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Workshop: How to use LinkedIn effectively in 2025 and beyond

£95 + VAT

If you can master the four basics and stay consistent with them, LinkedIn is abundant with opportunities.

In this interactive and practical workshop, we’re going to work through our tried and tested formula to use LinkedIn more effectively as a financial services professional. You’ll leave with a list of things you can start doing today that’ll have an immediate impact.

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LinkedIn is the world’s largest professional networking site with over 1 billion users worldwide.

Among them are tens of thousands of UK-based financial advisers and planners hoping to turn casual connections into meaningful business opportunities.

But being on LinkedIn is one thing. Using it effectively is another.

What will you learn?

During the workshop, you will:

  • Understand the components of a good profile, both personal and company
  • Develop your understanding of how to write value-adding posts, with examples
  • Be taught how to build your network with ideal clients and professional connections
  • Learn why engaging with the wider community is important, and how to do it
  • Explore additional elements of the platform that are often overlooked
  • Have time to ask all of your burning questions.

After the workshop, you will be sent:

  • The slides
  • A recording so you can watch the session back
  • Any extra resources you’ll find useful that we’ve shared during the session.

When?

Wednesday 6 August from 10 am to 1 pm on Zoom. The session will be broken up into three 55-minute blocks, with short comfort breaks in between.

Hear from previous attendees

“Not only did I find it extremely useful, I also enjoyed it! I would recommend this workshop to anyone interested in building a profile using LinkedIn.” – David Crozier, Navigator Financial Planning

“It was such a great session. I’m looking forward to implementing the ideas and really improving my presence on here!” – Lucy Grifferty, Wholesome Financial Planning

“This was a fantastic workshop on getting the most out of LinkedIn. Jammed pack full of value and actionable advice. The hosts were so knowledgable!” – Carl Wilkinson, Concept Financial Planning

“Thank you for the session, incredibly insightful and I have a plan as to what to do to improve my LinkedIn skills. Thank you!” – Matt Jenkins, Benchmark Financial Planning

“What a great workshop! Definitely time well spent.” – Amelia Headley, Ardent Financial Planning (2024)

“Thanks both, another brilliant workshop! Same time next year?” – Amelia Headley, Ardent Financial Planning (2025)

How to book?

We can only accommodate 30 people on this workshop.

So, if you want to attend, click “Buy” above to reserve your place and we’ll send you a personalised invite by email.

If you have any questions, please email abi@theyardstickagency.co.uk for more information.

Once you have made your purchase, our client engagement manager, Abi Robinson, will send you a personalised Zoom invite to the session by email.

We do not offer refunds but all registrants will be sent the slides and recording after the session. If you are unable to attend, you are welcome to watch the workshop back at any time.

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