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LinkedIn for Financial Advisors
Welcome to LinkedIn for Financial Advisors
Welcome & Introduction to the Course - (4:19)
Module 1 - Optimize Your LinkedIn Profile
Introduction to Profile Optimization - (0:54)
Optimize your LinkedIn Profile - The Basics - (14:23)
Optimize your LinkedIn Profile - Advanced Techniques - (10:24)
How to Set Up Your LinkedIn Company Page - (8:56)
Next Steps for Profile Optimization - (0:29)
Downloadable Resources - Profile Optimization
Module 2 - Find Your Prospects on LinkedIn
Introduction to Finding Target Prospects - (0:38)
How to Use LinkedIn Advanced Search to Find Prospects - (7:30)
How to Use LinkedIn Boolean Search to Find Prospects - (5:24)
How to Set Up Saved Prospect Searches and Get Email Alerts - (3:52)
Next Steps to Finding Your Prospects on LinkedIn - (0:31)
Downloadable Resources - Mastering Prospect Searches
Module 3 - Connect with Prospects on LinkedIn
Introduction to Connecting with Prospects on LinkedIn - (0:37)
How to Connect with Your Prospects - (8:53)
How to Connect using the LinkedIn Mobile App - (2:42)
Connection Messages: Do's & Don'ts - (8:14)
Next Steps to Connecting with Your Prospects on LinkedIn - (0:27)
Downloadable Resources - Connecting with Prospects
Module 4 - Engage with Connections
Introduction to Engaging with Your Connections - (0:46)
How to Build Rapport with Your Connections - (8:45)
Content Strategy & Effective Advisor Examples - (5:32)
Content Creation & Measurement - (5:06)
Next Steps to Engaging with Your Connections - (0:27)
Downloadable Resources - Engage with Connections
Module 5 - Take Conversations Offline with Private Messaging
Introduction to Private Messaging on LinkedIn - (0:38)
How to Build Rapport via Private Messaging - (7:41)
How to Land Meetings with Private Messaging - (5:53)
Next Steps to Better Private Messaging on LinkedIn - (0:25)
Downloadable Resources - Take Conversations Offline with Private Messaging
Module 6 - Sales Strategy & Implementation
Introduction to the Daily Prospecting Workflow - (8:47)
Create Your Sales Strategy and Determine How to Track Leads - (6:05)
Sales Strategy Next Steps and Implementation - (3:34)
Downloadable Resources - Sales Strategy & Implementation
Recap Course & Next Steps
Recap of Course, Resources Available and Moving Forward - (1:44)
ALL Downloadable Resources
Teach online with
How to Connect using the LinkedIn Mobile App -
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