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LinkedIn

Getting your business going!

Step-by-Step Strategy to Build Your LinkedIn Personal Brand in Financial Services

 

1. Optimize Your LinkedIn Profile for Credibility
Before posting, ensure your LinkedIn profile is optimized:

  • Headline: Clearly state what you do and who you help.

    • Example: "Helping Business Owners & Professionals Build and Protect their Wealth"

  • About Section: Use storytelling and key industry insights to introduce yourself. Make it client-focused.

  • Professional Banner & Profile Picture: High-quality, professional images with branding elements.

  • Featured Section: Add high-value content such as case studies, articles, or testimonials.

  • Experience & Skills: Highlight key experiences, endorsements, and recommendations.

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2. Post Regularly Using a Content Calendar
Post 3–5 times a week using a mix of content formats (text, carousel, video, polls, and infographics). Each post should add value, educate, and engage.

 

UNDER CONSTRUCTION!!!

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FOR TRAINING PURPOSES & INTERNAL USE ONLY.

DO NOT SHARE WITH THE PUBLIC!

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Paramount Leadership Development is an organization that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, (In California dba World Financial Insurance Agency, LLC.), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”).

These agents offer insurance products through World Financial Group Insurance Agency LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., (In California dba World Financial Insurance

 

Agency, LLC) and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA.

WFGIA Headquarters: 6400 C Street SW, Cedar Rapids IA 52499. Phone: 770.453.9300.

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Tax and Legal Disclosure Neither World Financial Group nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.

 

SUCCESS / RESULTS FOOTNOTE:
Many people have experience various levels of success with World Financial Group. However, each individual’s experiences may vary. This statement is not intended to nor does it represent that any individual results are representative of what all participants achieve when following the World Financial Group system.

 

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