LifeTalk Logo


Over 11,000 Financial Advisers, IFAs, Financial Planners and industry professionals use LifeTalk to share best practice, get help with exams, find Social Media advice and much more. Sign-up FREE here.




How to use and Leverage LinkedIn - Resources for IFAs and Financial Planners

How to use LinkedIn to Skyrocket your Sales.   Full speech by Philip Calvert at Successful Selling 2013 - the UK's foremost Sales Conference



Useful LinkedIn resources for IFAs and financial advisers

  1. NEW!  How to use LinkedIn:  300 Tips for IFAs and Financial Advisers - here

  2. NEW!  Webcast - LinkedIn for RIAs and fee-only advisors - here

  3. Join our LinkedIn group - here

  4. Free webcast How to leverage LinkedIn (for UK Financial Advisers) - below
  5. How to connect your IFA Life profile page to your LinkedIn profile page - click here

  6. Personal Consultancy on using LinkedIn within your advice business - contact

Follow IFA Life's Company Page on LinkedIn - click here >     



The Secrets of How to Leverage LinkedIn - What Every IFA Needs to Know Now and in a Post RDR World

Presentation includes sound, so please turn on your speakers.

Please share this page to LinkedIn



When you've finished watching, please visit this page to give us your comments and/or experiences using LinkedIn.  Questions are welcome too 

Philip Calvert is available to speak on Social Media at conferences and events; please contact IFA Life events for further details: events[at]



Click this now to post to Twitter




Author: Philip Calvert
Posted: Tuesday, March 15, 2011 | 7:53:05 AM

Bookmark and Share


09 March 2012 | 10:01:22 AM  Philip Calvert wrote:
@ Daren

Thanks for your comment. We have looked into this in some detail, and in practice LinkedIn do not enforce this point unless the user is blatantly misrepresenting themselves.

In fact, they even confirmed that their agreement does NOT say that you can't add something into your title/name.

Happy to discuss further if you are still concerned.

22 July 2011 | 7:04:54 AM  David Rowley wrote:
This is an excellent presentation really getting the message across that advisers do need to have a presence on this medium if they want to be taken seriously, especially by the corporate market as ...they will be checked out!
21 July 2011 | 1:27:36 PM  Philip Calvert wrote:
Thanks for your comment Daren - this has been raised before; I do it myself but they have never brought it up with me.

It also seems to be pretty commonplace on huge numbers of LI profiles, and we wait to see if they will do anything about it.

It's also worth bearing in mind that this is just ONE of the ways that will help search results on LinkedIn. The key is to update every one of the profile sections.

Thanks again


21 July 2011 | 1:20:38 PM  Daren Ward wrote:
My only comment is that LinkedIn are now auditing accounts and some of the practices outlined in this presentation go against their User Agreement -
One in particular is the use of your job title and company name in the account name fields and as a consequence you will be asked to make the relevant changes to bring your account back in line with their policies.
12 April 2011 | 3:41:40 PM  Richard Nolan wrote:
Excellent presentation and highly recommended – be sure to pay attention and take some notes! Once you’re on top of all this be sure to check out the Microsoft Outlook Social Connector with LinkedIn.

Leave a comment

You must be logged in to post a comment
Developed by BouncingFish