the choice of financial professionals

Four common LinkedIn mistakes that can seriously injure a financial advisory firm’s chances of landing the leads they want

1. Incomplete profile
Having an incomplete profile can almost be worse than having no profile at all. An updated profile is crucial when trying to appeal to prospects. Not only should your previous work experience be listed, but your current position, contact info and website should also be included. When people visit your LinkedIn profile, they are interested in learning about you – this is your one shot at leaving a lasting impression.

2. No company page
Creating your own LinkedIn company page gives more exposure and visibility to your business, products and services. If you haven’t created a LinkedIn company page, now is the time to do so. LinkedIn makes it easy for people to find, follow and engage with your company page, so it’s important to ensure that it really is a true reflection of your business. Don’t overlook the power of LinkedIn company pages. They are a great tool to improve your business’ online presence and showcase your services.

3. Not utilising groups
Participating in LinkedIn groups will grow your network, increase your reach and even create more leads. Search for groups in your field and in your general location for the utmost targeted results – remember, it’s great to network with people who are like-minded, but you are also looking for clients. Join groups of people who share your interests – the members of those groups need financial advisers too.

4. Not talking
Don’t set up your profile and abandon it in the hope that people will reach out to you. Despite what some people believe, just because you build it doesn’t mean that people will come, and if they do show up and you aren’t interacting, they certainly won’t return. Keep a presence on LinkedIn and make sure that you post regular status updates. Comment on other people’s activity and participate in group discussions. Use LinkedIn to position yourself as a thought leader and stay in your clients’ and prospects’ minds when those critical financial events occur.

Oliver Taylor, Head of Sales & Marketing, Goldmine Media

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