Kurtosys LinkedIn Training for Advisors
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If you are an advisor, every day you’re not active on LinkedIn is a missed opportunity to connect with prospects, reinforce your value to clients, and build your credibility as a forward-looking investment expert.
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Kurtosys LinkedIn Training for Advisors
- 1. Maximizing LinkedIn for Investment Pros Courtney McQuade Social Media Marketing & Technology Productivity Expert
- 2. Why LinkedIn? 450 million users worldwide 2 new members join per second 40% check LinkedIn daily 41% of millionaires use LinkedIn
- 6. Millennials Did you know that Millennials are considered the 1st generation of “digital natives”? They are on their phones, laptops and iPads looking for you. They’re about 80 million strong in the United States, larger than any other demographic group. As of March there are more millennials in the American work force than Generation Xers or baby boomers.
- 7. Millennials And…. Millennials are starting to grow up – they are getting to the stage where they’re in their careers, getting married, having children and influencing more spending. Accenture estimates that millennials will spend $1.4 trillion annually by 2020, and they are expected to inherit about $30 billion in the coming years.
- 9. What Affluent Millennials Look For
- 11. Advisors Using LinkedIn Katharine Earhart, Principal at Alesco Advisors, LLC Why I like LinkedIn: - LinkedIn helps me stay connected to all my former colleagues and industry connections which is always helpful in business regardless of what industry you're in. Specifically for investment advisory, it has helped me grow my center of influence and referral network. - I like LinkedIn Pulse as it identify news and articles that are relevant to people in your network. It gives you a reason to reach out to your network. - LinkedIn's contact features function as a contact list that is immediately accessible across different devices (mobile, laptop, etc) How I use LinkedIn: - As a financial advisor, I use LinkedIn to research prospects and centers of influence. I also use it to update my network on activities and community roles I am involved in. - I use LinkedIn to do research on companies that I am targeting or want to learn more about. I like to understand who in my network is connected to people in that firm. - I often have people in my network initially contact me via LinkedIn as a way to stay in touch or request a connection to someone else.
- 12. Checklist Create a powerful profile Build your personal brand and credibility Connect with clients and their heirs and get referrals Learn about the apps for your smart phone Integrate LinkedIn into your daily routine
- 14. Profile – First: Turn Off Notifications Before you start making any changes to your profile, turn off your notifications. You do not want to notify your network of every little change you make in your profile. It will annoy them and make you look like you don’t know what you are doing. However, you DO want to turn ON your notifications for big events such as a promotion, job change or a new headshot. I’ll explain why later…
- 15. Profile – Headline Whatever title you add under your name at the top of your LinkedIn profile is what will show whenever you post, comment or “like” something on LinkedIn. And if you don’t post on LinkedIn, it still is important because it will also show up in the preview of your profile in Google search results. Pro Tip: Check with your compliance department to see if you can use something other than your regular, HR approved job title, something that best describes what you can offer.
- 16. Profile - Summary Your Summary is your introduction, its the first thing people see when they view your profile. It’s a powerful tool. • Use key words: “Retirement Planning” or “401K Advisor” • Write in the first person • At least 40 words
- 17. Profile – Custom URL 3 4 2 1 A custom URL will make it easy for you to promote your profile if you want to add it to your email signature, business cards, marketing materials, etc. And when people see it on your profile, it shows that you know what you’re doing on LinkedIn.
- 18. Profile – Building Your Personal Brand People want to do business with people. Use LinkedIn to showcase who you are and build your personal brand. List your volunteer work, hobbies, projects, awards, etc.
- 19. Profile – Skills & Endorsements Skills & Endorsements are a list of skills you’ve added to your profile that your 1st connections validate as your strengths by clicking the “endorse” button. These skills will also help you appear in more search results, based on your selections. But be sure to check with your compliance department first; regulators can consider them to be testimonials for investment advisors.
- 20. Following Influencers, Companies & Groups Follow some of the people and companies in our industry – including competitors. Once you follow these sources, their posts will show up in your Home feed allowing you to tap into key goings-on - it’s a great way to keep track of what the competition is up to, companies you want to recruit from and what’s happening with your prospects' companies.
- 21. Profile - Headshots Hire a professional Get the right smile Update every 2 to 3 years (must be recent!) Don’t over-edit Wear solid colors or simple patterns Use a modern-style background Just you! No selfies, no cut-outs of other people, etc. 4MB in size, 80x80 pixels at least Members with photo receive up to 21x more profile views Good Bad
- 22. Profile – Check It Now that you’ve built a powerful profile, take a look as the general public would view it. To do this click the “Edit your public profile” link to the right of your headshots and summary section. Then you will have a view of your profile as the general public would – meaning, if someone Googled you but was not connected to you on LinkedIn. Make sure your entire profile is viewable (not private). Be sure to double check for spelling and grammatical errors.
