HOW FINANCIAL ADVISERS CAN GET NOTICED ON
Kevin Nichols from The Oechsli Institute, a researchbased coaching organisation, says that if you want to be found on LinkedIn, you have to have the right keywords in your profile. “Keywords are terms that your target market uses to search for professionals like you,” he explains. “Most affluent investors do secondary research online.” According to Nichols, these questions can help you develop a list of keywords to include in your profile:
What titles do your prospects search for ( i . e. financial adviser, financial planner, wealth manager, etc.)?
What services are your prospects looking for (i.e. retirement, financial planning)?
What certifications do your prospects search for (i.e. CFP, CFA, etc.)?
What firm do you work for? Would prospects search for you by firm name?