LinkedIn for IFAs and Financial Planners

1. How to Leverage LinkedIn What every IFA and Financial Planner needs to know Philip Calvert, IFA Life #IFALife

2. Important housekeeping note

3. Important housekeeping note

4. [Source: unknown]

5. [Source: unknown]

6. Why is Social Media important?

7. Social Media explained

10. Powerful networking tool, but be careful...

12. Name Active user accounts Facebook 750 million Tencent QQ 674 million Qzone 480 million Netease 360 million Windows Live Messenger 330+ million Tencent Weibo 233 million Habbo 203 million Twitter 200 million Sina Weibo 200 million Skype 145 million Vkontakte 135+ million Badoo 121+ million Orkut 120+ million Bebo 117 million LinkedIn 100+ million

18. Invest time in your Profile

20. Invest time in your Profile

21. Invest time in your Profile

22. Invest time in your Profile Art Flater

23. Invest time in your Profile “ Specialties: Exceptionally good with sarcastic, smart ass remarks.” “ Able to sit in my chair for extended periods of time without numbness or fatigue.” “ Invented the 2 hour lunch break, which has been adapted by sales slackers everywhere.” “ Attempted to train dealer staff until I realized most were too stupid to accept the training. Once I realized that fact, I would just take them to lunch.” Art Flater

24. Invest time in your Profile “ Sat on my chair and bitched at sales reps.” “ Sometimes I make a sales call.” “ Went to lunch a lot.” “ I avoid meaningful engagement and work, if at all possible.” “ Talked on the phone and hung out. Took credit for others accomplishments.” Art Flater

28. Invest time in your Profile

29. Invest time in your Profile

30. Invest time in your Profile

31. ...as a Search Engine.

32. Search: Financial Planner

34. Note the keywords in name and summary

35. 1. Note the keywords

36. 1. Note the keywords 2. Customise your profile URL

39. Add keywords near the top of your Summary section

40. Include keywords in your Specialties

41. Include keywords in the Experience section

42. Include keywords in other sections

43. Prove your expertise and value by adding testimonials using the tool provided

44. Show your human side by adding non-work interests – plus a couple of keywords of course!

45. Contact Tina Include a couple of keywords in your Contact details too

46. Contact Art Humour works too!

48. Events Choose Event Keywords

49. Events First page Google results

51. Pulls in your presentations from SlideShare Profile add ins

52. Skills Add Skills to your profile. LinkedIn will show you a wealth of related resources...

53. Skills

54. Skills – Art Flater

55. Skills – Art Flater

56. Search and Save Find topics of interest to you and save them for reference

57. Search and Save Filter by Network, Individuals, Company, Time, Location, Industry and #

60. Companies IFA: only 178 results as at Sept 2011 Every IFA should have a company profile

61. Companies Financial Planning: 653 results as at Sept 2011 Every financial planning firm should have a company profile

62. Companies Status Updates of 500 characters

66. Example forum in LinkedIn groups

68. You decide which content appears

72. www.ifalife.com