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
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"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."
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.
"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."
"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."