Tag Archive for: LinkedIN

LinkedIn Set Up and Automated Prospecting Tools

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This article is periodically updated. It was originally published in 2013.

Your LinkedIn profile is an outpost for your personal brand. For many, it takes the place of a website. It is a landing page you can manage and share your professional background, positions, experiences and achievements. A LinkedIn profile often takes the place of a resume or CV. We used to think of LinkedIn as the online resume. While it remains important for job seekers and recruiters, it is now a powerful business social network.

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Smarter LinkedIn Marketing for Financial Advisors

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HNWI on LinkedIn

Source: Join the Dots

LinkedIn is the most used and most trusted social media platform that high net worth investors (HNWIs) tap to research financial decisions, according to a 2014 survey of HNWIs by Join the Dots. And they are using it across all investable asset ranges.

HNWI tapping LinkedIn Financial Content

Source: Join the Dots

 

 

 

These HNWIs are tapping various forms of content to inform the financial decision journey, according Join the Dots research.  Those who use it for both discovery and consideration are driven to action.

 

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LinkedIn for Financial Advisors: A Primer

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Linkedin Investor Usage

Source: Cogent Research


Linkedin is the most prominent social media network that investors use to research financial decisions.

With the large and every increasing number of affluent investors using LinkedIn, their expectations are that you have more than a presence. In order to provide value and differentiate from competitors, independent financial advisors need to actively engage.  Very simply, an active and robust presence on LinkedIn will enable you to better retain and attract new clients. 

  1. Increase your visibility, starting with a robust, search optimized profile
  2. Reconnect with clients and colleagues
  3. Get recommended
  4. Enhance reputation/build influence
  5. Prospect for new clients
  6. Share and join events/groups
  7. Conduct targeted advertising
  8. Set up a Company Page

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