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LinkedIn for Advisors David Cesarini, BA, FMA December 2, 2009

Linked In For Financial Advisors

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How to get started on LinkedIn, tips and tricks on using LinkedIn to build your business from Cesarini.ca

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Page 1: Linked In For Financial Advisors

LinkedIn for Advisors

David Cesarini, BA, FMADecember 2, 2009

Page 2: Linked In For Financial Advisors

Why LinkedIn?

• Over 50 million professionals use LinkedIn– Stay in touch– Find people– Control your online identity

Page 3: Linked In For Financial Advisors

How to get Started on LinkedIn

• Create an authentic profile

• Add “real-world” connections

• Leverage your network

Page 4: Linked In For Financial Advisors

Create an Authentic Profile

• List current and past positions & education

• Add a profile photo

• Add a summary paragraph

Page 5: Linked In For Financial Advisors
Page 6: Linked In For Financial Advisors

Add your Connections

• Import your address book

• Upload a contacts file

• Connect with past clients & colleagues

• Join LinkedIn Groups

Page 7: Linked In For Financial Advisors

Leverage Your Network

• Update your status

• Get recommended

• Use People Search for warm introductions

• Use LinkedIn Answers to showcase expertise

Page 8: Linked In For Financial Advisors

LinkedIn Workshop

• Want hands-on training? – See the selection of internet marketing

workshops at Workshop.Cesarini.ca