linkedin webinar for financial services

LINKEDINFOR ADVISORSPresented byLoic Jeanjean – Director, Web Marketing

www.advisorwebsites.com

HOUSE KEEPING

• Please dial +1-416-900-1162 and enter your access code + audio pin

• All attendees are on listen-only mode• If you have any questions, please use

the ‘Questions’ window on the right end side of your screen

• The slides for this presentation will be emailed to you by end of day today

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 JEANJEANDirector, Web Marketing loic@advisorwebsites.com jjloic advisorwebsites

AGENDA

USEFUL FACTS7 WAYS TO USE LINKEDIN + DEMO6 TIPS TO BUILD TRUST ONLINETAKEAWAYCONCLUSION

NUMBER OF PEOPLE JOINING LINKEDIN DAILY

67,000+NUMBER OF MEMBERS IN THE US

44.7 millionNUMBER OF PEOPLE SEARCHES IN 2010

2+ billion

THE LINKEDIN PROFESSIONAL AT A GLANCE

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

$109,70395%50%24%

GREAT WAYS TO USE LINKEDIN

1. Increase your visibility2. Reconnect with clients & colleagues3. Improve your search engine ranking4. Get recommended (not in the US)5. Prospect for new clients & partners6. Enhance your reputation7. Expand corporate visibility8. Build professional online identity

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

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

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

LAST TIPSSTATUS UPDATESWhat you’re working on, share links …

INVITE CONTACTSKeep adding connections on a regular basis

CROSS LINKLink your profile to other social media sites

JOIN 5 GROUPS3 professional groups & 2 target client groups

5 TIPS TO

BUILD TRUST

HAVE A USER-FRIENDLY WEBSITE

BE HONEST & REAL

LISTEN TO YOUR CUSTOMERS

ANSWER EVERY QUESTION

FOCUS ON DELIVERING VALUE

CONNECT WITH ME ON LINKEDIN

LOIC JEANJEAN

If you enjoyed this presentation, pleaserecommend me on

$65 instead of $89NO SETUP FEES. NO CONTRACTS

Enter Code: LINKEDINSignup at www.advisorwebsites.com

CallTODAY

1-866-500-4113