Enter “financial services” into the Linkedin member search box and it will return more than 1M results. How are financial services professionals using Linkedin to connect with potential clients? Here’re 4 steps to attract potential clients, in video.  These tutorial videos will help you locate existing clients and attract new potential prospects.  Be sure to comply with guidelines or rules that may apply to your firm.

 

Linkedin Prospecting for Financial Professionals

 

1. Creating an Effective Linkedin Profile (1 min 33 s)

 

 

 

2. Sharing content with your Linkedin connections (1 min 21 s)

 

 

 

3. Gaining more trust and credibility from viewers (1 min 04 s)

 

 

 

4. Using Linkedin Answers to quickly become an industry expert (1 min 34 s)

 

 

–  Video created by Dustin T. Serviss (CFP, RHU) (ca.linkedin.com/in/kelownalifeinsurance) Financial Planner at Peacock Sheridan Group

– InvestmentPal Guest