LinkedIn Masterclass For Financial Advisors and Mutual Fund Distributors
Attract high-net-worth clients and build strong relationships on the world’s largest professional network.
Venue
Online (Zoom Meeting)
Time
04:00 PM - 06:00 PM
Date
Friday, 17th October 2025
Why LinkedIn Matters for Financial Advisors
LinkedIn is powerful platform for building connections, generating leads, and standing out in a competitive market.
HNWIs Use LinkedIn
Many high-net-worth individuals use LinkedIn to find trusted financial experts, making it a key platform to connect with potential clients.
B2B Lead Generation
LinkedIn is 3x more effective than Facebook or Instagram for B2B lead generation, making it the top choice for financial advisors
First-Mover Advantage
LinkedIn is underutilized by financial advisors, offering you the chance to establish yourself before your competitors.
Who Should Attend?
Professionals in the financial industry looking to attract high-net-worth clients, enhance credibility, and master lead generation on LinkedIn.
Mutual Fund Distributors (MFDs)
Investment Consultants & Wealth Managers
Registered Investment Advisors (RIAs)
Portfolio Management Service Providers
Insurance Agents & Debt Providers
What We Will Cover
Introduction to LinkedIn
Learn how LinkedIn helps financial advisors connect, build trust, and generate leads within the professional community.
Why LinkedIn Matters
Understand why LinkedIn is a powerful tool for financial advisors, offering unmatched opportunities for business growth and networking.
Profile Optimization
Discover how to enhance your LinkedIn profile to highlight expertise, attract prospects, and stand out from competitors.
Building Connections
Learn effective strategies to connect with the right people on LinkedIn and grow your professional network strategically.
Creating Engaging Content
Master the art of creating valuable content that resonates with your target audience and builds your authority.
Daily LinkedIn Activities
Understand the essential daily actions needed to maintain visibility and drive lead generation through consistent engagement.
About Speaker
Mr. Limesh Parekh
CEO & MD - Enjay IT Solutions Ltd.
You’re learning from someone who has mastered the art of LinkedIn Lead Generation. Mr. Limesh Parekh is a seasoned entrepreneur and sales expert who has helped countless businesses leverage AI and automation to generate high-quality leads.
With years of experience in B2B sales and high-ticket selling, he understands the challenges professionals face in finding and engaging the right prospects. That’s why he created this hands-on workshop—to equip you with practical, proven strategies that drive real results.
Get ready to learn from an industry expert who has been in the trenches and knows exactly what works!
What You Will Learn
Professionals in the financial industry looking to attract high-net-worth clients, enhance credibility, and master lead generation on LinkedIn.
R.I.C.H. Framework : Enhance LinkedIn Presence
Learn how to optimize your LinkedIn profile to attract high-value clients and stand out in a competitive market.
G.R.O.W. Framework : Expand Network Strategically
Discover proven connection techniques to strategically grow your network and expand your reach.
E.N.G.A.G.E. Strategy : Amplify Your Impact
Learn how to craft content that positions you as a thought leader and sparks engagement.
Daily LinkedIn Playbook : Grow Leads Consistently
Stay on track with a step-by-step task list for daily lead generation and business growth.
Don't miss out on this opportunity!
Register now to unlock the full potential of LinkedIn for your financial advisory business.