![]() I grew up in Santa Clara and started a family here – it’s where my heart is. Compliance disclosures go at the bottom – don’t forget those!.Don’t throw your whole bio/history as a financial advisor at them.It should be kind of like how you introduce yourself as a financial advisor in person.Ask yourself, “Would a financial advisor usually say this” and if the answer is yes, then click “delete.” Do everything in your power to avoid sounding like the typical financial advisor.This gives you about two sentences to get the key points across about who you help, what your values are, and where you are located. Impart the key information in the first two lines before the text cuts off and LinkedIn folds it up and makes people click “see more” to continue reading.Some general tips for how to get a good LinkedIn summary are: Maybe not about their money, but maybe just about something that struck their curiosity, fascinated them, or made them wonder about you.īasically you have to cut the crap and focus hard on not presenting yourself like every other pathetic financial advisor does on their cringeworthy LinkedIn profile pages.īodacious financial advisor LinkedIn summary examples The more interested somebody is in you, the more likely they are not only to connect with you, but also to actually want to start a conversation. The purpose of a financial advisor LinkedIn summary is to stir up the person’s curiosity. But that’s not really what the reader is looking for. You want to be seen as high quality, moreso than the next one. I get it, you want to be seen as credible. I put all my clients’ best interests before my own, and am highly responsive to all their needs. Let me guess? Your LinkedIn summary (like 99% of financial advisors) goes something like:įor 20 years I’ve served high net worth individuals and families in a fiduciary capacity, helping them reach their goals and preserve their wealth. You’re trying to sell the deal, right then and there. I’ll start by explaining what it is that all you financial advisors are doing wrong in your LinkedIn profile pages. What is the purpose of a LinkedIn summary for a financial advisor? ![]() I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” So please subscribe! I am an irreverent and fun marketing consultant for financial advisors. I am a CFA® charterholder and I used to be a financial advisor. Let’s talk about how financial advisors can get a LinkedIn summary – and then I’ll show you some examples that have zest!įor those of you who are new to my blog/podcast, my name is Sara. The program was developed by leading Harvard Business School faculty and is delivered in an active learning environment based on the HBS signature case-based learning model.Oh no – not another pathetic financial advisor LinkedIn summary! Don’t get passed over because you sounded like another (boring) financial advisor on LinkedIn. Leading with Finance helps students understand key financial levers that drive financial performance, examine how the capital markets work, develop a toolkit for making smart financial decisions, and gain the confidence to clearly communicate those decisions to both internal and external stakeholders. Leading with Finance is a 6-week, 40-hour online certificate program from Harvard Business School. List your certificate on your LinkedIn profile under "Education" with the language from the Credential Verification page:ĭates Attended: [The year you participated in the programĭegree: Other Certificate in Leading with Finance Once you've earned your Certificate of Completion, list it on your resume along with the date of completion: Participants will either be evaluated as complete or not complete. No grades are assigned for Leading with Finance. More detailed information on course requirements will be communicated at the start of the course. Participants who fail to complete the course requirements will not receive a certificate and will not be eligible to retake the course. In addition to module and assignment completion, we expect participation in the social learning elements of the course by offering feedback on others’ reflections and contributing to conversations on the platform. This helps ensure your cohort proceeds through the course at a similar pace and can take full advantage of social learning opportunities. This will mean meeting each week’s course module deadlines and fully answering questions posed therein. Participants are expected to fully complete all coursework in a thoughtful and timely manner. Participants in Leading with Finance are eligible for a Certificate of Completion from Harvard Business School Online.
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