Statistics and strategies on the success that financial advisors have had using LinkedIn and the interested that high net worth and affluent individuals have in engaging with their financial and investment advisors on LinkedIn and social media.

1. Using LinkedIn to Access the Affluent

2. Disclosures
• You must have a social media policy
in place!
• You must have an archiving program
in place!
–Erado and Smarsh have solutions
priced for the small RIA

3. The Truth
Unity Marketing Study

4. The Truth
Cogent Study

5. The Truth
Cogent Study

6. The Truth
LinkedIn and Cogent Study

7. The Truth
LinkedIn and Cogent Study

8. The Truth
LinkedIn and Cogent Study

9. The Truth
LinkedIn and Cogent Study

10. The Truth
LinkedIn and Cogent Study

12. Collaboration
Investment/
Financial
Advisor
Accountant
Estate
Planning
Attorney
Insurance
Agent
Debt
Manager
SHARESHARE
SHARESHARE

13. Examples
STRATEGIC GOLF OUTING

14. Examples
FUNDRAISING GALA / EVENT

15. Conclusions

16. Want More?