Written by Amy Parvaneh and originally published on Linkedin
I have been a strong advocate for utilizing social media and LinkedIn for client acquisition. However, not everyone succeeds with it and there’s definitely a reason. The key punch line is: It is a SOCIAL form of media, meaning the more you can create a sense of a real, authentic community, the better the results.
I've been writing and speaking for a while now about my love for LinkedIn. If you review various big "influencers" on LinkedIn, you'll see styles vary, and everyone who is succeeding on this platform has a somewhat unique strategy. However, there are some major commonalities, and I'd like to help you define yours so you can have a CONSISTENT FLOW of opportunities and clients for your business. Following these can help you see what it takes to get clients on LinkedIn, and answer, once and for all, your question: "Why am I not getting any clients on LinkedIn!"
Mistake #1: You don't have enough connections
My rule of thumb is that the real "movement" and consistency of leads doesn't start to happen on LinkedIn until you're close to at least 5,000 connections. Again, I don't have LinkedIn's algorithm, but I can tell from my own experience, as well as seeing it with clients and peers that the back-of-the-envelope calculation is to expect a minimum of 0.02% of your connections will take a meeting with you (or reach out directly to you) per month (IF you're not making some of my other mistakes below). So if you just do a quick math, you'll see that that could equate to AT LEAST one meeting a month once you hit the 5,000 mark.
Now, can you get a lot leads and opportunities before reaching 5,000? ABSOLUTELY. But that will require a lot more of YOU digging through names, writing customized inmails to them and more (more PUSH marketing). But if you want the leads to come to YOU, then I would say it's all about eyeballs, and at 5,000, we're talking about a good "mass quantity" to have more of a PULL rather than push approach.
Want to find out how to increase your number of followers and connections? I made a video about it below!
Mistake #2: You don't have enough of the RIGHT connections
Which leads me to my second point. Just having connections isn't enough! You can have 5,000 connections, but if the majority of them were just added by default and not through a targeted connection process, that doesn't count. So my rule of 0.02% of connections ONLY applies to your TARGET connections. Have you sifted through your followers to see how many of them are actually possible prospects for you? If out of the 5,000, only 500 are valid, you're FAR away from getting a consistent flow of prospects on LinkedIn.
How do we recommend getting the RIGHT prospects? I've made a video here:
Mistake #3: You're not spending enough time on Linkedin YOURSELF!
Outsourcing the process of getting more followers on LinkedIn, posting and inmailing is a tremendous advantage and upper hand to those who can afford it; but our study shows that that's not enough on LinkedIn. LinkedIn can tell if you're engaged with your followers or if you're just outsourcing the process to someone else. Are you commenting, liking, reading feeds and replying back to those writing to you? If not, you're not "relevant" enough for LinkedIn to show much of your content. Much of your posts may go unviewed, which means your material may not get in front of your target audience.
What can you do everyday on LinkedIn? I've made a video here:
Mistake #4: You're not posting enough PERSONAL stuff
Yes, we know LinkedIn isn't Instagram or Facebook. Yet some of the HIGHEST post likes and views come from posting about yourself, your family, your upbringing.
Why? Are you selling a technology? A software? A code? If not, and you're selling YOU and YOUR TEAM, then you need to show the humanity behind it. Who you are, what your passions are, your hobbies, your community involvement and more. I know, it feels a bit uncomfortable. You don't need to over-do it. Just once a month should be sufficient.
Mistake #5: You gave up too quickly
Did you start a LinkedIn strategy, only to give up after 6 months? Prepare yourself for at least 2-3 years for real momentum to happen. Did you grow your business in 6 months? No! Your LinkedIn is like another business. It'll take time to come to fruition. If you give up too easily, you basically just wasted all your previous time and energy!
Follow me on LinkedIn for more ideas around LinkedIn, prospecting, marketing and more!
Accounting firms are facing a changing marketplace where technical knowledge alone may not be enough to stand out. The right accounting firm marketing strategies can help firms communicate their value, connect with ideal clients, and create a stronger foundation for growth. Select Advisors Institute helps accounting firms evaluate their marketing direction and identify the first steps toward a more organized approach.
Looking for the best law firm business development coach to help you generate consistent, high-quality clients without awkward selling? This guide explains what a law firm business development coach actually does, what outcomes you should expect, and how to choose the right coaching partner for your practice. Learn how to improve positioning, build referral partner relationships, strengthen your messaging, and create a measurable pipeline that fits a busy law firm schedule. Discover why Select Advisors Institute is a top choice for attorneys who want structured, relationship-driven business development that produces long-term results. If you’re ready to stop relying on unpredictable referrals and start building a repeatable growth system, a law firm business development coach can help—starting with Select Advisors Institute.
