The LinkedIn Playbook:
Built Specifically for Financial Advisors
Including How to Get Cited by AI When Prospects Are Searching
AI tools like ChatGPT are now recommending advisors by name when prospects ask financial questions. If your LinkedIn isn't optimized, you're not in that conversation — and you could be missing your opportunity.
A profile that converts — and gets cited
The exact headline formula, summary structure, and Featured section setup that signals credibility to prospects and AI tools alike.
Content that earns citations, not just likes
How to write posts and articles that AI platforms surface when your ideal clients are searching for answers — including the hook structures and formats that work best.
A 5-minute weekly routine to grow the right network
The Friday calendar habit that compounds into hundreds of prospect connections over a year — without spending money on ads.
Tools that save you 4+ hours a week
The exact tools advisors use to create, schedule, and stay visible — so LinkedIn doesn't become a second job.
The AI Advantage Most Advisors Are Missing
LinkedIn is now the #2 most-cited domain across AI platforms. Citations of LinkedIn content by AI tools are up 4-5x in the past year - and 80% of those citations are LinkedIn articles specifically. This guide shows you exactly how to be one of them.
4-5x
More AI citations vs. last year
#2
Most cited domain by AI tools
5.6x
More follower growth posting weekly
This is exactly what I needed. As an advisor there is so much to keep up on - the AI piece was never on my radar until now. Extremely helpful and immediately actionable.
Financial Advisor
LinkedIn Workshop Attendee
This Guide Was Built on What Actually Works
Samantha Russell has grown her own LinkedIn following to +50,000 followers and has spent years teaching financial advisors how to do the same. The strategies in this guide come directly from what she's tested, refined, and seen work for advisors.
Download the guide and start building a LinkedIn presence that works – with prospects and with AI.
