How to Write a Highly Effective LinkedIn Summary – Examples for Financial Advisors Included

Financial Advisor LinkedIn Summary Examples & How to Write It

It’s well established that LinkedIn is a vital platform for financial advisors to showcase their expertise and connect with potential clients. Advisors who use LinkedIn agree that the social media platform plays a key role in building connections and expanding their opportunities for finding potential prospects.

We’ve discussed LinkedIn’s important role in generating leads and how to use it effectively for prospecting. We also covered the five grave LinkedIn mistakes advisors make, including giving short shrift to their LinkedIn Summary. In fact, a poorly crafted LinkedIn Summary can render your profile unreadable, causing anyone looking for a financial advisor to move on to the next profile.

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How to Create a Value Proposition

How to Create a Value Proposition

There are thousands of pizza vendors in the United States. But only one of them is known for, “Fresh, hot pizza in 30 minutes or less, guaranteed.”

There are thousands of clothing retailers in the United States. But if I say the words, “You’re going to like the way you look. I guarantee it,” I guarantee you’ll know exactly whom I’m referring to. You can probably see his face.

If you don’t already know what your value proposition is, you probably don’t have one.

Your value proposition establishes two things: The value that you bring to the relationship and why you’re the one they should engage to bring it.

A great value proposition has six characteristics:

It defines who you work with;
It focuses the client experience – not your qualifications.
It addresses specific problems you can solve for the client.
It’s unique to you in your market. None of your competitors can quite say the same thing.
It connects with the client on an emotional level.
It helps you justify your fees so you’re competing on something other than price.

Here’s how to create your value proposition so it has these six characteristics.

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