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所在平台: Udemy |
课程主页: https://www.udemy.com/course/linkedin-for-financial-advisors/
课程评论:没有评论
课程名称:LinkedIn为金融顾问服务 课程概述:加入LinkedIn顾问Brendan Barca的行列,了解他经过验证的5步法的每一个环节,以帮助您通过LinkedIn获得客户!从优化品牌到有效地寻找目标客户,再到设置更多的客户开发会议,本课程将提供您通过LinkedIn持续获取客户所需的工具。这是一门高效的速成课程,旨在帮助金融顾问获取新客户,加深与现有客户的关系,并与下一代财富接轨。无论您专注于财富管理还是401(k)领域,这门课程都适合您! 课程内容包括:30个LinkedIn屏幕分享视频、9个可下载的PDF文件以及一本40页的顾问手册,适合所有阶段的顾问,无论是刚开始调整个人资料的新人,还是已经熟练使用LinkedIn的专家! 您将学习到的内容: - 5步法,帮助成千上万的顾问获取新客户 - 简单、可重复且有效的LinkedIn每日客户开发系统 - 如何优化您的个人资料,使其在其他金融顾问中脱颖而出 - 如何在LinkedIn上高效找到目标客户,每周获取新线索 - 金融顾问的独特内容策略创意(符合合规要求) - 顶尖顾问分享的将LinkedIn线索转化为会议的策略 - 专为金融顾问设计的最有效的LinkedIn冷联系脚本和模板 - LinkedIn顾问手册(40多页的可操作想法、营销策略和销售战术) 适合人群: - 希望通过LinkedIn获得客户的金融顾问 - 初学者和精通LinkedIn的用户均可受益 - 希望与下一代客户建立联系的顾问 - 寻找比冷拨电话更好替代方案的金融顾问 课程将帮助您充分发挥LinkedIn对您业务的潜力,抓住更多客户机会。
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding your target prospects and (of course) setting up more prospecting meetings, this course will provide you with the tools it takes to get clients consistently through LinkedIn.In this super-efficient crash course, I will share vital knowledge for getting the MOST out of LinkedIn for your business. This course is designed specifically for financial advisors who are looking to acquire new clients, deepen relationships with current clients and connect with the next generation of wealth. Whether you're a financial advisor focused on wealth management or the 401(k) space, this course is for you!With 30 videos of LinkedIn-screen sharing, 9 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:The 5-Step Method for LinkedIn Client Creation that's helped 1000s of advisors get new clientsHow to create a LinkedIn daily prospecting system that is simple, repeatable and effectiveHow to optimize your profile to stand out from other financial advisorsHow to EFFICIENTLY find your target prospects on LinkedIn and get new leads delivered to your inbox each weekOutside-the-box LinkedIn content strategy ideas for financial advisors (that are compliant friendly)Strategies from top advisors on how to convert LinkedIn leads into meetingsAccess to the MOST EFFECTIVE LinkedIn cold outreach scripts and templates built specifically for financial advisorsAccess to the LinkedIn Advisor Playbook (40+ pages of actionable ideas, marketing strategies and sales tactics)Who this Course is for:Financial Advisors who want to land clients with LinkedInThe course will benefit BOTH beginners and savvy LinkedIn usersAdvisors who are looking to connect with the next generation of clientsFinancial advisors who are looking for a much better alternative to cold-calling