How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

You probably know by now that social media is an integral part of the 2015 digital marketing trends for financial advisors. What you may not know just yet is that LinkedIn has proved to be one of the most effective prospecting tools for Advisors.

Here are some interesting statistics to help you understand why LinkedIn is so important for you as a Financial Advisor:

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How to Develop Your ‘Who I am Story’

How to Develop Your Who I am Story

To succeed as a financial advisor you need to find a compelling method of differentiating yourself from the competition. To get to the top you need to stand out as being likeable and trustworthy so that clients will want to do business with you. A great way to build rapport with clients is to tell stories and in particular, you should spend some time developing a ‘who I am story’.

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Why Thoughtful Advisors Get Referrals

Why Thoughtful Advisors Get Referrals

Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are creative and look for different ways to engage with your clients you will become more referable.

To get referrals you need the soft skills that illustrate you can get along with people as well as a self-awareness.

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