linkedin for financial advisors
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
LINKEDINFOR ADVISORS
AGENDA
USEFUL FACTS
7 WAYS TO USE LINKEDIN + DEMO
6 TIPS TO BUILD TRUST ONLINE
TAKEAWAY
CONCLUSION
NUMBER OF PEOPLE JOINING LINKEDIN DAILY
67,000+
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 recommended5. Prospect for new clients6. Enhance your reputation7. Share & join events
Dashboard overviewComplete your profileHow to connectHow to prospectJoin groupsAsk for recommendations
LINKEDIN DEMONSTRATION
DASHBOARD
The dashboard lists all the activities in your network:
Status updates, Recommendations, New connections etc.
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.
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
ASK AND GIVE RECOMMENDATIONS
Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers
6 TIPS TO
BUILD TRUST
HAVE A USER-FRIENDLY WEBSITE
BE HONEST & REAL
LISTEN TO YOUR CUSTOMERS
ANSWER EVERY QUESTION
USE CLIENT TESTIMONIALS
FOCUS ON DELIVERING VALUE
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?
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
ADD ME TO YOUR LINKEDIN
LOIC JEANJEAN
If you enjoyed this presentation, pleaserecommend me on
3 months for $1WEBSITES FOR ADVISORSEnter Code: 50WEBLAUNCHSignup at 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 JEANJEANOnline Marketing Strategist [email protected] jjloic advisorwebsites