Pt 1: Financial Advisor Marketing on LinkedIn | LPL Blog

Last Edited by: Sarah LeBlanc, Assistant Vice President, Marketing, LPL Financial

Last Updated: October 01, 2018

Linkedin social media marketing

There are many benefits to having a LinkedIn profile, even if you aren’t regularly visiting the site, sharing content, or engaging with others. However, active LinkedIn participation does add value, so let’s look at a few simple steps you can take to increase your activity in ways that benefit your business.

1.      Visit LinkedIn daily

Simply logging into LinkedIn allows you to stay on top of important updates. LinkedIn shares notifications for birthdays, anniversaries of when you connected with people in your network, job changes, or when others have viewed your profile and engaged with your content.

These notifications are triggers to contact people in your network in order to stay top of mind or offer your services when you see potential money in motion.

Treat LinkedIn like your email inbox. When you turn on your computer in the morning and log into your email, open up a browser tab and log into your LinkedIn account as well. Throughout the day, you’ll notice a red dot next to the LinkedIn icon in your browser tab whenever there’s a new notification. You don’t need to check your account every time you see this indicator, but it’s a nice reminder to periodically check for any new updates and react if necessary or valuable.

2.      Scroll through your news feed

Look at what people in your network are posting and respond if you can add value to the conversation, or if you think your own network would appreciate the information.

Clicking the “like” button or commenting on someone else’s post will not only alert the person posting it that you’re interested in their content,  it’ll  share the content with your entire network, creating instant visibility for you and your brand.

3.      Share articles and updates of your own

By sharing your own updates, you’re not only creating visibility for yourself, you’re also showcasing your expertise and thought leadership.

What do you want to be the “go to” expert on? Estate planning? Retirement plans? Financial strategies during life transitions? Consistently post content that reflects your focus and expertise, and people will begin to associate you with it.

Time Commitment of Social Media Marketing on LinkedIn

These simple activities should not take up much of your time, just a few minutes here and there throughout the day. Or, you can set aside 15-20 minutes at the start or end of your day to check in. Either way, the value that you could receive from being active on LinkedIn makes the minimal time you spend far worthwhile.


Want to learn more about social media marketing and other financial marketing strategies? We can help. Find out more about growing your business with LPL Financial.

If you're already an LPL advisor, access our exclusive financial advisor marketing plans and tools on the Resource Center.

You should consult your compliance department for information about the rules and use of social media.




Sarah provides custom marketing and social media consultations for LPL Financial advisors and investment programs. In this role, she consults with and supports clients in effectively marketing their business in today's increasingly competitive environment. View full bio.