facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!

By Blair Kelly Outreach

LinkedIn Roundup: Insights and Information For Financial Advisors

10 minute read
LinkedIn Roundup: Insights and Information For Financial Advisors Featured Image

Social media is continuously evolving and can be hard to keep up with at times. As you run your practice and focus on your business, it’s hard to keep up with the fast-paced changes of the social channels you use to connect and promote your business.

To make it easier, we’ve rounded up all the LinkedIn updates—big and small—to ensure you don’t miss a thing. We hope the below helps bring you up to speed on LinkedIn – how to use its platform, how it’s evolving, and the new features and tools you can use to enhance your business today.

10 LinkedIn Blogs and Articles for Reference

1. 5 Steps to Optimize Your LinkedIn Profile to Generate More Business

According to HubSpot, LinkedIn is 277% more effective at lead generation than Facebook and Twitter. With a mindblowing statistic like that, it shows just how important it is to have a strong LinkedIn profile to boost your online presence. The five steps for doing this are:

  1. Set up both your personal and business pages
  2. Upload a headshot plus a banner image
  3. Write a great headline
  4. Personalize your URL
  5. Turn your summary into a story

For more information, check out the video below from Chief Evangelist of Twenty Over Ten and FMG Suite, Samantha Russell, offers great insight for optimizing your LinkedIn profile.

2. 10 Things Financial Advisors Should Stop Doing On LinkedIn Immediately

As a marketing tool, LinkedIn sits at the top of the funnel and drives traffic to your advisory website, so it is an incredibly powerful social media tool when used correctly. In this blog from Lead Pilot, we discuss ten things that advisors should STOP doing on LinkedIn.


  1. Using Only Your Business Account
  2. Posting at the Same Time Everyday
  3. Creating Posts Without Hashtags
  4. Not Writing Towards your Audience
  5. Using Poor Formatting
  6. Neglecting the Comments
  7. Ignoring Video
  8. Posting the Same Content
  9. Including too Many Links in Posts
  10. Being too Professional

The full article offers a lot of great insight to boost your LinkedIn game.

LinkedIn Marketing Funnel

3. LinkedIn For Financial Advisors: 5 Steps to a Great Profile

If you want to have a strong LinkedIn presence, then creating a strong profile is a great start. In this blog, we discuss the five simple steps that you can take to ensure that you stand out online. They are:

  1. Choose your photos wisely
  2. Create an informative headline
  3. Personalize your LinkedIn address
  4. Include a summary
  5. Describe your responsibilities

The full blog provides detail about each step.

Ivanhoe Sanchez

4. 10 LinkedIn Tips For Financial Advisors To Boost Your Networking Game

LinkedIn is an incredible play to network with like-minded professionals, so your networking game must be strong. This blog covers ten tips for boosting your networking game, which are:

  1. Include a headshot
  2. Optimize your public profile URL
  3. Get creative with your headline
  4. Include links to your blog and other sources of communication
  5. Post articles through LinkedIn pulse
  6. Optimize your profile for search engines
  7. Add and update contact information
  8. Engage with groups
  9. Check who has viewed your profile
  10. Remain consistent

For more insight into each tip plus examples, check out the full blog article.

LinkedIn posting

5. Going Back to the Basics of Social Media: LinkedIn

In one of our first LinkedIn blog features, we discuss the basics of LinkedIn, the platform’s enhancements and features. This article will provide you with the very basics of LinkedIn that you may have overlooked or not understood, such as:

  • Language
  • Accessing and editing your company page
  • How to change background and images
  • Posting tips
  • LinkedIn Analytics
  • And much more!


6. Standout By Staying Active on LinkedIn: Your Daily, Weekly and Quarterly Guide

The main priority of running a financial planning business is your clients. Making time for social media becomes tough, but to stay relevant within your network, it is important to stay active. In this blog post, we share helpful tips that you can utilize to stay connected on LinkedIn.

Twenty Over Ten

7. Update: LinkedIn Adds New Company Profile Features

Since its creation in 2002, LinkedIn has grown to be one of the most important websites for online networking and is continuously improving upon the platform. Here we showcase new features for company pages. Tabs are updated with new ways to promote, connect, and stay engaged. And now, you can even showcase pages, which is a new feature that allows you to further your company’s presence beyond just your company page.

Twenty Over Ten LinkedIn

8. 5 Tips To Leverage LinkedIn To Connect with Prospects

LinkedIn groups, advanced search, and interacting with groups and circles of influence are just some of the ways you can leverage your business through LinkedIn. In this day and age, it’s all about engagement and connecting with like-minded individuals. For insights into how to do this, we provide five tips to gain potential new prospects and connect with individuals and thought leaders within your network.

9. What Advisors Need To Know About LinkedIn Stories And 9 Ways To Get Creative With It

LinkedIn Stories was unveiled in September of 2020, which is a perfect way for advisors to connect with their audience in a more authentic way. It’s a great new feature and for advisors looking to get more creative with it, this article contains nine ways for them to do this, which include:

  1. Showing “behind the scenes” activity
  2. Promote blogs, podcasts, videos or infographics
  3. Promote upcoming webinars or live events
  4. Quickly and easily share ideas or pictures your audience might enjoy
  5. Find out more about your followers
  6. Host a Q&A session
  7. Use Stories for Social Proof
  8. Tutorials
  9. Special Announcements

For more about these ideas plus examples, check out the full blog.

LinkedIn Stories

10. New LinkedIn Features that Advisors Need to Know

Over the last few years, LinkedIn has made some key updates, some of which you probably noticed and some you may not even know exists. We’re diving into:

  • The new homepage
  • Trending topics
  • Publishing platform
  • Article Analytics
  • AI chat

The full article will give you tips on how to best utilize them for your advisor business so that you can find more success utilizing this platform.

Wrapping It Up

We hope this roundup sets you on the right track with LinkedIn and leads you to success in connecting with prospective clients and other professionals in your network. Maintaining a strong social media strategy is so important to your overall marketing strategy, and can really add so much to your lead generation and overall business goals. It can be a lot to take on with everything else you have going on, so start slow and find the cadence that works best.

Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month-to-month plans).

Get All The Details Here

About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.

Don't Miss Out

Get all the latest news and exclusive marketing resources straight to your inbox.


Lucky You - You're In!

We’re flattered you want to get to know us better. And now that you’re on our list, we’ll get to know you better too! Happy reading 😁