1. Secrets to LinkedIn Networking
Success for Lead Generation
Presented by: Michelle Hummel

2. 7 Top Social Media Myths for Financial Advisors Debunked
Thanks for joining me today!
Michelle Hummel
CEO of Web Strategy Plus offering
Web Design, Social Media, Mobile
Apps, SEO, Content, PPC + More!
Founder of Web Media University &
Cincinnati Social Media Enthusiasts

3. LinkedIn Facts & Stats
7 Top Social Media Myths for Financial Advisors Debunked
• Launched in May 2003
• 161 million members
• Operates in over 200 countries
• 2 new members per second
• 5.3 billion professionally-oriented
searches on the platform
• More than 2 million LinkedIn
Company pages
Average Member:
• College educated
• 43 years old
• Making $107,000
LinkedIn is 277% More Effective for Lead Generation Than Facebook & Twitter!

4. Become a Thought Leader
7 Top Social Media Myths for Financial Advisors Debunked
• Look for blogs in your Industry
that create content you can
share
• Share your company’s blog
content
• Share your company’s social
media posts
Content Ideas:
• Motivational Quotes
• Industry Related Tips
• Testimonials

5. Publish your blogs on the LinkedIn Network
7 Top Social Media Myths for Financial Advisors Debunked
• Notifications are sent to all
your followers when you
manually add a new post
• People can “follow” you and
stay aware of all your new
content
• Your article could be
featured on the front page of
LinkedIn
• Add keywords to help you
reach your target audience

6. Customize Your Headline for SEO
7 Top Social Media Myths for Financial Advisors Debunked
• What keywords would you like people to find you with?
• List your services in the keywords

7. Customize Your Web Links
7 Top Social Media Myths for Financial Advisors Debunked
• Link up to 3 websites directly from your LinkedIn profile
• Make sure you customize this text
• Be sure to add your Twitter ID

8. Optimize Your Summary Text with Keywords
7 Top Social Media Myths for Financial Advisors Debunked
• Use keywords in your summary to draw relevant searches

9. Use the Maximum Characters
7 Top Social Media Myths for Financial Advisors Debunked
• Search engines like high word count and relevant keywords
Headline – 120 Characters
Summary Field – 140 Characters
Position (Job) Title – 100 Characters
Position Description – 2,000 Characters
Interests – 1,000 Characters

10. Add even more info to your profile
7 Top Social Media Myths for Financial Advisors Debunked
• Languages you speak
• Volunteering
• Honors & Awards
• Test Scores
• Courses
• Patents
• Causes you care about
• Supported Organizations
• Publications

11. Manage your Skills & Endorsements
7 Top Social Media Myths for Financial Advisors Debunked
• Newer feature to
LinkedIn
• By default it can add
skills they are not a
good match
• Be sure to add the
correct skills so your
peers are endorsing
you for the ones you
truly want

12. Add Apps to Personalize your Profile
7 Top Social Media Myths for Financial Advisors Debunked
• SlideShare app
• Portfolio Display by Behance
Promote:
• YouTube Videos
• Presentations
• Infographics
• Brochures
• Sales Kit

13. Request Recommendations
7 Top Social Media Myths for Financial Advisors Debunked
• Users with
recommendations are 3
times more likely to get
inquiries through LinkedIn
searches
• Best way to get
recommendations – is to
give recommendations
https://www.linkedin.com/recs/ask

14. Connect to your Company Profile
7 Top Social Media Myths for Financial Advisors Debunked
• Company profiles rank
high in Google search
• Be sure all employees
personal profiles are
linked to the Company
page

15. Promote Your LinkedIn Profile
7 Top Social Media Myths for Financial Advisors Debunked
• Get your vanity URL
• Add this link to your
business cards
Add the LinkedIn icon to your
Email Signature
Wisestamp.com

16. Grow Your Network Fast
7 Top Social Media Myths for Financial Advisors Debunked
• Go to the groups directory
and search for “LIONS” or
Open Networkers
• Post that you are an Open
Networker
• The more connections you
have and can stay in front of
increases your reach

17. Join and Participate in Groups
7 Top Social Media Myths for Financial Advisors Debunked
• Maximum groups you can join is
50
• Answer questions
• Provide helpful feedback
• Be seen as an expert in your
Industry
• Provide links to helpful resources
• Follow thought leaders in the
group or your competition to learn
more

18. Create an Industry Related Group
7 Top Social Media Myths for Financial Advisors Debunked
• What type of customers are you
trying to attract?
• Create a group that would interest
those people
• Example: my best prospect is
someone who A) is considered an
entrepreneur B) would be
interested in learning more about
Social Media
Examples:
• Entrepreneurs Advice Club
• LikeSocialMedia.com
• The Social Media Exchange

19. Manage and Grow Your Group
7 Top Social Media Myths for Financial Advisors Debunked
• Send Invitations to Join
• Send Announcements
• Create Welcome Messages
• Group Settings
• Group Rules
• Assign Group Managers

20. Promote Your Group
7 Top Social Media Myths for Financial Advisors Debunked
• Create an icon to represent
your group like my “E” for
the Entrepreneurs Advice
Club
• Promote this icon along
side your other social
media icons
• It will generate curiosity
and you will find more
people joining your group

21. Cross Promote Your Group
7 Top Social Media Myths for Financial Advisors Debunked
With the same name:
• Create a Facebook group
• Create a Google Plus
Community
• Consider building a website
aka “Content Hub” with the
group name and driving
everyone back to your website
• Example –
LikeSocialMedia.com

22. Download LinkedIn Mobile Apps
7 Top Social Media Myths for Financial Advisors Debunked
• LinkedIn supports the iPhone,
Blackberry, Android and Palm
devices
• Get updates and share your
status – all while on the go!
• Send birthday wishes,
congratulate on promotions etc.
Top LinkedIn Apps
• LinkedIn App
• LinkedIn Connections

23. Please Contact:
Michelle Hummel
Founder and CEO
513-399-6025
michelle@webstrategyplus.com
webstrategyplus.com
Thank you!