The LinkedIn Guide for Financial Advisors

LinkedIn can be such a powerful tool for drawing in new clients. I wrote this book to simplify a complicated topic so advisors can stop being frustrated or intimidated by LinkedIn. This top-rated, best-selling book is available on Amazon now!

The LinkedIn Guide for Financial Advisors

The guide reviews a six-step process for generating referrals on LinkedIn, including:

What LinkedIn is and why it’s important
How to supercharge your profile
Identifying qualified prospects
Asking for an introduction
Content marketing on LinkedIn
Advanced search techniques
LinkedIn Premium and paid ads

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Book Reviews

“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

“I can feel your passion through your book! Look forward to meeting you in person one day. Your book is validating what I have been trying to tell my manager and company all along! Thank you!”

– Bryan Moriarty, FaithLife Financial

“The 2016 LinkedIn Guide is a solid reference. It is a good guide, and the points are expressed very well. I think it has been tailored for somebody like me, an advisor in their 60s, and it is hitting home. You have done a good job introducing key concepts and explaining them clearly.”

– Steven H. Kobrin, LUTCF, Approvedasquoted.com

“I just finished the book and am amazed and ashamed at the mistakes that I had made on my own LinkedIn profile that were potentially harming me when it came to growing my business. Although I too am right on the edge of being considered a millennial and have been on LinkedIn for quite some time, it wasn’t until recently that I woke up and realized the lost potential sitting there untapped. So many other social media platforms are full of noise and disruption that we can’t maximize our business. This book allowed me to see how to better align my page and networking strategy to be known. I can’t wait to see the growth as I institute these changes. Thank you.”

– Andy Young, Financial Planning for Millennials

“It was well-written, easy to understand, and simplified LinkedIn for advisors. I enjoyed it. I picked up a couple tricks I did not know previously, which is greatly appreciated. I just need to implement the profile orientation and referral bits, and I should be on my way.”

– Daniel Morrow, Consultant at Investors Group Financial Services INC

“I’ve read a number of LinkedIn books over the years, but none of them were focused so specifically on the unique opportunities LinkedIn now provides financial advisors. Claire’s book now enables her readers to benefit from her experiences and begin to transform their own practices by incorporating LinkedIn as one core element of their own marketing strategies. Without a doubt, Claire Akin’s 2016 LinkedIn Guide for Financial Advisors is an absolute MUST-READ for all financial advisors.”

– Stefan Bruckel, CPS Advantage

“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 hundreds 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.”

– Grant Webster, Senior Wealth Manager | AKT Wealth Advisors LP