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Why All Financial Advisors Should Use LinkedIn

Improving Your LinkedIn Credibility

Financial advisors looking to get a step up on their competition need to understand the importance of a credible LinkedIn profile. Even if you aren’t directly reaching your clients via LinkedIn, your clients are researching you and your background with their LinkedIn accounts. Ensuring all your information is presented in an accurate and distinguishing way is the most effective way to boost credibility and your potential for business growth.

LinkedIn, the world’s largest professional social media platform is growing at record rates and is becoming more important for those aspiring to expand their business. For financial advisors wishing to improve their professional image and reach a greater audience, look no further than LinkedIn.

Profile Picture

First impressions are everything, right? So, why is your profile picture a blurry photo of your dog playing in the sand? Sure, you need to express your personality and interests, just shy away from doing that in your profile picture. Taking the time to get a professional headshot will pay dividends for you and your professional image. When a prospective client views your profile, you want them to be able to trust you and connect with you.

Headline

Your headline is almost as important as your profile picture. Directly underneath your profile picture is where your headline will be located.

Utilizing a strong, concise sentence that shows who you are will resonate well with prospective clients. Financial advisors, more than any other industry, need to be showcasing their distinct characteristics within their headline.

Showcasing Credentials

Placing any certifications or designations in multiple places on your profile will go a long way with prospective clients. Seeing a “CPA” or “CFA” following your name, as well as in your educational area, shows your credibility without needing to discuss your past performance.

Make sure everything is accurate and up to date. The only thing worse than not advertising your designations and education is lying about them. Let your hard work and credentials do the talking.

Last Steps

Take a minute to go through your profile from the perspective of a potential client. Pretend you know nothing about yourself and are in the market for a new financial advisor. Would your profile display all the information that you want it to?

If your profile doesn’t scream “THIS PERSON IS A PROFESSIONAL” at the top of its lungs, then you need to do some overhauling.

Wrap Up

With over 630 million users, LinkedIn lead generation for financial advisors is a no-brainer for expanding your business. If you are serious about taking your business to the next level, you need to make sure your LinkedIn profile is accurate, credible, and professional.

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