Financial Services is one of the most competitive industries for Digital Marketing. On Google you are looking at $50+ per click and SEO is largely ineffective.

Did you know that over 70% of high net worth individuals between 55-64 use LinkedIn for financial communication and research. Of all the social networks, LinkedIn is recognised as the most effective social channel for doing business.

You are on LinkedIn, and you know your customers are but how do you turn that into new business and revenue for your business?

“The targeting capabilities of the LinkedIn platform helped us to identify the right people and engage them with the right content at the right time.

This – along with the ability to monitor performance – enabled us to not only sustain but grow the volume of quality leads.”

-Bree Marr, American Express

Social media opens the door for revenue producers, agents and advisors to become resources for customers moving through the decision making process.

The savviest financial professionals are using LinkedIn to position themselves as experts, seize more opportunities and achieve their goals.

Sending a LinkedIn invitation and getting a $70 million account was all in a day’s work for one Morgan Stanley financial advisor—not all in the same day, mind you, but in the sense of day-in day-out use of social media that the firm actively encourages.

Financial advisor Mitchell Rock won a $70 million account for Morgan Stanley after connecting with a prospect in North Carolina.

Morgan Stanley provides its advisors with compliance-friendly, pre-approved content, so that advisors needn’t spend lots of time finding relevant material, and it archives all communications and tracks audience engagement.

For example seeing what information audiences are sharing and surveying advisors to see what kind of business they’re bringing in.

So what are the steps involved?

  1. Build your brand / profile optimisation
  2. Find people in your target demographic
  3. Connect with customised connection requests
  4. Convert connections into highly qualified appointments
  5. Build your brand and become an industry leader through content marketing

I could go into more detail here, but let’s look at a case study instead….

Case Study:

Here is the summary of month 1 straight from the campaign report of our one of our clients at Bibby Consulting Group, called TSD Advisory.

“The target market has responded well to the engagement message with a 10.3% conversion rate (message-to-lead). In month one campaign has generated 271 profile views, 234 engagement messages and 24 leads.

Results expected to improve further as campaign settles in.

Above image shows success measures after month 1 of campaign – namely profile views, engagement messages sent and volume of leads generated.

Watch the video below to hear Ashwin’s story…

Is your financial services firm effective on LinkedIn?

At Bibby Consulting Group, we specialise in growing financial services companies using LinkedIn marketing that demonstrates a measurable, scalable return on investment.

>> Book a FREE LinkedIn profile review – CLICK HERE


Nathanial Bibby is the Founder of LinkedIn marketing agency Bibby Consulting Group, 2x winner at the Social Media Marketing Awards for Best Use of LinkedIn 2019-2020. Nathanial is the creator and host of LinkedIn Heroes, Monday Night Live & The Nathanial Bibby Podcast. The Social Media Marketing Institute ranked him #1 on the Top 20 LinkedIn Experts in the Asia Pacific region.