I’ve seen a lot of different approaches that financial advisors have been using to get new clients on social media, from boosting Facebook posts to creating Youtube videos.
But in my opinion, LinkedIn is the best platform for financial advisors to get new clients. LinkedIn has so many great features, like being able to connect with people in your niche and see what they’re thinking as they post. “Yeah, but Twitter and Facebook have that too.” Well, LinkedIn allows you to message people directly and start conversations with them, which I think is a huge advantage.
LinkedIn is a powerful social media tool that allows users to see who has viewed their profile.
This is beneficial for professionals in many industries as it allows for networking opportunities. LinkedIn also provides direct links to viewers’ profiles, so that users can start conversations with them.
This feature is especially beneficial for financial professionals, as they can add three or four extra appointments per month, depending on how many views they receive.
LinkedIn is a powerful yet underused resource in the financial advisory world and should be leveraged by professionals in order to grow their network.
P.S. It’s especially important to stay on top of your LinkedIn profile views if you have a free account because you’re only able to see the first five people who have looked at it. However, if you have Sales Navigator, you can view the profiles of everyone who has viewed your profile in the past 90 days. Either way, financial advisors should take advantage of the situation and contact their profile viewers while they’re still interested.