Q48 - Why Should An RIA Use LinkedIn?

This is episode #48 of the Transition To RIA question and answer series where I answer Registered Investment Advisor (RIA) related questions I get from advisors just like you. On today's episode I answer the question.....Why Should An RIA Use LinkedIn? “Do you know how hard it is to think someone's a jerk who asks you interesting questions about your background?” This was from Sara Grillo who joined me on this episode discussing an almost fool-proof strategy for how to connect with potential clients on LinkedIn. Transitioning your practice to the RIA model generally results in significant more flexibility in how you can position your firm in the marketplace, and communicate your brand. LinkedIn is arguably now the top social media platform to use for such business development purposes. But, WHAT IS THE BEST WAY TO USE IT WITH YOUR PRACTICE? Come take a listen as when Sara Grillo steps to the mic, class is in session and you know there’s a lot you’ll learn! About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.