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Upcoming webinar
LinkedIn for referrals: Building trust, influence and professional connections that generate high-value clients
Thursday 22 October 2026
12:00pm – 1:00pm AEDT
Up to 1 CPD hour available
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Session Overview
Many financial advisers use social media to attract clients, but few have a deliberate strategy for building referral relationships with accountants, lawyers, mortgage brokers and other professional partners. This session explores how LinkedIn can be used as a professional networking and trust-building platform to create referral opportunities and attract high-value clients.
Drawing on real-world experience, this webinar will examine how values-based digital messaging, authenticity, and approachability can help advisers establish credibility with professionals they have never met in person. Attendees will learn why LinkedIn requires a different communication approach from other social media platforms and how targeted messaging can resonate with influential audiences such as CEOs, business owners, legal professionals, school leaders and senior executives.
The session will provide practical strategies for developing a professional online presence, building referral partner confidence, and creating content that strengthens reputation, trust and engagement within a professional network.
Meet your speakers
Kelly King
Founder and Principal Financial Adviser
Kelly King is the Founder and Principal Financial Adviser of Iconic Wealth Mandurah and the recipient of the 2025 FAAA Inspire Women Excellence in Advice Award. She is an active FAAA mentor, PY Candidate Supervisor and passionate advocate for growing the financial advice profession.
Nearly five years ago, Kelly launched Iconic Wealth Mandurah from the ground up, with no client acquisitions or inherited books. Through determination, innovation, and a strategic digital approach, she built a thriving advice business by creating a strong online presence and connecting authentically with her target market.
Kate Mitterer
Aspiring Financial Adviser, 2025 FAAA University Student of the Year
Kate is a student in her final year of study, part time, and an aspiring financial adviser. Her aim in life is to change lives by educating people and building financial capability across Australia. She was the 2025 Student of the Year with the FAAA and is now an active participant in the FAAA Emerging Leaders Forum.