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1.oak Collective

36 members • Free

2 contributions to 1.oak Collective
Why Financial Advisors Who Post on LinkedIn Are Eating Everyone Else's Lunch 🍽️
After @Mike Milligan weekly calls recently, I wanted to pull some more data to further drive home the point that not only in LinkedIn your digital business card it's the future of your business: 1. THE STAGE IS EMPTY — AND THAT'S YOUR EDGE Only 1% of LinkedIn's 1.3 billion members post content weekly. That 1% generates 9 billion impressions every single week. 99% of your competition is completely silent. If you're posting consistently, you're already winning before you say a word. 2. THE AUDIENCE IS ALREADY THERE - 62% of HNW individuals are on LinkedIn weekly - 50%+ of Americans with $100K+ portfolios are active on LinkedIn - 52% of advisors say being connected on LinkedIn makes it MORE likely they'll do business with someone - 23% of Gen Z won't even consider an advisor without a social media presence The people you want to reach are scrolling right now. The question is whether they're seeing YOU. 3. THE NUMBERS DON'T LIE - 86% of advisors who use social media gained new clients from it - Advisors with a content strategy generate 168% more leads/month and onboard 50% more clients/year - The most successful advisors post ~35x per month — roughly daily - Carousel posts get 596% more engagement than plain text - One advisor tracked $7,840 in new revenue per post Posting content is like running a referral engine 24/7 without picking up the phone. The data is clear. The tools are free. The audience is there. Sources - Broadridge 2024 Financial Advisor Marketing Trends Report → info.advisorstream.com - Putnam Investments: Social Media for Advisors Study → napa-net.org - Forbes: How to Generate $50K in Leads Weekly by Posting on LinkedIn → forbes.com - Buffer: 26 LinkedIn Statistics to Know for 2026 → buffer.com/resources
0 likes • 4d
great stuff Josef. One big takeaway as well for LinkedIn... AEO (AI version of search engine) looks at websites and linkedin to help recommend advisors to prospects so I would highly recommend the linkedin train!
Lessons about LinkedIn
For years I was resistant about using LinkedIn, most likely due to imposter syndrome. I’m finding my confidence in this platform now. Thanks @Mike Milligan for inspiring and encouraging me. I love a good challenge. I completed the weekly connect! I’ll do this again next week. I’ve made a few connections this past week because of the question. “If there’s one thing you I can do for you today, what would it be?” Great tip! Mahalo nui loa again!
Lessons about LinkedIn
1 like • Mar 20
some LinkedIn tips coming up on March's AMP Jr. call
1-2 of 2
Jeremy Houser
1
4points to level up
@jeremy-houser-4353
Host 🎙️ Advisor Mentorship Podcast

Active 4d ago
Joined Jan 19, 2026
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