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!

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


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.

Course Curriculum

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