When financial advisors ask me how to boost sales, my answer is simple:
Build relationships first.
And LinkedIn? It’s one of the best tools for that — when used strategically.
Since the COVID-19 pandemic, I’ve seen many advisors turn to LinkedIn to attract clients, establish credibility, and grow their brand.
But way too many are making critical mistakes that push potential clients away.
What NOT to Do on LinkedIn
LinkedIn isn’t Facebook. Yet, some advisors overshare personal updates, post political rants, or chase viral trends that have nothing to do with their business.
Your ideal clients don’t need to know your take on everything. They need to know how you can help them.
Another big misstep? Aggressive prospecting.
Sending mass connection requests with a “Book a Call” link? That’s the LinkedIn version of a cold sales pitch — and it turns people off fast.
How to Actually Win on LinkedIn
Want to build authority and attract clients without turning people off? Here’s how:
1) Engage, Don’t Just Post and Ghost
Posting regularly is great. But if you’re not responding to comments or engaging with others, you’re missing the point.
LinkedIn is a conversation. The more you engage, the more visibility (and credibility) you build.
The best advisors don’t just talk — they listen.
So engage in LinkedIn conversations. Read what your ideal clients are posting about.
When you reply, contribute value to the conversation. The more you listen to people and participate, the better the engagement on your own content (and growing connections) will be.
2) Ask the Right Questions
Before posting, ask yourself: Does this help my ideal client?
Skip the generic industry updates.
Instead, create content that directly speaks to your audience’s pain points, challenges, and goals. The more relevant your content, the more engagement you’ll see.
3) Optimize Your Profile
Your LinkedIn profile isn’t a digital resume — it’s your brand storefront. Make it work for you:
Ditch the boring banner. Use it to showcase your niche and value proposition.
Get specific. “Financial Advisor” is too vague. Who do you help? Be clear about your expertise.
Stay professional. Avoid political debates or polarizing content. Focus on building trust.
4) Share Personal Stories — With Purpose
Personal updates can strengthen your brand — but only when they connect back to your business values.
Sharing a lesson from your entrepreneurial journey? Perfect. A rant about your bad day? Not so much.
Here are 4 stories every financial advisor needs:
1️⃣ What I do (Awareness)
→ I had this problem → I solved it → Now I help others solve it
2️⃣ How I work (Promotion)
→ A client had this problem → I helped them make a change → Now their life looks like this.
3️⃣ Who I work with (Qualification)
→ This type of person reached out → I showed them I had the skill set to help → Together, we built X.
4️⃣ Who I am (Connection)
→ I used to believe this → I learned this was true instead→ Now I’m able to do this.
5) Put Clients First — Without People-Pleasing
Too many advisors say yes to everything, afraid of losing prospects. But authority isn’t built through people-pleasing — it’s built through confidence.
Be honest. Share your expertise. Sometimes, that means telling a client something they don’t want to hear but need to hear.
That’s what builds trust and long-term relationships.
📺Go ahead and watch my video talking about how to improve your sales the sustainable way, NOT the sleazy way. 👇🏼
If you’re ready to fast-track your niching, branding or marketing and build a lifestyle practice you love, I’ve created Brand Growth Sprints to help you.
These focused, high-impact strategy sessions are designed to grow your financial advisor business quickly and sustainably. Let’s chat to see if we’re a fit. You can book a chat here.
