6th Installment of LinkedIn Tips for Financial Advisors

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

Reading time: Less than 2 minutes.
Today’s topic, Figuring out Whom You Want to Connect with on LinkedIn

So now you have your LinkedIn profile all set up to attract her ideal prospects. Next, you need to invite two groups of people; prospects who might want your services and products, and advocates. Advocates are people who will support and promote you. What can be nicer than that!

You probably have a pretty good idea of who your prospects are, but could use more clarity about advocates.

One type of advocate is somebody who services the same audience that you do. For instance, if your ideal client happens to be plastic surgeons, a business coach, who coaches plastic surgeons, can be an advocate. You both serve the same audience.

The coach could refer surgeons to you for financial planning and you could refer surgeons for business coaching. You might form a JV partnership and do a list-swap.

Another possibility is interviewing your partners and putting the interviews on a podcast. Your partner would want to promote the interview wherever possible, so you would be getting your name out there more.

One of the easiest ways to start conversations is to find people on LinkedIn with a common interest. For instance, you can find possible advocates on LinkedIn among your former classmates.

Just go to your profile, scroll down to EDUCATION. You will see your schools listed there. Click on your school and you’ll be able to see all your first-degree connections.

Next time we’ll talk about what to say to start conversations.

Highest regards,
Stan Mann

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