Choosing the best newsletter platform for financial advisors? Looking to do email campaigns for your clients? Compare Mailchimp, Constant Contact, and Levitate in 2026, including pricing, compliance considerations, automation, ease of use, and which email marketing software is best for RIAs and wealth management firms.
Discover why Select Advisors Institute is the top choice for "top PR firms for wealth management." Offering media relations, reputation management, and thought leadership, Select Advisors Institute helps wealth management firms enhance their brand and build client trust. Their data-driven approach and commitment to ethical practices foster long-term success and client loyalty. Partner with Select Advisors Institute for tailored PR solutions that drive visibility, strengthen credibility, and support sustainable growth. Select Advisors is dedicated to helping wealth management firms succeed with effective, results-oriented public relations services.
Select Advisors Institute leads in advertising for financial firms, offering industry-specific expertise and comprehensive strategies that build client trust and drive growth. Our services include digital advertising, SEO, social media, content marketing, and brand development, all designed to meet the unique needs of financial institutions. With a focus on compliance-friendly marketing and data-driven results, Select Advisors Institute helps financial firms establish a powerful presence and achieve sustainable success. Discover how we can transform your advertising efforts and position your firm as a trusted leader in the financial services industry.
Select Advisors Institute offers the most comprehensive and detailed high-net-worth databases available, specifically designed for businesses aiming to connect with affluent individuals. Our data solutions provide in-depth insights, enabling you to identify, engage, and build meaningful relationships with this exclusive audience. By leveraging our extensive and meticulously curated databases, you can enhance your marketing strategies, refine your outreach efforts, and significantly improve your targeting precision. Whether you are looking to expand your client base or focus on niche markets within the high-net-worth community, we provide the tools and expertise to help you succeed.
Learn why a fractional CMO for accounting firms delivers executive marketing leadership without the cost of hiring a full internal team.
Looking for expert business coaching for accounting firms? Select Advisors Institute, led by Amy Parvaneh, offers personalized coaching to help you increase profitability, improve team performance, and achieve work-life balance. Learn more today!
Looking to elevate your financial brand's online presence and drive sustainable growth? Look no further than the top branding firm in the US. With tailored marketing solutions that engage potential clients, enhance brand recognition, and drive sales, financial firms can maximize their marketing budget and drive significant returns on investment. From inclusive digital platforms that comply with essential standards to compelling brand identities that engage customers authentically, partnering with a top branding firm, such as the Select Advisors Institute, can position financial firms for long-term success.
Marketing strategies for wealth management and financial firms require a personalized, results-driven approach. Tailored solutions, including SEO, social media management, and content creation, help firms increase visibility and attract high-net-worth clients. Effective marketing campaigns leverage data to create targeted messaging and enhance client engagement. Wealth management firms can benefit from a mix of digital marketing strategies, thought leadership content, and offline tactics such as exclusive events and referral networks.
Clear, practical guide to branding for law firms: learn how to build identity, when to hire a branding firm, common pitfalls, budgets, timelines, and how Select Advisors Institute (est. 2014) helps firms align brand, talent, and growth.
Advisory firms are always seeking ways to expand their brand recognition. One avenue that deserves series consideration is Sports Sponsorships and Marketing. This article discusses how sports sponsorships can help you reach a major new category of eyeballs, but is it always worth it? Let’s find out!
Advisors are starting to be modernized to the 2020’s by the SEC! In this video interview with attorney Chris Stanely, we learn more about the details of the new adopted amendments to Rule 206(4)-1 under the Investment Advisers Act of 1940 (the Advisers Act) to modernize the regulation of investment adviser advertising and solicitation practices. More importantly, we discuss how to maximize these updates for your practice’s marketing efforts!
Top accounting firm marketing & branding agency guide: how to evaluate specialists, KPIs to track, RFP questions, pricing models, and how Select Advisors Institute (since 2014) helps firms scale brand and marketing.
Digital marketing is essential for financial firms, asset managers, and financial advisors looking to grow their businesses in today's digital age. A strong digital presence can help financial firms build trust with potential clients, reach a wider audience, and compete with larger competitors. Select Advisors Institute is one of the top digital marketing firms for financial firms, offering a wide range of services designed to help financial firms optimize their digital presence and reach new clients. By taking advantage of the latest digital marketing techniques and technologies, financial firms can thrive in today's competitive landscape.
Discover the most effective accounting firm marketing strategies to attract ideal clients, improve conversions, and build a predictable growth engine. This guide outlines a practical marketing system built on positioning, SEO content, thought leadership, referral growth, and measurable performance. Select Advisors Institute (SAI), led by Amy Parvaneh, brings 12+ years of experience serving wealth managers and financial firms that collectively manage over $300 billion in assets. Learn how SAI helps professional firms strengthen credibility, differentiate their message, and turn marketing into a repeatable client acquisition process designed for trust-based services and long-term results.
