5 Ways to Find Clients on LinkedIn


If you think LinkedIn is just an online platform to share your resume, think again. LinkedIn is so much more than that. It’s a professional social media network where financial advisors can share information with centers of influence and connect with clients.

Advisors can also grow their businesses in several ways, such as soliciting client referrals, participating in the community, and participating in networking events. But did you know that you can also use social media as a search tool? It’s true. Advisors can use prospecting with LinkedIn and more. With more than 400 million users and several different search parameters, it can help you find and connect with your ideal client.

Here are five ways to find clients through LinkedIn.

Logical searches

Logical searches are a basic search for all information on the entire social media platform, including groups, people, and profiles. All you have to do is type in the words you’re looking for, and you’ll see all the search results. You can also refine your search by combining terms with reference words such as AND, OR, and NOT.

To run a logical search, go to LinkedIn and type retirement into the search bar and click the search button. It will return absolutely anything related to LinkedIn that has the word “retirement” somewhere on the profile or page. 

Advanced search feature


This is a more refined search option that will help you find your potential client using a variety of canned criteria such as location, current company, industry, and school. The Advanced search feature is for user profiles only, which is very useful if you want to start connecting with new potential customers. 

This is a useful search tool when looking for your ideal customer online. The only drawback is that search results need to be saved. It is best to set aside some time in your day to review the list and connect to your search results.

LinkedIn Sales Navigator

If financial advisors want to create lists of leads and save them for later reference, you’ll have to pay for them. The ability to create even more targeted lists – not by the city, but within a 10-mile radius of your zip code – is available through a paid LinkedIn feature called Sales Navigator.

LinkedIn’s Sales Navigator is a search tool designed to help financial services professionals find and connect using social media. It offers several features, such as the ability to send direct messages to non-connections, follow companies in the news and set up alerts for potential clients. 

People you may know

This networking option is available to all users at no additional cost. If you go to your profile and click “Home,” you’ll see “People You May Know” at the top right of your home page. That’s LinkedIn working its magic behind the scenes.

The profile images you see are linked to people. LinkedIn prompts you to make connections using criteria you have, such as jobs in the same industry, with a current or past employer, or with similar links. All you have to do to increase your network is click Connect.

LinkedIn Groups

LinkedIn groups are the social media equivalent of a networking event. Consider a group as a room and participants as participants. Connecting groups is both a cost-effective and time-efficient way to market and find new clients.

Financial advisors can use groups to find certain demographics that cannot be found through other options. These include alumni, common interests, hobbies, charitable support, and local associations. 

To find local groups, enter the name of your city in the search bar and select Groups from the drop-down option on the left side of the search bar. Once you click search, you will find all groups associated with your city name. You can search for similar results for charity groups, local sports associations, hobbies, or physical activities.

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What is Video Marketing?

Video content is a powerful marketing solution these days. People actively use social media, and businesses promote their products and services on popular platforms. The most effective medium for communicating their brand message is a video. According to the statistics, 86% of businesses use video as a marketing tool. There’s no wonder as the audience better perceives the message visually. Videos boost engagement, leads, sales, and brand awareness. In this article, you will find more about video content marketing, its types, importance, and process.

What is Video Marketing in Simple Words

You know that content marketing is the creation and distribution of different pieces of content, including textual, audio, and visual materials. Consequently, video content marketing is a marketing approach based on video content. 

Businesses create various videos as a part of their marketing strategy, like brand films, FAQ videos, documentaries, educational videos, case study videos, explainer videos, culture videos, instructional videos, etc. Read on and find out why businesses now rely much on video content in their marketing campaigns. 

Benefits of Video Marketing 

Video content marketing is a powerful solution for your business, and here we’ll tell you why. 


Better Engagement

A short video is worth thousands of words. Sounds strange, but it’s true. It’s reported that our brain processes visuals 60,000 times faster than text. Videos work cognitively, increasing comprehension and attention, as well as emotionally stimulating creative thinking. Here are more advantages of using marketing.

High ROI

87% of marketers report video has helped them generate good ROI. These numbers are impressive, proving that video marketing is not just a trend but a powerful marketing solution. A high return on investment means that by investing in a marketing campaign, you will not lose your money but generate a considerable profit. 

Increased Sales

Advertising products and services with video businesses have their sales and conversion boosted. It’s reported that 81% of marketers say video has helped them directly increase sales. Videos attract a larger audience who make purchase decisions after watching your engaging content. 

Better Ranking

If you want to rank higher in search engine results, video content can assist you with that. Search engines like videos, especially with titles, descriptions, and captions containing relevant keywords. People spend more time on your site when watching a video that has a positive impact on your search ranking. 

Brand Awareness

We should also mention that high-quality video builds trust and makes your brand more recognizable. 93% of marketers say video has helped them increase brand awareness. Incorporate your brand elements, like logo, fonts, colors, etc in a video, tell about your company, and people will trust you more. 

The Process of Video Marketing 

Creating an effective marketing video is a time-consuming process. Here we prepared a simple guide to show you how it works. 

Set Your Objectives

The first step in developing a marketing strategy is defining the reason why you need a video. You should not blindly follow trends but understand the value of this content type for your business. Answering the question of why you create a video will help you target the right audience. For example, your video may influence the community and encourage important changes, you may show behind the scenes of your company to connect with your customers, you may teach customers how to use your product, or give them useful information related to your brand. 

Know Your Target Audience

It’s crucial to know your target audience to establish close connections and evoke the right emotions. Research who is your potential audience and what can spark their interest. These may be surveys, interviews, and demographical data that will help you tailor your video marketing strategy. Then, do your research to find one of the best video production companies to advise you on what content you should include in your videos and create some strategies that your business can use to target your audience. 

Film and Edit Footage 


Businesses may generate marketing videos themselves or hire a team to create video content. Both options have their pros and cons. Companies decide if their budget and resources allow them to benefit from agency services or make a video with their phone camera. If you want to fully control the process and show off all ins and outs of your brand that are worth the audience’s attention, make a video on your own. In order to do that, find appropriate hardware and software equipment. Programs that add sound to video, edit the footage, balance color, and light, and improve sound quality will be very useful. 

Distribute Your Content 

Now you should share your videos through the right marketing funnels. These may be websites and social media channels. You can advertise your content, use influencers’ services, and most importantly, optimize your content. Short, engaging videos with catchy thumbnails and proper keywords in titles, descriptions, and hashtags will easily find their viewers. 

Measure the Video Success

You won’t know if your marketing strategy is effective and how to improve any mistakes until you analyze the video performance. Social media analytics tools will assist you a lot if you post your content on one of the platforms. Consider key performance indicators (KPIs), like views, watch time, impressions, view-through rate, and clicks. And also measure the return-on-investment rate. If you invest in video marketing more and don’t see a significant increase in sales, your campaign is not effective. 

Video Marketing on Social Media 

When choosing a platform to post your video, you should learn the optimal length and formats of videos on popular platforms. 

  • Facebook has an analytics tool and Creator Studio for generating video content. Consider the video you share is up to 15 minutes and includes captions. 
  • Instagram users can post IGTVs from one minute to one hour or Reels for up to fifteen seconds. Generate fun and casual content for Instagram. 
  • YouTube videos can have different lengths, but for a marketing video, it’s better to stick to a ten-minute length. You can create an informative video for your YouTube channel. 

Final Thoughts on Video Marketing

Now you see that video marketing can help your business succeed. You can create and post on your site or social media channels various types of marketing videos. The benefits of that content marketing strategy are numerous. We hope you understand the concept of video content marketing better and can bring it to life when needed.small business coach