LinkedIn for Financial Advisors

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

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Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!