Social Media for IFAs and Financial Planners - how to use it to differentiate in a post RDR world - by Philip Calvert, Social Media Marketing Speaker and Founder of IFA Life - the Social Network for IFAs and Financial Planners

1. Philip Calvert IFA Life www.ifalife.com Do you stand out from the crowd? How to differentiate with Social Media in a post RDR world

2. 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.”

3. 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.”

17. Tell us something we don’t already know

18. Tell us something we don’t already know

19. Tell us something we don’t already know

20. How clear is your proposition?

21. DIFFERENTIATE OR DIE.

22. What are you doing to get noticed?

23. Change is scary at first (but you know it will be great!)

24. YOU will be the key differentiator in your business!

29. How to Leverage LinkedIn

34. A search for ‘Financial Planner’ gets 92,000 results

37. Add keywords to your name

38. Add your current activities – not just your current job Include keywords in your profile URL/address

41. Add your keywords in Specialties section

42. Expand on your current activities and include your keywords

43. Request and add testimonials

44. Add keywords, but also show your human side

45. Add contact details but also include your keywords

47. Skills

48. Skills Type in your skill and LinkedIn shows new connections for you

49. Search and Save

50. Search and Save Filter by Network, Individuals, Company, Time, Location, Industry and #

54. Typical discussion forum in LinkedIn groups

55. Use submission queue to filter out spam in your group

59. Read/listen again www.ifalife.com/LinkedInforAdvisers Learn why Foursquare is important for IFAs www.ifalife.com/FoursquareforIFAs Follow IFA Life on Foursquare www.foursquare.com/IFALife Contact and Speaking bookings [email_address] Twitter www.twitter.com/IFALife Join over 6,500 IFAs who use IFA Life www.ifalife.com