- 23. Profile - Settings Your LinkedIn Profile is designed to be Public It’s important to make sure your Security & Privacy settings are set in a way that allows people to easily find and connect with you – which means making your FULL PROFILE PUBLIC. Whereas on Facebook you might want your privacy settings tightened up because you're posting personal things, on LinkedIn it's designed to be public. You shouldn't post private, personal things on LinkedIn, so you shouldn't have to worry about it not being private. It's designed to be public so you can promote yourself and your business. There are a couple different ways to check this – one way we just saw on the previous slide. The other is through your settings as shown here.
- 24. Connecting • Send a personalized invitation • Pick up the phone to ask for a referral Now it’s time to build your network. If you haven’t already connected with your existing clients, you should. Use the search bar at the top of the page; once you find them, take a moment to write a personal message asking them to connect and why. Once you’ve connected with all your clients, start connecting with their children and beneficiaries as appropriate. When looking to connect with someone you don’t know, but you see one of your current connections is connected with them, pick up the phone and call that connection and ask how well they know the person and if they would be willing to make an introduction for you.
- 25. Prospecting After you’ve connected with your clients on LinkedIn, an interesting feature for prospecting is the “People Also Viewed” section. Go to one of your best client’s profiles - in the right hand column you should see people in similar roles as your existing client – possibly to identify as new prospects. You can then click through their profile and it will suggest more. Scrolling down further that right hand side you will see “Similar companies” where you can do the same thing.
- 26. Daily Routine 10 – 15 minutes each morning Career changes, birthdays, anniversaries Respond to connection requests Keep up with the latest industry news Use the apps while on the go Can you add LinkedIn into part of your daily routine? This is a great opportunity to reach out and touch your clients and deepen that relationship. And if they have made a career change or received a promotion, they might need to revisit their portfolio.
- 27. Daily Routine Upon first logging in, your default view is your Home Page. Similar to Facebook, this is where you will see a scrolling page with posts from companies you follow, your connections and sponsored ads. This is where you can catch the latest industry news from companies and news sources you follow, keep tabs on who your connections on connecting with, what they’re posting and when they get new jobs or promotions.
- 28. Daily Routine Each morning as part of your routine, check your Notifications by clicking the bell icon in your tool bar at the top of the page. This page provides a daily briefing on what's happening in your network. This includes job changes, work anniversaries, birthdays, pre and post-meeting updates, and new articles that your connections have published. You'll also receive notifications about your endorsements, who's viewed your profile, activity on content you've shared, and more. These are all opportunities for you to reach out and say thanks for reading my post, thanks for the endorsement and again, continuing to build that relationship and stay “front of mind” with them.
- 29. LinkedIn Apps PulseLinkedIn Primary Groups Many people don’t know LinkedIn actually has many different apps – here are 3 you might find of use. At the very least, download the primary app so you can engage and connect on the go.
- 30. Regulatory Requirements All of these vendors participate in LinkedIn’s Certified Compliance Partners program, announced in April 2014, which is compliant with both SEC and FINRA regulations. The program is designed to remove barriers to social media adoption by advisors. If you are an independent, RIA or small firm and your company does not currently have a social media policy in place, you can help start the conversation by telling them about the different systems available now for the required capturing of activity. The SEC’s Rule 204-2(a) (7) requires advisors to keep records of communications between themselves and their clients. So the best way to capture those third-party communications is via a digital platform such as one of these.
- 31. Recap Your audience is on LinkedIn Create a powerful LinkedIn profile Build your personal brand and credibility Connect with clients and get referrals Use the apps to prep for meetings on the go Integrate LinkedIn into your daily routine
- 32. Connect with me on LinkedIn https://www.linkedin.com/in/courtneymcquade Thank you!
