linkedin for ifas and financial planners
DESCRIPTION
How to leverage LinkedIn - what every IFA and Financial Planner needs to know. Full webcast with audio available at http://www.ifalife.com/LinkedInforIFAsTRANSCRIPT
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How to Leverage LinkedInHow to Leverage LinkedIn
What every IFA and Financial Planner needs to know
Philip Calvert, IFA Life
#SocialMediaFSQuestions via Twitter: @IFALife
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Why are you on LinkedIn?
• May 2003• 90 million users• 200 countries• 21 million US visits pm• 48 million visits globally• 50% in US• 4 million in UK• Viadeo (30m)• Xing (10m)
• 70% of IFAs• A HUGE mine of data.
All LI products help you leverage that data
• Invest time
LinkedIn is a People LinkedIn is a People Search EngineSearch Engine
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Why are you on LinkedIn?
• Find contacts• Find likeminded• Share contacts• Highlight expertise• Get/give answers• Get/give company news• Find/advertise jobs• Find/promote events
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Why are you on LinkedIn?
• Share status• Find personalised news• Career discussions• Build Community• Search topics and
people• SEO• Share content within
• Find contacts• Find likeminded• Share contacts• Highlight expertise• Get/give answers• Get/give company news• Find/advertise jobs• Find/promote events
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Why are you on LinkedIn?
• Profile pages• Skills• Search and Save• Companies• Groups• Answers• News
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Profile
• People Search Engine• Looking for expertise – not friends• Professional credibility• Differentiation post RDR• “People Buy People”
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Profile
• Check activity visibility > Philip’s Activity
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Profile• Decide keywords – Very
important• Key sections:
– Headline– Current work– Past work– Website– Public profile URL– Summary– Specialities– Contact settings
• Interests• Skills• Honours and Awards• Groups and Associations• Add sections: SlideShare
presentations
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Profile add ins
• Applications– Events– Polls– Projects– Trips– WordPress blog– SlideShare
• More Applications– Company Buzz– Amazon reading list– Box.net– Google presentations– iPhone– QR codes
Change the order to suit what you want people to see
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Skills
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Skills
Most used phrasesShare on LinkedIn and Twitter
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Search and Save
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Search and Save
Filter by Network, Individuals, Company, Time, Location, Industry and #
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Companies
• Basic details and map• Get followers• Edit profile > Timeline• List key employees• Share comments to Twitter
and/or LI contacts• Recent tweets (incl.
Foursquare checkins)
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Companies
• Basic details and map• Get followers• Edit profile > Timeline• List key employees• Share comments to Twitter
and/or LI contacts• Recent tweets (incl.
Foursquare checkins)
• Products/services – images, video, URL and people
• Request and show recommendations
• Follow button for your website
• Advertise jobs ($195)• Promote – PPC or per 1000
impressions
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Groups
• Join (50) and/or create your own• Groups tab > Groups you may like• Build Community• People opt in to your content
– Feed the fish
• Follow specific content• LinkedIn emails your content• SEO
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Answers• More tab > Answers• Enhance and recognise perception of
expertise• Recommended categories for you
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News
• More tab > News• Personalised –
suggested categories– Major headlines– Financial Services– Internet marketing– Online media– Marketing
• Follow sources– Reuters, Bloomberg etc
• Suggestions for you via shares on StumbleUpon
• Novel and newsworthy– Shared by people in your
network
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Stuck?
• Learning centre: http://learn.linkedin.com/• Under the ‘More’ tab
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Prize Drawwww.ifalife.com/LinkedInWebinar
Social Media Speaking and [email protected]
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