LinkedIn – First impressions count

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Individuals can find financial advisers in many ways. Asking family and friends for recommendations have always been top of list for many. But in the current lockdown scenario many are heading to LinkedIn or other social media searches to find a financial adviser.

“LinkedIn is how to position yourself for success online as a financial advisor,” Crystal Lee Butler advises in an Advisor Perspective article. In her series, A Financial Advisor’s Guide to Creating Your LinkedIn Profile and Making the Most of It, she helps financial advisors understand how LinkedIn marketing works so they can properly use its best practices and strategies to connect with prospects, gain more clients and grow their business.

According to Butler, you can illustrate your expertise, highlight your achievements, and demonstrate your credibility as a well-informed, skilled, and trustworthy financial professional, with a well-crafted LinkedIn profile. As LinkedIn’s prominence in search engines stand out online, you need to ensure that your profile creates a professional experience to prospective clients.

“Fill out your LinkedIn profile thoroughly and completely. Take advantage of every inch of digital real estate and feature,” she recommends.

Make use of her tips and expand your client network.