using linkedin to access the affluent
DESCRIPTION
Statistics and strategies on the success that financial advisors have had using LinkedIn and the interested that high net worth and affluent individuals have in engaging with their financial and investment advisors on LinkedIn and social media.TRANSCRIPT
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.
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