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.

• Profile/Header Photo: 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 corner).


• 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 advisors with marketing, using digital solutions”.


• Experience: 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.


• Content: 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.


• Engagement: 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.


• Tag Yourself: 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.


• Hashtags: 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 audience.


• Featured Posts: 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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