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Smarter LinkedIn Marketing for Financial Advisors



LinkedIn is playing an increasing role in discovery + decision making by HNW Investors

Learn from these key insights:

  • Profile Must-Dos

    A Powerful Profile is Your Brand Equity

  • New Rules of Social

    If you build influence, you won’t have to sell!

  • Drive Referrals

    VCP: Visibility + Credibility = Profitability

  • Open Publishing Platform

    You don’t have to be anointed as an “influencer” by anyone to become one!

Act with a 5-minute daily marketing plan

Plans for beginner, intermediate and advanced


Smarter LinkedIn Marketing for Financial Advisors eBook

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Linkedin – a Digital Imperative for Advisors

  • 2 in 5 HNW are engaged on LinkedIn and frequently access the platform
  • This affluent audience is using various forms of financial content found on Linkedin to inform throughout their financial decision journey.
  • Among HNW, Linkedin is considered the most trustworthy social media platform for financial information.