Financial Planning has compiled key insights from advisors on how to utilize LinkedIn effectively.

First, advisors can leverage LinkedIn to expand their professional network. The platform makes it easy to track former colleagues' career moves, potentially sparking collaboration with their new firms. LinkedIn enables tighter, more connected circles, making it easier to keep in touch with relevant contacts and open doors to new opportunities.

Second, staying top of mind with clients and prospects is essential. While many advisors still consider LinkedIn a static resumé, treating it as a "living, breathing" profile that engages followers regularly can yield greater benefits. Consistent posting, from short-form videos to curated newsletters, positions advisors as active, knowledgeable voices in the industry.

Finally, Financial Planning also recommends that advisors tap into others' networks by engaging with influential LinkedIn members. For example, tagging influential figures in posts or creating niche-specific lists can significantly expand reach when these individuals interact with the content.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.