LinkedIn Prospecting, Coaching, & Marketing for Financial Advisors

LinkedIn Prospecting

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

Need someone to manage ALL of your social media?


How It Works

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.

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!

Messages Plus Appointments


Per month

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.

We do offer Linked In Profile audit and optimization services as well. Please contact us for more information.

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

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