Notas del editor
- There’s no question that LinkedIn is the top social site for business. It’s become the 2nd most used social network after Facebook. With over 450 million users growing at 2 new members per second, LinkedIn is a social business platform you can’t afford not to be a part of. As I am sure you all know, we are now a generation of digital “DIYers”. We Google the things we want to try to make, create, fix, do… and we Google the restaurants we’re considering for dinner, companies we want to hire and people we want to do business with. By default, your LinkedIn profile becomes in essence, your personal website. If someone Googles you, chances are your LinkedIn profile will appear at the top of the list of results and you want it to look really good. You want it to look good to your clients, your clients’ children and prospects. http://expandedramblings.com/index.php/by-the-numbers-a-few-important-linkedin-stats/ & http://www.creelio.com/blog/four-reasons-linkedin-is-the-ultimate-financial-advisor-paradise/
- – that’s a lot of people and a lot of money. Look at these statistics… ( go to next slide)
- A recent LinkedIn survey shows that 32% of LinkedIn users (128million people) would rate themselves an “A” when it comes to personal financial knowledge. FB may be the #1 social media platform, but LinkedIn is the #1 social media platform for your target audience. Source: LinkedIn / Transamerica http://www.slideshare.net/TransamericaEDT/2015-the-state-of-financial-literacy-on-social-media-linkedin
- Not only are they the right audience – but they are starved for information and they need your help. (Read Stats) They want to learn more about what to do with their money. I once saw Alli Webb, founder of Dry Bar, and Jennifer Hyman, founder or Rent the Runway speak at the Barron’s Top Women Advisors Conference. During the Q&A session one of the advisors asked if they had financial advisors. After a good little laugh, they both said that was a good question because, neither of them did and they didn’t know what to do really with their money. And by the way, they are actually millennials…. (turn to next slide) Source: LinkedIn / Transamerica http://www.slideshare.net/TransamericaEDT/2015-the-state-of-financial-literacy-on-social-media-linkedin
- Did you know that Millennials are considered the 1st generation of “digital natives”? They are on their phones, laptops and iPads looking for you. They’re about 80 million strong in the United States, larger than any other demographic group. As of March there are more millennials in the American work force than Generation Xers or baby boomers. (according to the Pew Research Center)
- And…. they are starting to grow up – they are getting to the stage where they’re in their careers, getting married, having children and influencing more spending. Accenture estimates that millennials will spend $1.4 trillion annually by 2020, and they are expected to inherit about $30 billion in the coming years. Millennials have surpassed Baby Boomers as the nation’s largest living generation, according to population estimates released last April 2016 by the U.S. Census Bureau. Millennials, whom we define as those ages 18-34 in 2015, now number 75.4 million, surpassing the 74.9 million Baby Boomers (ages 51-69). And Generation X (ages 35-50 in 2015) is projected to pass the Boomers in population by 2028.
- According to LinkedIn’s research, 52% of millennials today are considered affluent, and they seek financial information on social networks. They live in households with at least $100,000 in investable assets outside of real estate and are vital to the nation’s economy, spending $2.0 trillion each year. Source: LinkedIn http://marketing.linkedin.com/blog/part-3-what-affluent-millennials-are-seeking-in-financial-services-providers/
- In a survey done by LinkedIn, these were the top 5 things affluent millennials looked for when evaluating a potential financial services provider. Notice that social media comes up twice – in 2 different ways: Social – Is it strong? Is there content I can learn from? Can I communicate with them through social media? And they look at…. Social Presence - Does the company have a positive buzz online? How does my personal social network feel about this company? How has the company influenced the industry? Folks, they’re not using the yellow pages. They are not even relying on traditional advertising. It’s all online and it’s all through social media. Social is where their conversations happen. (end) (additional notes if questions on the other 3) Relationship – Do I already have a relationship with this company? Does the company already have my business in some way or another? Influence - Do any of my family members use this company? Do my family members have positive or negative feelings about the brand? Purpose - Does the company have a social mission that I agree with? Do the company’s values seem to align with my own? Do I care about the company’s vision? And where do they find the answers to these questions? Online, through their social networks. Source: LinkedIn https://business.linkedin.com/content/dam/business/marketing-solutions/global/en_US/campaigns/pdfs/affluent-millennial-research-whitepaper-eng-us.pdf
- The number of financial advisors using social media for business has grown. You will now find that 3 out of 4 advisors use at least one social network for business. For 95% of them, it’s LinkedIn - and it works. In an article for The New York Times, Fay DeBillis, a Morgan Stanley financial advisor from Minneapolis, says she used LinkedIn to win around $10 million worth of business over 18 months. A ThinkAdvisor.com blog post shares how Mitchell Rock, a Morgan Stanley financial advisor from New York, asked a LinkedIn connection to introduce him to a new client prospect. That warm referral helped him land a $70 million account. Fay DeBillis and Mitchell Rock are not alone. 32% of financial advisors surveyed in LinkedIn and FTI Consulting’s research reported winning new books of business exceeding $1 million. While we all may not immediately get a million dollar account, the potential is there and you will also be connecting with your existing client’s heirs/beneficiaries. Source: LinkedIn - http://marketing.linkedin.com/blog/top-5-reasons-successful-financial-advisors-use-linkedin/ & http://www.creelio.com/blog/four-reasons-linkedin-is-the-ultimate-financial-advisor-paradise/