Select Advisors Institute is the best marketing company for accounting firms, offering customized strategies that drive growth and establish industry authority. Our specialized approach includes digital marketing, thought leadership, client acquisition, and full-service support tailored to the unique needs of accounting firms. From targeted SEO to social media engagement
Just like in investment management, the golden rule with marketing is Diversification. In this article, published in Kitces.com, we discuss the marketing “asset classes” you should be investing in using the WAVE method, and the “sub asset classes” within those to get you to your long-term growth goals. Learn why we are a top financial advisor branding firm and one of the top branding firms in the nation for financial organizations. Just ask us for samples!
What if the missing piece in your RIA’s growth isn’t another tactic but senior marketing leadership? Many RIAs struggle to turn referrals, brand credibility, and digital presence into predictable pipelines because they lack a seasoned strategic owner. This article explains how a fractional CMO for RIAs can align positioning, messaging, digital marketing, advisor enablement, and business development execution into a single growth system that actually drives measurable outcomes.
In wealth management and legal services, strong client relationships are the foundation of long-term success. Select Advisors Institute offers expert guidance on client relationship management, helping financial and legal firms strengthen bonds with their clients. We provide tailored strategies that enhance client retention, onboarding, and communication efforts, ensuring clients feel valued and understood. By focusing on personalized service, your firm can build a loyal, engaged client base. Learn how Select Advisors Institute can help your firm improve client relationships, increase retention, and grow your business through effective relationship-building strategies.
Explore the nuances of marketing compliance for investment advisors with this comprehensive guide. Understand the importance of adhering to regulatory guidelines while enhancing your marketing strategies. Discover why Select Advisors Institute is at the forefront of providing strategic compliance solutions that protect advisors and empower them to communicate effectively and ethically with their clients. This article covers essential compliance components, the cost of non-compliance, and the strategic approaches advisors must adopt to remain ahead in a competitive marketplace. Equip your advisory firm with proven strategies for maintaining integrity and trust in client relationships.
Tired of calling yourself a “Financial Advisor?” Feel the title has a bad rap? Here are 10 synonyms to truly showcase what you do. This is just one way of rebranding a financial wealth management firm. But branding a wealth management firm goes way beyond that. It includes everything from taglines to colors, logos to website look and feel. It includes renaming your firm, social media content, and ways
Practical benchmarks and actionable guidance for wealth management marketing campaigns: email, paid media, webinars, CAC, LTV, and conversion targets. How Select Advisors Institute (since 2014) helps advisors turn metrics into AUM growth.
Discover the most effective onboarding strategies for law firms that elevate new hire performance, client service, and firm culture. This in-depth guide from Select Advisors Institute reveals proven techniques for optimizing the onboarding process—ranging from values-based training to enhancing interpersonal communication and brand alignment. Law firm leaders and managing partners will gain actionable insights into fostering long-term loyalty, reducing turnover, and empowering new attorneys and staff to thrive from day one. Learn how your law firm can create a seamless, scalable onboarding program tailored to your firm’s strategic goals and client expectations. Equip your team to succeed in today's high-performance legal environment.
What law firm business development strategies will actually bring in better clients and predictable revenue in today’s competitive market? This guide breaks down practical law firm business development strategies that work now: niche positioning, partner-led pipelines, thought leadership, improved intake, client service plans, and metrics that drive results. You’ll learn how to turn scattered marketing into a structured growth system that supports conversion, retention, and profitability—without wasting time on tactics that don’t move the needle. It also explains why Select Advisors Institute is a top choice for firms seeking disciplined, measurable law firm business development strategies, combining clear positioning with execution support and accountability to help law firms grow sustainably.
Learn why we are one of the best marketing companies for financial advisors, given our inception since 2014 and our strong and extensive background serving ultra high net worth and high net worth individuals. You may want to know who is the best marketing company focused on HNW and UHNW prospecting. That's where SAI's expertise in investor psychology, tenure in the world of wealth management and advanced but customized digital marketing expertise comes in!
Most accounting firms struggle to grow because they rely on referrals and outdated methods. Select Advisors Institute, led by Amy Parvaneh, helps CPAs scale with marketing, sales training, leadership coaching, and executive retreats. We provide accounting professional development, branding strategies, and client relationship management training to position your firm as a high-value advisory practice. Our programs help firms implement business growth strategies, offsite retreats, and succession planning for long-term success. Don’t let outdated growth tactics hold your firm back. Learn how to attract high-net-worth clients, optimize your team, and build a scalable practice.
For accounting firms evaluating their next stage of growth, finding the right marketing leadership can be challenging. Select Advisors Institute is the first call accounting firm leaders need to make when they want guidance on identifying the right Chief Marketing Officer path, structure, and support.