How financial advisors can use LinkedIn messenger effectively

How financial advisors can use LinkedIn messenger effectively

Connecting on LinkedIn with prospects usually isn’t the challenge for financial advisors. Starting conversations is. In this post, I look at how financial advisors can use LinkedIn messenger effectively.

Think about personalisation

LinkedIn’s biggest purpose is networking. As a financial advisor, you want to make sure that you’re connecting with people relevant to your business or expertise. Show that you’ve taken the time to research why you should be connecting and what they are about. Some people may report random requests from people they don’t know as spam, and if it happens a few times your account could be suspended.

Don’t send messages en mass

This is a common mistake that can lead to an embarrassing blunder. If you want to send the same message to several different people, make sure that you unselect the option that says, “Allow recipients to see each other’s names and email addresses.” Some people may be offended that they are just a number in a message blast, and others may view it as spam. Make sure that each time you reach out to someone it’s as personal as possible.

Use LinkedIn messenger to nurture relationships

You may find that you have a lot of connections if you’ve had a LinkedIn profile for a while, and it’s impossible to speak with each of these people every day. However, it’s important that you try your best to nurture any relationship you can, especially if it’s with a potential client. Just because one of your connections doesn’t need your financial advice right now, that doesn’t mean they may not need it in the future. By keeping up with your connections, sending a positive comment when you’re notified of a change in their profile or on something that they’ve posted, you can let them know you’re open to speaking with them. Respond promptly to any messages from your connections and keep in touch with as many as you can.  

You may find that you have a lot of connections if you’ve had a LinkedIn profile for a while, and it’s impossible to speak with each of these people every day. However, it’s important that you try your best to nurture any relationship you can, especially if it’s with a potential client. Just because one of your connections doesn’t need your financial advice right now, that doesn’t mean they may not need it in the future. By keeping up with your connections, sending a positive comment when you’re notified of a change in their profile or on something that they’ve posted, you can let them know you’re open to speaking with them. Respond promptly to any messages from your connections and keep in touch with as many as you can. 

I hope that you’ve found this post on How financial advisors can use LinkedIn messenger effectively useful.

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