The Financial Adviser LinkedIn Health Check
Are you making the most of LinkedIn to attract more of your ideal clients, professional introducers and connections? Discover your LinkedIn strengths and weaknesses in the next five minutes...
Your LinkedIn Health Check looks at the following key areas:
Your Profile
How are you presenting yourself on LinkedIn? Is your profile being found in search results by spammers or your ideal connections?
Your LinkedIn Strategy
What is your plan for attracting your ideal clients and connections? Do you know exactly how to use LinkedIn to support your client proposition?
Networking & Communications
LinkedIn is a networking platform first and foremost - are you using the site how it was designed to be used?
Your Posts & Content
Are you a networker or a broadcaster on LinkedIn? There is a right way and a wrong way to post content...
Your Company Profile
Most financial advisers are missing out by not using LinkedIn Company Pages the right way. Are you one of them?
Use of LinkedIn tools
LinkedIn has a wealth of 'hidden' features and tools. Are you using any of them to attract more of your ideal connections?
About us
Your LinkedIn Health Check
The LinkedIn Health Check was created by financial adviser marketing expert Philip Calvert. Philip is the author of LinkedIn Lead Generation Secrets and has presented to over a million financial advice professionals worldwide.
Simply answer quick and easy questions to get your personal score, results and tips. It's free and takes less than five minutes.
Trusted by World Class Clients
Canon
Maserati
Pfizer
University of Oxford
University of Cambridge
Novartis
Fiat
AstraZeneca
Academy for Chief Executives
Openwork
Intrinsic / Quilter
St James's Place
Schroders Personal Wealth
Chase de Vere
Guardian Wealth Management
Scottish Widows
Standard Life
Positive Solutions
Santander
MDRT (Million Dollar Round Table)
And many more, including thousands of individual IFAs & financial planners
BNY Mellon
Personal Finance Society
Schroders Personal Wealth
Institute of Financial Planning
Council of Mortgage Lenders
AXA Wealth
More 2 Life
GAM
Nucleus
"If you think you understand LinkedIn, think again. Philip will take you to depths of understanding of how to work with LinkedIn to maximise your engagement to a level that you would not believe. Thoroughly recommended."
Ges Ray
LinkedIn testimonial
Take your business to the next level on LinkedIn
This Scorecard will highlight your blind spots and provide instant, actionable steps to improve
