How to Build Your Personal Brand on LinkedIn for Financial Advisors?

How to Build Your Personal Brand on LinkedIn for Financial Advisors?

LinkedIn Growth Hacks

Table of Contents

In the current era of technology, establishing a personal brand holds immense importance for Financial Advisors.

It helps you stand out from the crowd, establish trust, and attract potential clients.  So,  let's learn why & how to build your personal brand. 


5 Reasons Why Building a Personal Brand on LinkedIn is Important for Financial Advisors

Here are 5 reasons why you should invest in building your personal brand:

1. Differentiate yourself from the competition: 

A golden egg in a cluster of white eggs showing differentiation from the competition.
  • Showcasing your unique skills, expertise, and personality sets you apart from other Financial Advisors.
  • Highlight your specialized knowledge in areas such as retirement planning, investment strategies, or tax optimization.
  • Stand out by sharing success stories, case studies, or testimonials demonstrating your value.

2. Establish credibility and trust:

  • Building a strong personal brand instills confidence in potential clients.
  • Position yourself as an expert by sharing valuable insights, thought leadership content, and industry updates.
  • Consistently provide reliable and accurate information to establish yourself as a trusted advisor.

3. Expand your network and reach:

An illustration showing a group of people doing networking online.
  • A strong personal brand attracts a wider audience, including potential clients, influencers, and industry professionals.
  • Engage with others in your field through networking events, LinkedIn groups, or industry conferences.
  • Collaborate with complementary professionals, such as estate planners or insurance agents, to expand your referral network.

4. Enhance your online presence and visibility:

  • Crafting a personal brand enhances your online presence, simplifying the process of being discovered by prospective clients through search engines.
  • Optimize your LinkedIn profile with relevant keywords and a compelling summary to improve your search rankings.
  • Regularly share valuable content on social media platforms like LinkedIn and Twitter to increase your online presence.

5. Attract more leads and clients:

  • A robust personal brand functions as a powerful attractor, drawing in potential clients who connect with your values and methodology.
  • By showcasing your expertise and fostering trust, your personal brand establishes a compelling reputation that increases the likelihood of clients choosing you over your competitors.
  • Leverage social proof by sharing client testimonials, success stories, or endorsements to demonstrate your track record of delivering results.

By investing time and effort in building your personal brand as a Financial Advisor, you can differentiate yourself from the competition, establish credibility, expand your network, enhance your online presence, and attract more leads and clients. 

Start crafting your personal brand today and reap the benefits of a thriving financial advisory practice.


How to Build Your Personal Brand:  4 Easy Steps

I'll show you how to build your personal brand on LinkedIn on autopilot using our tool Salesrobot.

This LinkedIn automation tool is custom-made for financial advisors who don’t have the time to reach out to potential clients and start a conversation.

You can use it to reach out to your dream customers on LinkedIn on autopilot and network  with them via direct messaging without lifting a finger.

Step 1: Register for a Free Trial by Signing Up

  • Proceed to Salesrobot and start your trial, as illustrated in the image provided below. Alternatively, you can click here to initiate your trial.
  • When you sign up, you only need to provide your name and email address without having to enter your credit card details.
  • Once you have completed the registration process, you will gain complete access to all the LinkedIn automation features available.
  • Once you have gained access, you can follow the next steps and engage with the provided instructions.
Salesrobot site
Landing page of Salesrobot.
Sign up page - salesrobot
Source: App-Salesrobot.

Step 2: Link your LinkedIn account to Salesrobot

  • Enter your LinkedIn email id and password, and select a location closest to you.
  • You have successfully connected your LinkedIn account to Salesrobot, and now you can kickstart your brand building campaign!
Adding LinkedIn account on salesrobot
Source: Salesrobot

Step 3: Start a LinkedIn outreach campaign

  • Head over to LinkedIn Search or a LinkedIn Sales Navigator Search and identify your dream clients using filters such as company headcount, industry, geography, and the right job titles.
  • Copy the search URL and paste it into Salesrobot. 
  • Set the campaign sequence, and you're good to go! 

Create campaign page of Salesrobot
Add LinkedIn profile to campaign page of Salesrobot
Search result page of LinkedIn search
Import prospects from LinkedIn search page of Salesrobot
Create sequence page of Salesrobot
Create sequence page of Salesrobot
Create sequence page of Salesrobot
Create sequence page of Salesrobot


Campaign page of Salesrobot showing all the campaigns


Step 4: Quickly reply to all your new messages and build rapport with your potential customers

  • It is essential to respond promptly to incoming replies as you begin to receive them.
  • You can reply to them directly within Salesrobot's Inbox or from your LinkedIn Inbox.
Inbox page of Salesrobot where all the messages will be shown

Cost to Build Your Personal Brand on LinkedIn

This section will address the question, "What are the expenses associated with building your personal brand on LinkedIn?"

You can consider Salesrobot

Salesrobot offers a single professional pricing plan affordable for teams of any size and a 100% Whitelabel platform for agencies offering LinkedIn marketing services for financial advisors.

Here is a summary of the plan:


Power-packed plan with everything you could ask for

  • 1 LinkedIn account, 1 email account (unlimited email accounts coming soon for the same price 
  • Get free emails and phone numbers for prospects.
  • Import from CSV/Sales Nav Search/Normal Search/Groups /Post Comments /Hashtag Search/ Events
  • Smart Inbox + auto follow-ups
  • All integrations
  • Action, location, prospect insights dashboard
  • Group messaging, Event Messaging
  • Contact info of prospects - emails, phone number
  • Invite unlimited team members and access controls.
  • Delete pending invites
  • Automated reports to any number of emails
  • Send birthday wishes to your connections automatically.

$99/month/account paid monthly (20% annual payment discount)

Pricing plan of Salesrobot professional plan

For Marketing Agencies/ Consultants/ Freelancers serving Financial Advisors:

Salesrobot provides a 100% Whitelabel platform, enabling agencies that serve financial advisors to customize their branding and pricing according to their specific needs.

The starting investment is a $1200/year fee (recurring every year) for setting up the Whitelabel. 

In terms of pricing, this is how it works:

  • $79/mo. per LinkedIn account for 1-10 accounts
  • $69/mo. per LinkedIn account for 11-20 accounts
  • $59/mo. per LinkedIn account for 20-50 accounts
  • $49/mo. per LinkedIn account for 50-100 accounts
  • $37/mo. per LinkedIn account for 100-400 accounts
  • $25/mo. per LinkedIn account for 400+ accounts

24/7 Email and Tech Support. We serve as your dedicated technical team!

Ready to Start Your Personal Brand Building Journey?

And there you have it, my fellow financial advisors! We've reached the end of our journey, exploring the importance of building a personal brand.

From establishing trust with clients to standing out in a crowded market, we've covered it all. 

Now, it's time for you to take action and unleash the power of your own brand. Imagine the doors it will open, the connections you'll make, and the impact you'll have on your clients' lives. 

So, go ahead, put your superhero cape on, and start crafting your unique brand story. Trust me; it'll be a game-changer for your business. Now, off you go, my friend, and conquer the financial world, one brand at a time!

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Get free leads for 14 days

Get Started
Stop relying on personal connections to get more customers

Start generating high-quality leads in next 60 mins
(like our 3000+ users do)