advisorwebsites.com

Page 19: LinkedIn for Financial Advisors

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 JEANJEANOnline Marketing Strategist [email protected] jjloic advisorwebsites