influenceadvisor linkedin strategy for advisors

LinkedIn Trends, Outlook and Action Plan for Financial Advisors in 2014

2014 Trends

• Many new features make LinkedIn a cross between a professional web site and social sharing platform.

• The integration of Slide Share and blogging extends and enhances a LinkedIn profile.

• Accelerated adoption of social media (especially LinkedIn) by advisors.

• Advisors are demonstrating success in uncovering and closing on new business through LinkedIn.

Use of Social Media by Advisory Firms

2Q 2014 UPDATE: Innovation: Ameriprise’s use of app that allows you to find an advisor based on your LinkedIn connections. || Surprising: Lack of use of Google +, considering how important Google considers it. | Didn’t see any LinkedIn Showcase pages. || Continuing trend: Low YouTube traffic for talking heads. Companies can’t produce video that competes with financial TV (CNBC) consumers are used to. Too many talking heads. || Stands Out: Ameriprise focuses on Facebook to reach mass consumer audience. || To watch: How Commonwealth develops its new blog. © Proprietary research InfluenceAdvisor.com

Advisors are increasingly using social media to solidify relationships and uncover new opportunities

Affluent investors are increasing use of social media to solidify relationships and uncover opportunities

Why LinkedIn for Advisors?

InfluenceAdvisor LinkedIn Program

• Stage 1: Optimize

• Stage 2: Build Trust

• Stage 3: Reach Out / Get Referrals

• Recommendations on photo• Keyword rich summary based on

exploratory interview• Uploading of PDF, Excel, Word, video,

logo and audio files• Tagging and content for all files• Integrate SlideShare w/ LinkedIn• Blog or RSS news feed on profile• Disabling or modifying

“Recommendations” and Endorsements for “Skills & Expertise”

• Compliance strategy

Step 1: Optimize Profile• Involves LinkedIn strategist

and professional writer• 10 day turnaround

w/materials• Essential foundation for

Step 2 and Step 3

LinkedIn Programs For Advisors

• Post consistent updates• Join and participate in

groups• Expand and diversify your

network• Comment on timely news –

add value• Integrate presentations,

events, RSS feeds• Contribute to “Answers”

Step 2: Build Trust• 3 month minimum

commitment• 3 hours monitoring of

progress and dedicated coaching via Skype

• Monthly progress / status• Goal setting / achieving

LinkedIn Program For Advisors

• Identify prospects to help you reach your goals - 2nd and 3rd degree connections.

• Individual outreach strategy, follow-up assessment.

• Update and fine tune your profile. (Step 1)

• Continue to Build Trust (Step 3)

Step 3: Advanced Search / Referrals• 3 month minimum

commitment• 3 hours monitoring of

progress and dedicated coaching via Skype

• Monthly progress / status• Monthly goal setting review

LinkedIn Program For Advisors

LinkedIn Optimized Personallinkedin.com/in/mrosepr

LinkedIn Optimized Company

LinkedIn “Showcase” Page https://www.linkedin.com/company/tactical-investing

Benefits of LinkedIn “Showcase” Page

Own Keywords that will influence LinkedIn search and Google search. Showcase Pages are highly leveraged branding tools that are not widely used. There is opportunity to own valuable keywords and drive attention.

InfluenceAdvisor Advantage

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845 Third Avenue, 6th floorNew York, NY 10022

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Mark Rosemark@influencecentral.com

https://www.linkedin.com/in/mrosepr