Advisor Resources: Advisor Resources

The social advisor’s guide to business building on LinkedIn™

social advisor building business

66% of advisors prospecting on LinkedIn™ gained new clients. 33% increased AUM by over $1M and 12% increased AUM by $5M+.1

LinkedIn™ is an exceptional tool to create meaningful connections, and another way for you to turn warm leads into realized aspirations. As your partner, we’re dedicated to helping you get there, and to exceeding your expectations in the process.

We will take you, step-by-step, through a methodical and simple approach to leverage your existing network for referrals, seek out prospective clients, and stay top-of-mind with those most valuable in your book—all with the goals of growing your practice, and communicating your value, to a continually evolving client base.

In this guide, you will find:

  • Understanding the LinkedIn™ network
  • Privacy settings: take note!
  • Growing your network
  • Managing your connections
  • Joining and leveraging LinkedIn™ groups
  • Engagement: Increasing your visibility, participating in groups, liking and commenting and following companies
  • Endorsements
  • People search: Your growth strategy continues
  • Advanced people search
  • Introductions to prospective clients
  • Who’s viewed your profile
  • Your social advisor checklist

 

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Remember: Ensure that you follow your firm’s Social Media Policy, and applicable regulatory guidelines, when using LinkedIn™.

1 Sources: LinkedInTM, LinkedInTM/Cogent Research

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