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Friday, 1 July 2016

LinkedIn Tip #42 - The keys to being a Financial Planner on LinkedIn.

Financial Planners must be very careful about what they post and share online.

It has been my privilege to work with many different individuals in the financial planning profession. I enjoy helping them because it is a lot more challenging type of business to work with.

Financial Planners need to be careful about what they say, how they say it and where they say it.

Many of the big companies use platforms that have been specifically developed for the financial planning industry, to make it easier for the individuals working in this field.  However, these platforms leave a huge gap when it comes to LinkedIn.

When I am working with any clients in the financial industry, I like to get a copy of that company's "Social Media Best Practices". They all have one someplace. Funny thing is, they are all different.

Usually your basic personal information that comes from your resume is fine to use. Where the challenges come are with the headline and summary. This is where these individuals need to consult closely with their superiors.

The headline needs to speak more about how they can help people, and not list all their credentials.

The summary needs to speak about who they are as a person and what inspired them to become a financial planner. This way they can be a tiny bit transparent with their networks and still remain within the guidelines of their head office.

The big key to building that know, like and trust on LinkedIn and on any social media platform, for that matter, is through blogging. Blogs can tell stories about experiences without names mentioned. These stories help to build that trust needed for people to want to do business with you. Blogs pique curiousity.

Let's face it, this industry is extremely personal, so you must build the relationship online, but real business gets done in a face-to-face meeting offline.

Ask us how.


Christine Till
The Marketing Mentress



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