LinkedIn for Financial Advisers workshop materials with LinkedIn expert and professional speaker Philip Calvert.

1. www.ifalife.com

2. Please turn your phones ON. Thank you. #LinkedInIFA The IFA and Financial Planners’ guide to

3. Important housekeeping note

4. Important housekeeping note

5. RDR Charging fees Professional qualifications Changing business models Increased competition Competition from the Internet

6. RDR Charging fees Professional qualifications Changing business models Increased competition Competition from the Internet STRESS!

9. Change Just imagine…

10. [Source: unknown]

11. [Source: unknown]

12. Why is Social Media important?

13. Social Media explained

17. Social Media explained Forget “Social Media”. Remember Image, Identity and Reputation Management .

21. Social Media explained Forget “Social Media”. Remember Image, Identity and Reputation Management . LinkedIn is a key component of your Trust Development Toolkit .

22. Financial Advisers are struggling to get noticed

30. Perceptions of IFAs and Financial Advisers “ I don’t like my financial adviser. Apart from the fact that he has grey hairs sticking out of his nose, I don’t believe a word he says and I don’t trust him.”

31. Perceptions of IFAs and Financial Advisers “ I don’t like my financial adviser. Apart from the fact that he has grey hairs sticking out of his nose, I don’t believe a word he says and I don’t trust him.” “ Every time he comes round he tries to sell me a policy and I always do what he says because I feel I ought to.”

33. Tell us something we don’t already know

34. Tell us something we don’t already know

35. Tell us something we don’t already know

36. Tell us something we don’t already know

37. Differentiate or Die

44. What are you doing to get noticed?

48. Powerful networking tool, but be careful...

50. Name Active user accounts Facebook 750 million Tencent QQ 674 million Qzone 480 million Netease 360 million Windows Live Messenger 330+ million Tencent Weibo 233 million Habbo 203 million Twitter 200 million Sina Weibo 200 million Skype 145 million Vkontakte 135+ million Badoo 121+ million Orkut 120+ million Bebo 117 million LinkedIn 135+ million

58. Invest time in your Profile

60. Invest time in your Profile

61. Invest time in your Profile

62. Invest time in your Profile Art Flater

63. 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

64. 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

68. Invest time in your Profile

69. ...as a Search Engine.

70. Search: IFA

71. Search: Financial Planner

73. Note the keywords in name and summary

74. 1. Note the keywords

75. 1. Note the keywords 2. Customise your profile URL

79. Add keywords near the top of your Summary section

80. Include keywords in your Specialties

81. Include keywords in the Experience section

82. Include keywords in other sections

83. Prove your expertise and value by adding testimonials using the tool provided

84. Show your human side by adding non-work interests – plus a couple of keywords of course!

85. Contact Tina Include a couple of keywords in your Contact details too

86. Contact Art Humour works too!

88. Events

89. Events

90. Events

91. Events

92. Events Choose Event Keywords

93. Events First page Google results

94. Polls

95. Polls

96. Pulls in your presentations from SlideShare Presentations

97. Pulls in your presentations from SlideShare Presentations

98. Skills Add Skills to your profile. LinkedIn will show you a wealth of related resources...

99. Skills

100. Skills – Art Flater

101. Skills – Art Flater

102. Company Buzz Enlarge page

107. Companies IFA: only 240 results as at Jan 2012 Every IFA should have a company profile

108. Companies Financial Planning: 701 results as at Jan 2012 Every financial planning firm should have a company profile

109. Companies Status Updates of 500 characters

110. Companies Status Updates of 500 characters

113. News Personalised news based on your profile page

118. Apps and Misc

119. Apps and Misc

120. Apps and Misc

121. Apps and Misc

122. Apps and Misc

123. Apps and Misc

124. Apps and Misc

125. Apps and Misc

126. RDR A golden opportunity to differentiate your proposition and connect with Internet-savvy investors.

127. Coming soon!