How to use LinkedIn to Connect with Financial Advisors
Using LinkedIn to connect with financial advisors? Here are the main things to focus on:
Optimize your profile:
Make sure your profile, banner, and description looks good. Make it clear that you work with financial advisors. The best way to go about this is to find a profile you like and mimic it with your own personal touch
Max out relevant connections daily:
Take 15 minutes out of your day and connect with as many financial advisors as LinkedIn lets you. Even if they don’t connect, they will see your name and face in the request which helps build your personal brand awareness
Be consistent with posting:
Try to post 3x a week / daily if possible. If you feed the algorithm, it will feed you. Don’t know what to post? Share content you find useful and why
Reply to any comments on your post:
Always reply. Try to keep the comment thread going with engaging questions or opinions. The more comments on your post the better
Comment on posts relevant to financial advisors with your opinion on the topic:
See a post that is performing well? Drop a comment with your thoughts. Since many financial advisors are seeing this post, they might also see your comment. The goal is to get your profile seen all over LinkedIn
Try to engage with advisors before sending them a cold DM:
Like a few of their posts, or reply to a comment they’ve made before sending a dm if possible
Attend webinars:
Participating in webinars is yet another opportunity for people to see your face and get to know who you are
Growing your LinkedIn presence is the most effective way to increase engagement with financial advisors on LinkedIn
Focusing on your inbound strategy will help amplify your outreach efforts. Let us know if you have any other tips for growing on LI
Optimize your profile:
Make sure your profile, banner, and description looks good. Make it clear that you work with financial advisors. The best way to go about this is to find a profile you like and mimic it with your own personal touch
Max out relevant connections daily:
Take 15 minutes out of your day and connect with as many financial advisors as LinkedIn lets you. Even if they don’t connect, they will see your name and face in the request which helps build your personal brand awareness
Be consistent with posting:
Try to post 3x a week / daily if possible. If you feed the algorithm, it will feed you. Don’t know what to post? Share content you find useful and why
Reply to any comments on your post:
Always reply. Try to keep the comment thread going with engaging questions or opinions. The more comments on your post the better
Comment on posts relevant to financial advisors with your opinion on the topic:
See a post that is performing well? Drop a comment with your thoughts. Since many financial advisors are seeing this post, they might also see your comment. The goal is to get your profile seen all over LinkedIn
Try to engage with advisors before sending them a cold DM:
Like a few of their posts, or reply to a comment they’ve made before sending a dm if possible
Attend webinars:
Participating in webinars is yet another opportunity for people to see your face and get to know who you are
Growing your LinkedIn presence is the most effective way to increase engagement with financial advisors on LinkedIn
Focusing on your inbound strategy will help amplify your outreach efforts. Let us know if you have any other tips for growing on LI