As you know, I wrote the book on LinkedIn! Well, I wrote a book about LinkedIn for financial advisors. And through my work, I’ve learned that your success on LinkedIn is directly proportional to the size of your network, so it’s an ongoing effort to add new connections. The best way to do that is to upload your email contacts to LinkedIn. I recommend doing so every six months. Watch this video to learn how and check out the instructions below!
How to export your contacts from Outlook:
How to export your contacts from RedTail:
How to Upload Your Contacts to LinkedIn
After you’ve exported your contacts file, you can upload the file to LinkedIn.
- Go to “My Network”
- Click on “Add Connections”
- Select “Import File” in the bottom right of the page
- Choose your newly-exported CSV file for uploading, then click Upload file
Want to harness the power of LinkedIn? Visit my website to learn more or order The 2016 LinkedIn Guide for Financial Advisors on Amazon now here! To get help, schedule a virtual meeting to discuss your business. Not ready to double your ROI on your marketing? Stay in touch by signing up for my marketing newsletter and connect with me on LinkedIn.
ABOUT CLAIRE
is the author of The 2016 LinkedIn Guide for Financial Advisors and former Investment Advisor Representative. She runs Indigo Marketing Agency, helping top independent financial advisors market themselves to prospects using the latest technologies and communication channels. Claire holds her MBA from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. She has climbed Mt. Whitney three times and won a blue ribbon at the Del Mar Fair for her “Happy Hiker” trail mix!