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Let LinkedIn Do the Heavy Lifting

The power of social media is undeniable. Last year it was reported that about 40% of Earth’s population (3 billion people) were actively using social media.

Numbers don’t lie. They’re saying that LinkedIn is one of the biggest social networks out there. It is exclusively the largest social network for professionals.

Still not convinced? Check out some fast facts on LinkedIn:

In 2017 there were

  • 467 million users.
  • 106 million active monthly users.
  • over 39 million users comprised of students and recent grads.
  • 5 million active LinkedIn groups on the platform.

Getting clients in our business relies on networking and referrals—so why wouldn’t you utilize a powerful tool like LinkedIn?

Many advisors have LinkedIn profiles. Yet they aren’t utilizing them correctly or even know how to use it effectively. Here are some tips and tricks on how to maximize your presence on LinkedIn, and let it bring in the prospects.


What Can LinkedIn Do for You?

If you dedicate yourself to using LinkedIn as a real marketing strategy, you can expect a big payoff. Everything you put out will get more attention and more exposure, creating awareness in your area.

Having a LinkedIn presence can benefit you in many ways:

  • Expand your network
  • Get web traffic
  • Stay sharp by posting regular content
  • Build trust through Google

If these sound like attractive gains you want to benefit from, then read on!

1. Compelling headline:

You don’t want to just list your title here, you want to be clear about what you can offer prospects. People know what your job is, but they want to know what you can do for them.

Some good examples are:

  • Certified Financial Planner Helping Divorcees Manage Their Money
  • Investment Advisor Offering Cash Management for School Districts in Dallas
  • Financial Advisor Offering Alternative Investment Advice


2. Get involved:

Joining various (relevant) groups is an excellent opportunity to meet many people and generate leads.

Join groups that relate to your personal and professional interests: such as charities you support, college alumni, hobbies, and professional associations.

Take a look at your top client’s LinkedIn, and see what groups to which they belong.


3. Distribute content:

You are a subject matter expert; use your knowledge to create valuable content.

LinkedIn allows you to write and post your own blogs directly to your profile. Content marketing gets attention, shows people how you can help, starts a conversation, and drives traffic to your website.


4. Customize your URL:

By creating a shorter, more personalized URL, you’re making your profile appear more professional and making it easier to share.

Rather than having a link with a bunch of numbers, stick to something simple like your name.


5. Call to action:

End your summary section with relevant contact information, and tell readers what to do with it. Something like “schedule a call with me” or “visit my website” is a simple and effective start.


LinkedIn has innumerable benefits. All you need is to take some time to get acquainted with the platform and work hard to personalize your page.

Have you been using LinkedIn to reach prospects? What tips worked for you? Let us know in the comments below!

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Let LinkedIn Do the Heavy Lifting
LinkedIn is a powerful tool that many financial advisors haven’t explored. See my best tips for a successful LinkedIn campaign.

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