Flexible Plan Investments Logo
Be a social media super hero logo

Attract, engage, and comply on LinkedIn to grow your book of business super fast. Are you ready?

When it comes to marketing your wealth-management business and generating new leads, social media—specifically LinkedIn—can be an effective, inexpensive, and profitable addition to your strategy.

Compliance isn't Kryptonite

Compliance doesn’t have to be the kryptonite to your social media strategy

Learn how to work with your compliance team and use basic settings in your LinkedIn profile to start connecting with your “hero audience” (clients, prospects, and professional allies looking for your expertise) compliantly in no time.

 

Tell your

How to help clients find you by telling your “origin story”

Every superhero has an origin story. Learn to use your LinkedIn profile to tell your professional story in a way that helps your hero audience find you.

 

Social Media Super Hero

How to engage with your “hero audience” on LinkedIn

Want to differentiate yourself leaps and bounds beyond other advisors? Learn how to get in front of your target audience on LinkedIn.

Get the key takeaways from each tutorial in a printable infographic. Keep it at your desk to help you transform from your financial advisor alter ego to social media superhero.

Zoom in to this infographic for key takeaways from each tutorial in a printable infographic. Share it. Save it. Print it. Keep it at your desk to help you transform from your financial advisor alter ego to social media superhero.

Flexible Plan Investments is here to support you and your business.
Contact us today to learn about our investment strategies
and services: sales@flexibleplan.com or 800-347-3539 x 2.

 

Want to schedule a 15-minute phone call? We make it easy: Schedule a meeting!

Flexible Plan Investments Logo

LinkedIn Logo  Twitter Logo

flexibleplan.com | 800-347-3539

flexibleplan.com | 800-347-3539

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.