Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.


Can You Be Found Online?

Potential clients may be searching online for information about you right now. If so, what will they find? What do you want them to  know about you?

Join the Conversation

of mass affluent use social media1

of affluent investors say that they would interact with financial advisors via social media2


of financial advisors actively prospecting on LinkedIn converted new clients from that process2

of the financial advisors who converted new clients from LinkedIn had $1 million or more in new assets under management from new clients2

What is Social Selling?

Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones.



The 4 Key Aspects of Social Selling

Create Your Presence

Make sure when current or prospective clients search for you, they are able to find you.

Build Your Network

Establish a path for two-way communication with current contacts and position yourself for introductions to new ones.

Know Your Clients

Learn what matters to your clients and when important things happen in their lives.

Establish Your Expertise

Share content to add value to your connections and help build trust and credibility.


Master Social Selling

Want to learn more about social selling and how to incorporate it into your business? Explore this site for resources and tools to help you execute an effective social selling strategy.

Our consultative wholesalers are also ready to help! In fact, our wholesalers actively use social media to communicate, interact, and share valuable information with their connections. Contact us to schedule an appointment.

Ready to get started? Download our guides today!

A Quick-Start Guide for Using LinkedIn

New to LinkedIn?

In many ways, LinkedIn complements the way you already build and manage your practice. This comprehensive guide will teach you the essentials to get started on LinkedIn quickly and effectively.


Advanced Strategies for Using LinkedIn

Already on LinkedIn?

You may be on LinkedIn already and have a solid understanding of the basics. This guide will show you how to take your LinkedIn efforts even further with advanced strategies to help you grow your client base.

View all our social selling resources!

Latest Posts

LinkedIn can be a powerful prospecting tool, but did you know you can search for potential clients by your target age range?
One way financial professionals can gain credibility on social media is by sharing highly valuable content. Here’s how to get started.
Don't let your competition use your LinkedIn profile to their benefit.

1Koka Sexton. “How Social Media has Changed the Financial Buyer.” LinkedIn, October 2, 2013.
2Chris Savio and Jake Raroque. “Social Media’s Growing Influence Among High Net Worth Investors.” LinkedIn and Cogent Research, May 2012.


Be sure to follow any compliance guidelines that your firm may have regarding the use of social media and social media networks.

Pacific Life and its affiliated companies are independent of LinkedIn Corporation.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

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