LinkedIn for Financial Advisors

Name: LinkedIn for Financial Advisors
Rating: 4.6 (17 reviews)

5-Step Method to Get Clients through LinkedIn

Highest Rated

Created byBrendan Barca, Brendan Barca

Last updated 9/2021

English

English [Auto],

What you'll learn

How to optimize your profile to differentiate yourself from other financial advisors
Strategies from top financial advisors on how to convert LinkedIn leads into meetings
Outside-the-box content strategy ideas to attract your ideal prospect
How to create a LinkedIn daily prospecting system that is simple, repeatable & effective

Course content

8 sections • 29 lectures • 2h 13m total length

Welcome & Introduction to the Course4:20

Introduction to Profile Optimization0:54
Optimize your Profile - The Basics14:23
Optimize your Profile - Advanced Techniques10:24
Discover advanced LinkedIn optimization for financial advisors by hiding competition and adding a featured section. Create a personalized profile link, expand your intersection, and use private mode to manage visibility.
How to Set Up Your LinkedIn Company Page8:56
Next Steps for Profile Optimization0:29
Explore profile optimization for LinkedIn by reviewing setup basics, applying advanced tips, and ensuring your company page is correctly configured, with downloadable profile optimization and company page setup guides.

Introduction to Finding Target Prospects0:38
How to Use LinkedIn Advanced Search to Find Prospects7:30
How to Use LinkedIn Boolean Search to Find Prospects5:24
Learn to find target prospects on LinkedIn with Boolean search using OR, AND, and quotes, targeting the C-suite and specific designations while excluding irrelevant advisors.
How to Set Up Saved Prospects Searches and Get Email Alerts3:52
NOTE: LinkedIn has temporarily disabled "Saved Searches" except for on Sales Navigator.
Next Steps to Finding Your Prospects on LinkedIn0:31

Introduction to Connecting with Prospects0:37
How to Connect with Your Prospects8:53
Learn to connect with prospects on LinkedIn by using the prospecting dashboard and personalizing invitations. Find emails with RocketReach, leverage mutual connections, scripts, and the hidden connect button.
How to Connect using the LinkedIn Mobile App2:42
Connection Messages: Do's & Don'ts8:14
Discover how to craft effective LinkedIn connection messages by avoiding broad, hard-sell, or automated outreach, and apply strategies like mutual connections, group in common, and value-based approaches.
Next Steps to Connecting with Your Prospects on LinkedIn0:27

Introduction to Engaging with Your Connections0:46
Engage with your LinkedIn connections by interacting with their content and creating your own curated content, guided by two sections on interaction and content creation.
How to Build Rapport with Your Connections8:45
Content Strategy & Effective Advisor Examples5:32
Develop a content strategy for financial advisors on LinkedIn, using automation tools like Buffer and Hootsuite. Build a compliant personal brand through original video, text, and image posts.
Content Creation & Measurement5:06
Next Steps to Engaging with Your Connections0:27

Introduction to Private Messaging on LinkedIn0:38
How to Build Rapport via Private Messaging7:41
How to Land Meetings with Private Messaging5:53
Discover how financial advisors use LinkedIn private messaging to land meetings through indirect promotion, value-driven follow-ups, and tandem LinkedIn and email outreach, with real-world scripts.
Next Steps to Better Private Messaging on LinkedIn0:25
Master adding value via private messaging on LinkedIn. Use downloadable sales scripts for value and for taking conversations offline.

Introduction to the Daily Prospecting Workflow8:47
Master a five-step daily LinkedIn prospecting workflow, focusing on scanning your network for live opportunities, efficiently searching and connecting with prospects, and sending valuable messages to move conversations offline.
Create Your Sales Strategy and Track Leads6:05
Sales Strategy Next Steps and Implementation3:34
Explore LinkedIn platforms such as free, premium, and Sales Navigator, and apply one three five five weekly checklist with the advisor optimization guide and month by month playbook for prospecting.

Requirements

LinkedIn Basic account needed. No need for LinkedIn Premium or Sales Navigator

Description

Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding your target prospects and (of course) setting up more prospecting meetings, this course will provide you with the tools it takes to get clients consistently through LinkedIn.

In this super-efficient crash course, I will share vital knowledge for getting the MOST out of LinkedIn for your business. This course is designed specifically for financial advisors who are looking to acquire new clients, deepen relationships with current clients and connect with the next generation of wealth. Whether you're a financial advisor focused on wealth management or the 401(k) space, this course is for you!

With 30 videos of LinkedIn-screen sharing, 9 downloadable PDFs and a 40-page Advisor Playbook, this course will benefit every advisor from those who are still tinkering with their profile to those who are savvy users!

What You'll Learn:

The 5-Step Method for LinkedIn Client Creation that's helped 1000s of advisors get new clients
How to create a LinkedIn daily prospecting system that is simple, repeatable and effective
How to optimize your profile to stand out from other financial advisors
How to EFFICIENTLY find your target prospects on LinkedIn and get new leads delivered to your inbox each week
Outside-the-box LinkedIn content strategy ideas for financial advisors (that are compliant friendly)
Strategies from top advisors on how to convert LinkedIn leads into meetings
Access to the MOST EFFECTIVE LinkedIn cold outreach scripts and templates built specifically for financial advisors
Access to the LinkedIn Advisor Playbook (40+ pages of actionable ideas, marketing strategies and sales tactics)

Who this Course is for:

Financial Advisors who want to land clients with LinkedIn
The course will benefit BOTH beginners and savvy LinkedIn users
Advisors who are looking to connect with the next generation of clients
Financial advisors who are looking for a much better alternative to cold-calling

Who this course is for:

Financial advisors looking to use LinkedIn as a prospecting tool

LinkedIn for Financial Advisors

What you'll learn

Explore related topics

Course content

Welcome to LinkedIn for Financial Advisors1 lecture • 4min

Optimize Your LinkedIn Profile5 lectures • 35min

Find Your Prospects on LinkedIn5 lectures • 18min

Connect with Prospects on LinkedIn5 lectures • 21min

Engage with Your Connections5 lectures • 21min

Take Conversations Offline with Private Messaging4 lectures • 15min

Sales Strategy & Implementation3 lectures • 18min

Recap of Course & Next Steps1 lecture • 2min

Requirements

Description

Who this course is for: