Growing the Value  of Investment Advice

Money is on the move, creating new and newly dynamic investors who desire frequent, informed and personalized engagement. When financial advisors embrace new platforms  and reach out proactively, they’re in a great position to engage a generation  exploring new ways to invest.

Our report, Growing the Value of Investment Advice, reveals how financial advisors can leverage LinkedIn to grasp this opportunity.  It explores how trusted referrals, personalized outreach and tailored content come together to help them meet investors at the moments advice is most valued.

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Investors want advisors to take the
initiative, and will switch if they don’t

In volatile times, investors expect their advisors to reach out proactively,  and provide guidance on new asset classes and new ways to invest.

Want to hear from their advisor
weekly or more, up 20% since 2021

Are considering switching their advisor

Are switching for greater access to
crypto and 34% want to try out
new tech platforms

Discover the trends motivating investors

Referrals guide investors’ choice of advisor

Whether from friends, family members or banks, referrals  are the dominant factor guiding the choice of financial advisor.

Say referrals from family members are important to choosing a financial advisor

Trust referrals
from friends

Say social media is
very important for
advisor relationships

Say they open a message because they already know the sender

Explore how to generate warm introductions on LinkedIn

LinkedIn fuses the digital and the personal  to create moments of opportunity

With Sales Navigator Alerts and Lead IQ, advisors are able to respond when money  is in motion – and do so with the content and experiences investors expect:

Of investors say social media has a big impact on their advisor relationships

Say thought leader posts on LinkedIn are an important form of investment content

Want to find updates from companies they’ve invested  in on LinkedIn

Say LinkedIn Live Events deliver important investment content

Discover how to build an outreach strategy on LinkedIn

Growing the Value of Investment Advice

Growing the Value of Investment Advice

Our report, Growing the Value of Investment Advice, reveals how financial advisors can leverage LinkedIn to grasp this opportunity. It explores how trusted referrals, personalized outreach and tailored content come together to help them meet investors at the moments advice is most valued.

Investors want advisors to take the initiative, and will switch if they don’t

Investors want advisors to take the initiative, and will switch if they don’t

Referrals guide investors’ choice of advisor

Referrals guide investors’ choice of advisor

LinkedIn fuses the digital and the personal to create moments of opportunity

LinkedIn fuses the digital and the personal to create moments of opportunity

Growing the Value  of Investment Advice

Growing the Value  of Investment Advice

Our report, Growing the Value of Investment Advice, reveals how financial advisors can leverage LinkedIn to grasp this opportunity.  It explores how trusted referrals, personalized outreach and tailored content come together to help them meet investors at the moments advice is most valued.

Investors want advisors to take the
initiative, and will switch if they don’t

Investors want advisors to take the
initiative, and will switch if they don’t

LinkedIn fuses the digital and the personal  to create moments of opportunity

LinkedIn fuses the digital and the personal  to create moments of opportunity