LinkedIn Training for Financial Advisors

Social Media Coach offers many LinkedIn courses to teach financial advisors like you how to use LinkedIn more effectively.

LinkedIn Fundamentals

For those confused by the fundamentals of LinkedIn, we have just the course for you.

Topics covered in LinkedIn Fundamentals include:

  • What is LinkedIn – and what can you do with it?
  • Why LinkedIn is such a valuable tool in your sales tool belt
  • How to set up your profile for maximum results
  • What you need to know about privacy settings
  • How to create your personal connections strategy
  • Fundamentals of LinkedIn navigation

Training typically goes 90 minutes, and we conclude every session with ample time for questions and answers.

LinkedIn for Lead Generation

LinkedIn for Lead Generation begins where Fundamentals of LinkedIn leaves off. While Fundamentals of LinkedIn is not required to take this course, we do recommend you be at least an intermediate LinkedIn user to take full advantage of this session.

Topics covered during LinkedIn for Lead Generation include:

  • Optimizing your LinkedIn profile for maximum findability
  • Creating a more 3 Dimensional profile
  • Using search to power your lead generation
  • Uncovering the gold in LinkedIn Groups

Training typically goes 90 minutes, and we conclude every session with ample time for questions and answers.

Advanced LinkedIn Tactics

This is the most advanced LinkedIn course we offer, and requires you have taken at least LinkedIn for Lead Generation. There is a strong focus on questions and answers, as this is a highly customized course. We ask that you gather all questions from your team ahead of time so we can take full advantage of the time we have together.

Topics covered during Advanced LinkedIn typically includes:

  • Who’s looking at my profile – and what should I do about it?
  • InMail – When to use it and when to not use it
  • Premium Features Overview and Usability
  • Recommendations – giving and receiving
  • Anything else your team wants to know.

This session is scheduled for 90 minutes and will be mostly customized questions and answers that your sales professionals want to know, as well as anything new LinkedIn has rolled out since previous training was completed.

Don’t see what you want – or want a custom training just for you?

Contact us and we’ll create a special course just for you!