It’s no secret that LinkedIn is HUGE for financial advisors. However, most advisors don’t know
the key to maximizing their potential on the platform. Does your profile stand out to others in
your industry? Does your content add value to current and potential customers? These are
questions you need to ask yourself as a financial advisor. In this blog post, we’ll cover
different tips financial advisors can implement to get the most out of their LinkedIn profile.
This will be one of the first things people look at when seeing your profile. Typically,
headshots are most common for profile pictures. You will want to make sure this photo is
clear and well-lit. As for the header, you could use scenery imagery or your company’s logo.
Another option includes using a dedicated header image. This further tells people what you
do at first glance.
Customized LinkedIn URL:
One of the easiest things you can do to improve your LinkedIn presence is editing your
custom LinkedIn URL. Instead of a string of numbers after your name, you can just have your
name. Instructions: Click on Me > View Profile > Edit public profile & URL (top righthand
Personalize your Tagline:
This is one of the most important parts of your profile. Often, people simply add their
current job title to this section of their profile. When you connect, comment, or send a
message, this tagline is visible. Personalizing this tagline allows others to better
understand what you do without looking at your profile. Use this formula to create a
personalized tagline: I help X with Y using Z. For example, “I help financial
marketing, using digital solutions”.
Showcasing your experience is super important to current and potential clients. Make sure to
link the company page (if applicable) to your work experience. For example, if you currently
work at Wells Fargo, be sure to link the company page in your work experience.
Use the 70/30 rule when creating content. You want 70% of personal content and 30% of
professional content. In order to establish trust, you have to build relationships with your
connections. People will remember you if you’re helpful, but they’ll forget you if you
promote yourself. Additionally, the LinkedIn algorithm favors pictures with faces and native
content over video links to articles that take users away from the platform. It’s also
important to post content consistently. Whether that’s once a week, once a month, etc., stay
consistent in posting content.
Creating meaningful comments not only helps drive the visibility of posts, but also helps you
to establish trust within and outside your connections. People are more likely to engage
with pages that are actively engaged with their community.
When you make a post, be sure to tag yourself. This is a great way to make it easy for
viewers to see your post, profile, and connect/follow your page. To tag, use the @ symbol
and your name.
Using hashtags is a great way to increase profile visibility. Choose three to four hashtags
that are relevant to your industry. Ultimately, this could help you to reach your target
Selecting posts to be “featured” on your profile will grab visitors' attention to show them
the most important/relevant posts. On average, a visitor's attention span is 2-6 seconds, so
it’s important to engage visitors right away.
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