4 Financial Advisor LinkedIn Summary Examples

LinkedIn is primarily a networking and social media platform, but it also has potential as a marketing tool for advisors. A well-organized profile can elevate your brand image and help you attract ideal clients who may be browsing the platform for an advisor to work with. Your summary or About section is one of the first things people see when they view your profile, and it’s to your advantage to use that space wisely. Reviewing these financial advisor LinkedIn summary examples can give you inspiration for what to include on your own LinkedIn page.

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The Importance of the LinkedIn Summary

The summary or About section of your LinkedIn profile serves several purposes. This is where you can briefly:

• Highlight your experience and expertise
• Deliver a concise elevator pitch
• Note your skills and value

A well-written LinkedIn summary grabs readers’ attention with a solid hook and piques their interest so they’re motivated to learn more about you. Including relevant keywords in your summary and other areas of your profile can also help increase your visibility in search results, making it easier for prospective clients to find you.

Your summary doesn’t need to be book-length; a few paragraphs are sufficient as long as they’re well-written.

Note: The summary is different from the headline, which appears directly below your name. This section of your profile is where you’ll highlight your preferred job title and role.

Financial Advisor LinkedIn Summary Examples

Browsing LinkedIn can offer inspiration for how to write a killer summary section for your profile. If you don’t have hours to devote to reading advisor bios, here are a few examples to consider, ranging from least to most effective.

Example #1

Securities offered through XYZ Wealth Advisors, Member FINRA, SIPC

Specialties: Asset allocation, Portfolio management, Investment Management, Retirement planning, College planning, Estate planning, Insurance

Learn more: www.yourwebsitename.com

123 Broad Street

Anywhere, USA 12345

While prospects may not want to hear your entire life story right away, they typically want to know at least a little bit about you. This type of LinkedIn summary, however, doesn’t indicate that you’re interested in making a connection with the people who view your profile.

While there are some SEO keywords that could help you show up in search results, the summary itself is just the facts and not much of anything else that would encourage a prospective client to reach out.

Example #2

XYZ Wealth Advisors offer investment advice and financial planning to midlife professionals. We work with clients to develop strategic retirement plans, manage tax efficiency and build wealth. Our team believes in transparency, communication and building trust to help clients achieve their goals.

This LinkedIn summary is moving in the right direction, but there’s still room to expand and improve. The summary incorporates keywords that prospects might be searching for, and it highlights the firm’s key areas of focus and values. However, there’s nothing about it that’s remarkably interesting, intriguing or unique.

Example #3

Jane Smith is a Certified Financial Planner™ (CFP®) and CFA charter holder with 15+ years of experience guiding women toward their financial goals. Her primary focus is retirement planning and the unique challenges women face in building wealth. She regularly offers her services as a pro bono advisor through ABC Organization, a nonprofit dedicated to aiding women and families achieve financial security. As a fee-only fiduciary advisor, she is committed to the best interests of each client she serves. Since joining XYX Wealth Advisors, she has ranked 54^h in Darron’s Top 100 Financial Advisors and received an Excellence Award from Investment Talk News. She lives in the Northeast, and her hobbies include hiking and spending time outdoors with her children.

This summary is an improvement, and has plenty of personal touches. It speaks to the types of clients she helps and the obstacles those individuals face in reaching retirement security. The summary also highlights her volunteer work and professional achievements, as well as humanizes her by mentioning her hobbies.

While it leads with her professional designations, it’s a bit light on keywords that could make this profile rise to the top of search results. It’s also has no breaks or bullet points, making it a little difficult to read.

Example #4

Hi, I’m Jane Smith, a Certified Financial Planner™ (CFP®) and chartered financial analyst who’s spent the last two decades helping women achieve prosperity and security. After seeing my mother unexpectedly become a widow in her 40s, I know firsthand the obstacles women often encounter in building wealth. My experiences are what motivate me to develop the creative solutions women need to overcome them.

I believe that working with an advisor is how you get closer to your goals, and I want to be your guide every step of the way. Financial planning is a partnership that’s built on transparency, clear communication and trust, and as a fee-only fiduciary advisor, your interests always come first.

As a busy mother of two children, I understand that your time is valuable. Whether you need help with retirement planning, managing the financial implications of caring for children or aging parents, or navigating the aftermath of a divorce, I’m here to support your financial journey.

I’ve been recognized as a Darron’s Top 100 Financial Advisor, and I’ve also received an Excellence Award from Investment Talk News. I’ve also had the privilege of appearing as a regular guest on the “Women’s Wealthy Life” podcast, where I discuss money, motherhood and midlife.

When I’m not helping my clients break through barriers to achieve financial freedom, I enjoy spending time in nature with my kids. I invite you to connect with me to learn more about how we help women like you at XYZ Wealth Advisors.

–>Join my free seminar, “Retirement Roadmap: What Women Need to Know”

https://www.xyzwealthadvisors.com/retirement-roadmap

This LinkedIn summary is obviously different from the other examples. It’s friendly and approachable, but still professional. There are some personal elements woven in, and it’s evident who this advisor helps and why.

The summary includes keywords and mentions what the advisor values. It also includes two calls to action, one encouraging readers to connect and another directing visitors to enroll in a free seminar to learn more about retirement planning. This is a solid example of how to create a LinkedIn summary that separates you from the crowd.

Tips for Writing an Effective LinkedIn Summary as a Financial Advisor

You’ve compared examples, so now it’s time to write your own summary. Here are a few tips for creating a LinkedIn summary that helps you get noticed:

• Start with a solid hook or opening that encourages visitors to keep reading
• Mention your expertise and skills, but keep the focus on the prospective clients’ needs
• Add personal touches, and tell a story if possible
• Consider mentioning professional achievements, such as awards you’ve won or books you’ve published, if they underscore your expertise or value
• Include a clear CTA, with a link or phone number if applicable

Maintain a friendly, professional tone, but steer clear of too much jargon. Break up your text with paragraphs or bullets, and avoid run-on sentences. Proofread your summary to check for grammatical errors, spelling errors and typos. And remember to review your summary periodically to update it if needed.

Bottom Line

If you’re not using LinkedIn to attract prospective clients, you could be overlooking a valuable marketing channel. Developing a complete profile that includes a compelling headline and summary can help you stand out and increase your brand visibility.

Tips for Growing Your Advisory Business

• Marketing can take up a lot of room in your busy advisor schedule, and you may be looking for a simpler way to attract clients. Working with an advisor marketing platform like SmartAsset AMP can help you connect with leads and build relationships using automated tools. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
• LinkedIn Sales Navigator offers access to a suite of marketing tools for advisors and other professionals who use the platform for prospecting. Sales Navigator comes with a variety of features to help you identify leads, make connections and nurture them to convert more prospects to clients.

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