- As you can see, the benefits of this free resource are great – it will only cost you your time. It will give you: Increased exposure – it’s your own, personal website of sorts – you’re building your personal brand that you will take with you wherever you go. Can provide a deeper connection with your clients and keep you “front and center” of their minds. LI is not just for prospecting, it’s a way for you to deepen your relationships with existing clients. And it can allow you not just to prospect, but to connect with Millennials, your clients beneficiaries and put yourself in a place for the right referrals. Here’s your checklist of what you need to be doing… and I’m going to show you how. (read through if time)
- OVERVIEW – There are two main pages: Your profile Your home page First, we will focus on your PROFILE
- First off – BEFORE you start making ANY changes whatsoever to your profile, turn off your notifications. You do not want to notify your network of every little change you make in your profile because it will appear in your newsfeed to all of your connections. It will annoy them and make you look like you don’t know what you are doing. However, you DO want to turn on your notifications for big events such as a promotion, job change or a new headshot which, we will talk about in a few minutes.
- Let’s start from the top of the page and work our way down the screen, beginning with your HEADLINE. Whatever headline you add under your name at the top of your LinkedIn page, is what will show up whenever you post something on LinkedIn. And if you don’t post on LI, it is STILL important because it will also show up in the preview of your profile in Google search results. Check with your compliance department to see if you can use something other than just your regular, HR approved job title. Something that describes best what you can offer. Your formal working title belongs further down the screen in your “Experience” section with your job listing.
- As we continue down your profile page, we come to your summary. A summary is your introduction - it’s the first thing people see when they view your profile, just after your name and headline. It can be a powerful tool for clients and prospects to easily learn more about you, what you offer and find you. It’s like an expanded elevator pitch. Using the right words in your summary are important, you want to be sure to include ”keywords”. A “keyword” is a search term that someone can use to find your profile – similar to running a Google search. So start your summary by creating a list of keywords that people may use when they search for you. Use a combination of short- and long- tail key words such as “retirement planning” or “401K advisor”. Try to make your summary at least 40 words and write it in the first person – it’s the best way to connect with people. Summaries written in the 3rd person don't come across as well. It's your profile so you should be the one who wrote it - if it's written in third person it can be confusing or sound weird. And add some personality to it – this is where you can build your personal brand – tell them what you’re passionate about and what you can offer them. Be sure to check with your compliance department to find out what your policy is for titles and summaries first. An extra tip -Weave your keywords into your job descriptions and list them as skills if possible.
- Did you know you can create a custom URL for your profile? A custom URL will make it easy for you to promote your profile if you want to add it to your email signature, business cards, marketing materials, etc. And when people see it on your profile, it shows that you know what you’re doing on LinkedIn. First, click the little pencil icon which is the edit icon on the right-hand side of the page next to “Contact and Personal Info.“ In the pop-up window, click your existing URL which will be a combination of your name with random letters and numbers if you have not yet customized it. In this example, my name is already customized. Next, click the pencil icon to expand the edit window and enter your full name as you wish it to appear – if it’s already taken LI will let you know, and you may need to choose a different version – perhaps use a middle initial. Then click Save.
- THERE ARE A NUMBER OF OTHER SECTIONS YOU CAN FILL OUT THAT ROUND OUT YOUR BACKGROUND By filling out each of these sections in LI, people get a well rounded view of who you are and reasons to do business with you. And again, this goes back to your personal brand. Where did you go to school? Perhaps your clients or their children went to the same school. And your alma mater connections can bring clients to you. Prospects researching you can find commonalities with you in your volunteer work and hobbies. Do you like to rock climb? Ski? Cook? Travel? People, connect with people.
- Now let’s talk about Skills & Endorsements because I get this question a lot. Skills & Endorsement are a list of skills you’ve added to your profile that your 1st connections basically validate as your strengths by clicking the “endorse” button. I personally am not convinced of their power in numbers of clicks but the key words are helpful for being found. LinkedIn says “people with at least five skills listed on their LinkedIn profile receive up to 17x more profile views, so it makes a difference.” But be sure to check whether or not your compliance department allows you to give and/or receive endorsements. Regulators can consider them to be testimonials for investment advisors. You control which skills are listed and in what order. If they are against your compliance policy, don’t list any on your profile – then people can’t endorse you.
