Financial advisors build stronger relationships when they stay informed on what’s happening in their clients’ lives and businesses. Recent LinkedIn activity can provide valuable context around career changes, company updates, milestones, and personal achievements – helping advisors have more meaningful and relevant conversations. Being prepared with this insight creates a more personalized client experience and strengthens long-term trust.

If you track your clients Social Media Profile such as LinkedIn on your Customer Record in your CRM you can now get aggregated Social Media Listing in both Ask Anything or in your Pre Meeting Briefs.

Example:

Use Ask Anything:

Improving Pre Meeting Briefs

Additionally you can use this information to improve your Pre Meeting Briefs

Update your Pre Meeting Brief Template to include language similar to:

Recent Social Media Posts (summarize any recent LinkedIn Social Media Posts in bullet point format)

When you receive your Pre Meeting Briefs (assuming your Client has a Linkedin Profile and its referenced in your CRM) and they are active on social media, a recent summary will be included in your Pre Meeting Brief.

Note: this is a early access feature, and is only available to Business Plan Users.

That’s It.

Need help with Prompting or AI Instructions? Contact [email protected]