securities america using linkedin to access the affluent presentation
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Securities America Using LinkedIn to Access the Affluent PresentationTRANSCRIPT
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Using LinkedIn to Access the Affluent
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SOCIAL MEDIA IS FOR…• The Mass Consumer• The Lowest Common Denominator• Younger people• People with too much time on their
hands• People who just want to play games &
goof off• People who don’t make much money
Right?
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The Truth
74%Affluents aged 55-70
have 1 or more social network profiles
Unity Marketing Study
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The Truth
34%Affluents use social media
specifically for personal finance & investing purposes
Cogent Study
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The Truth
70%Of those have reallocated
investments or have started or changed their
relationship with investment providers
Cogent Study
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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
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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
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The Truth
LinkedIn and Cogent Study
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The TruthHalf
HNW Investors who are active on LinkedIn
are unadvised
LinkedIn and Cogent Study
= 1.875 mil US & Canadian HNW Investors
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LinkedIn Profile• You need to TRULY Differentiate
yourself on your profile.
• Clearly identify your target market.
• Search Optimize
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Prospecting Time!
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Sharing
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Sharing
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Sharing
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Sharing
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Sharing
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Sharing
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Collaboration
Investment/ Financial Advisor
Accountant
Estate Planning Attorney
Insurance Agent
Debt Manager/Banker
SH
AR
ES
HA
RE
SHARESHARE
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ExamplesSTRATEGIC GOLF OUTING
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ExamplesFUNDRAISING GALA / EVENT
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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.