Give your team the competitive edge with LinkedIn training for Financial Services

LinkedIn Training for Financial Advisors and Financial Services

Financial Services is one of the most competitive industries for Digital Marketing. On Google you are looking at $50+ per click and SEO is largely ineffective. You are on LinkedIn, and you know your customers are but how do you turn that into new business and revenue for your business?

LinkedIn boasts a community of over 300 million business professionals with over 2 new members added every second! It is the most affluent social network today with average household income well over $100,000 and business professionals from all Fortune 500 companies represented.

If you're not getting leads from LinkedIn, you are not a top seller - simple as that these days.

"23 Leads in 30 Days!"

  • Targeted Dentists, Lawyers & Mortgage Brokers
  • Top 4% Most Viewed LinkedIn Profiles
  • 250+ New Relationships on LinkedIn
  • 23 Qualified Leads Generated
  • All in first 30 days only!

LinkedIn Training for Financial Services & Advisors

LinkedIn is a powerful tool for making business connections, generating real estate listings, sourcing investors, connecting with property developer, qualified leads, job searching, hiring and company research.

Learn how to build a complete profile, optimise it for search results, how to find key decision makers in your target market, and the secrets to using LinkedIn for lead generation.

Who Should Attend?

The LinkedIn Fundamentals training is suitable for anybody in business looking to build their network, generate leads, find a job, and/or establish credibility in their industry.

Financial Services providers that want to create a point-of-difference and a competitive edge in the market can do that by ensuring their team has profiles that stand-out from the crowd. Your prospects are searching your agents name either on Google or directly on LinkedIn when doing their research and it's important you control what they see and you are ahead of your competition.

Upon completion of the course, each student will have a fully functional LinkedIn profile that clearly demonstrates your skills and experience. Students will walks away with skills to keep increasing your visibility, effectively request recommendations, and strategies to generate leads in your target demographic.

The program can be customised to your team, whether there is 2-3 of you or 10o+ we can facilitate the training across the board and ensure you have a system for profile optimisation, portraying your unique point of difference effectively, positioning your firm as a thought leader and generate qualified leads consistently.

Learning Outcomes

1) LinkedIn Insights

  • Getting started with LinkedIn
  • Making LinkedIn work for you
  • Develop your strategy

2) Profile Setup

  • Step-by-step guide on how to create a complete profile
  • Get more visibility
  • Build your credibility
  • Tips on getting recommendations

3) Build Your Network

  • Grow your network fast
  • Network with your target audience
  • How to make groups work for you

4) Generate Leads

  • How to find key decision makers
  • Scripts for contacting potential prospects
  • Staying top of mind in your target market

Includes certificate of completion and post-course review of your LinkedIn Profile.


Onsite corporate training or online group classes available. Contact us to receive a customised quotation for your business on 8391 3050 or

Getting Started

  1. Apply now by clicking on the button below. 
  1. We will be in touch shortly to empower you with profile optimisation.
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starterpack - LinkedIn Training for Financial Services & Financial Advisers
  • Why LinkedIn is #1 for Leads
  • Profile Optimisation Secrets
  • Become an Industry Leader
  • Rank #1 for SEO
  • The Top 5 Biggest Mistakes
  • Lead Generation Strategies
  • Live Examples and Case Studies
images woman li1 - LinkedIn Training for Financial Services & Financial Advisers

I’ve gone from literally zero profile views to being in the top 2% in my network – in only 7 days!

Lilly Munro
Lilly Munro BDM, Digital Marketing
bibby logo 200 - LinkedIn Training for Financial Services & Financial Advisers

P: (03) 9028 8050
A: Level 14, 380 St Kilda Road, Melbourne, VIC 3004