linked in for financial professionals

Agenda •  Why Social Media Anyway?•  Why LinkedIn?

•  LinkedIn for Financial Advisors•  Most Important Things to Do Now

•  Resources

Why LinkedIn?

Why LinkedIn for Financial Professionals?

Why LinkedIn for Financial Professionals?

LinkedIn Do’s •  Optimize your profile by filling it out completely.•  Join industry groups and associations: Examples: Charitable organization

groups, Industry groups (FPA, CFP, etc...)•  Paint a picture of yourself and explain how you can help your target

audience.•  Engage and interact with your network regularly - Don't let the

relationships get stale.•  Be original with your invitations to connect. Don't get lazy and settle for

the default message "I'd like to add you to my professional network on LinkedIn." It conveys a lack of effort and lacks conviction.

•  Post regular updates to your network (provide education in the form of informative articles and point to resources relevant to their needs)

LinkedIn Don’ts •  Review

http://www.wiredadvisor.com/resources/financial-social-media-compliance/ for compliance rules.

•  Forgo the urge to leave all the wonderful new "Endorsements" you are receiving for your skills to appear on your profile. At the recent FINRA

•  Don't write your profile like a resume unless that is all you want it to be.•  Don't sell via LinkedIn or any social media platform for that matter.

Do’s Don’ts

Most Important Things to do Now

1. Optimize Your LinkedIn Profile2. Build Your LinkedIn Network3. Become An Influencer

1. Optimize Your LinkedIn Profile •  Why?

ü  Your profile is your digital reputationü  It may be the first place someone finds you

•  Do This:ü  Be sure your picture is current, professionalü  Update your professional profile headline; make it

clear, NO jargonü  Make sure it is

100% COMPLETE!

1. Optimize Your LinkedIn Profile

2. Build Your LinkedIn Network •  Why?

ü  Your network are your future clientsü  Quality and quantity of connections drives your

rank in search engines

•  Do This:ü  Add “Connections”

And “People You MayKnow”

3. Become An Influencer •  Why?

ü  Clients Hire “Experts”

•  Do This:ü  Promote updates from your connectionsü  Introduce and connect othersü  Leave thoughtful commentsü  Be personableü  Congratulate those on their recent successes