101 Ways for Financial Advisers to Benefit from LinkedIn

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1. To build a focused network of relevant contacts

2. To build relationships with professional connections and potential introducers

3. To understand the relationships between people you know and people you want to know

4. To research markets you want to target

5. To research potential client companies

6. To research specific individuals before you meet them

7. To use LinkedIn private mode to stay anonymous when conducting research

8. To highlight expertise and skills in specific disciplines

9. To join and add value to groups which focus on specific topics and industries

10. To start your own group or community around a topic of interest

11. To build community around your brand or expertise

12. To be visible in a powerful and alternative search engine to Google

13. To boost your visibility on Google

14. To clarify the types of clients you normally work with

15. To highlight specific problems that you solve for people and companies

16. To engage with existing clients and client companies

17. To develop business relationships in niche markets

18. To follow and engage with relevant providers

19. To build relationships with journalists

20. To build relationships with editors of specialist magazines which serve your target markets

21. To follow experts and thought leaders

22. To find and hire experts to help with special projects

23. To get introductions to individuals from people with mutual connections

24. To introduce useful contacts to people in your network

25. To contribute to relevant debates

26. To build your online reputation

27. To build thought leadership and be recognised as an expert

28. To highlight case studies in blogs, articles and videos

29. To enhance your knowledge on specific topics through relevant articles

30. To find and follow relevant podcasts and to appear as a guest

31. To highlight company initiatives and activity

32. To amplify your company content by leveraging your colleagues’ networks

33. To see exactly who has been looking at your profile

34. To see what connections and prospects are interested in through a summary of their activity

35. To see every post added by a connection or prospect (so that you can engage)

36. To search existing clients’ connections with a view to asking for introductions

37. To communicate and engage with people who have looked at your profile

38. To create backlinks to your website

39. To drive high quality traffic to your website

40. To arrange instant Zoom, Teams and video meetings as part of LinkedIn messaging

41. To get valuable data by posting polls

42. To prominently feature specific services you offer

43. To highlight your relevant experience

44. To highlight volunteering and causes you care about

45. To highlight your environmental credentials as a business

46. To find or act as a mentor

47. To highlight your testimonials

48. To highlight your expertise and branding with a customised header banner

49. To give back and share testimonials and recommendations

50. To highlight books, reports and papers that you have written

51. To highlight relevant courses and training you have completed

52. To post events you are hosting

53. To highlight special projects you have worked on

54. To showcase awards you have won

55. To differentiate yourself by using different fonts on your profile and in posts

56. To create a Showcase page to highlight one or more specific services you offer

57. To reconnect with alumni

58. Find prospects where you have something in common

59. To help with preparation before attending a conference or event

60. To follow up people you meet at conferences and events

61. To find relevant events, conferences and trade shows to attend

62. To post paid, targeted advertisements

63. To find warm leads in your target market

64. To make your searches more specific and relevant to you with Boolean search

65. To highly personalise connection requests with Boolean search

66. To share specific sections of your profile within blogs and wider social media content

67. To differentiate yourself through audio and video messages

68. To share value through relevant and high-quality lead magnets

69. To host live video streams

70. To recruit new advisers and highlight careers within your business

71. To search and apply for new roles

72. To benchmark the performance of competitors’ company pages against your own

73. To see the demographics of visitors to your company page

74. To track the performance of content you post on your company page

75. To see exactly who follows your company page including their location

76. To build a new following for your newsletter

77. To follow the expertise of industry experts

78. To get answers from your peers to your technical questions

79. To grow your sills with online training

80. To get marketing and business development tips

81. As an early step on your business value ladder

82. To use hashtags to see content that is more relevant to you

83. To use hashtags in your posts that make you more visible to your target market

84. As an alternative online presence to your website

85. To humanise financial planning and personal finance

86. To network with other financial advisers and planners

87. To share and celebrate colleagues’ activities and successes

88. To reconnect with former work colleagues

89. To compare your salary with that of industry peers

90. To create a dedicated Services page

91. To share news from your business

92. To follow news from companies and influencers of interest

93. To position yourself as a micro influencer in your area of expertise

94. To build a group of followers and advocates for your business

95. To observe how others in your profession are using LinkedIn

96. To promote educational seminars and webinars you are hosting

97. To find networking events

98. To find opportunities to join expert panels at events

99. To share images from seminars and events you are hosting or attending

100. To find paid speaking engagements where you can share your expertise

101. To host your AI clone which answers questions about your services

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In short, LinkedIn is a powerhouse of opportunity for IFAs, financial planners and advisers if you know how to use it…?

Your personal profile is at the heart of everything you do on LinkedIn, but the overwhelming majority of financial advisers are wasting the opportunity because of some key mistakes they are making.?

?==> If you’re interested in a personalised review of your LinkedIn profile and activity, let me know and I’ll send information so that you’re set up nicely for 2025.