LinkedIn is the most widely-used social media platform among financial advisors. It’s also the best one for lead generation, because it’s meant to be a business networking site.
Unfortunately, most people’s LinkedIn profiles are “abysmal,” says Mathew Halloran, founder of Top Advisor Coaching and author of The Social Media Handbook for Financial Advisor. So before you even start networking, make sure you you’ve
LinkedIn’s premium accounts let you see a more detailed list of people who have recently looked at your profile. Check that regularly, and then send these people a note on LinkedIn, Halloran says.
He suggests a message like this: “James, I noticed you viewed my LinkedIn profile to find out about what I do. If you’d like to set up a 20-minute phone call, I’d like to tell you more about what I do and hear about what you do.”
This is no time to be shy, he says: “This is about business, and you have to think about it that way.” And if the idea makes you nervous, consider this: “What’s the worst that could happen? They could tell you not to contact them again or just not respond,” says Halloran. “It’s an easier ‘no’ to take.”
Another prospecting tactic on LinkedIn is “nesting” yourself inside a company, says Halloran. “Nesting is an old-school technique that advisors have forgotten,” he says. “Becoming the specialist in benefits, rollovers and plans for a specific company will provide you with a great source of leads for years to come.”
If you have several clients within a single company, for instance, use LinkedIn to follow the company itself. You can see who is leaving and who’s joining the firm, and can create targeted advertising with a specific message that caters to company employees.
“Targeted messaging allows me to control my message within an ad, and collect information from potential clients at the same time,” says Halloran.
Some advisors have picked up on this and are looking to make the most out of this huge opportunity, he adds.
-
FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.
December 17 -
President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.
December 17 -
Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found. Still, many financial advisors remain skeptical of such loans.
December 16 -
An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.
December 16 -
From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.
December 16 -
Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over in 2026.
December 16





