US financial advisers using LinkedIn for leads

financial-advisers/financial-planning/cent/financial-planners/money-management/

9 July 2012
| By Staff |
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The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers.

Almost two-thirds (61 per cent) of American advisers claim to have generated a lead directly from their LinkedIn network, according to the survey of 611 financial planners conducted by US market researcher Hubspot.

The Hubspot survey, first reported by US Financial Planning magazine, also found that 47 per cent of financial advisers who use a blog have acquired a client through it.

A separate survey of high-net-wealth (HNW) Americans and Canadians found 75 per cent identified LinkedIn as the social media platform they used most for investment research.

According to the Cogent Research survey of HNW clients, twice as many clients use LinkedIn as use Facebook, Twitter and Google+ combined.

Compared to the average investor, HNW clients are 37 per cent more likely to trust information on their LinkedIn network and 157 per cent more likely to trust articles that are shared on LinkedIn, according to the survey.

Fifty-three percent of HNW clients expect to receive "relevant and timely" content from social media platforms, and 45 per cent said they would value real-time interaction with an adviser or other investors, according to the Cogent Research survey.

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