1557655084479543 Social Selling & LinkedIn Training for Financial Advisors

Social Selling 102 for Canadian Financial Advisors:

How to make new connections and foster relationships

 SOCIAL SELLING 102 - INTERMEDIATE LEVEL  

Now that you've completed the beginner level and have created a strong foundation for your presence, let's get ready to take your presence to the next level.

According to FTI Consulting, 52% of affluent investors said they would interact with financial advisors via social media, but only 4% currently are being engaged by financial advisors online. 

With 73% of the 5 million “affluent investors” using LinkedIn to research investment decisions, social media has enormous potential for lead generation.

In this Intermediate 102 module, we will focus on:

  • How you can make new connections to build your audience and foster relationships.
  • How to use Linkedin as a resource to find potential connections.
  • How to stay top-of-mind with your audience.

This Intermediate module is designed to help you use the right etiquette so you can reach out to new professionals, and/or how to reply to inbound connection requests from strangers. 

Each module includes an easy-to-follow video and a downloadable worksheet, along with cut & paste copy that will help to take all the guess work out of how to get started and what to do next.

PLUS...you'll also receive:
->  Unlimited 24/7 access to the online module.
-> Free updates (when changes have been made)
-> Quality support

Risk-free, 60-day money-back guarantee** (See terms & conditions)


HERE'S WHAT YOU CAN EXPECT:  

Purchase each module individually, or invest in a comprehensive blueprint to take your social selling to new heights.

Module #1: SOCIAL SELLING 101 - BEGINNER.
How to identify your audience and build your online presence. 

  • What is Social Selling and why it's essential if you're a Financial Advisor.
  • Steps to audit your digital footprint.
  • The key areas you need to complete on LinkedIn to obtain 40x more opportunities (according to LinkedIn).
  • How to identify your ideal persona.
  • How to purge/delete connections.


Module #2: SOCIAL SELLING 102 - INTERMEDIATE
How to make new connections and foster relationships. 

  • How to make new connections, build your audience and develop new relationships with quality professionals. 
  • How to use LinkedIn as a resource to find potential new connections.
  • How to stay top-of-mind with your audience so you extend the reach of your brand.


Module #3: SOCIAL SELLING 103 - ADVANCED
How to showcase yourself as an expert in your niche by publishing quality content.

  • Why building a content strategy is important (hint: it saves time) 
  • The key steps to build a content calendar.
  • Best practices for posting content including how to elicit engagement and the optimal dates/time to post.
  • How to tailor the content to each prospect and client's life stage.
  • Ways to track your success.

Each video module is less than 30-minutes in length and includes worksheets to make sure the lessons are both actionable and implementable.

This program will help you to extend your brand so you can build the right audience and enable you to build yourself as a though leader so you can be the go-to expert in your niche.

PLUS...you'll also receive:

->  Unlimited access to the content.

-> Free updates (when changes have been made)

-> Quality support

Risk-free, 60-day money-back guarantee** (See terms & conditions)