hnw social media solutions

Your 2019 LinkedIn Housekeeping Checklist

It's that time of year when I like to refresh and update my LinkedIn presence - over the course of the last 12 months, you may have found yourself connecting with people you don't know, adding sections to your profile that are no longer relevant, as well as a whole multitude of other LinkedIn activities which you have no recollection of doing! So here is my New Year checklist for tidying up your LinkedIn presence for 2019:

Your Profile

  • Is your headshot up-to-date? LinkedIn isn't a dating site so your photo really should be a reflection of you! Add in a background image as well to grab the reader’s attention.
  • Check that your contact information and website links are still current - click on the 'Me' menu > View profile > See contact info.
  • Is your professional summary, work experience and other sections a fair reflection of your day-to-day activities? Remember, if you have attended one of my workshops you will understand the importance of telling the reader 'what's in it for them' - LinkedIn is not just an online CV. Why would the reader want to engage with you? Do you need to add in any personal milestones or achievements from the last 12 months?
  • Do your media attachments need updating? If you work for a regulated firm, make sure any brochures that are attached are the most up-to-date version.
  • Tidy up your Skills & Endorsements - this is one of those sections that really can get out of hand very quickly. Remove any skills that are no longer relevant, add any new ones, and remove any endorsements from people you don't know!
  • Update any of the Optional sections of your profile, such as Certifications, Organisations and Languages
  • Scroll down to the very bottom of your profile where you will find a list of all the LinkedIn Groups you are a member of, as well as all the Companies and Influencers you are following. I'm a big fan of keeping these lists to around 10-20 of each, otherwise I simply can't keep up-to-date with everything that is happening on my news feed. Unfollow those Companies and Influencers you no longer want to follow, and leave any Groups that are no longer relevant to your objectives.

Your Connections

I like to have an annual cleanse of my connections, otherwise the number can get out of hand. You have probably connected over the last 12 months with people you don't know or have never met, so it is worth going through all of your connections and removing those that are no longer relevant (or have annoyed you!) - remember, they don't get told that you have removed them. To do this, go to My Network, then click on your number of connections on the left-hand side. To remove someone click on the 3 dots next to their profile, then Remove.

Your Settings

In this era of data protection and online privacy, it is important to check that the visibility of your data is set to a level you are comfortable with. I won't go through all the various Settings here, but the ones to pay particular attention to are:

  • See where you're logged in (all of the locations where you are logged in to LinkedIn)
  • Set the frequency of e-mails (this will tidy up your Inbox)
  • View your applications (a list of all third-party sites that have access to your LinkedIn account)
  • Select who can see your connections
  • Select your profile visibility
  • Ads (data-sharing) - in this post-GDPR world, make sure your data isn't shared without your permission

All of these can be found by hovering over your photo in the top right-hand corner, then click on Settings & Privacy.

If you think I may have missed something, please add it to the Comments box below. Happy tidying up!

Key Benefits of Social Selling for Wealth Managers

Social selling is a relatively new concept which simply refers to using social media (for wealth managers, primarily LinkedIn and Twitter) to establish and develop relationships with prospects, clients and other useful business contacts. The polar opposites of social selling are the more traditional marketing methods of mailshots, cold calling and a ‘scatter gun’ approach. By creating an employee advocacy program via social media, wealth managers can see several tangible benefits:

  • Lead generation – LinkedIn in particular is a very efficient way for relationship managers to seek introductions to their ideal prospects via their existing network of clients or contacts. LinkedIn allows RM’s to research their 2nd line connections to find specific, named individuals they would like to be introduced to


  • Amplify your brand – by having your employees act as advocates of your brand via social media (for example by ‘liking’ your firm’s content), firms can extend their reach to a much wider audience (a UK client of mine recently harnessed a reach of over 300,000 via a single tweet)


  • Drive traffic to your website – by posting content onto social media, wealth managers have a simple and cost-effective way to drive traffic to specific web pages, for example e-mail sign-up or news pages


  • Raise awareness of your products/services – although social media shouldn’t be used for ‘product pushing’, with a little creative thought it can be great way to promote your latest products and services. Video is a great way to sell the benefits of a product to a wide audience


  • Inform and educate your clients, prospects and business contacts – by posting informative, non-sales related content on social media, individuals can position themselves as experts and leaders in their field, whilst at the same time informing and educating their online networks


  • Deepen client relationships – I highly recommend that RM’s connect with their clients on LinkedIn. Without social media, your client interactions used to be limited to the occasional meeting or phone call. Social media allows you to have on ongoing dialogue with your clients.


  • Individual reputation management – from both a consistent branding perspective and in relation to an individual employee’s personal brand, LinkedIn in particular allows firms and individuals to control and enhance their online brand. Individuals can create a professional LinkedIn profile that showcases both their own and the firms expertise


  • Monitor the competition – a firm should follow all of its competitors on social media to keep up-to-date with market developments and new products and services


  • Improve client communications – traditional client communications were usually limited to a quarterly valuation and market review. Social media allows you to keep clients up-to-date in real-time with market developments


      All of this is of course subject to your local regulatory requirements and internal policies on the use of social media, but with a focused and controlled strategy, there are clearly significant benefits to a firm-wide employee advocacy program via social media.

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