Using LinkedIn to Access the Affluent

SOCIAL MEDIA IS FOR…• The Mass Consumer• The Lowest Common Denominator• Younger people• People with too much time on their

hands• People who just want to play games &

goof off• People who don’t make much money

Right?

The Truth

74%Affluents aged 55-70

have 1 or more social network profiles

Unity Marketing Study

The Truth

34%Affluents use social media

specifically for personal finance & investing purposes

Cogent Study

The Truth

70%Of those have reallocated

investments or have started or changed their

relationship with investment providers

Cogent Study

The Truth

5 millionHigh Net Worth Investors

in the U.S. and Canada actively

using social media to help them

with their financial decisions

LinkedIn and Cogent Study

The Truth

87%Advised HNW Investors are

social media users, with 69% active on LinkedIn

LinkedIn and Cogent Study

Yes…your clients are on LinkedIn

The Truth

LinkedIn and Cogent Study

The TruthHalf

HNW Investors who are active on LinkedIn

are unadvised

LinkedIn and Cogent Study

= 1.875 mil US & Canadian HNW Investors

LinkedIn Profile• You need to TRULY Differentiate

yourself on your profile.

• Clearly identify your target market.

• Search Optimize

Prospecting Time!

Sharing

Sharing

Sharing

Sharing

Sharing

Sharing

Collaboration

Investment/ Financial Advisor

Accountant

Estate Planning Attorney

Insurance Agent

Debt Manager/Banker

SH

AR

ES

HA

RE

SHARESHARE

ExamplesSTRATEGIC GOLF OUTING

ExamplesFUNDRAISING GALA / EVENT

ConclusionsLinkedIn tells you when a prospect

is within reach.

LinkedIn gives you the roadmap to reach valuable prospects.

What could your business look like withthat level of intelligence & access?

LinkedIn provides a platform to getvisibility to HNW individuals.