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Introduction to LinkedIn for Financial Advisors

Get Started with LinkedIn Today

Most independent financial advisors understand that LinkedIn is a powerful place to find and qualify prospects. But very few are actually using LinkedIn to generate new clients in a repeatable way. Creating a successful LinkedIn strategy can be confusing!

Introduction to LinkedIn for Financial Advisors is designed to help you understand the fundamentals of LinkedIn by covering:

1. What is LinkedIn and Why Do You Need It?

2. The Basics of LinkedIn

3. Compliance and LinkedIn

Get started today to learn more!


"The LinkedIn Course for Financial Advisors has made a huge impact on our firm. We've grown more this year than in any previous year and actually cut our marketing budget in the process. The strategies Claire teaches are reliable and efficient. We are able to qualify prospects and start conversations with people we know we can help."

 

Your Instructor


Claire Akin
Claire Akin

Claire Akin runs Indigo Marketing Agency a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron's Top 100 Financial Advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It's her goal to help advisors grow their businesses with technology and marketing.


Class Curriculum


  What is LinkedIn and Why Do You Need It?
Available in days
days after you enroll
  Getting Familiar With LinkedIn
Available in days
days after you enroll
  Compliance and LinkedIn
Available in days
days after you enroll

"We've been working with Claire for years to grow our business. Her strategies have worked for us to present ourselves as specialists on LinkedIn, start a conversation with potential clients, and run ads to get more leads each month. The course is phenomenal."

Frequently Asked Questions


How long does the course take to complete?
Good question! It's designed to be completed in five days at one hour per day or ten days at 30 minutes per day. At the end of one or two weeks, you will know everything you need to know to get new clients on LinkedIn and change your business forever.
How long do I have access to the course?
Forever! After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own. You can also download and print any course resources anytime.
What if I am unhappy with the course?
Claire wants you to be happy! If you are unsatisfied with your purchase for any reason, contact us within 30 days and we will give you a hassle-free full refund with no questions asked.
I'm not tech savvy, can I still benefit from the course?
The course is designed for the most technology-challenged financial advisor. We'll start with the very basics and give you step-by-step instructions at every turn.
What about compliance?
Don't worry, I know how important compliance is. There's a whole module on how to be compliant on LinkedIn!

"Claire is the LinkedIn guru. If you've read her book, you know this much. But this course puts everything she teaches into an easy to consume package so even the most technology-challenged advisor can start using social media to grow their business. Highly recommended."

Get started now!