LINKEDIN FOR FINANCIAL ADVISERS
Philip Calvert
Founder of LifeTalk and Social Media Sales Strategist
Philip Calvert FInstSMM FPSA
• 38 years in IFA facing roles
– Head of Sales, Pioneer Friendly &
Permanent Ins.
– Head of National Accounts, Zurich
Life
– Founder of LifeTalk
• Social Media in Regulated
Industries
– Financial Services, Automotive,
Law, Accountancy, Pharma
– Customer Service
– Indian tourism
• Yoga, Kickboxing
@adviserlifetalk
@philipcalvert
www.linkedin.com/in/socialmediaspeaker
Does LinkedIn work?
“I’ve brought in £100,000 of business just from
using LinkedIn. I’ve got a routine which works
well for me.”
Financial Adviser
Does LinkedIn work?
“Philip, I acquired a new investment client the
very first time I tried your technique on
LinkedIn.”
Financial Adviser
“If you’re not on
Google, you don’t
exist!”
LinkedIn and
Twitter appearing
high in Google
search results
Fully Complete Profile
Keywords
Professional Headline
Photo
Current & Previous
Twitter & Website(s)
www.philipcalvert.com
www.ifalife.com
Personalised URL
Skills
Exams
Visibility settings
Remove distractions
Remove this in
Privacy Settings
Search: “Presentation Skills expert”
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Privacy Settings
Awards
Interests
Causes
Special Projects
& Publications
Differentiate yourself
“Specialties: Exceptionally good with
sarcastic, smart ass remarks.”
“Able to sit in my chair for extended
periods of time without numbness or fatigue.”
“Invented the 2 hour lunch break, which has been
adapted by sales slackers everywhere.”
“Attempted to train dealer staff until I realized most were
too stupid to accept the training. Once I realized that fact, I
would just take them to lunch.”
Differentiate yourself
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Creative
Organisational
Effective
Extensive experience
Track record
Proven sales
professional
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Dynamic
Motivated
Innovative
Problem solving
Exceptional
communication skills
Contact details
Images
Background Image
Upload images from mobile
Don’t forget Local
Join Groups
http://www.linkedin.com/directory/groups/
Create a Group
Making
Connections
Profile views
Know your numbers
Company Page
Articles & Blogs
Share Content
Engage and Share
Use Emotion, Humour,
Nostalgia and Lists
An Asset of your Business
Promote everywhere
www.linkedin.com/profile/profile-badges
Involve everyone
Forget “Social Media”
Remember “Reputation Management”
Have a Plan
www.ifalife.com
www.philipcalvert.com