Advisor Resources: Advisor Resources

The social advisor’s guide to creating an all-star LinkedIn™ profile

social advisor all star profile

118 million+ U.S. members.
More than 2 professionals sign up per second.
5M+ high-net-worth investors use social media to help with financial decisions.1

As your partner, we recognize the value of social media to your practice as an effective networking tool. LinkedIn™, specifically, has become a pivotal resource to reach, and build, centers of influence. So we’re here to help with this guide, as part of our commitment to provide the solutions, ideas and tools you need to grow your business.

If you have a LinkedIn™ profile, we encourage you to use this resource to enhance or complete it and better engage and target investors. If you don’t yet have a profile, then we hope you’ll find this guide a handy tool to create a new way to connect with your current and prospective clients — and build your personal brand.

The First Step

If you don’t yet have a LinkedIn™ profile, use this checklist to prepare your personal information. It’ll make the process faster and easier to have this content at the ready.

1.  A recent, professional photo on your computer

  • No group shots, just you — close up

2.  A background image

  • This image will float behind your photo and headline. Choose an image that will best represent your brand (your office building, company logo, you at a speaking engagement, etc.)
  • The background image should be at minimum 1400×425 pixels. If you don’t have an image in these dimensions, LinkedIn™ will resize it for you

3.  A pre-written “headline”

  • Your headline is the first thing people will see when they search for you — so make a good first impression. Since this will require a fair bit of thought, you’ll want to have it ready before you start filling in your profile. In the Tips section of this guide, we’ve included a few examples to get you started
  • Think of this as a description, rather than a job title, that differentiates you from your peers
  • You’ll want to write something that resonates with investors — and communicates your value-add
  • Include keywords that investors would use to use in a search
  • You can use a maximum of 120 characters, but keep it tight and engaging

4.  Your CV

  • While your “Summary” and “Experience” should be personal, and more of a mission statement, having your résumé handy will help ensure that you include the most important aspects of your role — and that you have the dates for your previous positions at your fingertips. For thought starters, see the Tips section of this guide

5.  Miscellaneous information

  • The dates you received your designations, and your university or college degrees. And a list of independent course work

 

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1 Sources: LinkedInTM, LinkedIn™/Cogent Research

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