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law and to identify where you will find common differences in the laws and known policies, but the content can become out of date.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)