Leveraging LinkedIn to Consistently Attract and Convert Quality Clients.
A LinkedIn Prospecting service built for the financial services industry.
"Turning Prospects Into Clients."
Most successful advisors with ambitious goals have reached the boundary for what referrals can do for them!
Scaling your firm is directly tied to new introductions. If that number is unpredictable and inconsistent in can be hard to scale & grow.
ADDING LINKEDIN AS A PROSPECTING LAYER WILL BOOK MORE MEETINGS ON YOUR CALENDAR AND REFINE YOUR REFERRAL PROCESS WITH INTENTION!
Turning LinkedIn Into a Funnel
Growing your LinkedIn Network is like setting up a billboard and you choose the people that drive past it!!!
Profile Optimization
The only things you need to start crushing LinkedIn
Goal: a complete profile that looks like you use LinkedIn, not like you showed up to prospect.
Field-tested tips. Check with your firm's marketing and compliance teams before making changes.
How to build a campaign…
1. Identifying IDEAL Prospects on LinkedIn
- How to build a list of ideal prospects
- Straw-man nominator
- No one is vouching for you on LinkedIn, so a shared commonality does it instead.
- Feed-lists
AUDIENCE EXAMPLES!
2. High-Converting Language
- A. Who you are
- B. What you do.
- C. How you can be relevant
- D. Calendar Question
A. Thanks for connecting {firstname}! The reason I'm reaching out, I run a financial planning practice
B. and we specialize in serving successful business owners across the US. I'd prefer if most of my clients were fellow Mavericks haha.
C.Wanted to share with you some unique strategies we are helping out best clients implement during these times.
D.Do you have a few minutes for me next week?
STEAL OUR PLAYBOOK!
Lists and message templates
📋 List-Building Cheat Sheet
Sales Navigator filters, job titles, and Boolean keyword searches to find your ideal prospects.
💬 Message Templates
Copy-and-paste connection messages, follow-ups, and ARC replies built on shared commonalities.
MESSAGING TIPS
1. ARC - ACKNOWLEDGE, REDIRECT, CALENDAR QUESTION
2. ALWAYS BOOK FOR THE FOLLOWING WEEK.
3. NEVER BOOK UNLESS YOU HAVE BOTH EMAIL AND PHONE NUMBER
4. SET UP 10-15 MINUTE MEETINGS ONLY
Approach Tip
DISCOVERY BEFORE VALUE PROPOSITION
OTHER LINKEDIN FEATURES
- Webinars
- Data
- Posting
LinkedIn Mastery: