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Financial advisors have a huge opportunity to solidify relationships and uncover new opportunities through social media, especially LinkedIn. We understand the pressures and challenges of advisors and advisory firms. We guide advisors to optimize their profile, consistently update their network, and expand their spheres of influence. Studies show that affluent investors are increasingly using social media, especially LinkedIn, to find advisors linked to people they know, like, and trust. This is not a cookie cutter service. We treat each advisor and advisory firm individually with custom programs tailored to their needs.
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LinkedIn Trends, Outlook and Action Plan for Financial Advisors in 2014
2014 Trends
• Many new features make LinkedIn a cross between a professional web site and social sharing platform.
• The integration of Slide Share and blogging extends and enhances a LinkedIn profile.
• Accelerated adoption of social media (especially LinkedIn) by advisors.
• Advisors are demonstrating success in uncovering and closing on new business through LinkedIn.
Use of Social Media by Advisory Firms
2Q 2014 UPDATE: Innovation: Ameriprise’s use of app that allows you to find an advisor based on your LinkedIn connections. || Surprising: Lack of use of Google +, considering how important Google considers it. | Didn’t see any LinkedIn Showcase pages. || Continuing trend: Low YouTube traffic for talking heads. Companies can’t produce video that competes with financial TV (CNBC) consumers are used to. Too many talking heads. || Stands Out: Ameriprise focuses on Facebook to reach mass consumer audience. || To watch: How Commonwealth develops its new blog. © Proprietary research InfluenceAdvisor.com
Advisors are increasingly using social media to solidify relationships and uncover new opportunities
Affluent investors are increasing use of social media to solidify relationships and uncover opportunities
Why LinkedIn for Advisors?
InfluenceAdvisor LinkedIn Program
• Stage 1: Optimize
• Stage 2: Build Trust
• Stage 3: Reach Out / Get Referrals
• Recommendations on photo• Keyword rich summary based on
exploratory interview• Uploading of PDF, Excel, Word, video,
logo and audio files• Tagging and content for all files• Integrate SlideShare w/ LinkedIn• Blog or RSS news feed on profile• Disabling or modifying
“Recommendations” and Endorsements for “Skills & Expertise”
• Compliance strategy
Step 1: Optimize Profile• Involves LinkedIn strategist
and professional writer• 10 day turnaround
w/materials• Essential foundation for
Step 2 and Step 3
LinkedIn Programs For Advisors
• Post consistent updates• Join and participate in
groups• Expand and diversify your
network• Comment on timely news –
add value• Integrate presentations,
events, RSS feeds• Contribute to “Answers”
Step 2: Build Trust• 3 month minimum
commitment• 3 hours monitoring of
progress and dedicated coaching via Skype
• Monthly progress / status• Goal setting / achieving
LinkedIn Program For Advisors
• Identify prospects to help you reach your goals - 2nd and 3rd degree connections.
• Individual outreach strategy, follow-up assessment.
• Update and fine tune your profile. (Step 1)
• Continue to Build Trust (Step 3)
Step 3: Advanced Search / Referrals• 3 month minimum
commitment• 3 hours monitoring of
progress and dedicated coaching via Skype
• Monthly progress / status• Monthly goal setting review
LinkedIn Program For Advisors
LinkedIn Optimized Personallinkedin.com/in/mrosepr
LinkedIn Optimized Company
LinkedIn “Showcase” Page https://www.linkedin.com/company/tactical-investing
Benefits of LinkedIn “Showcase” Page
Own Keywords that will influence LinkedIn search and Google search. Showcase Pages are highly leveraged branding tools that are not widely used. There is opportunity to own valuable keywords and drive attention.
InfluenceAdvisor Advantage
InfluenceAdvisor Advantageinfluenceadvisor.com
845 Third Avenue, 6th floorNew York, NY 10022
influenceAdvisor.com
http://influenceadvisor.com/resources
Mark [email protected]
https://www.linkedin.com/in/mrosepr
