3. 212NYC’s 8th Annual Career Day
Career Day at the Microsoft Offices
Fielded questions about potential job opportunities at
LinkedIn
Informed potential employees how they could search
for jobs and apply online via LinkedIn
Answered questions about the company (how many
employees, how many international offices, etc.)
In conclusion, I was just being genuinely charming
and lovable
4. Morningstar Financial Advisor Conference in Chicago
Teamed up with Ajax Social Media
Helped FA’s understand what LinkedIn does and how
to better optimize their LinkedIn profile
Guided through all the features LinkedIn offers
(groups, searching capabilities, SlideShare, how to list
publications, etc.)
Fielded any questions that FA’s had about what
LinkedIn does and how we operate.
5.
6. FinServ at LinkedIn
5 Child Pages:
Competitive Landscape
FISERV Case Studies
Focused on targeting, community, content engagement units
Prudential case study, SMB use case, targeting case studies
LinkedIn Audience Insights
FA reseach, HNWI research, SBO research, 401k rollover research
LinkedIn TL white papers and webcasts
White papers and webcasts specifically from the FinServ sector
Marketing Calendar
To be updated
7.
8. SunLife Financial Webinar
How can an advisor take
advantage of LinkedIn’s
capabilities to build their
network beyond their
current list of contacts?
What’s the benefit of
content sharing on LI?
How do you suggest
people go about choosing
appropriate content to
share?
How should an advisor be
tracking and measuring
their effectiveness on LI?
12. Comparison of Revenue:
Booked vs. Weighted
Original Booked Amount: Amount originally closed for a given period
Weighted Expected Amount: Expected Amount * Probability
