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Financial advisors are skeptical that leads can be gained from social media. It can be a source of leads, but I see so many financial advisors using awful pick up lines. In this episode I’ll go over what you should and shouldn’t be doing when you reach out to Big Shots on LinkedIn. I’ll also explain to you a magic extra step that you can take to improve results dramatically.
Financial advisors are skeptical that leads can be gained from social media.
In my experience, most financial advisors handle online leads poorly after they
Most financial advisors are skeptical that social media can effectively drive leads.
99% of financial advisor marketing is generic, full of clichés and jargon.
Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.
