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Financial services professionals have historically conveyed their subject matter expertise to their clients through in-person meetings. With limited ability to do so in recent years, it has become more important than ever to leverage the power of social media platforms.

LinkedIn is the ideal platform for financial services professionals to engage with prospects and clients. To take full advantage of LinkedIn, you must build a robust profile to attract the right people and keep them engaged with your story and content. The engagement that comes from people following and trusting your content is invaluable as a means to build your business. You can certainly consider those people prospects and, longer term, they might be interested in becoming clients too.

Who should enrol?

  • Financial services professionals who want to expand their online presence and maximize their marketing & sales efforts with content strategies that work
  • Investment advisors who are subject to CE requirements for professional development
  • Financial planners who are subject to CE requirements for professional development
  • Wealth managers who are subject to CE requirements for professional development