When working with financial advisors, a lot of them on LinkedIn, however, their profile isn’t complete or updated so here are some tips to help you get started:

Background photo

Can you create something eye-catching that has your tagline or contact details, since it’s one of the best opportunities to visually show how you help clients.  (Another tip: you can change this on a regular basis so as an example: RRSP season, Financial Literacy month, RESP deadline etc.)   


Please get a professional photo for this or at least one where you’re smiling and preferably wearing your logo colours.

Professional Headline

This is an opportunity to garner interest and have clients and prospects check you out. The headline should include what you do, for who and the benefits.



This is where you can go into detail about your value proposition to clients, prospects and referral sources, be sure to include your contact details (website/email address) because if you’re not connected on LinkedIn- it’s more difficult for potential clients to get in touch with you.  Bonus- if you have a video or slideshow, you should totally post this in this section too.



You should absolutely post about your experience, I suggest in bullet point format because people like to scan what you’ve done, highlight your job duties and skills. Make sure you complete this piece and hook into the companies you’ve worked with.


Seems pretty self-explanatory- but make sure you emphasize how the school helps you with your current role.


If you’ve taken any financial courses, this is where you can add the CFP, CLU certifications, retirement courses etc. Every course you take here should be added to your accomplishments. Also if you’ve qualified for MDRT or qualified for conferences, this is the place to put it.


Ask for recommendations- this goes a long way for advisors, especially when it’s new referral sources or prospects checking you out.  In a later post, we’ll talk about how to ask for recommendations, but we recommend that most people get at least 3.


 I know this is a lot to keep track of so we’ve put together a checklist so that you can make sure your LinkedIn profile is super optimized.