Your LinkedIn Housekeeping Checklist for 2018

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 2018:

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 View Profile then Contact and Personal 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 5-10 of each, otherwise I simply can't keep up-to-date with everything that is happening on my newsfeed. Un-tick 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 See all Connections. 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

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!

Keeping the Wealth Management Relationship Alive

LinkedIn recently produced some interesting research in conjunction with Greenwich Associates about the next generation client journey in wealth management.

HNWI's look to their wealth advisers to keep them updated on what’s going on in the markets and for recommendations on what they should do next. These needs are relatively consistent regardless of investable assets, but some generational differences do exist.

When market volatility increases, so does frequency of contact, although less than initially expected. Only 6% of all HNWI's expressed the desire for daily contact, while 60% wanted contact at most on a monthly basis. Millennials, however, are driving some change here, with 15% interested in hearing from their wealth adviser daily when markets get rocky. Younger investors place greater importance on news updates from their wealth manager. At first glance this might seem odd, if we assume that younger generations are more connected to current events via electronic channels. However, this food of information makes it hard to weed out news that could ultimately impact a portfolio. Wealth managers can act as a human filter, alerting millennial clients when an economic event should matter to them. In contrast, the research shows that Generation X is much more apt to read financial news and can interpret the impact of the market on their investment portfolio. As a result, Generation X is less interested in updates from their advisers on broad market happenings.

Email was the preferred method of contact for such ongoing updates, trumping even in- person meetings that were so popular among HNWI's in the early phases of the client journey. Millennials continue to show their demand for newer methods of delivery, such as mobile apps and social media. For those millennials who said their contact preference had changed in the past year, over 70% said they wanted more electronic communications.

According to the survey respondents, the following are the most valued social media interactions with wealth managers:

  • Staying informed about timely news updates
  • Receiving more frequent communications/outreach
  • Participating in or listening to discussions regarding financial topics
  • Engaging in interactive conversations via screen-sharing/Webex/messaging
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