7th Installment of LinkedIn Tips for Financial Advisors

These business tips are action plans that will help you grow your business faster with less stress and less work. I have written them for service-based business owners such as financial advisors, RIAs, anyone making a living selling their knowledge and expertise. If this is not you, you can unsubscribe below.

This is the seventh in a series of 10 on How to Make The Most of Your LinkedIn Profile.

Reading time: Less than 2 minutes.

Start Conversations, Reach Out and Touch Someone, Be Unconditionally Helpful

So now, you’re ready to form relationships and alliances with people on LinkedIn

To be successful at forming alliances, you must have a giving spirit. While most people do favors while expecting a favor and return, you need to be above that. You should give whatever and whenever you can; generously without any expectations.

I know I used to belong to the majority who are in the tit-for-tat school. Since then I’ve evolved into a generous giver. This change has enabled me to form some great relationships. I am building an army of advocates who are looking for prospects to refer to me.

I have a client who is really into giving. In fact she doesn’t even use the term “favor.” Because the term implies a return favor is expected.

How’s this working for her? She just told me she closed two big clients totaling $40 million in assets last month. Furthermore, she has more deals in her pipeline than she can handle.

So reach out and touch someone, someone who might become an advocate or a prospect. Look for things you have in common and strike up a conversation. Here are some ideas on how to go about doing that.

Last time I told you to go to your profile, scroll down to EDUCATION. You will see your schools listed there. Click on your school and voilà, all your 1st° connections who are alumni appear before your eyes.

Now you have a perfect excuse to say something like, “Hey, I just discovered we both attended Michigan, “Go Wolverines.” I sure had a wonderful time there. How about you?”

Use your relationship skills and write just as if you’re talking to him or her at a picnic. Get a conversation going and then, at some point, suggest getting together for a quick telephone chat to see how you can support each other.

Just remember that relationship building and selling do not mix. They are like the oil and water in your car; necessary but kept in separate compartments.

Just remember it’s LinkedIn for building relationships; then meetings or phone calls for making sales or deals.

Getting on the telephone or having a meeting is the ultimate goal. That’s when deals are actually made.

Next time, now that you have prospects, we’ll talk about what to say when you message them.

Highest regards,
Stan Mann

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