5 Things Advisors Aren’t Doing on LinkedIn, but Should Be


The following blog was originally posted on the SEI Advisor Network website. View original post here.

It’s the beginning of the year and all over the web, you’ll see top 10 lists of this year’s hottest social media trends. Dig deeper and you’ll hear that 2014 will be the year that Google+ takes over, mobile apps will be everywhere, image-based sites such as Pinterest will continue to gain steam, and micro-videos a la Vine and Instagram will be tops. Heck, there’s even talk that people should be taking more selfies.

But that’s the general social media world. On Practically Speaking, I’d like to make my own recommendations, starting with the financial advisor’s social media platform of choice: LinkedIn.

If you’re not doing these five things on LinkedIn, you’re not leveraging this network the way you could be – and you may be missing a lot of opportunities:

1. Hiring: If you’re in the fortunate position that you’re looking to expand your firm’s staffing in 2014, LinkedIn is a good place to start. You can post status updates letting people know that your firm is hiring, share your company’s job posting within relevant groups (locally-based or professionally-related), or even post the position (there is a cost associated with that). LinkedIn will then target ads towards qualified candidates. In addition, you can use the “Advanced Search” feature to look for people with work experience at certain companies, or with specific skills, such as “financial planning.” And that’s not all. Here’s a comprehensive list of other ways that you can use LinkedIn to hire your next employee.

2. Managing Business Cards: If you don’t have the CardMunch app yet, download it now. Every time you collect a business card at a networking event, such as at the Chamber of Commerce, the golf course, or your kid’s school, you don’t have to manually enter all of that information into your CRM or Outlook (or worse yet, let it sit and collect dust on your desk). Just take a quick picture of the business card with your smartphone and the contact information will go right to your LinkedIn contacts for you to stay in touch. That means if you have one of those clunky business card scanners, you can kiss it goodbye. But wait – what if you like to keep your business cards so you can write little notes on them? Never fear. It’s time for my next tip.

 3. Using LinkedIn Contacts: Last year, LinkedIn added a beneficial new feature that allows you to add notes and set reminders to contact connections right within their LinkedIn profile. There’s a new tab for notes and reminders, and it even keeps track of your InMail conversations. It’s perfect solution for those scenarios where you’ve met someone and have their business card, but they’re not quite ready to make their way to your customer database / CRM. You can learn more about this feature in this article.

Amy Sitnick is Senior Marketing Manager for the SEI Advisor Network and self-described social media addict. Connect with her on LinkedIn or follow her on Twitter. Also – be sure to check out the SEI Advisor Network Facebook page.

You may also be interested in:

Proactive Steps to Drive More Business with Word-of-Mouth Referrals (Complimentary Whitepaper)

Tips for advisors-in-transition in a talent squeezed market (Part II of II) (Blog post by Cynthia Stephens, VP of Marketing, ByAllAccounts)

Run Your Own Race (Rosemary Smyth, MBA, ACC, Author)
 

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