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The 2016 LinkedIn Guide for Financial Advisors, by Claire Akin MBA
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The 2016 LinkedIn Guide for Financial Advisors offers step-by-step instructions for mastering the world's largest professional network. Filled with relevant examples and success stories from independent financial advisors, the guide reviews how to optimize your LinkedIn Profile, expand your network, search for and identify qualified prospects, as well as the art of asking for an introduction from someone who knows and trusts you. Finally, the book offers a proven strategy for using content marketing on LinkedIn to attract new leads.
- Sales Rank: #490676 in Books
- Published on: 2016-03-23
- Original language: English
- Dimensions: 9.00" h x .28" w x 6.00" l, .38 pounds
- Binding: Paperback
- 122 pages
Review
Today's advisors know there is potential on LinkedIn, but don't usually have the skills to take advantage of the platform's power. In our enterprise, we use LinkedIn to add at least one valuable lead per week. The 2016 LinkedIn Guide for Financial Advisors is a great resource to get up and running on LinkedIn, then begin using some of the most sophisticated techniques to qualify and approach your dream prospects.
- Ron Carson, Carson Wealth Management Group and Peak Advisor Alliance
Great book. It was easy to read, well written. A great road map to simplify LinkedIn for Advisors. I thoroughly enjoyed it, and picked up a couple different tricks i didn't know. Claire laid out a clear plan to define who you are in your profile, and was very insightful for asking for referrals. I was impressed she brought up compliance as well, as that step gets missed by some people. I would definitely recommend it to anyone seeking a stronger online presence.
-Daniel Morrow, Top LinkedIn Advisor
From the Author
Why I Wrote This Book
I got the idea to write this book after years of answering questions from advisors looking for help with LinkedIn. After explaining the same concepts over and over, one advisor said, "You should write a book on this stuff."
My goal is to inspire you to stop being confused, intimidated, or frustrated by LinkedIn. It's not rocket science and it only takes a small upfront investment of time to master. The lingo and interface can be downright annoying to use and I am the first to admit it isn't always user-friendly. But that's no excuse to give up.
If you are an advisor, I guarantee that you deal with more difficult and technical systems every day to research investments, rebalance accounts, and create financial plans. The difference is that you've given yourself permission to be an expert in those arenas. Trust me when I tell you that you're capable of navigating all of the complexities LinkedIn has to offer if you put forth some determination and a little patience. If you approach the effort with a can-do attitude, it will be a piece of cake.
That said, my own Dad still will not log in to his LinkedIn profile unless I am physically sitting next to him. He forwards me the email notifications from LinkedIn and asks me to come to his office and help him log on. Luckily, my office is less than a mile from his, so I agree to show up if he'll make coffee. It's perfectly fine to ask your kids, spouse, or administrative assistant for help until you feel more confident.
However, if you get one thing from this book, I hope you empower yourself to figure this stuff out on your own. Our world has gotten more techy in the past decade, but it is also easier than ever to find good tutorials online. Every time you get stuck, Google what you're trying to accomplish for instructions or watch a YouTube video on the process. No matter the topic, I promise there's help on the Internet.
As a Millennial, I get pushback from advisors that I don't understand how difficult all this social media stuff is for them, and I understand that. But I am actually in the older wave of the Millennial generation; Facebook didn't come out until I was almost through college.
My younger Millennial siblings think I am older than dirt and I don't "get" their social media practices. They laugh when I use emoticons "wrong" or don't know what their trendy new acronyms mean. My two younger sisters-in-law are not only done using Facebook, they're already "so over" Instagram!
Snapchat is all the rage with that age group, and since I want to be involved in their lives (and let's face it; I want to seem cool) I'm in the process of learning how to be the savviest of all Snapchatters. All it takes is 30 minutes of time, some focus, and a couple YouTube videos. I'll have my finger on the pulse of their lives until they take up some new social network next month.
I sincerely hope this book is helpful in bringing you up to speed on LinkedIn and I wish you best of luck in your marketing and your business. Thanks for all that you do for your clients and your community!
About the Author
About the Author Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving a handful of top financial advisors. She is an author, speaker, and expert in content marketing and social media. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It's her goal to help advisors leverage marketing to grow their businesses. She lives in San Diego with her toxicologist husband (Josh), their dog (Wally), and their two American Paint Horses (Harley and Brandy). She has climbed Mt. Whitney three times and won a blue ribbon at the Del Mar Fair for her "Happy Hiker" trail mix.
Most helpful customer reviews
0 of 0 people found the following review helpful.
Great guide for financial advisors and other professionals
By Amazon Customer
The LinkedIn Guide for Financial Advisors is a roadmap of how to utilize the network you already have and how to expand it to a greater reach than you previously believed possible.
Claire breaks the steps down into:
1) Making an Extraordinary Profile
2) How to Reach All Star Profile Status & Sharing Content to Grow Your Network
3) How to Use Linked In to Help People and Generate Referrals
4) What to include in your content marketing
She gives great examples and puts it all into actionable steps. These steps could be used by CPAs, lawyers, or real-estate professionals in addition to financial advisors. I'm looking forward to her upcoming books on e-mail marketing, websites and whatever she has coming next.
0 of 0 people found the following review helpful.
Great Handbook to Learn about LinkedIn Marketing
By fredleam
Claire's book on LinkedIn marketing is a must read for anyone using LinkedIn as a prospecting tool. The book is an easy read that takes readers through a step by step process to build the best profile, utilize searches, make and get introductions and much more. She offers practical steps to take every day to maximize results. Like any marketing, don't expect overnight results. But if you're looking for a handbook to get started and grow with LinkedIn, this is the right book to read.
0 of 0 people found the following review helpful.
Actionable tips to help you rule your LinkedIn experience
By Grant Webster
I (used to) consider myself a LinkedIn pro. After all, I've used it in some form almost every day for the last seven years. After reading this book, however, I quickly realized I am very much still an amateur. I found myself pausing mid-page to look at my LinkedIn profile and make some much needed updates. After I finished the book, most of my profile (headline, summary, publications, etc.) had been updated using Claire's tips.
Claire gives actionable instructions on how to make your profile and LinkedIn marketing strategy stand out from the hundred of thousands of other financial advisors. At about 100 pages, you can read this book over a couple of lunch breaks.
LinkedIn has become the go-to source for prospects and clients who want to research your credentials and experience. As Claire says in the book, Google your name and you'll see that your LinkedIn profile is probably the first to pop up in the search results.
Do yourself a favor and read this book, improve your LinkedIn experience, and reap the rewards.
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