Advisor Today - September/October 2015 - (Page 21)

Biz tech NETWORKING By Craig Faulkner How to Get Started on in One Hour W hat if an ideal prospect was referred to you and, instead of visiting your website, she only viewed your LinkedIn profile? How confident and comfortable would you be with the information on your LinkedIn page? Like it or not, a large portion of advisors' traffic is directed to LinkedIn due to the relevance that Google lends to LinkedIn profiles. The headline and summary sections of your profile are searchable by keyword, so your profile is as likely to come up as your website in many searches. If your LinkedIn profile and network are not up to speed, do yourself a favor and spend one hour today to get up and running! 1. Craft a keyword-rich summary similar to the "About" section of your website. (15 mins) Don't try to reinvent the wheel and avoid writer's block caused by perfectionism. Just focus on getting a solid B+ profile written by borrowing from existing sources of information. Answer in the simplest terms, what do you do and who do you do it for? List your ideal clients and the locations that you serve. Pull the first paragraph from the "About" section of your website that explains your firm's process and services. Add a paragraph or two from your bio to explain your story, relevant credentials and experience. Take a couple of minutes to tie it all together and make sure you use relevant keywords for SEO so Google can find you. 2. Be sure to link your profile to your website, email, phone number and other social profiles. (5 mins) Always direct your social media traffic back to your website by listing your site's URL in the "Website" section of your profile under "Contact Info." Be sure to list your email and phone number so A large portion of advisors' traffic is directed to LinkedIn due to the relevance that Google lends to LinkedIn profiles. your connections can reach you. Add your Twitter profile too, if applicable, for cross-pollination. 3. Upload a professional, well-lit headshot. (2 mins) Pull your photo from your website, upload, and crop from the shoulders up. 4. Enter your education and work experience. (10 mins) Click "Add Education," select your school and degree, and enter your graduation dates. List any extracurricular activities or honors. Click "Add Position" and list your three most relevant or most recent roles. Don't worry about listing that job from high school; this isn't a background check, it's simply a way to highlight your experience and the companies with which you've worked. 5. Upload any presentations or videos that highlight your expertise (5 mins) For your current position, click on "Add Media" and upload any presentations, videos, or links that illustrate what you do. Presentations are a compelling way to introduce prospects to your firm and what makes you different. 6. Join three LinkedIn groups where ideal prospects can find you. (5 mins) Think about your hobbies and interests. Then think about your ideal clients' hobbies and interests. Join three groups where there is overlap. This is how you can interact with prospects you don't already have a relationship with. 7. Connect with all clients, potential clients and centers of influence. (15 mins) LinkedIn makes it easy to upload your email contacts and connect with all clients and prospects. On the top of the page, click on "Connections," and then "Add Connections," to use the built-in interface to quickly connect with cont'd on page 22 September/October 2015 | ADVISOR TODAY 21

Table of Contents for the Digital Edition of Advisor Today - September/October 2015

Why You Need a Mentor
The Key Attributes of Top Performers
Success Tips from a Golden Gloves Boxer
How I Use Social Media to Build my Practice
Getting Started on LinkedIn
Discussing Your Client’s LTC Needs in Retirement
How to Boost Your LTCI Production
¿Habla Español?
Providing a Retirement Safety Net
Ongoing Challenges, New Solutions
Four Under Forty
NAIFA’s 125th Anniversary
Demystifying CPA Alliances
Building Your Natural Audience
Holding Workshops?
Ideas to Help You Sell More
Special-Needs Planning
Planning for Divorced or Widowed Women

Advisor Today - September/October 2015