How Financial Advisors and Wealth Managers Leverage LinkedIn to Prospect

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Julia Numair Relationship Manager, Financial Services LinkedIn Sales Solutions

Today’s Speaker:

Billions of professional relationships

420M+ members

2B+ member updates per week

LinkedIn: The World’s Largest Professional Network

Source: LinkedIn research.

High Net Worth Individuals in the U.S. are increasingly turning to social media in general, and LinkedIn in particular, as a key information resource

70% of High Net Worth Individuals use social media

are on LinkedIn 40%

Source: LinkedIn research.

When HNWIs discover desired financial information…

Conduct additional research 28% …take future

action

Ask a financial professional for additional information

Purchase an investment product

This is where a wealth manager can add value as a trusted advisor

 Opportunities available to Financial Services Providers to successfully navigate potentially tumultuous times and even thrive through it all

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Optimize the Opportunities

* Accenture: 2015 North America Consumer Banking Survey

PERSONALIZE AND SOCIALIZE

EXPERT ADVICE TO ESTABLISH

TRUST AND ENABLE

INDEPENDENCE

ESTABLISH LOYALTY EARLY

BUILD RELATIONSHIPS

NOW

RETIREMENT PLANNING

 LinkedIn Sales Solutions Mission

Connect the world’s buyers and sellers to build relationships.

Start by identifying prospects using Lead Builder and advanced search filters to build a prospect list within seconds

Money in Motion: Sales spotlights highlight the most recent professional changes

Create a targeted Lead List and then filter further based on more advanced search filters

Uncover relationships for warm referrals at scale

Noah

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Get signals and Insights on people you aren’t connected to (outside of your 1st Degree)

Stay informed on key updates at your target accounts. Get real-time alerts about decision-makers in your target companies, functions or geography.

InMail:: The most credible way to message anyone on LinkedIn

Noah Gold

Gain insights and engage from anywhere Desktop Email

Mobile

CRM

Questions?

•  Julia Numair: https://www.linkedin.com/in/julianumair •  Email: lssfinancialservices@linkedin.com •  Web: https://business.linkedin.com/sales-solutions/financial-services