An Engaging LinkedIn Summary

You have 2,000 characters to bring your LinkedIn profile to life using your summary.  This is one of the more intimidating components of your LinkedIn profile because you have the most flexibility and visual real estate – scary thought!

There is no shortage of opinions when it comes to writing your LinkedIn summary.  There are no perfect answers.   However, there are some strategies you can use to develop a new summary or enhance your current one. The following is a quick formula that I’ve developed and used effectively with a number of financial professionals.   First, I’ll mention a few rules to consider while you develop the actual text.  

The Guidelines

·      Write each section in first person.  I prefer to read profiles written in first person because they come across more genuine.  First person language gives your profile a “voice” that can easily be overlooked when writing in third person.

·      Try and avoid too much industry jargon.  This can give your profile a more biased and artificial feel.  Also, prospects can easily get lost in financial jargon.

·      Distribute keywords in a natural manner throughout your summary.  Brazenly littering your profile with keywords not only annoys the reader, but it makes you look salesy.  For example, avoid using “401K” twenty times.

The Formula

Keeping those guidelines in mind, the following are five potential short paragraphs for your profile.  I’ve also included a few questions to consider for each section. 

1.     Your Value Proposition:  Start by explaining what you do and how you add value to your clients.  What problems do you solve? What results do you get?

2.     Why You Do What You Do:  Why do you get up every morning to drive to work?  What motivates you?  What do you want to achieve for your clients?

3.     Your Specialties:  Do you work with a particular niche?  Do you solve a specific problem?  With whom do you enjoy working?

4.     Something Personal:  What do you enjoy doing outside of the office?  What are you passionate about? Family?  Organizations? Charities?

5.     Reasons to Connect: Conclude your profile (or begin it) with reasons that it may be appropriate for someone to request to connect with you.  What situations are your clients in when they need you most?  What professionals would benefit from partnering with you?  Tip: You may want to include an email address associated with your account in this section in case they need it to send you a connection request.

For this formula to work, you have to make it personal.  Give your profile a voice and personality.  This is not a section that should sound like a resume.  Instead, it should reflect your unique professional persona.  

Kevin Nichols is a thought-leader with The Oechsli Institute, a firm that specializes in research and training for the financial services industry.  Follow him on twitter @KevinANichols | www.Oechsli.com

Please or Register to post comments.

Latest Forums Topics

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/forums-graphic.jpg

"Do firms check U5's when hiring?"

Read More

More Topics

Insurance vs. Investment

Hey I just quit my job as an assistant to an FA (long story...) Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side. I talked to insurance agents at my old firm, commission seem to be comparable  and the market larger yet it seems the investment side attracts far more applicants.  So what made you choose insurance over invesment?  Did anyone make the transition from insurance to getting investment-liscenced properly?...More

Need sales based app for daily Management

Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..     thanks steve...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Most Recent Blogs & Columns
May 23, 2013
blog

The Blotter Report: Legal Legwork Pays Off

Federal and state prosecutors, as well as several New York law firms, have put the screws to advisors this week. Back in the U.S., a former stockbroker who fled prosecution for a pump-and-dump scheme was hit with a 7-year jail sentence this week, while FINRA and Massachusetts levied multi-million fines against some of the biggest independent broker-dealers....More
May 23, 2013
blog

Why I’m Bullish And We Are Not In a Bubble

Perma bears are not seeing the big picture. Now is not the time to predict the economic apocalypse or “aftershocks," according to New Constructs' founder David Trainer. Investors need to beware of those selling doom and gloom....More

Browse Blogs Browse Columns
Market Data

Market index values delayed 15 min

Newsletter Signup