Presented by: Corey Perlman

1. IG: @Cperlman
LinkedIn/In/CoreyPerlman

2. Before we begin…
• Slides? Text Slides to 66866
• Negative comments?

3. Why should you care?
Because left to our own
accord, we’ll forget about you.

4. 9 SOCIAL SELLING
PRINCIPLES
1. Don’t Be a Jack of All Social
Media Sites, Master of None.
Connect on THEIR
terms, not YOURS

5. • Prioritize your platforms
• Do a social media audit
• Delete inactive profiles
TAKE ACTION!

6. Prioritized List
1. LinkedIn Personal Profile
2. Facebook Biz Page
3. Feel free to connect &
share content to
Facebook Personal
4. Plant your flag on IG for
the younger buyer

7. 9 SOCIAL SELLING
PRINCIPLES
2. Be Proud of Your Profiles

9. • Professional images
• Proper tagline
• Professional Summary
• Not a bio
• Bullets over paragraphs
• Use multimedia (T.E. Testimonials)
• Quality Recs
Profile Best
Practices

10. • Add both professional images
• Rewrite your professional
summary.
• Bullets > Paragraphs
• I < You
• Add testimonials
• Quality recs
• Commit to posting daily
Take Action!

11. 9 SOCIAL SELLING
PRINCIPLES
3. We Don’t Do Business with
loan officers, We Do Business
With YOU.

12. Humanize Your Brand
• The #1 issue across the board.
• How can you make your profile
more personal?

13. BEST PRACTICE:
INSTAGRAM

14. • Personalize this week’s posts
(add context).
• Add one post this week that has
nothing to do with mortgages or
loans.
Take Action!

15. 9 SOCIAL SELLING
PRINCIPLES
4. Be The Wise Owl,
Not The Squaking Parrot

16. DON’T BE THE SQUAWKING PARROT
• Don’t over promote
• Don’t cluster post
• Don’t piss off 49% 0r
51% of your audience
• Don’t phone it in

17. Be The Wise Owl (3 E’s)
• Educate: In what ways can
you add value to our lives?
• Entertain: How can you be
the light in a dark web?
• Encourage: People hate to
be sold, but love to buy.

18. BEST PRACTICE:
USE TOTAL EXPERT!
• Vetted
• Formatted
• You can schedule
• Won’t get you thrown in
compliance jail.

19. BEST PRACTICE:
CREATE A CONTENT CALENDAR
• Motivation Monday
• Testimonial Tuesday
• WTF Wednesday
• Total Expert Thursday
• Fun Friday

20. Testimonial Tuesday

21. WTF Wednesday

22. Fun Fact Friday

23. Best Practice:

24. • Commit to using T.E. at least
twice next week.
Take Action!

25. 9 SOCIAL SELLING
PRINCIPLES
5. Get Your Clients to
Become Your Salesforce

26. Best Practice: Use the
Testimonial Editor in T.E.

27. Best Practice:
Turn Cold Calls into Warm Leads
“The Power of
LinkedIn is Not in Your
Network, it’s in Your
Network’s Network.”

28. “Don’t Ever Let a
Verbal Testimonial
Go Unpublished.”

29. • Post one testimonial next week
using T.E.
• Look me up on LinkedIn
(LI.com/in/CoreyPerlman) and
let me know if we have a mutual
connection (#2).
Take Action!

30. 9 SOCIAL SELLING
PRINCIPLES
#6. TL;DR
Don’t tell us, show us

31. Best Practice:

32. MoreVideo Best Practices:
• Spend time on the Title
• Sell us in the first 10-
seconds
• Shoot horizontal!
• Use captions!

33. • Commit to shooting one 90-
second video for social in the
month of Sept or Oct.
Take Action!

34. 9 SOCIAL SELLING
PRINCIPLES
7. More Funny, More Money

36. • Share this clip (or something
else) to your social and relate it
back to the mortgage industry.
• #BeTheLight
Take Action!

37. 9 SOCIAL SELLING
PRINCIPLES
#8. Perfectionism is
the Enemy of Progress.

38. The One-take Challenge
• Weekly video
• Do it in one take
• Resist the urge to redo!

39. BEST PRACTICE: USE SUBTITLES
• Clips (iPhone)

40. • Do your next video in one-take.
• Add captions by using ‘Clips’ or
rev.com (bonus).
Take Action!

41. 9 SOCIAL SELLING
PRINCIPLES
9. Keep Your Friends Close,
and Your Clients Closer.

42. Be Down with O.P.P.
(Other People’s Posts)
• 15-min a day.
• Each ‘like’ is a small deposit.
• Clients, colleagues, partners.

43. Best Practice: Build Rapport
• Follow on FB/IG/LI
• Congratulate
• Bday, work anniversary
• Mackay 66

44. • Spend 15-min one day next
week just liking, commenting or
sharing other people’s content.
Take Action!

45. Social Sales Cycle

46. Thank You!
• corey@impactsocialmedia.com
• Text SLIDES to 66866

47. "I see video as a megatrend, and
that's why I'm going to keep
putting video first across our family
of apps.” CEO Mark Zuckerberg

48. • Catchy Title:
• Intro (Don’t bury the lead):
• 3 key takeaways:
• Close (CTA):
Take Action:

49. • What’s the topic?
• Who is your audience?
Video Ideas:

50. Action & Accountability
Let’s Tie It All Together
• What’s one takeaway from
today that you’ll commit to
implementing in the next
30-days?