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The Stephen and Kevin Show

The Stephen and Kevin Show Episode 78: The 20-Minute LinkedIn Routine for Financial Advisors

How to make the most of your time on the social network.


When it comes to using LinkedIn, you want to ensure you’re putting in enough effort to get results, but at the same time, you need a routine to make sure you’re not wandering aimlessly through the interwebs.

We see two ends of the spectrum. Some advisors never log into LinkedIn. Others log in daily for hour-long web-surfing sessions that go nowhere. How do you find the right balance? You need structure. You need a routine. We included a 10-minute LinkedIn routine in our release of The Indispensable LinkedIn Sales Guide for Financial Advisors. It’s been a few years, so we thought it would be a good time to give it an update.

At first, this routine may take a little longer than 20 minutes, but once you get into the rhythm of doing it regularly—it will be much quicker. This will put more structure around your usage and most importantly—it will ensure you are making the most of your time on the network.


Stephen Boswell and Kevin Nichols are partners with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols

TAGS: Prospecting
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