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5 Ways Financial Advisors Can Leverage LinkedIn’s Recent Changes

Financial Social Media

Social media moves so fast that it is not surprising when small changes to each platform go unnoticed to some users. Because these changes are made solely to increase the user experience, I think it is important to review the most significant changes every now and then. Here are five LinkedIn updates from the last […]

The Three Steps to Achieving LinkedIn Success

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By Caitlin Zucal. Think you don’t have enough time for social media? Or, are just you not sure how to use it to achieve your business goals? LinkedIn doesn’t have to be complicated; what it comes down to is understanding the three best practices that allow you to build and maintain a successful presence. Create a […]

Is There A Blueprint For How Financial Advisors Should Go About Using LinkedIn?

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By Michael Kitces. Many readers of this blog contact me directly with questions and comments. While often the responses are very specific to a particular circumstance, occasionally the subject matter is general enough that it might be of interest to others as well. Accordingly, I will occasionally post a new “MailBag” article, presenting the question […]

How to Manage LinkedIn Endorsements for Financial Advisors

  Over 10 million endorsements are made daily on LinkedIn however there’s a lot of buzz going around about the meaninglessness of these endorsements. In fact, most of you are pretty annoyed about them. After speaking at a conference last week about the Power of LinkedIn for Financial Advisors, I was flooded with questions. A […]

You have one of the top 10% most viewed LinkedIn profiles for 2012

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What do people see when they look at your LinkedIn profile? Last week, I received an email from LinkedIn that caught my attention. “You have one of the top 1% most viewed LinkedIn profiles for 2012”. Wow, I thought! While I am active on LinkedIn, I didn’t realize just how many people were viewing my […]

How Social Financial Advisors Can Adapt to LinkedIn's New Redesign

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For those of you that have noticed the sleek, new LinkedIn design—don’t be alarmed! In an attempt create a better LinkedIn experience and to make important information more prominent, the business-oriented platform has made several aesthetic changes on both personal and company pages. Here is an overview of the changes and what you can do to […]

The Financial Advisor's 3-Step Guide to Building an Editorial Calendar

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So you’ve finally set up your blog, Twitter, Facebook, and LinkedIn. Now what? We’ve emphasized over and over again the importance of consistency on your social platforms—but how can you do this without sacrificing a large portion of your already limited time? Well, you can improvise and try to come up with ideas day by […]

LinkedIn vs. Facebook: Which Road Do You Want to Take?

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With pressure to join the growing number of social media platforms out there, it is very easy for users to become overwhelmed. What is the difference between them all? Recently, several business representatives have come to me confused about the difference between LinkedIn and Facebook fan pages. Both allow users to connect with people, some […]

The Financial Advisor’s Guide to LinkedIn – Part 5: Prospecting: The 3 Most Effective Strategies

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As a financial advisor, you likely spend a fair amount of time trying to get referrals and prospecting for new clients. While LinkedIn is a social networking site, you can also strategically use it as a way to prospect and generate new clients. As the following statistics show, LinkedIn users are a very attractive group […]