- At the bottom of your profile is the section where you can follow Influencers, Companies and Groups. It’s a good idea to follow some of the people and companies in our industry – including competitors. Once you follow these sources, their posts will show up in your home feed allowing you to tap into key goings-on - it’s a great way to keep track of what the competition is up to, companies you want to recruit from and what’s happening with your prospects' companies. It will also help you keep up with the latest news from Forbes, CNBC and any of your other favorite news sources. We will walk about this more in just a moment.
- In this day and age people are so visual… that’s why you see infographics and video clips all over the web and social sites. A good headshot is imperative for building your personal brand and showing your potential clients who you are – it’s like your virtual handshake, so you want an approachable profile photo that aligns with your role as a professional. LinkedIn States: “Members with a profile photo receive up to 21x more profile views.” If it’s in your budget, I strongly suggest hiring a professional photographer to take your headshots. If you already have a head shot, that’s great, but it must be recent – you want to be sure you update your headshot at least every 2 to 3 years. For your smile, be sure to choose the right mood and expression. I always recommend a gentle smile or the smile-with-your-eyes. Don’t look too corny or too serious. Don’t have your photographer over-edit it… it should look like you, not a soap opera actress with a heavy filter. Wear a solid color – navy blue is always great – or if you want to wear something with a pattern make sure it’s a simple pattern. Use a modern-style background – no Olan Mills / high-school graduation looking shots with the blue painted back ground and your face should take up to 60% of the frame. And if you’re not using a professional photographer, be sure to choose a photo of just you – not one where you’ve cut someone out of the photo or worse, if you are with someone else – no pets, no family, etc. and DEFINITELY NO SELFIES! Lastly, consider adding a cover photo. First Facebook did it, then Twitter, now LinkedIn. The Cover Photo is the wide image that appears across the top of the page, different from your profile picture. Now that you’ve fixed up your profile, BEFORE you add your new headshot, turn on your notifications – now upload your new headshot – you’ll get a ton of new profile views and remind everyone in your network you’re there.
- Now that you’ve built a powerful profile, take a look as the general public would view it. To do this click the “Edit your public profile” link to the right of your headshots and summary section. Then you will have a view of your profile as the general public would – meaning, if someone googled you but was not connected to you on LinkedIn. Make sure your profile is public and always double check for spelling and grammatical errors.
- As I mentioned, it’s important to make sure your Security & Privacy settings are set in a way that allows people to easily find and connect with you – which means making your FULL PROFILE PUBLIC. Whereas on Facebook you might want your privacy settings tightened up because you're posting personal things, on LinkedIn it's designed to be public. You shouldn't post private, personal things on LinkedIn, so you shouldn't have to worry about it not being private. It's designed to be public so you can promote yourself and your business. There are a couple different ways to check this – one way we just saw on the previous slide. The other is through your settings. You can find the Settings tab by hovering over the thumbnail version of your head shot in the upper right hand area of the screen to bring down the drop-down, then scroll down and click “Settings & Privacy”. From there you can manage who can see your feed, your visibility, and your activity broadcasts.
- Now it’s time to build your network – if you haven’t already connected with your existing clients, you should. Use the search bar at the top of the page and when you find them and click the connect button, take a moment to write a personal message asking them to connect and why. Once you’re connected with all your clients on LinkedIn, start connecting with their beneficiaries where it’s appropriate. When looking to connect with someone you don’t know, but you see one of your current connections is connected with them under the “Highlights” section, pick up the phone and call that connection to ask how well they know the person and if they would be willing to make an introduction for you. The other neat thing about the “Highlights” section is not only will it show any mutual connections, but it will show other potential common grounds between you and your potential connection. You may discover companies you’ve both worked at, if you attended the same school, groups you’re both in or companies where they can help with an introduction. As a side note, it is definitely important for you to connect with your clients and their heirs, but don’t send invites to just anyone. Currently, you can have up to 50K connections on LI. But you only get 5K invites you can send out, in one lifetime. Now 5K is a lot, but you never know if you might run out. LI is always changing things… used to be we each only had 3,500 invites to use, then they upped it to 5K. So it can always change. But for now, keep this in mind. It’s good to connect with someone just before a meeting or who you think might have potential as a client. But we will talk more about this in our social selling webinar.
