Maximizing LinkedIn to Build a “Social Selling” Culture

Registration Options and Pricing

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Tuesday, September 27, 2016

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

While at some institutions the word “sales” may still be seen as a four-letter-word, the reality is that building relationships and engaging with customers, prospects, and the communities you serve is critical to success. Traditional means of networking have been used for years. Thanks to the digitization of business and growing popularity of social networking sites, we have to start thinking of ways this can be done both online and offline to remain top-of-mind and relevant.

With over 440 million members worldwide (and growing), LinkedIn remains the Number 1 social network for business purposes. But how does a community bank effectively use this network to build relationships that will eventually lead to business? There are several factors to consider as part of this recipe for success, such as policies and procedures, staff training, network strategies, engagement techniques, etc. This session will cover the process of putting LinkedIn to work for you, how to make a good impression, ways to network, and ideas for sourcing interesting content to build engagement (and conversations) that will lead to success (with the goal of building more business for your bank).

Continuing Education: Attendance verification for CE credits upon request


  • Key elements that should be part of your LinkedIn profile to make a good first impression
  • Strategies to network with those you’re connected with already to increase your exposure and build conversation
  • How to properly grow your network by inviting others to connect, why you should customize your invitations, and effective ways to follow-up
  • Creative sources for content to share that can help position you as an industry thought leader by sharing information that gets you noticed
  • Common challenges financial institution staff have with internal network restrictions, policies, and procedures
  • What are the implications, if any, of Microsoft’s announcement to purchase LinkedIn and will that be good or bad for the network?

    • Checklist/worksheet to build your LinkedIn profile, considering the recommendations provided during this session. This provides individuals with the ability to think through their information before entering it directly into LinkedIn.
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session will focus on an individual’s use of LinkedIn (and other sites) to help with your “social selling” and networking functions (such as lenders, business development staff, branch managers, etc.). Those involved in a selling or business-creation role will be best served by this webinar, but it will also be relevant to senior management and compliance/technical staff because some of the strategies will only be possible with top-down support and the appropriate policies and procedures in place.

PLEASE NOTE:    Webinar content is subject to copyright and intended for your individual financial institution’s use only.