Full Advisor Coaching - The Podcast Mastering LinkedIn, AI, and Advisor Marketing with Derek Pollard (Ep. 47)
Are you actually using LinkedIn the way it’s meant to work for your business—or just posting and hoping?
Today's guest is Derek Pollard, Founder of Constellar Creative, who's here to break down exactly how advisors and financial professionals can use LinkedIn more strategically, more intentionally, and far more effectively.
Listen in as Derek shares what most advisors misunderstand about content and why curating the right audience matters far more than chasing viral numbers.
You’ll learn how to use AI as an assistive tool rather than a shortcut, how to create content that actually works inside AI tools, and how to stop giving away your value for free without realizing it.
Derek also walks us through the essentials of optimizing bios, improving discoverability, applying social listening, and directing traffic to the places that matter most.
If you’ve ever wondered whether LinkedIn is “worth it” or felt stuck trying to figure out what to post, this episode gives you a practical, sustainable strategy to grow your presence with confidence.
Derek shares:
- Why reach matters, even when your posts feel small.
- How to curate the right LinkedIn network.
- The basics of real social listening.
- How to optimize your bios for clarity.
- How to create content that works with AI tools.
- Why advisors often undervalue their own content.
- How to protect your data from being “given away.”
- What metrics actually matter on socials.
- How to guide traffic from social to your website.
- One simple action to immediately improve your social presence.
Resources:
- Free 20-Minute Marketing Makeover
- The New Playbook for Financial Planner Success
- AEO Search Coding Tips
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