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.
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FAQs
How can financial advisors use LinkedIn activity to improve client relationships?
Financial advisors can use recent LinkedIn activity to gain valuable context about their clients' career changes, company updates, milestones, and personal achievements, enabling more meaningful and relevant conversations that create a personalized client experience and strengthen long-term trust.
How can I integrate clients' social media profiles into my CRM for better meeting preparation?
By tracking your clients' social media profiles, such as LinkedIn, on their customer records in your CRM, you can receive aggregated social media listings in features like Ask Anything or Pre Meeting Briefs, which help you prepare more informed and personalized client meetings.
Is the social media aggregation feature available to all users?
No, the social media aggregation feature is an early access feature and is only available to Business Plan users.