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

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?

• 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 Consultancyphilip@ifalife.com

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