Tuesday, March 30, 2010

The compliance-constrained financial advisor's guide to using LinkedIn: Part I

"I'll connect on LinkedIn if my clients ask me, but I don't see the value of LinkedIn because my compliance officer won't let me do anything."

If this is how you feel about LinkedIn, this article is for you.

Even if you can't post more than your name and company affiliation, you can benefit from LinkedIn in two big ways. First, your listing makes you more easily located in an Internet search. That's the focus of this article. In Part II of this article, I will address more active, yet compliance-friendly, strategies you can apply.


It's easier for clients, prospects, and referral sources to find you
 
You want clients, prospects, and referral sources to find good information when they Google your name.  LinkedIn profiles tend to rank high in such searches. 
Just make sure you've made your profile public by clicking on "Edit Public Profile Settings" and checking "Full View" instead of "None."

You can increase the ease with which you're found by creating a custom URL for your LinkedIn profile, so the URL reads http://www.linkedin.com/in/YOURNAME. Simply edit the Public Profile URL at the bottom of the "Edit My Profile" page.

Your LinkedIn profile also offers the advantage of presenting yourself as you'd like to be seen, within the confines of what's permitted by your compliance department.

Another factor to consider: Many LinkedIn users will look for you using the site's search box. If you're not on LinkedIn, it's almost as if you don't exist.


So, hurry and put your profile up on LinkedIn. If you're already on LinkedIn, stay tuned for my article on compliance-friendly ways to use LinkedIn. 

Related posts
* My most popular blog posts of 2009
* Guest Post: "How to Use LinkedIn When Your Compliance Department Says No"
* Twitter to the rescue of my colleague with an RFP dilemma
* How to publicize your white paper using LinkedIn
____________________
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Copyright 2010 by Susan B. Weiner All rights reserved

3 comments:

  1. Susan-as always, to the point and very informative. Thank you for making the 'custom URL' creation so accessible.
    Jen Dunning

    ReplyDelete
  2. Jen,

    Thank you for taking the time to comment!

    Susan

    ReplyDelete
  3. Good advice. LinkedIn is the most powerful networking tool to come along in awhile.

    ReplyDelete

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