Leading Advisor Financial Advisor Coaching

Here Is A System To Improve Your Recommendations On LinkedIn

Simon Reilly | November 14, 2011 | Filed: Social Media

Here is a system that we just created to simplify receiving Recommendations on LinkedIn.

I believe that clients have far too much on their mind today to stop to take the time to create a LinkedIn recommendation.

Just like asking for testimonials, we have always used this procedure to create these kinds of testimonials.

We have taken the step to another level by writing the following procedure to give our advisor clients that have given us testimonials the instructions on how to imbed their specific testimonial into a LinkedIn recommendation.

I believe that the advisor or coach in our case must make it easier for their client to do the recommendation or it will likely not happen.

Given the strength of our client relationships and the testimonials, the recommendations on LinkedIn should be seamless.

One last thing, as far as do’s and don’ts when asking for Recommendations on LinkedIn …

Make sure the testimonial / recommendations are sincere and from the heart – not canned.

One could make it a goal to get a testimonial / recommendation every two weeks or every month, that way their LinkedIn Profile is being updated.

I don’t believe one can have too many sincere and from the heart testimonial / recommendations.

One thing I know for sure is; I have received an on-mass request ( spam ) for a recommendation and I barely know who the person is – very tacky!

Creating A LinkedIn Recommendation Using Your Testimonial for Simon

Dear Client,

Thank you very much for going out of your way to offer the following testimonial that you have provided me with.

“When I saw Simon first present the One Page Business Plan I immediately knew I could use his help. Every year I have to complete a business plan and I agonize over preparing the details. With his program, it is easy to get started. You can just click on the tabs and put a Business Plan together in a very short period of time. Then, I was lucky enough to have won his book as a door prize. I didn’t have to get very far into his book to realize there was some very powerful material in it that really resonated with me.

Besides having a business plan which is concise and easy to follow, I’m enjoying even more the personal development work we are doing in my coaching sessions. I have always attended motivational speakers, seminars, workshops and have worked with other business coaches but this is a different experience than everything else that I’ve done. Firstly, it is so personalized. Simon works with me – not just a group in a room. Secondly, business roadblocks are always about the psychological side and all the other stuff that gets in our way. His coaching is getting to the inner core, the WHY behind the perfectionism, the procrastination and at times the workaholism, trying to seek the approval of others. I don’t think there’s anybody else touching that.

Simon gives very personalized service: picking out material/exercises that I need to complete to improve. I didn’t realize initially how much material would be here. I love this stuff. Not only that, but Simon is helping me build a good team around me and that is an extra bonus and value for my money.

I find his coaching very helpful and I appreciate having him in my life.”

I am wondering if I can ask you for one more step and that is given that we are connected on LinkedIn, would you be open to offering the same testimonial as a LinkedIn Recommendation?

I have included easy step-by-step instructions to guide you through the process.

In a way, this exercise will be a learning experience that you might be able to model with your own clients.

Thank you,

Simon

Step 1. Here is your Testimonial. Highlight and copy it.

“When I saw Simon first present the One Page Business Plan I immediately knew I could use his help. Every year I have to complete a business plan and I agonize over preparing the details. With his program, it is easy to get started. You can just click on the tabs and put a Business Plan together in a very short period of time. Then, I was lucky enough to have won his book as a door prize. I didn’t have to get very far into his book to realize there was some very powerful material in it that really resonated with me.

Besides having a business plan which is concise and easy to follow, I’m enjoying even more the personal development work we are doing in my coaching sessions. I have always attended motivational speakers, seminars, workshops and have worked with other business coaches but this is a different experience than everything else that I’ve done. Firstly, it is so personalized. Simon works with me – not just a group in a room. Secondly, business roadblocks are always about the psychological side and all the other stuff that gets in our way. His coaching is getting to the inner core, the WHY behind the perfectionism, the procrastination and at times the workaholism, trying to seek the approval of others. I don’t think there’s anybody else touching that.

Simon gives very personalized service: picking out material/exercises that I need to complete to improve. I didn’t realize initially how much material would be here. I love this stuff. Not only that, but Simon is helping me build a good team around me and that is an extra bonus and value for my money.

I find his coaching very helpful and I appreciate having him in my life.”

Step 2. Login to your LinkedIn account and find Simon in your contacts.

 

 

 

 

Step 3. Click on Simon’s contact listing to open his profile and click on Recommend Simon in top right hand corner.

Step 4. Click on Service Provider and fill out the form that opens up. Your testimonial can be pasted into the Written Recommendation.

 

Click Save and you are finished!

 Please note that I have just written this process and we have not launched it yet.

About Simon Reilly

Simon Reilly Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 20 years.

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Simon Reilly has written 2528 posts on his blog.

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