LINKEDINFOR ADVISORSPresented byLoic Jeanjean – Director, Web Marketing

www.advisorwebsites.com

ADVISOR WEBSITES IS NORTH AMERICA’S LEADING PROVIDER OF WEBSITES DESIGNED SPECIFICALLY FOR FINANCIAL SERVICES PROFESSIONALS. IT WORKS CLOSELY WITH ADVISORS AND FINANCIAL INSTITUTIONS TO DELIVER EFFICIENT; COMPLIANT AND HIGH QUALITY PRODUCTS.

LOIC JEANJEANDirector, Web Marketing loic@advisorwebsites.com jjloic advisorwebsites

AGENDA

USEFUL FACTS

7 WAYS TO USE LINKEDIN + DEMO

5 TIPS TO BUILD TRUST ONLINE

GUIDE + NEXT STEPS

COMPLIANCE

The percentage of Financial Professionals witha social media profile is growing:

SOCIAL MEDIA USAGE

Study by American Century Investments. 303 respondents. Q1 2011

NUMBER OF PEOPLE JOINING LINKEDIN DAILY

67,000+NUMBER OF MEMBERS IN THE US

44.7 millionNUMBER OF PEOPLE SEARCHES IN 2010

2+ billion

THE LINKEDIN PROFESSIONAL AT A GLANCE

Average Age 41Household IncomeCollege EducatedDecision MakersPortfolio value $250k+

$109,70395%50%24%

GREAT WAYS TO USE LINKEDIN

1. Increase your visibility2. Reconnect with clients & colleagues3. Improve your search engine ranking4. Get recommended (not in the US)5. Prospect for new clients & partners6. Enhance your reputation7. Expand corporate visibility8. Build professional online identity

DEMO

DASHBOARD

The dashboard lists all the activities in your network:

Status updates, Recommendations, New connections etc.

SEO YOUR PROFILE

Your profile should be 100% complete. Include relevant keywords in your LinkedIn profile. Link your website, blog and list any awards/professional recognition.

ADD SKILLS AND CERTIFICATIONS

List your skills, areas of expertise, and proficiencies on your profile with the Skills section. Add all the certifications, licensure and clearances you have attained.

PEOPLE YOU MAY KNOW

From the dashboard you can view a small list of people that are connected to some of your contacts. Really useful if you want to find new connections quickly

SEARCH FOR OPPORTUNITIES

You can use your connections list to look into their own contacts and ask to be introduced to potential leads, prospects or business partners.

JOIN 5 GROUPS OF INTEREST

• Financial planning associations, industry groups etc.• If your target audience is dentists, find a specific group for dentists and join this group

CREATE A COMPANY PAGE

• You can include Products, Services, Careers and Analytics

RECOMMENDATIONS

Request recommendations from 5-10 of your best clients & contacts. Feel free to provide recommendations for your top service providers

US Advisors:Check with your Broker/Dealer before using

LinkedIn Recommendations

REMEMBER

STATUS UPDATESWhat you’re working on, share links …

INVITE CONTACTSKeep adding connections on a regular basis

CROSS LINKLink your profile to other social media sites

JOIN 5 GROUPS3 professional groups & 2 target client groups

50%PEOPLE WHO ARE MORE LIKELY TO BUY IF ENGAGED VIA SOCIAL SITES

YOU NEED TO LIVE WHERE THEY LIVE ONLINE

HOW DOES THAT HELP YOUR BUSINESS?

STAY

COMPLIANT

FINRA Regulatory Notice 10-06:Guidelines for Social Networks

SEC Rules 17a-3 and 17a-4 and NASD Rule 3110 Retain records of communications related to business

Public AppearancesElectronic forum & chat rooms, content posted to social media may constitute a public appearance

Prior Approvals Wall postings require prior approvals

Participation Real-time participation on social networks equals participation

FINRA Regulatory Notice 07-59For instance communications between research and investment banking departments should be restricted

Restrict PersonnelOnly those subject to firms supervision should have access, provide training prior to engagement, prohibit or restrict those who pose a compliance risk. Restrict access with technology.

Regulation Social Network and Web 2.0 Impact

Use Actiance to stay on top of FINRA Regulations

Use Arkovi to archive all your Social Media activities

If you are an RIA, you need to archive all your social media history

You can use ARKOVI:• Comply with FINRA and SEC regulations for record

keeping of electronic communications• Archive blogs & other social media sites via RSS• Archive Facebook & LinkedIn profiles• Interact, search & export archives

5 TIPS TO

BUILD TRUST

HAVE A USER-FRIENDLY WEBSITE

BE HONEST & REAL

LISTEN TO YOUR CUSTOMERS

ANSWER EVERY QUESTION

FOCUS ON DELIVERING VALUE

LINKEDIN GUIDE

NEXT STEPS

CONNECT WITH ME ON LINKEDIN

http://www.linkedin.com/in/jeanjeanloic

If you enjoyed this presentation, pleaserecommend me on

$65 instead of $89NO SETUP FEES. NO CONTRACTS

Enter Code: LINKEDINSignup at www.advisorwebsites.com

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