The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business -- Contents -- Foreword -- A Perspective on Social Media -- Introduction -- Why This Book? -- Why These Authors? -- Why This Approach? -- How This Book Is Organized -- Part I: Introduction to Social Media -- Chapter 1: Compliance -- Compliance and FINRA Licensed Advisors -- Compliance and SEC Licensed Advisors -- Testimonials -- What Should I Do if I'm Not Allowed to Use Social Media? -- How Does This Work? -- Final Thoughts -- Chapter 2: Creating Rapport Online -- The Three Cs -- Connect -- Communicate -- Comfort -- Final Thoughts -- Chapter 3: Lessons Learned from Social Media -- Lesson #1: People Can Only See Words -- Lesson #2: Social Media is More About Listening -- Lesson #3: To Be Successful, You Must Be A Social Media Giver -- Lesson #4: Keep Sales Messaging to a Minimum -- Final Thoughts -- Chapter 4: Give Something for Nothing -- Internet Resources -- Tweet -- Facebook -- LinkedIn -- Final Thoughts -- Chapter 5: The Disciplined Approach -- Streamlining Use of Social Media -- Managing Time -- Social Media Dashboards -- Final Thoughts -- Part II: Twitter -- Chapter 6: Why Twitter? -- Texting and Tweeting -- Setting Up Your Account -- Step 1: Registration -- Step 2: Choosing Tweeps to Follow -- Step 3: Setting Up Your ProfileTwitter -- Step 4: Twitter Tools -- Final Thoughts -- Chapter 7: Marketing on Twitter -- Regulations and Restrictions -- Twellow -- Formulists and Bitly -- Two Recommended Tools -- Unfollowing and Blocking -- Tweet Scheduler and TweetDeck -- Self-Marketing Tweets -- Final Thoughts -- Chapter 8: Getting Leads from Twitter -- Twitter: A Driving Force -- More on Lead Generation -- Final Thoughts -- Chapter 9: Public Relations on Twitter -- Tweet Grader -- Muck Rack -- Making News through Twitter.

Final Thoughts -- Part III: Facebook -- Chapter 10: Why Facebook? -- Statistics -- Building Your Page -- Step 1: Friends -- Step 2: Profile Information -- Step 3: Profile Picture -- Working with Your Home Page -- Controls -- How Control Settings Help Your Marketing Plan -- The Power of Advertisements! -- The Facebook Fan Page -- The Company Page -- Timeline -- Final Thoughts -- Chapter 11: How to Advertise on Facebook -- Facebook Insights -- Advertising on Facebook -- Demographics -- Pricing and Scheduling -- Feedback -- Final Thoughts -- Chapter 12: Facebook Applications and Tools -- Advanced Facebook Applications -- Video Apps -- Creating Events -- More Facebook Apps -- Polls -- Extended Info -- Final Thoughts -- Chapter 13: Public Relations on Facebook -- Making Use of the Groups Platform -- More Ways to Get Noticed -- Be Proactive -- Final Thoughts -- Part IV: LinkedIn -- Chapter 14: Why LinkedIn? -- You Can Control Referrals -- LinkedIn Members Are More Affluent -- Financial Advisors Are Having Success With LinkedIn -- Final Thoughts -- Chapter 15: Setting Up Your LinkedIn Account -- Joining LinkedIn -- Final Thoughts -- Chapter 16: Building an Effective LinkedIn Profile -- Search Engine Optimization (SEO) -- Experience -- Education -- Adding Certifications, Designations, and Licenses -- Name -- Industry and Location -- Headline -- Photo -- Websites -- Twitter -- Summary -- Recommendations -- Additional Information -- Personal Information -- Skills & Expertise -- Special Sections -- Volunteer Experience & Causes -- Honors and Awards -- Organizations -- Projects -- Publications -- Applications -- File Sharing-Box -- Presentations and Videos-SlideShare -- Blogs-WordPress and BlogLink -- Changing the Order -- Finalizing Your Profile -- Final Thoughts -- Chapter 17: Building Your LinkedIn Network to Create a Self-Referral Machine.

Networking Philosophy -- Who Should Be in Your Network? -- Adding Connections -- Sending Individual Invitations to Connect -- Final Thoughts -- Chapter 18: Finding Prospects Using LinkedIn: Creating Your Self-Referral Machine -- The LinkedIn Advanced Search: Free versus Premium -- Developing Good Searches -- Finding 401(k) Rollover Opportunities -- Small Business Owner Search -- Connecting with the Prospects -- Final Thoughts -- Chapter 19: Using LinkedIn Groups for Visibility and Prospecting -- The Opportunity in LinkedIn Groups -- Two Types of Groups-Open and Closed -- Choosing the Right Groups -- Salesperson Groups -- Searching for Groups -- Posting in Groups -- Joining Others' Conversations -- Connecting with Group Members -- Final Thoughts -- Chapter 20: Gaining Visibility on LinkedIn -- Working the News Feed -- Company Status Updates -- LinkedIn Polls -- LinkedIn Events -- Final Thoughts -- Part V: Next Steps -- Chapter 21: The Future of Social Media -- There's Much More than the Big Three -- Staying Up To Date -- About the Authors -- Matthew Halloran -- Crystal Thies -- Index.