By Ron Bradley
In Part 1 of this series discussing LinkedIn for financial advisors, we covered the essentials of setting up a strong LinkedIn profile and beginning your outreach. In this installment, it’s time to go a bit deeper into the advanced strategies that can help you leverage LinkedIn to its fullest potential, helping you find, engage with, and finally close new clients in ways most advisors won’t or can’t.
Here are some actionable tips you can use today:
Post Regularly and Often
Consistency is key with content. Regularly share insights, industry news, and personal anecdotes related to your field. This not only keeps your profile active but also positions you as a thought leader. Aim to post at least once a week to stay visible in your network’s feed.
Create Interactive Content
Create polls, ask questions, and encourage discussions. LinkedIn’s algorithm favors posts with high engagement, so the more interaction your posts generate, the more visibility you gain. For example, ask your connections about their biggest financial planning challenges or opinions on market trends.
Publish Long-Form Content
LinkedIn allows you to publish long-form articles into the platform without needing to click on a different site. Use this feature to conveniently share in-depth analyses, how-to guides, and thought leadership pieces with your audience. Articles can be shared by your connections, extending your reach beyond your immediate network.
Repurpose Existing Content
If you maintain a blog or produce other forms of content, repurpose these for LinkedIn. You can get a lot more mileage out of the same content and leverage your best tips more broadly. Summarize key points and direct readers to your main site for the full piece. This drives traffic to your website and provides additional value to your LinkedIn audience.
Join Relevant Groups
Find and join LinkedIn groups related to financial advising or the interests of your target clients. This is especially powerful if you join groups related to hobbies you already enjoy. Engage in discussions to share your expertise, and provide value without selling your services in a spammy way.
Create Your Own Group
LinkedIn for financial professionals can be even more powerful if you create your own LinkedIn group focused on a niche aspect of financial planning. This positions you as a leader in that space and allows you to control the narrative, engage with members, and share content directly with a highly targeted audience.
Host Live Events
LinkedIn Live is a powerful tool for connecting with your audience in real time. Host webinars, Q&A sessions, or live discussions on pertinent financial topics. This interactive format can significantly boost engagement and help you build a community around your brand.
Collaborate With Influencers
Partner with other industry experts or influencers for joint LinkedIn Live sessions. This can introduce you to a wider audience and lend additional credibility to your content.
Optimize Your Profile’s Keywords
Ensure your LinkedIn profile is rich with relevant keywords related to your industry and services. Include these in your headline, summary, and experience sections. This improves your profile’s visibility in LinkedIn searches.
Create a Custom URL
Customize your LinkedIn profile URL to include your name or relevant keywords. This not only looks professional but also makes your profile easier to find.
Leveraging LinkedIn Analytics
Regularly review LinkedIn analytics to understand which types of content perform best. Track metrics such as views, likes, comments, and shares to refine your content strategy.
Use the insights gained from analytics to adjust your approach. Focus on creating more of the content that resonates with your audience and discontinue strategies that aren’t yielding results.
Final Thoughts on Maximizing LinkedIn for Financial Advisors
LinkedIn is an incredibly powerful tool for financial professionals, but like any tool, its effectiveness depends on how well you use it. By consistently sharing valuable content, engaging authentically with your network, and leveraging LinkedIn’s advanced features, you can build a robust online presence that attracts and retains clients. Stay tuned for next month’s article where we’ll discuss how you can win and retain high-net-worth clients.
By following these strategies, you can enhance your LinkedIn presence, build meaningful connections, and attract more clients. Keep experimenting and refining your approach to find what works best for you.
Looking for Professional Help to Accelerate Your Growth?
Instead of going it alone, we at Auxani Advisors would love to be a partner in fueling the growth and success of your business.
By positioning yourself and your firm as an experienced, reliable option, you can skip the learning curve and start setting up meetings with prospective clients faster. To get in touch, call 978-880-8763 or email ron@auxani.com.
About Ron
Ron Bradley is Founder and CEO of Auxani Advisors, an entrepreneurial-minded company committed to building businesses and financial success. Ron began his 40-year career as a producer for MetLife, where he was quickly promoted to Regional Director. Though his esteemed career led him to become one of the founding IMOs at Life USA (now Allianz Life Insurance Company) and to serve on the board of directors of a number of leading insurance companies, Ron felt a calling to do more. In 1982, he had a vision of strategically coaching financial professionals to help them grow their businesses. This entrepreneurial spirit prompted Ron to create Auxani Advisors, which now serves those advisors looking for the next generation of retirement products and concepts to meet their clients’ needs.
Ron’s passion for coaching has taken him all over the country conducting workshops, trainings, and seminars to share his knowledge with a variety of financial advisors and firms. To learn more about Ron, connect with him on LinkedIn.
