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LinkedIn Profile Creation Tips For Financial Advisors

Social media might have seemed like a fad a decade ago, but it’s quickly become a staple in the marketing strategies of wealth management firms and financial advisors alike.

Why? Because LinkedIn has a gold mine of resources.

Everyone from prospective clients to industry experts turns to LinkedIn for a professional platform to share opinions, educational resources and tips for keeping up with evolving trends. But what if you don’t have an active, informational LinkedIn profile?

After signing up, there are a few key details you’ll want to add to your page. These are essential to giving other LinkedIn users an idea of what you’re all about.

• Professional photograph (50 x 50 pixels)
• Updated resume
• Links to your company website and blogs
• Honors, awards and certifications
• Organizations in which you are involved

Once you update your profile with this information, the next step is to address the primary sections of your page.

• Headline
• Summary
• Specialties
• Titles
• Job descriptions

After these main sections of your profile are filled out, you can start to think about ways you want to integrate keywords into your page. This will help others find you via search engines and LinkedIn itself. In the end, taking this extra step can connect with other financial advisors and potential clients.

To learn more about creating an attractive, effective LinkedIn profile, be sure to check out our guide for how to use LinkedIn for client prospecting.


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