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Claire Akin, MBA, is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. She has worked with hundreds of advisors to help leverage technology to grow their businesses.
She speaks nationally at conferences to financial advisors. Presentation topics include “How to Generate Referrals Using Social Media,” “Step-by-Step Prospecting with LinkedIn,” and “Content Marketing for Financial Advisors.”
“How to Generate Referrals Using Social Media” has been rated an average of 9.4 out of 10 by financial advisors, and it’s often the break-out session most registered for at conferences. To request a presentation for your upcoming event or conference, contact Claire today by emailing email@example.com.
Claire’s speaking rates start at $1,475 per 90-minute presentation, which includes up to 100 hard copies of her book The LinkedIn Guide for Financial Advisors, as well as access to The LinkedIn Course for Financial Advisors for up to 100 attendees.
“As financial planners and advisors, we are often challenged with ways to find new clients, as well as for recruiting potential staff and team members. Claire Akin’s talk, “Generating Referrals Through LinkedIn,” was extremely informative and timely. Not only was she very engaging during the presentation, but also provided our attendees with easy-to-implement actionable steps to leverage their LinkedIn relationships. Highly recommended!”
René Nourse, CFP®
Financial Planning Association of Los Angeles
How to Generate Referrals Using Social Media
In this presentation, we’ll review a step-by-step process for using LinkedIn to support your referral process. We’ll include tips for creating your profile, conducting advanced LinkedIn searches, and ideas for what to do on LinkedIn every day to grow your network. All attendees will receive a free copy of The LinkedIn Guide for Financial Advisors as well as an exclusive handout, “Ten Things to Do Every Day on LinkedIn.”
Content Marketing for Financial Advisors
Content marketing uses the creation and distribution of content to earn the attention of prospects. In this exclusive presentation, we’ll review how advisors are using content marketing in the form of blog posts, e-books, white papers, podcasts, and more. We will review examples of how advisors can use content to:
- Earn the attention of prospects
- Show them what you do and how you can help
- Position yourself as a subject matter expert
- Stay top of mind
- Start a conversation
- Drive traffic to your LinkedIn profile or website
Each attendee will receive “The Content Marketing Quick Start Guide” handout to jump-start their content marketing strategy.