Advisers: the art of making professional connections - Part 1

20 November 2020 Myra Knoesen

There is no doubt that social media is an effective tool in promoting businesses and as such, marketing experts often recommend using social networks such as Twitter, Facebook and LinkedIn to reach consumers.

LinkedIn, on the other hand, is all about making professional connections. You are not going to post about relationship issues on LinkedIn. Instead, you are going to connect with potential clients, customers, mentors and referrers.

The ability to win followers

From the beginning of 2014, LinkedIn graced all its users with the ability to write and publish their own posts which creates the opportunity to express your thoughts, ideas, and information. If used in the correct manner, this platform can get you noticed as you become influential.

The benefits of using this tool to attract, retain and engage clients are immense. When you publish content using this social network your original content becomes part of your professional profile. It is displayed on the posts section, it is shared with your connections, members who are not in your network can now follow you from your post and your post is searchable both on and off of LinkedIn making your reach that much more wide.

The amplified interaction creates an even broader sense of connectivity as your new followers are bound to share your posts with their connections. This shows you the power of social media and the influence it has on bringing in followers.

Jenny Lee-Koksal, Founder and Enthusiastic Social Media Explorer at CollaborationCafe shared the five LinkedIn must-do's for financial advisers in a recent post. She emphasised that financial advisers thrive in a relationship-based world, so connecting and engaging with people is a given. “So, do not ignore your online reputation as a financial services professional, and follow the five LinkedIn must do's,” she said. 

In part two we take a look at LinkedIn must dos that she shared.

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Quick Polls


Financial behaviour experts suggest that today’s risk modelling methodologies ignore your client’s emotional ability / behavioural capacity. What are your thoughts on spicing up risk profiling tools to make allowance for your client’s financial behaviours


[a] Bring it on; my client’s make too many irrational financial decisions
[b] Existing risk profiling tools are adequate
[c] Risk profiling tools should be based on the model / rational client
[d] The perfect risk profiling tool is science fiction
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