By: The Marketing Department at Penn Mutual

LINKEDIN FOR FINANCIAL INDIVIDUALS

THE AVERAGE LINKEDIN PROFESSIONAL

AT A GLANCE Average Age Household Income College Educated Decision Makers Portfolio Value $250k+

41 $109,703 95% 50% 24%

NUMBER OF PEOPLE JOINING LINKEDIN DAILY

67,00+

1. Increase your visibility2. Reconnect with clients &

colleagues3. Improve your search engine

ranking4. Get recommended5. Prospect for new clients6. Enhance your reputation7. Share & join events

GREAT WAYS TO USE LINKEDIN

LINKEDIN DEMONSTRATION

Dashboard/ Loading Page Overview

Complete your Profile How to Connect How to prospect Join groups Ask for recommendation or

write people recommendations. Application & other add-ons

DASHBOARD

The dashboard list all the activities in your network: Status Updates, Recommendation, new connections etc.

COMPLETE PROFILE

Your profile should be 100% complete. Fill out your contact information, work history and upload your photo. Link your website, blog and list any awards/professional recognition.

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

You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.

SEARCH FOR CLIENTS

-FINANCIAL PLANNING ASSOCIATIONS, INDUSTRY GROUPS ETC.-IF YOUR TARGET AUDIENCE IS DOCTORS, FIND A SPECIFIC GROUP FOR DOCTORS AND JOIN THIS GROUP

JOIN GROUPS OF INTREST OR FIELD

Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers

ASK & GIVE RECOMMENDATIONS

US Advisors:Check with

your Broker/Dealer before using

LinkedIn Recommendati

ons

oEnhance your Professional ProfileoSelect a section or application from the left to preview and add it to your profile.oLinkedIn Applications enable you to enrich your profile, share and collaborate with your network, and get the key insights that help you be more effective. oApplications are added to your homepage and profile enabling you to control who gets access to what information.

APPLICATIONS & PERSONALIZATION

You can follow Penn Mutual Your competitors or other companies you are interested in.

FOLLOW A COMPANY & THE COMPETITION

1. HAVE A USER-FRIENDLY WEBSITE

2. BE HONEST & REAL3. LISTEN TO YOUR

CUSTOMERS4. USE CLIENT TESTIMONIALS5. FOCUS ON DELIVERING

VALUE

5 TIPS TO BUILD TRUST

PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES

HOW DOES THAT HELP YOUR BUSINESS?

50%YOU NEED TO LIVE WHERE

THEY LIVE ONLINE

Your Ranking in Google automatically goes up organically (meaning you did have to pay for you SEO (Search Engine Optimization))

By Creating a LinkedIn

TAKE AWAY

STATUS UPDATE What you’re working on, share links or

interesting reads… RECOMMENDATIONS

Ask for them & give them JOIN ATLEAST 5 GROUPS

3 Professional groups 2 Target client groups

Are You

Sources:

www.advisorwebsites.com Loic JeanJean via Twitter @

www.twitter.com/jjloic http://www.finchannel.com/Main_News/Te

ch/64953_The_Benefits_of_Business_Networking_Site_LinkedIn/

http://www.hubspot.com/Portals/53/docs/resellers/reports/state_of_inbound_marketing.pdf