Getting Digital

LinkedIn for Financial Advisors

Develop essential finance & trading skills with expert instruction and practical examples.

Online Course
Self-paced learning
Flexible Schedule
Learn at your pace
Expert Instructor
Industry professional
Certificate
Upon completion
What You'll Learn
Master the fundamentals of finance & trading
Apply best practices and industry standards
Build practical projects to demonstrate your skills
Understand advanced concepts and techniques

Skills you'll gain:

Professional SkillsBest PracticesIndustry Standards
Prerequisites & Target Audience

Skill Level

IntermediateSome prior knowledge recommended

Requirements

Basic understanding of finance & trading
Enthusiasm to learn
Access to necessary software/tools
Commitment to practice

Who This Course Is For

Professionals working in finance & trading
Students and career changers
Freelancers and consultants
Anyone looking to improve their skills
Course Information

About This Course

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 clientsHow to create a LinkedIn daily prospecting system that is simple, repeatable and effectiveHow to optimize your profile to stand out from other financial advisorsHow to EFFICIENTLY find your target prospects on LinkedIn and get new leads delivered to your inbox each weekOutside-the-box LinkedIn content strategy ideas for financial advisors (that are compliant friendly)Strategies from top advisors on how to convert LinkedIn leads into meetingsAccess to the MOST EFFECTIVE LinkedIn cold outreach scripts and templates built specifically for financial advisorsAccess 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 LinkedInThe course will benefit BOTH beginners and savvy LinkedIn usersAdvisors who are looking to connect with the next generation of clientsFinancial advisors who are looking for a much better alternative to cold-calling.

Provider
Udemy
Estimated Duration
10-20 hours
Language
English
Category
Business & Entrepreneurship

Topics Covered

Finance & Trading

Course Details

Format
Online, Self-Paced
Access
Lifetime
Certificate
Upon Completion
Support
Q&A Forum
Course Details
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This course includes:

Lifetime access to course content
Access on mobile and desktop
Certificate of completion
Downloadable resources

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