LinkedIn is an integral part of how we all do business these days, but using it can be somewhat frustrating.  This series is designed to help you navigate LinkedIn.


April 26 & June 28 | Sara Grillo, Leopard of LinkedIn Marketing for Financial Advisors
How to not sound like a washing machine salesperson on LinkedIn
These sessions were designed for people who want to be perceived as high quality financial advisors on social media. You will learn how to reach target prospects individually using messaging apps without looking like you are selling washing machines. You'll also get a roadmap for how to design content that is not boring jibber jabber but will instead make the audience come back for more!

Sara Grillo, CFA, is a marketing consultant who helps investment management, financial planning, and RIA firms fight the tendency to barf meaningless cliché on their prospects and bore them as a result. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers.

May 24 & July 26 | Joshua Feinberg, JLT Consulting
LinkedIn Overview

Most people who are on LinkedIn are not sure how it is going to help them in business. These sessions will show how advisors are using LinkedIn to bring in new assets under management and how you can apply those same tactics for your business.

Josh Feinberg has over 23 years of experience working with over 2500 financial advisors across the United States. His clients include industry giants such as Merrill Lynch, Morgan Stanley, Amundi US, JP Morgan Securities, UBS, RBC Wealth Management, Wells Fargo Advisors, Raymond James, and Oppenheimer. The production range for his clients is $500,000 to $15,000,000 per year. He excels at assisting financial advisors and branch managers to realistically identify and determine a course to reach their goals. Josh is committed to over-servicing his clients to achieve maximum results and goal attainment for each participant therefore maintaining an outstanding rate in client longevity. He uses a-hands-on-approach that includes role-playing and teaching his clients how to prepare for client and prospect communication. Josh graduated from Florida State University with a BS in communications and has worked in the sales/consulting/training field for more than 27 years.