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The 5 Biggest Mistakes Financial Advisors Make on LinkedIn

The 5 Biggest Mistakes Financial Advisors Make on LinkedIn

Jillian Bullock
Certified LinkedIn Ninja Partner
Jillian Bullock
Certified LinkedIn Ninja Partner

The 5 Biggest Mistakes Financial Advisors Make on LinkedIn

Thank you Jillian Bullock for a hands-on, interactive session. Jillian took us through the top five mistakes she sees financial advisers make on LinkedIn and gave us her tips and strategies to counteract these mistakes and level up our LinkedIn skills and know-how. Here are the mistakes Jillian took us through:

#5 Silent salesperson vs resume – Is your LinkedIn profile amplifying your resume with words like duties, responsibilities, demonstrated work ethic etc. (which would only be relevant if you were looking for work), or is it amplifying the best parts about what you do as an adviser?

#4 A picture is worth 1,000 words – What kind of images are you using on your profile? Is your profile photo a full body shot where people can’t really make out what you look like? Does your header image demonstrate the work you do and the outcome a potential client is likely to achieve?

#3 Does your content show that you are in demand? – Are you posting content highlighting the unique things about you and the work you’re doing? Advisers typically share generic market updates or the like. Jillian says this is content a consumer can find anywhere and encouraged us to share the stories and updates that are unique to our own businesses.

#2 Who is your needle in the haystack? – In other words, how many accountants do you have referring you new clients? You’ve probably got an untapped cohort of accountants as connections on LinkedIn you haven’t engaged within a while (or at all) who you can start building rapport with by searching for ‘accountants in the ‘people’ category’, then searching for ‘1st connections’ and your location.

#1 – Building rapport and having a virtual coffee – there’s never been a better time to reignite dormant relationships and build your referral network. Why not reach out to some of the accountants you just searched for and touch base with them.

**To help XY+ members get the most out of LinkedIn for lead generation and conversion, Jillian is running an exclusive 8-week masterclass on XY and offering XY+ members a super generous discount. Click HERE for full details and your discount code**

Jillian’s LinkedIn HERE

Jillian’s website HERE

Jillian’s XY profile HERE

3 weeks ago

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Thank you Jillian Bullock for a hands-on, interactive session. Jillian took us through the top five mistakes she sees financial advisers make on LinkedIn and gave us her tips and strategies to counteract these mistakes and level up our LinkedIn skills and know-how. Here are the mistakes Jillian took us through:

#5 Silent salesperson vs resume – Is your LinkedIn profile amplifying your resume with words like duties, responsibilities, demonstrated work ethic etc. (which would only be relevant if you were looking for work), or is it amplifying the best parts about what you do as an adviser?

#4 A picture is worth 1,000 words – What kind of images are you using on your profile? Is your profile photo a full body shot where people can’t really make out what you look like? Does your header image demonstrate the work you do and the outcome a potential client is likely to achieve?

#3 Does your content show that you are in demand? – Are you posting content highlighting the unique things about you and the work you’re doing? Advisers typically share generic market updates or the like. Jillian says this is content a consumer can find anywhere and encouraged us to share the stories and updates that are unique to our own businesses.

#2 Who is your needle in the haystack? – In other words, how many accountants do you have referring you new clients? You’ve probably got an untapped cohort of accountants as connections on LinkedIn you haven’t engaged within a while (or at all) who you can start building rapport with by searching for ‘accountants in the ‘people’ category’, then searching for ‘1st connections’ and your location.

#1 – Building rapport and having a virtual coffee – there’s never been a better time to reignite dormant relationships and build your referral network. Why not reach out to some of the accountants you just searched for and touch base with them.

**To help XY+ members get the most out of LinkedIn for lead generation and conversion, Jillian is running an exclusive 8-week masterclass on XY and offering XY+ members a super generous discount. Click HERE for full details and your discount code**

Jillian’s LinkedIn HERE

Jillian’s website HERE

Jillian’s XY profile HERE