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Indeed headline for financial advisor2/28/2024 The purpose of a financial advisor LinkedIn summary is to stir up the person’s curiosity. But that’s not really what the reader is looking for. You want to be seen as high quality, moreso than the next one. I get it, you want to be seen as credible. I put all my clients’ best interests before my own, and am highly responsive to all their needs. Let me guess? Your LinkedIn summary (like 99% of financial advisors) goes something like:įor 20 years I’ve served high net worth individuals and families in a fiduciary capacity, helping them reach their goals and preserve their wealth. You’re trying to sell the deal, right then and there. I’ll start by explaining what it is that all you financial advisors are doing wrong in your LinkedIn profile pages. What is the purpose of a LinkedIn summary for a financial advisor? I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” So please subscribe! I am an irreverent and fun marketing consultant for financial advisors. I am a CFA® charterholder and I used to be a financial advisor. Let’s talk about how financial advisors can get a LinkedIn summary – and then I’ll show you some examples that have zest!įor those of you who are new to my blog/podcast, my name is Sara. Oh no – not another pathetic financial advisor LinkedIn summary! Don’t get passed over because you sounded like another (boring) financial advisor on LinkedIn.
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