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Resource Solutions

LinkedIn Guide

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Creating a LinkedIn Account

Navigate to Linkedin.com and populate each field with required info

An option is your resource solutions email account (whichever email you use will be your sign-in)

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If you already have a LinkedIn Account:

To Do o Make sure the page is connected to the company page

o Include your title and a tag line:

“We Help Financial Advisors Maximize their Marketing”

“We Don’t Just Sell Marketing, We Sell Results”

“At Resource Solutions we have consultants – we customize our results to you”

“Marketing Consultant NOT order fillers/takers”

o Offer a complete and robust contact section

Company Website

Company E-mail

Company Phone with your Ext.

o Company Summary

Here you can add the company summary in the template

We will frequently update the media section to reflect RSI’s freshness ☺

Media will consist of:

o PowerPoints

o Prezi’s

o Videos

o Pdf’s

You can print this

page and have it as

your checklist!

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Suggested Template for the Appearance of Your LinkedIn

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Template for Appearance

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Reaching out to

current clients

is a great place

to start!

Reaching Out to Clients, Companies, Groups… etc.

Upon completing your account you can begin reaching out to clients,

groups, networks and companies.

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Remember:

If you are not a 1st Degree connection, you must invite the person to connect before corresponding with

them.

LinkedIn allows members to join up to 50 groups. The suggested amount is 15-20

Searching on LinkedIn

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Joining Groups

1. Navigate to the Search bar type in keywords or group title

2. Select the three (horizontal) lines – from the drop down menu select ‘Groups’

3. Enter

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Groups (cont.)

From the actual ‘Group’ page you can view:

o Analytics

o Search (all tabs above the banner picture)

Discussions

Members (and more)

Be sure to join the

group created by Gail

Broom ☺

“Ways to Maximize

Your Marketing”

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Above is a PERFECT example of using LinkedIn to prospect.

If you were a member of this group you could comment with a response on tips for new advisors. You could include the

importance of marketing, to get your name out there as an advisor. To build credibility share an article link or a slide share

(similar to PowerPoint) filled with tips.

In about two weeks you could check in with him (because you of course sent him an invite to connect) and then gently let him

know what you do and offer a free consultation…

Anytime I come across potential leads just like the one above, I document the Who, What, Where,

When and Why on an excel spreadsheet.

Please see Ryan to add or reach out to leads from this list.

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Organizing and Scheduling Reminders

Organizing on LinkedIn

Beneath the picture is the

‘Relationship’

By clicking the ★

‘Relationship’ tab you can

organize your current

clients (via tags)

Keep Track of when you

met someone

Schedule Reminders to

reach out to someone

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To: You

Fr: Me

Hello,

I would like you to know, my goal is so structure your account to epitomize your

appearance and professionalism. Once that is done, I will continue to provide

manuals and updates so you can maintain your account. If you would like me to

manage your account, that is an option as well. You can always change your

password or opt out.

Sincerely,

Tash ♥