5 reasons financial advisors need LinkedInArticle added by Sara Ruthnum on April 8, 2014
Sara Ruthnum

Sara Ruthnum


Joined: February 17, 2014

My Company

LinkedIn is the financial advisors best friend, and it can be so much more than just a digital resume full of your skills and experience. Here are five reasons you should harness the power of LinkedIn and use it unlike any other social network.

1. Showcase your digital resume

I know I said LinkedIn isn’t just about your digital resume, but it is a major component of the professional social media giant. Make sure when you’re found online your profile is optimized to reflect who you really are. Don’t be shy. Showcase your achievements, your education and your skills. Highlight additional qualities that make you a compelling professional, such as charity work and other interests. People like those with whom they share common interests, and the same can be said for clients looking for a financial advisor. Walk the fine line between representing yourself as both an excellent professional and a real person.

2. Network

LinkedIn is now a great way to virtually network with anyone (well, as long as there is some sort of mutual connection). If there is a third party individual that you and your current network share, ask for an introduction. It's a safe way to grow your network, while avoiding the chance of being flagged as spam.

3. Establish yourself as a credible source

Having a professional network is one thing, but using your expertise as a source of knowledge for others is a great way to build more credibility. Search for relevant groups and begin commenting on discussions. Or, if you’re producing your own valuable content, such as blogs, white papers or brochures, share these on your profile or in groups. It is a great way to get more exposure, but also to provide useful information to people. And as we know, the majority of people would rather learn from a helpful article than a sales pitch.

4. Build your company online presence

If you have your own firm, don’t forget to create a company profile to showcase your specialties, your professionals and your successes. There's even a tab to share company updates on products and services. This is a great way to display your services to potential leads.

5. Tap into a bigger (targeted) client base

Finally, if you’re up for the task, targeted ads have great potential to grow your business in ways that traditional outbound marketing couldn't possibly achieve. Set a budget, craft a compelling ad that invites the user to learn more and collect the leads for you or your sales team to follow up on.
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