{"id":246,"date":"2010-11-12T13:34:16","date_gmt":"2010-11-12T21:34:16","guid":{"rendered":"https:\/\/blog.investmentpal.com\/?p=246"},"modified":"2018-05-25T23:46:58","modified_gmt":"2018-05-26T06:46:58","slug":"linkedin-for-financial-pros-4-steps-to-start-the-art-of-interaction-attract-potential-clients","status":"publish","type":"post","link":"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/","title":{"rendered":"Linkedin prospecting &#8211; 4 steps for financial professionals"},"content":{"rendered":"<p>Enter \u201cfinancial services\u201d 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\u2019re 4 steps to attract potential clients, in video.\u00a0 These tutorial videos will help you locate existing clients and attract new potential prospects.\u00a0 Be sure to comply with guidelines or rules that may apply to your firm.<\/p>\n<p><a href=\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2010\/11\/linkedin-prospecting.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-992\" title=\"linkedin-prospecting\" src=\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2010\/11\/linkedin-prospecting.png\" alt=\"linkedin prospecting in financial services\" width=\"537\" height=\"135\" srcset=\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2010\/11\/linkedin-prospecting.png 537w, https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2010\/11\/linkedin-prospecting-300x75.png 300w\" sizes=\"(max-width: 537px) 100vw, 537px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h1><strong>Linkedin Prospecting for Financial Professionals<br \/>\n<\/strong><\/h1>\n<p>&nbsp;<\/p>\n<h5><strong>1. Creating an Effective Linkedin Profile (1 min 33 s)<\/strong><\/h5>\n<p>&nbsp;<\/p>\n<h2><object width=\"640\" height=\"385\" classid=\"clsid:d27cdb6e-ae6d-11cf-96b8-444553540000\" codebase=\"http:\/\/download.macromedia.com\/pub\/shockwave\/cabs\/flash\/swflash.cab#version=6,0,40,0\"><param name=\"allowFullScreen\" value=\"true\" \/><param name=\"allowscriptaccess\" value=\"always\" \/><param name=\"src\" value=\"http:\/\/www.youtube.com\/v\/EEr7GBXVUSI?fs=1&hl=en_US\" \/><param name=\"allowfullscreen\" value=\"true\" \/><\/object><\/h2>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h5><strong>2. Sharing content with your Linkedin connections (1 min 21 s)<\/strong><\/h5>\n<p>&nbsp;<\/p>\n<h2><object width=\"640\" height=\"385\" classid=\"clsid:d27cdb6e-ae6d-11cf-96b8-444553540000\" codebase=\"http:\/\/download.macromedia.com\/pub\/shockwave\/cabs\/flash\/swflash.cab#version=6,0,40,0\"><param name=\"allowFullScreen\" value=\"true\" \/><param name=\"allowscriptaccess\" value=\"always\" \/><param name=\"src\" value=\"http:\/\/www.youtube.com\/v\/WE_m8irogtg?fs=1&hl=en_US\" \/><param name=\"allowfullscreen\" value=\"true\" \/><\/object><\/h2>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h5><strong>3. Gaining more trust and credibility from viewers (1 min 04 s)<\/strong><\/h5>\n<p>&nbsp;<\/p>\n<h2><object width=\"640\" height=\"385\" classid=\"clsid:d27cdb6e-ae6d-11cf-96b8-444553540000\" codebase=\"http:\/\/download.macromedia.com\/pub\/shockwave\/cabs\/flash\/swflash.cab#version=6,0,40,0\"><param name=\"allowFullScreen\" value=\"true\" \/><param name=\"allowscriptaccess\" value=\"always\" \/><param name=\"src\" value=\"http:\/\/www.youtube.com\/v\/H2esi23VKXU?fs=1&hl=en_US\" \/><param name=\"allowfullscreen\" value=\"true\" \/><\/object><\/h2>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h5><strong>4. Using Linkedin Answers to quickly become an industry expert (1 min 34 s)<\/strong><\/h5>\n<p>&nbsp;<\/p>\n<h2><object width=\"640\" height=\"385\" classid=\"clsid:d27cdb6e-ae6d-11cf-96b8-444553540000\" codebase=\"http:\/\/download.macromedia.com\/pub\/shockwave\/cabs\/flash\/swflash.cab#version=6,0,40,0\"><param name=\"allowFullScreen\" value=\"true\" \/><param name=\"allowscriptaccess\" value=\"always\" \/><param name=\"src\" value=\"http:\/\/www.youtube.com\/v\/FQ_ANJuNO1g?fs=1&hl=en_US\" \/><param name=\"allowfullscreen\" value=\"true\" \/><\/object><\/h2>\n<p>&nbsp;<\/p>\n<p>&#8211; \u00a0Video created by Dustin T. Serviss (CFP, RHU)\u00a0(ca.linkedin.com\/in\/kelownalifeinsurance) Financial Planner at Peacock Sheridan Group<\/p>\n<p>&#8211;\u00a0<a href=\"http:\/\/investmentpal.com\/\" target=\"_blank\">InvestmentPal<\/a>\u00a0Guest<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Enter \u201cfinancial services\u201d 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\u2019re 4 steps to attract potential clients, in video.\u00a0 These tutorial videos will help you locate existing clients and attract new potential prospects.\u00a0 Be sure to [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"footnotes":""},"categories":[62,60,77,61,63,88,76],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Linkedin prospecting - 4 steps for financial professionals<\/title>\n<meta name=\"description\" content=\"Linkedin for Financial Professionals \u2013 4 steps to start the art of interaction & attract potential clients\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestmentPal Guest\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/\",\"url\":\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/\",\"name\":\"Linkedin prospecting - 4 steps for financial professionals\",\"isPartOf\":{\"@id\":\"https:\/\/blog.investmentpal.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2010\/11\/linkedin-prospecting.png\",\"datePublished\":\"2010-11-12T21:34:16+00:00\",\"dateModified\":\"2018-05-26T06:46:58+00:00\",\"author\":{\"@id\":\"https:\/\/blog.investmentpal.com\/#\/schema\/person\/87e271aac3932fa834f2e2ca12afd977\"},\"description\":\"Linkedin for Financial Professionals \u2013 4 steps to start the art of interaction & attract potential clients\",\"breadcrumb\":{\"@id\":\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/#primaryimage\",\"url\":\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2010\/11\/linkedin-prospecting.png\",\"contentUrl\":\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2010\/11\/linkedin-prospecting.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/blog.investmentpal.com\/linkedin-prospecting-for-financial-professionals\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/blog.investmentpal.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Linkedin prospecting &#8211; 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