Financial Advisors can gain a lot from LinkedIn if they just know how to use the platform properly.

These are a few guides to financial advisors so that they can get more clients in LinkedIn.

Optimize the LinkedIn Profile

After having the basic set-up, one needs to tweak it so that it would improve search result and data traffic.

Ensure that the profile is complete with relative keywords and all information is public.

This tweaking would increase the searchability of the profile, causing a higher engagement. 

Compliance is not a limiting factor

Every company has a strict guideline on what a financial advisor can say on social media.

These guidelines are to protect the image of the company.

Compliance is not a problem; just educate yourself with the guidelines to prevent disobedience.

Then have a good content strategy by asking approval for posts ahead of time.

This way, you continually post without disobeying company regulations.

Convert online activity into offline returns

You can utilize LinkedIn to support marketing efforts, which is critical in generating engagements from investments in social media.

For instance, it allows promotions for events and a wider audience for posts or appearances.

Through your current clients, you can gain other prospective clients from their connections.

Simply ask them if they can set-up a meeting or introduction.

Give something away

The usual tactic of financial advisors is giving free consultations.

This tactic is only effective to warm clients who are already interested.

If you want to gain clients and a wider audience, offer them a chance to win something.

This prize scheme would motivate them to attend your talks or other events.

Above all, people always get excited about the idea of winning a prize.

Target quality over quantity

Through LinkedIn, you can get in touch with people with high net-worth that can potentially be one of your clients.

Keep in mind that working with these high-ticket clients is the easiest way to earn a higher income.

Indeed, the goal is not limited to increasing clients but gaining high ticket-clients on the way.

 

Premium LinkedIn account

Some financial advisors may already feel contentment with a free account on LinkedIn.

Additionally, if you want to up your game then try getting a premium account.

In premium, it offers additional functions such as:

  • InMail
  • seeing who viewed your profile
  • requesting introductions
  • performing targeted searches

Also, if you encounter problems you can avail of better customer service from LinkedIn.

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