LinkedIn Social Selling Webinar Series

$495.00

Want to learn the social media secrets of elite advisors?  Buckle your seat belts!  We know the specific tactics financial advisors use to acquire new clients using LinkedIn.   In this series, we’ll help you find new ideal prospects, establish your online brand as the premiere professional choice in your community, and deepen connections with clients and COIs.  Walk away from this 4-week series with a proven sales strategy and systematic routine – all based on our independent research and focus groups.  This is the best LinkedIn sales training in the financial services industry.

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4-Week Webinar Series

Want to learn the social media secrets of elite advisors? Buckle your seat belts! We know the specific tactics financial advisors use to acquire new clients using LinkedIn. In this series, we’ll help you find new ideal prospects, establish your online brand as the premiere professional choice in your community, and deepen connections with clients and COIs. Walk away from this 4-week series with a proven sales strategy and systematic routine—all based on our independent research and focus groups. This is the best LinkedIn sales training in the financial services industry.

 

Deliverables:

  • 4 content-packed webinar sessions
  • Q&A with industry thought leaders on social media
  • Access to recordings of each session
  • Handouts for each session
  • Scripting and verbiage for outbound contacts
  • Step-by-step implementation of a daily LinkedIn routine

Investment: 

  • Individuals: $495
  • Discounted Group Pricing (3+ attendees):  $1000 down + $100 per person
    • Ex: For a group of 5, the cost is $1,500
  • Coaching Clients: Register for no cost through your Oechsli Learning Center account

Agenda:

Session 1: Building a Powerful LinkedIn Brand

  • Write a compelling Summary
  • Make your Headline “pop”
  • Find the right LinkedIn groups
  • Optimize your profile for search
  • How to use media-rich links
  • How LinkedIn groups impact your brand
  • Adding Skills and Experience to your profile

Session 2: The LinkedIn Introduction Process

  • Find prospects for your intimate events
  • Learn how to be a LinkedIn “giver”
  • Find your introduction request style (scripts included) and handling objections and stalls
  • Create your introduction campaign
  • Incorporate LinkedIn into your client review meetings
  • Learn how to uncover Profile Clues and Activity Clues
  • Learn how to handle the offline introduction meeting

Session 3: Must-Know Advanced Searches

Learn how to find:

  • Executives
  • COIs
  • Money in motion
  • People who move to your area
  • Retirees
  • Build Boolean search strings
  • Learn how to save searches

Session 4: Engaging and Extending Your Network

  • Learn how to nurture relationships with your connections (like, comment and share)
  • Fully utilize LinkedIn’s “Keep in Touch” feature
  • Share content that resonates with your ideal prospect and today’s affluent
  • Create your own recipe & routine for engaging your network
  • Make contact with those who fit your ideal prospect profile & learn the best verbiage to use
  • Create a cold prospecting process & discover the best ways to make contact

Questions? Call us at 1 (800) 883-6582