What should I put on my LinkedIn profile?

Article ID: 566
Last updated: 20 Nov, 2019

LinkedIn Profile: ___________ [Insert first name] specializes in helping financially successful people achieve their most important goals that are aligned with their most deeply held values. He / She has been in the financial services industry for ______ years and accepts new clients by referral only.

 

Along with an excellent, professional photo of yourself, preferably NOT wearing a tie.


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b I’m very new to offering financial planning and even newer to Values-Based Financial Planning™, how should I answer the question, “How do I know that you can deliver what you are promising?”
b If I’m calling a friend/acquaintance that I haven’t spoken to in a while what are your thoughts regarding catching up a bit before asking them for an appointment for the Financial Road Map® Interview? I haven’t been doing so, but it feels a little awkward because even though we don’t call each other socially and we are both OK with that arrangement, we now are on the phone so why am I treating this person as if he only a business prospect and not a friend/acquaintance that I haven’t spoken to in months? Would you answer change if the individual is an old prospect for life insurance?
b Recently I have completed due diligence and purchase of a direct property investment with one of my ideal clients. Following this transaction I have had a subsequent meeting with the investment administrator and he has given me a lead to another of his investors who, the investment administrator indicated, seemed to be a bit unsure and could possibly benefit from professional advice. To be clear this was not a referral, in sales school/language it was a lead, given as a way to encourage me to show more clients his investment options. I have completed some research on this lead and he is definitely someone that I want to talk to and have him and his wife in for a Financial Road Map® Interview. How do I make the initial contact with this potential client without coming across as a salesperson following up on a lead? I am considering a letter introducing myself and my business, followed by a phone call, however I am concerned that this will be dismissed as just another sales pitch.
b I am starting my Values-Based Financial Planning™ journey and I only have a few Ideal Clients but many survival clients. Should I sell off these 10 – 15 smaller survival clients and, though this, have the same revenue stream as with 1 larger survival client while also freeing up more of my time?
b Networking groups seem to put me in contact with a wide variety of small and individual business owners who are looking to build their practices through product sales.. Are there strategies to utilizing this type of networking that will be efficient use of my marketing time?
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