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In this blog financial advisors will learn about a few sample scripts for their LinkedIn postings.

Vid 79: LinkedIn posting scripts for financial advisors in 2021 (+ examples)

In this video and blog, I am going to discuss two LinkedIn posting scripts for financial advisors. Are you not sure what to say on LinkedIn if you want your post to get good views? There are certain things you can do if your goal is to optimize the performance of your LinkedIn posts in […]

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How to Get Ahead of 99% of Financial Advisors – Get a Big Brand

Lead generation is one of the biggest challenges for financial advisors. Learn how to fill your pipeline by creating your own unique and big brand.

Should Financial Advisors Buy Leads; are Lead Generation Services Worth It?

This article provides an objective, third party analysis of the major lead generation services as well as the pros and cons of outsourcing lead generation for financial advisors, RIA firms, CFPs, and wealth managers.

Vid 29: LinkedIn Message Sequence for Super Prospecting!

Use this four Step LinkedIn Messenger sequence to engage current connections or reach new prospects on LinkedIn. This video will walk you through a four step process for getting new connections to get to know you without weirding them out or overselling them. It will also teach you how to invigorate your existing connections and […]

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Hi, I’m Sara!

Hi! I’m Sara. Thanks for coming to visit! Here’s a quick guide to the content on this site. Pod-Blog (Podcast/Blog) On my podcast/blog I discuss overall financial advisor lead generation strategies. The pieces are written out in blog form, and also available as a podcast. So you can either read or listen, depending on what […]

Vid 73: Text only LinkedIn postings

Believe it or not you do not always have to use images or videos in your LinkedIn postings – and this video is going to show you a successful example of why not. There are certain instances in which it is perfectly fine to use a text only LinkedIn posting. The thing that it is […]

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Vid 72: Humble AF LinkedIn messages for financial advisors

Here are some low key and humble LinkedIn messages for financial advisors to use on LinkedIn when you reach out to someone who doesn’t know you well. Often a low key approach is best and that is because you can really freak people out by coming on too strong. They’ll worry that you are trying […]

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Sara is a top-notch speaker. We have hired her to present webinars for our audience. She is lively, engaging and has a strong grasp on the technical details of the materials she presents. I highly recommend her as a speaker for your event or webinar.

- Bob Huebscher, CEO of Advisor Perspectives

Sara is committed to supporting our firm in every single way. A brilliant writer, she is a true partner with great drive for results.

– Glenn Laga, President, Guardian Data Destruction

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