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LINKEDIN FOR ADVISORS Presented by Loic Jeanjean – Director, Web Marketing   www.advisorwebsites.com
HOUSE KEEPING ,[object Object],[object Object],[object Object],[object Object]
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 JEANJEAN Director, Web Marketing [email_address] jjloic advisorwebsites
AGEND A USEFUL FACTS 7 WAYS TO USE LINKEDIN + DEMO 6 TIPS TO BUILD TRUST ONLINE TAKEAWAY CONCLUSION
NUMBER OF PEOPLE JOINING LINKEDIN DAILY 67,000+ NUMBER OF MEMBERS IN THE US 44.7   million NUMBER OF PEOPLE SEARCHES IN 2010 2+   billion
THE LINKEDIN PROFESSIONAL AT A GLANCE Average Age 41 Household Income College Educated Decision Makers Portfolio value $250k+ $109,703 95% 50% 24%
GREAT WAYS TO USE LINKEDIN ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DEMO
DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
SEO YOUR PROFILE Your profile should be 100% complete. Include relevant keywords in your LinkedIn profile. Link your website, blog and list any awards/professional recognition.
ADD SKILLS AND CERTIFICATIONS List your skills, areas of expertise, and proficiencies on your profile with the Skills section. Add all the certifications, licensure and clearances you have attained.
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 ,[object Object],[object Object]
RECOMMENDATIONS Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers US Advisors: Check with your Broker/Dealer before using LinkedIn Recommendations
LAST TIPS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
5 TIPS TO BUILD TRUST
[object Object],[object Object],[object Object],[object Object],[object Object]
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?
CONNECT WITH ME ON LINKEDIN ,[object Object],[object Object],[object Object]
$ 65   instead of  $ 89 NO SETUP FEES. NO CONTRACTS Enter Code:  LINKEDIN Signup at  www.advisorwebsites.com Call TODAY 1-866-500-4113

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LinkedIn Tips and Strategies for Financial Advisors

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  • 9. DASHBOARD The dashboard lists all the activities in your network: Status updates, Recommendations, New connections etc.
  • 10. SEO YOUR PROFILE Your profile should be 100% complete. Include relevant keywords in your LinkedIn profile. Link your website, blog and list any awards/professional recognition.
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