Using LinkedIn to Access the Affluent

Disclosures• You must have a social media policy

in place!• You must have an archiving program

in place!–Erado and Smarsh have solutions

priced for the small RIA

The Truth

74%Affluents aged 55-70

have 1 or more social network profiles

Unity Marketing Study

The Truth

34%Affluents use social media

specifically for personal finance & investing purposes

Cogent Study

The Truth

70%Of those have reallocated

investments or have started or changed their relationship with

investment providers

Cogent Study

The Truth

5 millionHigh Net Worth Investors in the U.S. and Canada actively using

social media to help them with their financial decisions

LinkedIn and Cogent Study

The Truth

87%Advised HNW Investors are

social media users, with 69% active on LinkedIn

LinkedIn and Cogent Study

Yes…your clients are on LinkedIn

The Truth

LinkedIn and Cogent Study

The TruthHalf

HNW Investors who are active on LinkedIn

are unadvised

LinkedIn and Cogent Study

= 1.875 mil US & Canadian HNW Investors

The Truth

LinkedIn and Cogent Study

Let’s get to the Nitty Gritty!

Collaboration

Investment/ Financial Advisor

Accountant

Estate Planning Attorney

Insurance Agent

Debt Manager

SHAR

ESH

ARE

SHARESHARE

ExamplesSTRATEGIC GOLF OUTING

ExamplesFUNDRAISING GALA / EVENT

ConclusionsLinkedIn tells you when a prospect

is within reach.

LinkedIn gives you the roadmap to reach valuable prospects.

What could your business look like withthat level of intelligence & access?

LinkedIn provides a platform to getvisibility to HNW individuals.

Want More?Connect with me on LinkedInIn the next 48 hours to get:

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