The Financial Advisor’s Guide to LinkedIn – Part 4: Joining LinkedIn Groups To Increase Your Influence

By Loic Jeanjean and Lisa Craviero, Advisor Websites on Thursday, January 27th, 2011

Welcome to Part 4 of our complete LinkedIn guide for financial advisors. For those of you unfamiliar with the business-oriented social networking site, LinkedIn offers a number of features that will help increase your visibility within the financial industry and promote your services.

Part 4: Joining LinkedIn Groups To Increase your Influence

LinkedIn isn’t just a one-way public forum for you to display your qualifications, there’s also  plenty of opportunity to interact with others. For instance, LinkedIn groups are an excellent way to share your knowledge, engage your prospects and learn from industry professionals. There are over 700,000 to choose from, which means there is pretty much a group for everyone.

How Do I Join?

Think about your interests. To begin, you need to think about what groups you want to join. You can do a bit of research to see what groups are out there, and check out your connections’ profiles to see what groups they belong to.

Search for groups. If you click on ‘groups’, located in the top navigation (as shown below), you can then type in your queries in the search box to the right. Try typing in financial associations you belong to, or even financial magazines.

TIP: When you start typing, LinkedIn automatically lists a number of groups with those words, making it easy for you to stumble upon groups that may interest you.
Need some help finding a group? Here are a few that we like:

  • Financial Planning Association
  • MDRT
  • Advisor Perspectives
  • Financial Advisor Magazine
  • Morningstar Advisor
  • Social Media Marketing for Financial Services

Request to join. When you find a group you like, click on its name to read a brief description and find out which of your connections may already have joined. If you still want to join, click on the bright yellow ‘Join Group’ button.

Group Settings. You will be taken to a page where you can adjust your settings for that particular group. You have the option of getting daily or weekly emails of all group activity, or you can simply log-in to LinkedIn when you want to view the latest activity.

View ‘Groups You Make Like’. Similar to the ‘People You May Know’ feature, LinkedIn also suggests a number of groups you may enjoy based on keywords from your profile. This function is accessible from the pull-down menu when you scroll over the Groups link on the top navigation.

TIP: Don’t worry about joining every group that sounds interesting. We suggest joining 3-5 groups based on your professional interests. Focusing your efforts on a few groups will help you better engage and get to know the other group members without depleting too much of your time.

So you’ve joined some groups.. now what?

Now is the time for you to share your knowledge and add to the discussion. When you first join a group, have a look through the discussions taking place and get comfortable with the format. Once you’ve taken a good look and are happy with the group, try to leave a few comments.

TIP: When others leave feedback for you, try to respond and acknowledge their comment. This will help you get to know other members and keep the conversation going.
If you have written a blog article, found an article of interest or have other news or opinions to share, start a new discussion!

TIP: For those of you with a blog, sharing a link to your article is a great way to increase site traffic. This also works if you have your Twitter feed linked to your LinkedIn profile.

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