- An interesting feature for prospecting is the “People Also Viewed” section. Go to one of your best client’s profiles and look at the right hand column and you will see people in similar roles as your existing client that you might be able to identify as new prospects. You can then click through their profile and it will suggest more. As we just discussed in the previous slide, if you see a connection somewhere that might be able to introduce you, give them a call. Or, look to see if they have a phone number or email listed in their profile and contact them. Or if they don’t, send them a request to connect on LI with a custom message. You could say something like you work with other people in the same role at other companies and so you thought you’d reach out and introduce yourself and connect on LI. See if they are willing to set up a call to talk. It works for companies as well. Go to their company page then look to the right hand side for “Similar Companies” and you will often see companies similar in industry and size. If one of your connections works at one of the companies it will let you know. We will go through how to use this feature in more detail in our next webinar, Social Selling.
- Now let’s talk about how to incorporate LI into our daily routines. Everyone has their own version of a morning routine. You wake up, shower, coffee, breakfast, go to work, check your email… Maybe throw in a little exercise if you have time and feel up to it? Can you add 10 minutes into your routine for LinkedIn? Do you you commute by public transportation? You can review your LinkedIn from the train! You can quickly, at a glance, see what’s happening in your network. See what your company AND your competitors are posting. See which of your clients have had career changes, promotions, work anniversaries, even birthdays. The last two years I’ve received over 25 happy birthday messages through LinkedIn – prior to the last to years it was only through FB. LI’s popularity is growing – I’m seeing it first hand! This is a great opportunity to reach out and touch your client and deepen that relationship. And if they have made a career change or gotten a promotion, they might need to revisit their portfolio. Sometimes, when you want to kill time waiting in the doctor’s office or standing in line at the grocery store, do you ever find yourself on your phone, scrolling through FB or IG? Make LI part of that routine. Let’s take a quick look –
- Upon first logging into LinkedIn, your default view is your Home Page. Similar to Facebook, this is where you will see a scrolling page with posts from companies you follow, your connections and sponsored ads. This is where you can catch the latest industry news from companies and news sources you follow, keep tabs on who your connections on connecting with, what they’re posting and when they get new jobs or promotions. – based on the people you are connected with and the companies you follow, certain algorithms can be set to show you certain posts when you first log into your LinkedIn page.
- A great way to keep in touch with your clients / connections and stay “front of mind” as well as continue to build that bond, build your relationships, is to reach out and wish them a happy birthday, or a congratulations on a promotion, new job or work anniversary. These life events could also bring up a need for a 401K rollover or new money to invest. Whatever it may be, LinkedIn makes it easy for you to quickly see these life events and it only takes a moment to reach out and send your best wishes. Each morning as part of your routine, check your Notifications by clicking the bell icon in your tool bar at the top of the page. This page provides a daily briefing on what's happening in your network. This includes job changes, work anniversaries, birthdays, pre and post-meeting updates, and new articles that your connections have published. You'll also receive notifications about your endorsements, who's viewed your profile, activity on content you've shared, and more. These are all opportunities for you to reach out and say thanks for reading my post, thanks for the endorsement and again, continuing to build that relationship and stay “front of mind” with them. To make it this process even easier, if you haven’t already, I would suggest downloading 3 of their apps so you can do things like this on the run – let’s take a look…
- Many people don’t know LinkedIn actually has many different apps – there are the 3 I think you should download. Primary LinkedIn app - Get news and info that matter for your professional day, a daily brief on what’s happening in your network, and a quick way to reach out and keep in touch – all on the LinkedIn app. Pulse app - Your daily news, powered by your professional world. Pulse delivers timely and tailored news you need to know, saving you time. See what your peers are reading, and be informed with top industry news. – you can also save articles to read later. Groups app - Get into smarter conversations. With LinkedIn Groups, you have access to like-minded professionals and can learn from their experience. It's like sitting down with the experts in your industry.
- If you are an independent, RIA or small firm and your company does not currently have a social media policy in place, you can help start the conversation by telling them about the different systems available now for the required capturing of activity. The SEC’s Rule 204-2(a) (7) requires advisors to keep records of communications between themselves and their clients. So the best way to capture those third-party communications is via a digital platform such as one of these.
- Ok, so we’ve talked about building a powerful profile and what you can do to build your personal brand, build a deeper connection with your clients and get the right referrals. We’ve talked about how to work this into your daily routine and we’ve talked about ways to engage with your clients and prospects. Now it’s up to you to take the first step.