There is a sea of Clients
waiting to be discovered On LinkedIn®
The power of LinkedIn
LinkedIn has 154 Million Active Users that can be targeted in a wide variety of ways with our prospecting, coaching, and marketing approach for financial advisors.
Affluent Crowd
41% of the worlds millionaires are on LinkedIn
Connect WIth Engaged Prospects
44% of LinkedIn users are active on a monthly basis
Reproducible Efforts
Bill Good wrote the book on prospecting, literally, and those efforts can be done with LinkedIn
We make it easy to scale leads on LinkedIn
With our prospecting for financial advisors we do the hard part for you!
We will develop the perfect client profile with you, write personalized content for you, reach out to your perfect prospects on your behalf and you receive responses.
Then we’ll help you turn them into clients
Perfect Clients
Through a short but focused questionnaire and an on-boarding call we will develop your ideal client profile.
Engaging Content
Our team will draft an engaging custom message that is designed specifically for your ideal client.
Smart Targeting
Our team targets thousands of your ideal clients with their ideal message each and every month on LinkedIn.
Leads To Close
You get notified instantly in LinkedIn when a prospect responds so you can close the deal.
Ready...Repeat.
Choose the perfect plan
Start supplementing your new business appointments with prospects from LinkedIn today. If you’ve tried to harness the potential of LinkedIn and failed, don’t give up a viable prospecting service for financial advisors. Let us do the hard work for you leveraging our 40+ years of experience we can put LinkedIn prospecting to work for you!
500 Messages Per Month
$395
Per month
- Ideal Client Profile
- Ideal Client Targeting and List Development
- Up to 500 Messages Sent Per Month
- Ideal for building out your connections
- One time $500 Setup Fee
500 Messages Plus Appointments
$795
Per month
- Ideal Client Profile
- Ideal Client Targeting and List Development
- Up to 500 Messages Sent Per Month
- Follow up messages to help set appointments
- One time $500 Setup Fee
Start filling your calendar with prospects from LinkedIn today!
If you’ve tried to harness the potential of LinkedIn and failed, let us do the hard work for you leveraging our 40+ years of experience working with advisors.
Frequently asked questions
An optimized LinkedIn Profile, an active Sales Navigator Account, and approval from compliance. We can also help with all 3.
- Sales Navigator is free the first month and then $79 per month after that.
- The LI Prospecting Setup Fee is $500.
- $395 or $795 Monthly Subscription based on your growth goals.
The month to month subscription carries no long term contract. Cancellation must be sent in 30 days before the next billing cycle.
After you click “get started” on the monthly option that meets your growth goals, register and process your payment. You’ll then be able to fill out the questionnaire and schedule your on-boarding appointment.
From there we’ll develop your ideal client profile and targeted prospecting list. Then we’ll craft a message to send on your behalf. You’ll be notified of new connections through LinkedIn itself.
Each month we’ll evaluate performance, adjust, A/b test and continue to drive highly targeted leads directly to you.
If we are helping you set appointments through the LinkedIn appointment setting service, we will send out appointment requests when you have generated 500 new connections.
Want to know more about how LinkedIn Prospecting works?
Contact Us at 800.678.1480
