LinkedIn Tips For Financial Advisors

​​​​Are you using LinkedIn as part of your financial advisor marketing strategy?  You should be. Because if you only use LinkedIn as a passive digital CV, you’re doing it wrong and missing out on a lot of perks. In this post, I look at LinkedIn Tips for Financial Advisors.

Financial Advisors and Social Media

Social media is a time and cost-effective way for financial advisors to market themselves. So why LinkedIn? It has the largest concentration of affluent consumers and the biggest percentage of millionaire users.

Any financial advisor would be remiss not to incorporate a marketing LinkedIn strategy, but to be successful on the platform, it’s going to take commitment and creativity. Here are my LinkedIn Tips for Financial Advisors.

  1. Change your boring headline

Marketing should always be about how you can serve your prospects. Remember: People don’t care about what you do; they only care about how you can help them. The most common headline I see is “Financial Advisor at XYZ Financial.” That might be your title and company, but it says nothing about the people you serve, what you do or how someone can benefit from your services.

2. Personalize Your Outreach – Break Up With Automation
Aside from the fact that automated message services aren’t nearly as effective as many advisors think, it’s written in the LinkedIn user agreement that the use of “bots or other automated methods to access the Services, add or download contacts, send or redirect messages” is prohibited.

3. Create And Diversify Original Content

As a financial advisor, you’re a subject matter expert — that means it’s imperative to create any kind of original content that provides value and is relevant to your network.

The goal is to stay in front of your target market and to be there when they need you. Whether you create blog posts, articles, eBooks, white papers, case studies or podcasts, anything valuable is a win. Because of content marketing, it gets attention, shows people how you can help, starts a conversation and drives traffic to your website.

4. Take Advantage Of Groups

While you build your network, make sure you focus on the assets you can control. Primarily, your website and email list. If LinkedIn suddenly shut down, the network you built on the platform would immediately disappear, including your contacts, messages, and any other saved data pertinent to your work.

With the email list you own, on the other hand, that can’t happen.

The idea is to get people off rented land and move them to the land you own — an easy way to meet more of those people and build your contact list is to join groups on LinkedIn.

LinkedIn groups are an incredible and easy way to meet new people as well as generate leads from the comfort of your own home, or anywhere.

We hope that you have found this post on is LinkedIn tips for Financial Advisors useful.

If you’re a financial advisor looking for help, please feel free to get in touch here. Myself and my team are more than happy to help.

Have you joined our Facebook group? The group is for Financial Advisors and Professionals who want more leads and sales through an effective lead generation system.

We encourage all members to ask questions, solve problems and provide advice. Join the group here.

If you haven’t done so already – Download our Facebook Ads Blueprint For Financial Services:

Leave a Reply

Your email address will not be published. Required fields are marked *