hummingbird.org
LinkedIn Mastery:
Leveraging LinkedIn to Consistently Attract and Convert Quality Clients.
About me!
Bruno Nicoletti
CEO of HUMMINGBIRD
  • Christian, husband, and father of two — with another on the way
  • Founder of Hummingbird, used by 2,500+ insurance and financial professionals.
  • Average client books 10-15 meetings per month using our systems.
  • 40 Million data points on LinkedIn Prospecting.
  • Leading LinkedIn Prospecting firm for financial services industry in the world.
  • Inc. 5000 CEO
  • 2025 WealthManagement.com Industry Award Finalist
  • NAIFA Business Advisory Council Member
  • Million Dollar Round Table financial advisor
  • AI & technology consultant to large broker-dealers
Accolades & Passions
  • 2x World Team Member - Brazil in freestyle wrestling
  • National Champion
  • IBJJF World Champion in Brazilian Jiu-Jitsu
  • NCAA All-American wrestler
The Referral Trap!
Referrals are the best type of business!
  • Trust is already established
  • Conversion rates are higher
  • Sales cycles are usually shorter
  • Referred clients often come in warmer and more qualified
  • Referrals compound over time
  • They are a sign of strong service
The Problem
  • Referrals are typically lateral
  • Unpredictable
  • Inconsistent
  • Awkward Conversations w/ current clients
  • ADVISORS HAVE TO ASK!
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!
Why LinkedIn…
1
1 Billion+ Members
Biggest Database in the world. You can search, connect with anyone, working any where.
2
Sales Navigator
Perfect filtering based off of LinkedIn Information. Communicate directly with Decision Makers.
Better than recruiter!
3
Build your Network.
CONNECTIONS NOT FOLLOWS!
Connection allows people to see your feed. Build a community of ideal prospects that you can drip to on your feed.
4
No Gate Keepers!
Communicate directly with Decision Makers.
5
PRE-QUALIFIED
You know who they are, they know who you are. Hand picked.
If you could turn your LinkedIn Network into a system that you could consistently rely on for quality meetings, you will never have to worry about gaps in your calendar.
Turning LinkedIn Into a Funnel
1
Identify IDEAL PROSPECTS - Sales Navigator.
2
Connect & Engage with c
3
Book introductory meetings
4
Leverage LinkedIn Network, Tools, & Features
Growing your LinkedIn Network is like setting up a billboard and you choose the people that drive past it!!!
Profile Optimization
  • Nice Headshot
  • Banner
  • Headline should be what you do NOT your title.
  • Bio for yourself.
  • Complete Work History.
  • Booking link or contact info.
  • Posts → Doesn't have to be consistent just enough value in the few you have.
Build a Campaign
  1. List of Ideal Prospects
  1. Messaging That Converts
  1. Consistency
  1. Tracking and optimizing campaigns.
1. Identifying IDEAL Prospects on LinkedIn
  • How to build a list of ideal prospects
  • Straw-man nominator
  • 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?
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
SPECIAL OFFER FOR ATTENDEES!
15% OFF if you sign up by Friday at 11:59pm MST - CODE: 48web
1. PIPELINE ACCELERATION SYSTEM (DONE-WITH-YOU)
We build, launch, and optimize your outbound engine with you — so you can generate consistent inbound conversations
Includes:
  • LinkedIn profile optimization for conversion
  • Highly targeted prospect list build using Sales Navigator
  • Personalized messaging strategy based on 40M+ data points
  • 3 Automated outreach campaigns
  • Inbox system with proven reply frameworks
  • Admin training
  • Monthly strategy & optimization calls
We don’t just give you tools — we implement the system with you
Semi Annual
$3,300
20 BOOKED MEETING GUARANTEE
Annual
$4,500
50 BOOKED MEETINGS GUARANTEE
2. FULLY MANAGED PIPELINE (DONE-FOR-YOU)
We handle execution for you — from outreach to booked meetings
You focus on closing
Includes:
  • Everything in Done-With-You
  • Campaign management handled for you
  • Meetings booked directly on your calendar
  • Ongoing optimization by our team
  • Monthly strategy calls
  • Contact list of engaged prospects
**Must have calendar booking link
Semi Annual
$5,500
20 BOOKED MEETING GUARANTEE
Annual
$9,000
50 BOOKED MEETINGS GUARANTEE
3. Hummingbird Advisor Growth Engine + WEBINARS 🚀
A premium done-for-you LinkedIn growth system for financial advisors who want to build a more predictable pipeline and expand beyond referrals.
Includes:
  • Custom LinkedIn prospecting funnels built inside your business
  • Meetings booked directly on your calendar
  • Ongoing optimization by our team
  • Monthly strategy calls
  • LinkedIn educational webinars/workshops
  • Enhanced prospect data from CURRENT & ACQUIRED LinkedIn connections and webinar registrants
  • Strategy, implementation, and ongoing optimization from Hummingbird
Starter
$20,000/year
1 Custom LinkedIn Prospecting Funnels
50 Meeting Guarantee
1 LinkedIn Educational Webinar/Workshop
200 Registrant Guarantee
Scale
$27,500/year
2 Custom LinkedIn Prospecting Funnels
70 Meeting Guarantee
2 LinkedIn Educational webinars
200 Registrant Guarantee
BOOK A DEMO TO SEE HOW TO AUTOMATE THIS PROCESS!