How Advisors Can Leverage LinkedIn

Why should advisors utilize LinkedIn for their business?

LinkedIn is a primary choice for advisors looking to be active on social media. It’s easy to use, and the ideal place to make connections with potential clients, find top talent and build thought leadership.

Maintaining an effective LinkedIn strategy is easier than you think! Here’s how advisors can leverage the power of LinkedIn.

 
 

1. OPTIMIZE YOUR PROFILE

Before making connections with colleagues, potential clients, and industry partners, ensure your profile gives a strong first impression.

  • Display your work experience history in a clear and concise way

  • Use a strong headline that showcases your current title and position

  • Include links to your firm and/or personal website

2. Find authentic connections

Connect with people you already know: colleagues, both past and current, team members, acquaintances in the field, professionals you admire.

TIP: You can choose to ‘follow’ well-known influencers versus connecting with them if you don’t know them personally.

Engagement is essential in finding leads and increasing connections. How should you engage? Share genuine and insightful comments on industry-related articles and posts, share and respond to articles created by colleagues or other industry pros, and join groups to have insightful discussions with peers.

Here’s how financial advisors can grow their digital footprint.

3. Share value-driven content

After establishing a strong community of colleagues, work on positioning yourself and your firm as thought leaders and experts in your field.

Publish LinkedIn Articles that speak to topics relevant to your expertise. Long-form content demonstrates your industry knowledge in your unique voice and keeps readers coming back for more. Concerned about your writing skills? Don’t be! As long as your articles are readable, the goal is to be educational, informative and authentic.

In addition to articles, share high-quality LinkedIn posts that educate, entertain or inspire your audience. Repost relevant, newsworthy articles with an engaging caption, share tips and advice on your field, or reshare content from fellow thought leaders to build community.

A solid LinkedIn content strategy not only enhances your firm’s brand, but also generates awareness within the industry, and increases opportunities for leads and valuable connections.

4. Build THOUGHT LEADERship

Once your profile is perfected, request (and reciprocate) recommendations from respected colleagues. Share articles or presentations you’ve created in the past, and input any volunteer or CSR you’ve been involved in.

When sharing any type of content on LinkedIn, quality matters more than quantity. One or two strong posts per week is sufficient.

Having a well-rounded profile enables other members to get a clear picture of who you are as an advisor and gives people who don’t know you more reason to connect or follow along. 

A solid LinkedIn strategy is essential for advisors who want to improve their online presence and maximize the benefits of a professional networking platform.

Elevate your digital presence with our thought leadership Course, #TLCxDNA.

 
 

We can create a comprehensive, customized LinkedIn strategy that complements and seamlessly integrates into your existing marketing plan, so you can focus on your clients and team. No matter your experience level with social media, we will craft a strategy that suits your needs, goals and capacity.

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Financial Advisors We’ve Worked With

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