how to leverage linkedin - what every financial planner and ifa needs to know
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LinkedIn for IFAs and Financial PlannersTRANSCRIPT
How to Leverage LinkedInHow to Leverage LinkedIn
What every IFA and Financial Planner needs to know
Philip Calvert, IFA Life
#IFALife
Important housekeeping note
Important housekeeping note
[Source: unknown]
[Source: unknown]
Why is Social Media important?
Social Media explained
Social Media explained
I need to pee
I peed
This is where I pee
Why do I pee?
Look at this pee!
[Source: unknown]
Social Media explained
I’m good at peeing!
[Source: unknown]
Powerful networking tool, but be careful...
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
Name Active user accounts
Facebook 750 millionTencent QQ 674 millionQzone 480 millionNetease 360 millionWindows Live Messenger 330+ million
Tencent Weibo 233 millionHabbo 203 millionTwitter 200 millionSina Weibo 200 millionSkype 145 millionVkontakte 135+ millionBadoo 121+ millionOrkut 120+ millionBebo 117 million
LinkedIn 100+ million
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
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
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
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
Why are you on LinkedIn?
• Find contacts– Don’t be lazy when
connecting!– Personalise your
message
Invest time in your Profile
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
Invest time in your Profile
Invest time in your Profile
Invest time in your Profile
Art Flater
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
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
Invest time in your Profile
• Check visibility > Philip’s Activity > edit
Invest time in your Profile
• Check visibility > Philip’s Activity > edit
Invest time in your Profile• Monitor your profile
Pro tip: Thank people who look at your profile
Invest time in your Profile
Invest time in your Profile
Invest time in your Profile
...as a Search Engine....as a Search Engine.
Search: Financial Planner
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
Note the keywords in name and summary
1. Note the keywords
1. Note the keywords2. Customise your profile URL
Connecting Twitter to LinkedIn
• Paint a broader picture of you and your professional life
Add keywords near the top of your Summary section
Include keywords in your Specialties
Include keywords in the Experience section
Include keywords in other sections
Prove your expertise and value by adding testimonials using the tool provided
Show your human side by adding non-work interests – plus a couple of keywords of course!
Contact Tina
Include a couple of keywords in your Contact details too
Contact Art
Humour works too!
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
Events
Choose Event Keywords
Events
First page Google results
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
Pulls in your presentations from SlideShare
Profile add ins
Skills
Add Skills to your profile. LinkedIn will show you a wealth of related resources...
Skills
Skills – Art Flater
Skills – Art Flater
Search and Save
Find topics of interest to you and save them for reference
Search and Save
Filter by Network, Individuals, Company, Time, Location, Industry and #
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)
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
CompaniesIFA: only 178 results as at Sept 2011
Every IFA should have a company profile
CompaniesFinancial Planning: 653 results as at Sept 2011
Every financial planning firm should have a company profile
CompaniesStatus Updates of 500 characters
Answers• More tab > Answers• Enhance and recognise perception of
expertise• Recommended categories for you
A powerful way to prove your expertise
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
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
Example forum in LinkedIn groups
You decide which content appears
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 IFAsand Financial Plannershttp://www.ifalife.com/Networking
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 [email protected]
Stuck?
• Learning centre: http://learn.linkedin.com/– Under the ‘More’ tab
• Or email: [email protected]• http://uk.linkedin.com/in/socialmediaspeaker
www.ifalife.com