LinkedIn for Financial Advisors
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
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
Instructors
Brendan Barca is a Coach, Speaker and LinkedIn Trainer. He specializes in helping wholesalers and financial advisors leverage LinkedIn to build their business. Brendan built his own business using LinkedIn and now teaches his LinkedIn 5-Step Methodology through live workshops, webinars and group coaching programs. He has worked with advisors at financial institutions such as Morgan Stanley, Ameriprise, UBS and Edward Jones.
- 4.6 Instructor Rating
- 13 Reviews
- 62 Students
- 1 Course