LINKEDIN FOR ADVISORS Presented by Loic Jeanjean – Director, Web Marketing
Nov 01, 2014
LINKEDINFOR ADVISORSPresented byLoic Jeanjean – Director, Web Marketing
www.advisorwebsites.com
HOUSE KEEPING
• Please dial +1-416-900-1162 and enter your access code + audio pin
• All attendees are on listen-only mode• If you have any questions, please use
the ‘Questions’ window on the right end side of your screen
• The slides for this presentation will be emailed to you by end of day today
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 JEANJEANDirector, Web Marketing [email protected] jjloic advisorwebsites
AGENDA
USEFUL FACTS7 WAYS TO USE LINKEDIN + DEMO6 TIPS TO BUILD TRUST ONLINETAKEAWAYCONCLUSION
NUMBER OF PEOPLE JOINING LINKEDIN DAILY
67,000+NUMBER OF MEMBERS IN THE US
44.7 millionNUMBER OF PEOPLE SEARCHES IN 2010
2+ billion
THE LINKEDIN PROFESSIONAL AT A GLANCE
Average Age 41Household IncomeCollege EducatedDecision MakersPortfolio value $250k+
$109,70395%50%24%
GREAT WAYS TO USE LINKEDIN
1. Increase your visibility2. Reconnect with clients & colleagues3. Improve your search engine ranking4. Get recommended (not in the US)5. Prospect for new clients & partners6. Enhance your reputation7. Expand corporate visibility8. Build professional online identity
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
• Financial planning associations, industry groups etc.• If your target audience is dentists, find a specific group for dentists and join this group
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 TIPSSTATUS UPDATESWhat you’re working on, share links …
INVITE CONTACTSKeep adding connections on a regular basis
CROSS LINKLink your profile to other social media sites
JOIN 5 GROUPS3 professional groups & 2 target client groups
5 TIPS TO
BUILD TRUST
HAVE A USER-FRIENDLY WEBSITE
BE HONEST & REAL
LISTEN TO YOUR CUSTOMERS
ANSWER EVERY QUESTION
FOCUS ON DELIVERING VALUE
CONNECT WITH ME ON LINKEDIN
LOIC JEANJEAN
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$65 instead of $89NO SETUP FEES. NO CONTRACTS
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