Presented to Mutual of Omaha Financial Advisors

1. IG: @Cperlman
LinkedIn/In/CoreyPerlman

2. Before we begin…
• Slides? Text Slides to 66866
• Negative comments?

3. Why should you care?
Because left to our own
accord, we’ll forget about you.

4. 8 SOCIAL SELLING
PRINCIPLES
1. Don’t Be a Jack of All Social
Media Sites, Master of None.
Connect on THEIR
terms, not YOURS

7. • Prioritize your platforms
• Do a social media audit
• Delete inactive profiles
TAKE ACTION!

8. Prioritized List
1. LinkedIn Personal Profile
2. Facebook Biz Page
3. Plant your flag on IG if
you’re targeting younger
buyers.
4. Twitter?

9. 8 SOCIAL SELLING
PRINCIPLES
2. Be Proud of Your Profiles

11. • Professional images
• Proper tagline
• Professional Summary
• Not a bio
• Bullets over paragraphs
• 500+ connections (primarily
people you can serve)
Profile Best Practices

12. Take Action!
Add Professional Images

13. 1. LinkedIn Personal Profile
2. Facebook Biz Page
3. Plant your flag on IG if
you’re targeting younger
buyers.
4. Twitter?

14. 8 SOCIAL SELLING
PRINCIPLES
3. We Don’t Do Business with
loan officers, We Do Business
With YOU.

15. Humanize Your Brand
• The #1 issue across the board.
• How can you make your profile
more personal?

16. BEST PRACTICE:
INSTAGRAM

17. Best Practice: Facebook

18. Best Practice:
LinkedIn

19. • Find a way to personalize this
week’s posts
• I have a passion for ______.
• When not working, I love to
______.
Take Action!

20. 8 SOCIAL SELLING
PRINCIPLES
4. Be The Wise Owl,
Not The Squaking Parrot

21. DON’T BE THE SQUAWKING PARROT
• Don’t over-promote
• Don’t cluster post
• Aim for 2-3 posts per week
• Practice Thanksgiving
etiquette
• Don’t phone it in

22. Be The Wise Owl (3 E’s)
• Educate: In what ways can
you add value to our lives?
• Entertain: How can you be
the light in a dark web?
• Encourage: People hate to
be sold, but love to buy.

23. BEST PRACTICE:
USE HEARSAY!
• Vetted
• Formatted
• You can schedule
• Won’t get you thrown in
compliance jail.

24. BEST PRACTICE:
CREATE A CONTENT CALENDAR
• Motivation Monday
• Testimonial Tuesday
• WTF Wednesday
• Thank You Thursday
• Fun Friday

25. • Commit to using Hearsay
• Provide your unique perspective
on some of the posts
• Schedule to keep your sanity
Take Action!

26. 8 SOCIAL SELLING
PRINCIPLES
#5. TL;DR
Don’t tell us, show us

27. Why Video?
• Algorithm favors video
• Passion & Enthusiasm
• Can be syndicated in
multiple places

28. MoreVideo Best Practices:
• Spend time on the Title
• Sell us in the first 10-
seconds
• Shoot horizontal!
• Use captions!

29. Take Action!

30. • Take The One-take
Challenge!
• Do it in one take
• Resist the urge to redo!
Take Action!

31. 8 SOCIAL SELLING
PRINCIPLES
6. Get Your Clients to
Become Your Salesforce

32. “Never let a verbal testimonial go unpublished!”
• LinkedIn Endorsements
• Facebook review
• Website Review
• Google Review

33. Best Practice:
Turn Cold Calls into Warm Leads
“The Power of
LinkedIn is Not in Your
Network, it’s in Your
Network’s Network.”

34. • Work to add 1-3 positive reviews
to FB, GMB and your Website
• Look me up on LinkedIn
(LI.com/in/CoreyPerlman) and
let me know if we have a mutual
connection (#2).
Take Action!

35. 8 SOCIAL SELLING
PRINCIPLES
#7. Perfectionism is
the Enemy of Progress.

36. 8 SOCIAL SELLING
PRINCIPLES
8. Keep Your Friends Close,
and Your Clients Closer.

37. Be Down with O.P.P.
(Other People’s Posts)
• 15-min a day.
• Each ‘like’ is a small deposit.
• Clients, colleagues, partners.

38. Best Practice: Build Rapport
• Follow on FB/IG/LI
• Congratulate
• Bday, work anniversary
• Mackay 66

39. • Spend 15-min one day next
week just liking, commenting or
sharing other people’s content.
Take Action!

40. Social Sales Cycle

41. Thank You!
• corey@impactsocialmedia.com
• Text SLIDES to 66866