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How to Optimize Your LinkedIn Headline

Indigo Marketing Agency

APRIL 28, 2023

If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.

Certified Financial Planner 130
Certified Financial Planner Financial Advisor Wealth Management Consulting 130
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

Salaske: What is an investment advisor? You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Thanks for reading.

CFP 59
CFP Financial Advisor Financial Planner Ethics 59
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