Online Course

LinkedIn for Financial Advisors


You will learn vital knowledge for getting the MOST out of LinkedIn for your business.

LinkedIn may be the most powerful professional networking platform available, but are you using its full capability to your advantage?

In this online course, learn how to find your target prospects, cultivate relationships digitally, and land new clients all on LinkedIn.

LinkedIn Consultant, Brendan Barca will walk you through every step of his proven 5-Step Methodology for getting clients with LinkedIn. You will learn to optimize your brand, efficiently find your target prospects, and set up more prospecting meetings.

This comprehensive, super-efficient course provides all the tools you need to consistently find and land clients through LinkedIn.

This course is designed specifically for financial advisors looking to:

  • Acquire new clients, deepen relationships with current clients and connect with the next generation of wealth
  • Find a better alternative to cold-calling
  • Focus on wealth management or the 401(k) space

With 30 videos of LinkedIn-screen sharing, 15 downloadable PDFs, and a 40-page Advisor Playbook, this course will benefit every advisor from those who are still tinkering with their profile to those who are savvy users!

What You’ll Learn/Receive:

  • The 5-Step Method for LinkedIn Client Creation that’s helped 1000s of advisors get new clients
  • How to create a LinkedIn daily prospecting system that is simple, repeatable, and effective
  • How to optimize your profile to stand out from other financial advisors
  • How to EFFICIENTLY find your target prospects on LinkedIn and get new leads delivered to your inbox each week
  • Outside-the-box LinkedIn content strategy ideas for financial advisors (that are compliant friendly)
  • Strategies from top advisors on how to convert LinkedIn leads into meetings
  • Access to the most EFFECTIVE LinkedIn cold outreach scripts and templates built specifically for financial advisors
  • Access to the LinkedIn Advisor Playbook (40+ pages of actionable ideas, marketing strategies and sales tactics)

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