Are Financial Advisors REALLY Getting Clients From LinkedIn?

Podcast: Financial Advisor Marketing Podcast · James Pollard

Opublikowano: 2026-07-20

I am constantly asked by financial advisors who tried LinkedIn but failed with it whether or not it's really a platform for getting high-quality clients. My response? Yes, financial advisors are really getting clients from LinkedIn. But only if they're not making one of the four fatal mistakes I reveal in this episode. Unless you've only tried LinkedIn for a day and gave up as quickly as you started… if LinkedIn hasn't led to a handful of high-quality appointments and real clients who happily fork over your fees, then I'm willing to bet that...