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Comprehensive, Flexible and Effective LinkedIn Training Program for Financial Advisors

This program is developed specifically for financial advisors, financial planners, investment advisors, wealth advisors, and wealth managers who are regulated by FINRA, the SEC, or IIROC. It will teach you how to use LinkedIn for business development purposes in an effective and compliant way. Because of differences in compliance policies and the law, please refer to your organization’s compliance policy before implementing any of the recommendations. Every effort is made to stay on top of the changing law and to identify where you will find common differences in the laws and known policies, but the content can become out of date.

This program is essentially a “Video Workbook.” Each training topic is addressed in its own mini video lasting 3 to 20 minutes each. This allows the participants to immediately implement the teaching and to build the program around their schedule. The videos are annotated screen captures that will be able to be updated and changed easily as LinkedIn changes.

The videos fall under 5 main topics: (click to see and access list of videos)

Building an Effective and Compliant Profile (2.5 hours)
Growing a Network for Referrals (1 hour)
Finding Perfect Prospects an Introduction Away (1.5 hours)
Communicating With Your Network to Stay Front of Mind (1 hour)
Using LinkedIn Groups to Attract New Clients (1 hour)

  • Stop and start when you need to and it fits into your schedule; ongoing access for 6 months from purchase
  • Monthly live, group web Q&A sessions to ask questions and get demonstrations
  • Have the LinkedIn Ninja review your profile


Basic LinkedIn Ninja for Financial Advisors Training Program* – $97


  • Access to all basic level training videos (approximately 7 hours of training)*
  • Rewatch as often as you need for 6 months. Easily stop and start whenever convenient to you.
  • To Do List to implement necessary actions immediately after video
  • Participation in 1 live group Q&A session to ask specific questions and get live demonstrations
  • Email delivery of latest articles and news about LinkedIn from the LinkedIn Ninja

Full Price is $197[s2Member-PayPal-Button level=”3″ ccaps=”” desc=”$97 Member / description and pricing details here.” ps=”LINinja” lc=”” cc=”USD” dg=”0″ ns=”1″ custom=”” ta=”0″ tp=”0″ tt=”D” ra=”97.00″ rp=”6″ rt=”M” rr=”BN” rrt=”” rra=”1″ image=”default” output=”button” /]

LinkedIn Training Program with Profile Review – $197


  • Everything in the Basic Training Program*
  • The LinkedIn Ninja reviews your LinkedIn profile
  • Review is delivered as a personal 20 minute web conference consultation while the LinkedIn Ninja discusses what is good about your profile and what she would change. Video link of the interactive session will be available for 30 days after consultation.
  • The LinkedIn Ninja will test your search ranking for one phrase/term and add recommendations specific to increasing your ranking.

Full Price is $297 [s2Member-PayPal-Button level=”2″ ccaps=”” desc=”Training Program with Profile Review” ps=”LINinja” lc=”” cc=”USD” dg=”0″ ns=”1″ custom=”” ta=”0″ tp=”0″ tt=”D” ra=”197.00″ rp=”6″ rt=”M” rr=”BN” rrt=”” rra=”1″ image=”default” output=”button” /] * Access to videos is for 1 person only. This membership access lasts for 6 months from registration date.