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
How to Leverage LinkedInHow to Leverage LinkedIn
What every IFA and Financial Planner needs to know
Philip Calvert, IFA Life
#SocialMediaFSQuestions via Twitter: @IFALife
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
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
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
Why are you on LinkedIn?
• Profile pages• Skills• Search and Save• Companies• Groups• Answers• News
Profile
• People Search Engine• Looking for expertise – not friends• Professional credibility• Differentiation post RDR• “People Buy People”
Profile
• Check activity visibility > Philip’s Activity
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
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
Skills
Skills
Most used phrasesShare on LinkedIn and Twitter
Search and Save
Search and Save
Filter by Network, Individuals, Company, Time, Location, Industry and #
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)
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
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
Answers• More tab > Answers• Enhance and recognise perception of
expertise• Recommended categories for you
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
Stuck?
• Learning centre: http://learn.linkedin.com/• Under the ‘More’ tab
Prize Drawwww.ifalife.com/LinkedInWebinar
Social Media Speaking and [email protected]
Follow IFA Life on Foursquarewww.foursquare.com/IFALife