HOW FI­NAN­CIAL AD­VIS­ERS CAN GET NO­TICED ON

Finweek English Edition - - INSIGHT -

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?

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