Daily 9-Minute LinkedIn Routine for Financial Advisors

With the latest estimate at 467 million professionals on LinkedIn, including executives from every Fortune 500 company, over 133 million of those in the United States, and 2 more joining each second of the day, this might be the time to create a daily routine to take advantage of the world’s largest professional prospecting and networking site on the Internet.

Oh, it’s not going to shrink anytime soon as LinkedIn’s stated goal is to ultimately have 3 billion users. Let that sink in for a minute: 3 billion users. That number of users would exceed the combined population of China and India with 1.3 billion and 1.2 billion respectively.

If that’s not enough to get you thinking about a serious, focused daily LinkedIn Routine in January 2015 it was reported they were over 4 million plus LinkedIn Company Pages and as of May 16, 2016 it was reported there were 2,110,440 LinkedIn Groups, both of which give you access to your clients, their interests, their referrals and prospects.

Here are nine things you can do as your Daily 9-Minute LinkedIn Routine for Financial Advisors:

  1. My Network: Start each day with a quick review of your network. To get there, cursor over to the My Network tab located in your LinkedIn toolbar. Now click on it and then click on Connections. This action provides you a snapshot of what’s happening with your connections that particular day. Think Birthday’s, Anniversary’s, Job Changes and Job Promotions. Send an appropriate LinkedIn message if permissible, if not, hand written notes are appreciated and unexpected in today’s digital world.


Time Spent: 1-2 minutes

  1. Check your LinkedIn Messages: Check your LinkedIn message or inbox daily and respond, if appropriate, in a professional and timely manner. I have witnessed FAs not checking their LinkedIn InBox and losing out on an opportunity. As LinkedIn’s popularity grows, and people find it harder to penetrate the clutter of email, they are using LinkedIn messaging more and more.


Time Spent: 30 – 60 seconds 

  1. Be Social. Invite Others to Connect: Send “personalized” invitations to 3-5 people per day. Be personable, mention others or LinkedIn Groups you share in common. Two Dogs Tip: Don’t use the default message that LinkedIn provides.

Time Spent: 30 – 60 seconds

  1. Share Content: One of your objectives on LinkedIn is to engage your connections and establish yourself as a Thought Leader. The fastest way to do this is through the posting of content that your audience is interested in, which helps to distinguish you from your competition and establishes you as a Thought Leader.

Don’t think that you have to post all business related articles. Mix it up and strive for a 70/30 mix. Your clients and prospects are interested in articles on fine hotels, great places to dine, resorts, wines and a host of other topics. LinkedIn suggests you post once a day or 20x’s per month. By doing so they estimate you will touch 60% of your connections.

Time Spent: 1 minute

  1. Like Three Things on Your LinkedIn “Wall” Daily: By taking a quick scan of your LinkedIn “Wall” you will see what your connections are posting and, if allowed by your firm, you can simply click on “Like”, “Comment” or “Share”.


Time Spent: 1 minute

  1. Check Your LinkedIn Groups Daily: Check three different LinkedIn Groups per day. If your firm allows you to “Like”, “Comment” or “Share” a post simply do so by clicking on the appropriate response. If allowed by your firm, ask a question or post an article and encourage others to comment on your post.

Time Spent: 1 minute

  1. Send Thank You Messages: Send a personalized thank you message to anyone that has sent you an invitation to connect, accepted your invitation to connect or has congratulated you on an anniversary or birthday. Always include a call-to-action and your phone number.

Time Spent: 1 minutes

  1. Send Call-To-Action Messages: Time and again I see Financial Advisors focus on adding LinkedIn Connections versus leveraging their current LinkedIn Connections. Make it a daily habit to review your current LinkedIn Connections, not just Network Alerts, and determine if there is a reason to send them a message. Reasons to send them a message could be any of the following:
  • Thinking about consolidating and rolling over old 401(k) accounts.
  • Responsible for operating a business retirement plan (401(k), 403(b), Defined Benefit, etc.).
  • Concerned about how to pay for college.
  • Receiving an inheritance, settlement, or proceeds from the sale of a home or business.
  • Recently divorced or widowed and want to get a handle on your finances.
  • New to the Ithaca area and would like to work with a local advisor.
  • Anxious that you may not be adequately insured.
  • You would like a second opinion on your financial situation and goals.
  • Your current advisor is not meeting expectations.

Time Spent: 1½ minutes

  1. Leverage Your Existing LinkedIn Connections. While you’re viewing their LinkedIn Profile, take a look at their connections. If there is anyone you’d like to connect with, send your LinkedIn Connection a message and ask for an introduction or for him or her to ask the person to connect with you on LinkedIn.

Time Spent: 1½ minutes

As a rule, you always want to keep your LinkedIn Profile up-to-date, post once-a-day and respond to messages in a timely fashion.

Hi this is Jordan! If you’d like professional help with your LinkedIn Profile, send me an email. I’d be happy to provide feedback on your existing LinkedIn Profile along with a firm price quote to strategize and write a new one. Plus, as a reader of this blog I’m happy to offer you a 20% discount. Just mention our Two Dogs Social blog in your email.

The above article is for educational purposes only. Investment professionals should consult their compliance departments before accessing or implementing any of the marketing ideas, practices or advice found in the Two Dogs Social Blog. Your use of the Two Dogs Social website tells us you have read and agreed to our Terms of Service.

One thought on “Daily 9-Minute LinkedIn Routine for Financial Advisors

  1. I think there’s good hack to use as well to give more engagements without annoying your people via messaging them.
    There’re tools that autovisit other’s profiles https://protop.co as example.

    People are curious and visit you back, so you get

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