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Building Connections
Vid 88: How financial advisors can get referrals from clients using LinkedIn

In this video I talk about the process of nurturing relationships with the active connections of your clients on LinkedIn to eventually lead to new clients. The question of how financial advisors can get referrals from clients using LinkedIn is a bit of a misnomer. The techniques in this blog aren’t to get a “referral” …

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Here are some tips for how to comment on LinkedIn posts strategically so that you can get leads and build your connections.
Building Connections
Vid 87: Commenting on LinkedIn posts strategically

I see a lot of financial advisors focusing their time on LinkedIn on the wrong thing, and the reason I know this is because I see how they are commenting on LinkedIn posts. Please bear in mind that the LinkedIn algorithm is remarkably skilled at sending you more content on the topics that you comment …

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How financial advisors should ask for a testimonial
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Vid 86: How to ask for a Client Testimonial the right way

In December 2020, the SEC ruled to allow financial advisors to use testimonials. Here is the ruling. First of all, I want to say this is not legal or compliance advice. Although I have read that May 4th, 2021 is the go live date, I have no idea when this rule will be put into …

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Attracting Traffic
Vid 85: More LinkedIn posting scripts

This blog provides some scripts you can follow when you post to LinkedIn. Remember, as expressed in Vid 82, you have to vary the type of content, and its format. Don’t post the same looking content each time. You can use these scripts as a template to guide you as you write your posts, but …

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Building Connections
Vid 84: Kick those deadbeat COI’s to the curb – and do this instead!

If your CPAs, attorneys, etc, aren’t on LinkedIn, you’re missing out on a great opportunity to gain exposure to their networks. So kick those deadbeat COI’s to the curb and let’s get going on a better strategy of finding COI’s who are cool, do care about you, and WILL reciprocate business! I’m going to teach …

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This blog presents tips for financial advisors for meeting business owners on LinkedIn.
Building Connections
Vid 83: Meeting Business owners on LinkedIn

Business owner is not a niche “Business owner” is not a niche. Some are self employed with no employees, some are employers who have staff, some have big teams, some have small teams. Some are solopreneurs, others have partners or are a family business. See? Appreciate the diversity and don’t go out there with some …

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This video shows financial advisors how to vary their LinkedIn content to increase engagement.
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Vid 82: Financial advisors need to vary their LinkedIn content by tone and format

I see you financial advisors all the time posting the same type and format of content over and over again. The audience is bored to death by this monotony. Financial advisors who want to optimize their performance with the audience should vary their LinkedIn content by 1) tone and 2) format. Here are some examples …

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In this video you'll learn how to get an awesome financial advisor LinkedIn title.
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Vid 81: Get a rocking financial advisor LinkedIn title

In this video I show two examples of good financial advisor LinkedIn titles. Having a good financial advisor LinkedIn title is important because it adds power to your LinkedIn page. It will help you set yourself apart, have a stronger brand, and attract more attention. Don’t use the same boring old cliches like “Helping my …

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Attracting Traffic
Vid 80: Initial engagement is #1 factor in your success on LinkedIn

I was recently notified that two of my posts were LinkedIn one percenters. The engagement wasn’t crazy high or anything but still it was good enough to beat 99% of people on LinkedIn. From this I learned a very important lesson about how to get more views on your content on LinkedIn and it is …

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In this blog financial advisors will learn about a few sample scripts for their LinkedIn postings.
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Vid 79: LinkedIn posting scripts for financial advisors in 2021 (+ examples)

In this video and blog, I am going to discuss two LinkedIn posting scripts for financial advisors. Are you not sure what to say on LinkedIn if you want your post to get good views? There are certain things you can do if your goal is to optimize the performance of your LinkedIn posts in …

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In this blog and video, you will hear about a valuable financial advisor LinkedIn tip which involves uploading PDF's as a posting to LinkedIn to attract more views in the feed.
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Vid 78: Financial advisor LinkedIn tip – the PDF upload posting

In this piece I discuss a valuable LinkedIn tip for financial advisors and financial planners – how to create a PDF upload posting. This is very useful if you are trying to get information out to people in your news feed so you can attract new clients to your business as a financial advisor or …

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This video and blog talk about the financial advisor linkedin strategy for 2021 that you should follow if you are a financial advisor or financial planner and you want to get new clients from social media.
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Vid 77: Financial Advisor LinkedIn Strategy for 2021

Financial advisors who want to get more social media visibility on their posts so they can possibly get new clients should follow this LinkedIn strategy for financial advisors in 2021. If you are a financial advisor or financial planner who is looking to reach new clients and get leads from LinkedIn in 2021, it is …

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