A Digital Course

for

Financial & Investment Advisers

GROW YOUR BUSINESS WITH LINKEDIN & ONLINE AUTOMATION

Transform Your Prospecting

and

Grow Your Business

Build Your Lead List and Automate Client Outreach 24/7

Why This Course is Perfect for You:

  • Say goodbye to cold calling, wasted networking events, and outdated marketing methods. Discover how LinkedIn and automation tools can revolutionize your practice.
  • As an ex financial and investment adviser with over 22 years experience, I know the frustration of outdated prospecting methods. Cold call rejections, networking meetings that drain your energy & time, and expensive ads that don’t deliver. Sound familiar?
  • It doesn’t have to be this way.
  • Imagine having a reliable system producing qualified leads and engaged prospects—all while you focus on what you do best: providing exceptional advice and service to your clients.
  • That’s exactly what my digital course delivers.

Gain Access for just $19 & start building your business

What This Course Will Do for You:

This isn’t just another marketing course - it’s a complete system tailored for Financial & Investment Advisers to:

  • Attract Prospects 24/7: Use linkedIn to find, connect and engage with your ideal clients - even while you sleep.
  • Automate Your Outreach: Stop wasting time on repetitive tasks. Discover how to set up newsletters and email campaigns that run on autopilot.
  • Segment Your Clients Like a Pro: Use Tags to categorise prospects and clients, ensuring they receive the right message at the right time.
  • Streamline Your Marketing: Replace uncertainty with an effective strategy that saves you time, energy and money.

Who This Course Is For:

  • Financial & Investment Advisers who are ready to move beyond cold calling, attending networking meetings, buying lead lists, hiring sales reps and other outdated marketing tactics.
  • Advisers seeking a reliable way to grow their prospect list and engage clients with ease and in a professional manner.
  • Advisers who want to work smarter, not harder; with the help of LinkedIn and automation tools.

What's Inside ?

11 Step-by-Step Training Videos +

BONUS E-Book & Newsletter Funnel

Master the following LinkedIn Strategies and Automation Tools at your own pace:

  • Profile Section: Create a high-impact profile that positions you as a trusted financial expert and attracts your ideal clients.
  • Business and Marketing Strategy: Implement strategies designed to differentiate your financial advisory services and drive consistent growth.
  • Content Strategy: Develop insightful content that showcases your expertise and builds trust with potential investors and clients.
  • Copywriting: Craft persuasive messaging that turns inquiries into long-term, high-value client relationships.
  • Growing Your Audience: Expand your network of affluent clients and industry influencers with targeted outreach and engagement.
  • Posting and Publishing: Share valuable financial insights that engage your audience and enhance your reputation as an expert adviser.
  • LinkedIn Free Search: Use LinkedIn’s free search features to identify and connect with qualified leads in the financial and investment space.
  • Sales Navigator Advanced Paid Search: Zero in on high-net-worth individuals and decision-makers with advanced search features for tailored outreach.
  • Long-Form Content and Copywriting: Establish your authority with in-depth, educational content that resonates with investors looking for expert financial guidance.
  • Newsletters and Business Automation Tools: Streamline client communication and stay top-of-mind with automated newsletters and client engagement tools.
  • LinkedIn Settings for Lead Generation: Fine-tune your LinkedIn settings to attract qualified leads and ensure your profile is optimized for lead generation around the clock.
  • Bonuses:
  • Newsletter Funnel
  • My eBook
  • Lifetime Access: Revisit the content whenever you need a refresher.

The essence of true business growth lies in persistence and strategic action.

Your Next Step

Transform your approach and start seeing the results you've been working toward. Get started today and take the first step towards redefining your business growth strategy.

Ready To Get Started
Join here!

Gain Access for just $19 & start building your business