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The LinkedIn Course for Financial Advisors

How To Use LinkedIn to Generate New Clients Each Month

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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!

The top-rated LinkedIn Course for Financial Advisors is the easiest way to learn everything you need to know to get new clients each and every month using LinkedIn. The online self-study video course walks you through step-by-step instructions to:

  • Optimize your LinkedIn Profile
  • Grow your online network
  • Search for qualified prospects
  • Engage prospects and set appointments
  • Use LinkedIn Ads to create a steady stream of new leads

  • Featuring dozens of real life examples from top financial advisors, the course includes free supporting resources including checklists, examples, worksheets, and more! Designed to be completed in one hour per day or less, the course will change the way you grow your business forever.

    The course includes one free LinkedIn Prospecting Coaching Call (a $300 value!) with Claire Akin.


    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.


    Claire’s LinkedIn Course for Financial Advisors is truly excellent. I believe it is a powerful, extremely low cost investment for a Financial Advisor or Planner to make to get started on or enhance their LinkedIn presence and grow their businesses. It will tell you just about everything you need to know starting with a sensational “Homepage” and a way to:

    • Search for, research and qualify prospects.
    • Grow your network.
    • Create quality marketing campaigns.
    • Get introductions leading to prospects and clients.

    With over 130 million users in the United States and approaching a half billion worldwide, Claire makes it clear FAs MUST be on LinkedIn. Over 50% of users are college graduates with average incomes over 6 figures and average investable assets over $250K. Claire also points out that over a quarter of UHNW investors have a LinkedIn profile and over 50% of users are 50 years of age or older. I strongly believe Claire’s LinkedIn Course for Financial Advisors is a great way to get started and/or make significant upgrades to your LinkedIn efforts even if you have already gotten started. The cost for the course is so amazingly nominal it’s hard to believe. One halfway decent new client acquired anytime over 10 years will pay for the course 10 times over; it’s worth that much!

    It’s a crazy good value!

    - David Leo, Author, Speaker and Practice Optimization Coach for Financial Advisors

    Class Curriculum


      Section One: Welcome to The Marketing Course for Financial Advisors!
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      Section Two: What is LinkedIn and Why Do You Need It?
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      Section Three: Getting Familiar With LinkedIn
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      Section Six: Supercharging Your Profile
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      Section Seven: Compliance and LinkedIn
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      Section Eight: Connecting With Your Network
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      Section Ten: Creating Your LinkedIn Marketing Campaign
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      Tying it All Together
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    "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!

    "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."

    Get started now!