eMoney Summit logo

October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Back to All Articles

Explore Our Categories

CE Webinar: Stuck in the Middle Between Children and Elders - The Sandwich Generation November 5th, 2:00pm ET

REGISTER NOW

4 Ways to Use LinkedIn for More Personal Client Introductions

eMoney Communications Team July 25, 2017

If you’ve attended any industry conferences over the past few years, you’ve heard a number of speakers tell you why you need to embrace social media. And quite frankly, doing so makes a lot of sense. Many of your potential clients have social media profiles, making social media great place to connect and engage with prospects. But engaging this audience and creating a voice for yourself can be time-consuming and requires dedication. Where are you supposed to find the time in your day to do one more thing?

Keeping your efforts contained to one social channel and building a presence there is a good approach. For starters, concentrate on how to use the business networking site, LinkedIn, which is the social media platform most likely to help you get more of the personal introductions that are so important for the growth of your business.

Learning to manage and increase your relationships through LinkedIn has paid off for many advisors who implement a consistent, sustainable social media strategy.

By following these four steps, you’ll be able to leverage LinkedIn to connect on a personal level with the prospects you want to add to your book of business.

1. Build an Effective Network

Building a dynamic network comprised of professional and personal advocates is the first step to cultivating more personal introductions. After making your list of potential contacts, request a LinkedIn connection with as many of those people as you can find. Avoid using the standard message template in your request to connect, and try making it as personal as possible.

2.Engage with Your Network and Share Your Knowledge

Develop a daily routine when it comes to LinkedIn. Social media is, as the name suggests, inherently social. Interact with your network. Take time each day to engage with other people, share informative content and knowledge (within the confines of compliance), and offer your help when the situation arises.

3. Network Research

The LinkedIn search functionality also provides a simple way to identify and connect with an audience that fits your target client profile, and gives you access to the networks of your closest connections and advocates. Researching your connections’ networks, affiliations, companies and groups could lead to potential new business connections. Find new connections by simply replying to a relevant group discussion or by commenting on a post shared by a connection.

4. Ask for the Introduction

If you’ve laid the proper groundwork by building a good relationship with the people in your network, asking them to facilitate an introduction to one or more of their connections is an easy next step. Just make sure you’re not overstepping your boundaries by making this request. After all, you don’t want to be viewed as a person who’s just poaching connections simply to grow your business.

You have to give to get—a simple phone call to a long-time client or an old friend or your cousin is likely to create an opportunity to meet a person that would make an ideal client in the long-run.

While asking directly for an introduction to someone of interest is typically not a comfortable experience for many people, I encourage you to step outside your comfort zone. If you’ve followed the steps above and positioned yourself correctly in your relationships, LinkedIn will provide you the knowledge to gains dozen of good introductions a year.

For more tips on how to use LinkedIn and other social networking sites to grow your business, check out our “Advisor’s Guide to Social Media” eBook.

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

You may also be interested in...

personalize client communications

Personalizing Client Communications Can Build Deeper Planning Relationships

Let’s face it, when it comes to financial advice your clients have plenty of options. Perhaps more than office location,… Read More

generational marketing for advisors

Social Media and the Importance of Generational Marketing for Financial Advisors

Does this scenario sound familiar? You’ve worked hard on your latest marketing piece, ensuring that the content is helpful, actionable,… Read More

identify and connect with new business

Identify and Connect with Targets

According to a recent study, only 20 percent of advisors’ clients have a financial plan1 . As an advisor, you have… Read More

2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

LEARN MORE
2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

LEARN MORE

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.