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LINKEDINFOR ADVISORSPresented byLoic Jeanjean – Director, Web Marketing
www.advisorwebsites.com
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 loic@advisorwebsites.com jjloic advisorwebsites
AGENDA
USEFUL FACTS
7 WAYS TO USE LINKEDIN + DEMO
5 TIPS TO BUILD TRUST ONLINE
GUIDE + NEXT STEPS
COMPLIANCE
The percentage of Financial Professionals witha social media profile is growing:
SOCIAL MEDIA USAGE
Study by American Century Investments. 303 respondents. Q1 2011
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
CREATE A COMPANY PAGE
• You can include Products, Services, Careers and Analytics
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
REMEMBER
STATUS 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
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?
STAY
COMPLIANT
FINRA Regulatory Notice 10-06:Guidelines for Social Networks
SEC Rules 17a-3 and 17a-4 and NASD Rule 3110 Retain records of communications related to business
Public AppearancesElectronic forum & chat rooms, content posted to social media may constitute a public appearance
Prior Approvals Wall postings require prior approvals
Participation Real-time participation on social networks equals participation
FINRA Regulatory Notice 07-59For instance communications between research and investment banking departments should be restricted
Restrict PersonnelOnly those subject to firms supervision should have access, provide training prior to engagement, prohibit or restrict those who pose a compliance risk. Restrict access with technology.
Regulation Social Network and Web 2.0 Impact
Use Actiance to stay on top of FINRA Regulations
Use Arkovi to archive all your Social Media activities
If you are an RIA, you need to archive all your social media history
You can use ARKOVI:• Comply with FINRA and SEC regulations for record
keeping of electronic communications• Archive blogs & other social media sites via RSS• Archive Facebook & LinkedIn profiles• Interact, search & export archives
5 TIPS TO
BUILD TRUST
HAVE A USER-FRIENDLY WEBSITE
BE HONEST & REAL
LISTEN TO YOUR CUSTOMERS
ANSWER EVERY QUESTION
FOCUS ON DELIVERING VALUE
LINKEDIN GUIDE
NEXT STEPS
CONNECT WITH ME ON LINKEDIN
http://www.linkedin.com/in/jeanjeanloic
If you enjoyed this presentation, pleaserecommend me on
$65 instead of $89NO SETUP FEES. NO CONTRACTS
Enter Code: LINKEDINSignup at www.advisorwebsites.com
CallTODAY
1-866-500-4113
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