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Social Media for Financial Social Media for Financial P P Professionals Professionals f f i i l l Get LinkedinNOT Get LinkedinNOT Locked Out !!! Locked Out !!! k d k d M. Gwen Gall M. Gwen Gall M. Gwen Gall M. Gwen Gall


  1. Social Media for Financial Social Media for Financial P P Professionals Professionals f f i i l l Get Linkedin…NOT Get Linkedin…NOT Locked Out !!! Locked Out !!! k d k d M. Gwen Gall M. Gwen Gall M. Gwen Gall M. Gwen Gall Recruiting Coordinator, New England Financial New England Financial Recruiting Coordinator,

  2. I’m not here as a Linkedin Guru! I’m here to help you I’m not here as a Linkedin Guru! I’m here to help you utilize it from a Financial Service Professional’s utilize it from a Financial Service Professional’s ut ut e t e t o o a a a c a Se a c a Se ce ce o ess o a s o ess o a s View point! View point! If you want comprehensive dynamic training on If you want comprehensive, dynamic training on Linkedin – You need to contact: Barbara Giamanco Co-Author of “The Barbara Giamanco, Co-Author of The New Handshake… Sales Meets Social Media,” CEO, and renowned speaker/trainer with Talent Builders, Inc. k /t i ith T l t B ild I Please schedule Barb for a presentation to your sales team, or as a guest speaker y g p at a sales meeting, or event…404-647- 4925 .

  3. Linkedin 101… Linkedin 101… Linkedin 101… Linkedin 101… • But what about compliance But what about compliance ? But what about compliance But what about compliance ? • What is What is Linkedin Linkedin? ? • Why should I use it? Why should I use it? Why should I use it? Why should I use it? • Is it really a business tool? Is it really a business tool? • What about compliance? • What about compliance? What about compliance? What about compliance? • How do I get started? How do I get started? • Can I grow my practice using it? • Can I grow my practice using it? Can I grow my practice using it? Can I grow my practice using it? • Okay Okay – – but what about compliance? but what about compliance?

  4. Statistics …Linkedin…this is NOT Statistics …Linkedin…this is NOT Facebook or MySpace! Facebook or MySpace! Facebook or MySpace! Facebook or MySpace! • LinkedIn started out in the living room of co LinkedIn started out in the living room of co- g -founder Reid Hoffman in founder Reid Hoffman in 2002. 2002. • The site officially launched on May 5, 2003. At the end of the first month The site officially launched on May 5, 2003. At the end of the first month in operation, LinkedIn had a total of 4,500 members in the network. in operation, LinkedIn had a total of 4,500 members in the network. p p , , , , • As of December 31, 2011 (the end of the fourth quarter), professionals As of December 31, 2011 (the end of the fourth quarter), professionals are signing up to join LinkedIn at a rate that is faster than two new are signing up to join LinkedIn at a rate that is faster than two new members per second. members per second. p • As of February 9, 2012, LinkedIn operates the world’s largest professional As of February 9, 2012, LinkedIn operates the world’s largest professional network on the Internet with more than 150 million members in over 200 network on the Internet with more than 150 million members in over 200 countries and territories. countries and territories. • More than 2 million companies have LinkedIn Company Pages. More than 2 million companies have LinkedIn Company Pages. • LinkedIn members did nearly 4.2 Billion professionally Li k dI LinkedIn members did nearly 4.2 Billion professionally- Li k dI b b did did l 4 2 Billi l 4 2 Billi f f i i ll ll oriented searches on the platform in 2011. oriented searches on the platform in 2011.

  5. More Stats… More Stats… More Stats… More Stats… • LinkedIn is currently available in sixteen languages: English, LinkedIn is currently available in sixteen languages: English, Czech, Dutch, French, German, Indonesian, Italian, Japanese, Czech, Dutch, French, German, Indonesian, Italian, Japanese, Korean, Malay, Portuguese, Romanian, Russian, Spanish, Korean, Malay, Portuguese, Romanian, Russian, Spanish, Swedish and Turkish. Swedish and Turkish. Swedish and Turkish. Swedish and Turkish. • As of June 30, 2011 (the end of the second quarter), LinkedIn As of June 30, 2011 (the end of the second quarter), LinkedIn counts counts executives from all 2011 Fortune 500 companies as executives from all 2011 Fortune 500 companies as members ; its corporate hiring solutions are used by 75 of the members members ; its corporate hiring solutions are used by 75 of the members ; its corporate hiring solutions are used by 75 of the ; its corporate hiring solutions are used by 75 of the Fortune 100 companies. Fortune 100 companies. • LinkedIn represents a valuable demographic for marketers LinkedIn represents a valuable demographic for marketers ed ed ep ese ts a ep ese ts a a uab e de a uab e de og ap og ap c o c o a a ete s ete s with an affluent & influential membership. with an affluent & influential membership.

  6. What does Forbes have to say What does Forbes have to say about it? about it? about it? about it? “If you aren't using online social networks in one form or another, you are well “If you aren't using online social networks in one form or another, you are well behind the productivity curve.” b hi d th behind the productivity curve.” b hi d th d d ti it ti it ” ” “If you want to stay connected with the people you know and spark professional “If you want to stay connected with the people you know and spark professional relationships with those you don't LinkedIn does the trick ” relationships with those you don't LinkedIn does the trick ” relationships with those you don t, LinkedIn does the trick. relationships with those you don t, LinkedIn does the trick. “ First, the perks. LinkedIn is a huge time First, the perks. LinkedIn is a huge time- -saver. Forget saver. Forget Google Google (nasdaq: GOOG (nasdaq: ( ( d d GOOG GOOG GOOG - news news - people people ); within minutes, LinkedIn can rustle up loads l l ) ); within minutes, LinkedIn can rustle up loads ) ithi ithi i i t t Li k dI Li k dI tl tl l l d d of potential customers, vendors and talented hires in relevant industries and of potential customers, vendors and talented hires in relevant industries and disciplines.” disciplines.”

  7. It’s a New World When it Comes to Prospecting, It’s a New World When it Comes to Prospecting, Gaining Referrals, Connecting w ith Clients and Gaining Referrals, Connecting w ith Clients and Branding YOUR Practice! Branding YOUR Practice! Skill and grit aren't enough. You can’t market Skill and grit aren't enough. You can’t market yourself, your company, products and services in yourself, your company, products and services in today s world the way you did 5 years ago…or even 2 today’s world the way you did 5 years ago…or even 2 today s world the way you did 5 years ago…or even 2 today’s world the way you did 5 years ago…or even 2 years ago. years ago. In the Internet age keeping up with the competition In the Internet age keeping up with the competition In the Internet age, keeping up with the competition In the Internet age, keeping up with the competition demands cultivating contacts at warp speed demands cultivating contacts at warp speed-- --and that and that means working your shtick online. Thankfully, there means working your shtick online. Thankfully, there are plenty of tools are plenty of tools-- p p y y --many of them free many of them free-- y --and more are and more are on the way. All help you stay connected to clients, on the way. All help you stay connected to clients, centers of influence, partners and peers. centers of influence, partners and peers.

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