In what order do I watch the Membership Videos?

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This blog presents an order in which you should watch the membership videos.

To access these videos, please log on to your portal and visit the dashboard. Use the search bar at the top of the page to search for the videos.

Step #1: Setting up your profile

Start here.

Video 7 is the first one to watch when you begin my membership. It will teach you how to set up your LinkedIn profile page correctly so you don’t look like a cliché. It’s important to do this first because you’ll be directing traffic here – it’s the foundation for your prospecting.

Vid 71: Your LinkedIn name

Vid 81: Your LI title

Vid 68: Featured posts

Step #2: Complete the core content

READ “Financial Advisor Marketing Strategy” e-book. DO NOT BUY IT. If you did not get your free copy, ask me (Sara) for it.

Vid 77: Financial Advisor LinkedIn Strategy for 2021

Vid 79 and Vid 85: LinkedIn posting scripts for financial advisors in 2021 (+ examples)

Vid 80: Initial engagement – highly important that you understand this.

Vid 82: Varying the content type

Vid 84: Influencer marketing

Vid 87: Strategic commenting

Vid 91: The first line means everything

Vid 92: LinkedIn weekly work schedule

Vid 95: Transition Messages

Vid 96: The Relevance Score

Step #3: Create your list of 20 and start connecting

Next you need to learn how to search for prospects within your target niche. In this step, you learn how LinkedIn search works, how to create a target list of 20 people, set up your funnel, and how to send them a message to connect with you.

READ “47 LinkedIn Messages” e-book. DO NOT BUY IT. Ask me (Sara) if you did not get your free copy.

Vid 1 – Create your list of 20

Vid 2 – How LinkedIn search works

Vid 3 – Sending an engaging connection request

Vid 47 – Additional tips for creating your list of 20

Step #4: Get a Funnel Going

Once you get a certain amount of people connected to you, it’s time to get a meeting with them. This takes a high degree of skill in the way you communicate.

Use the messages in the “47 Messages e-book.” DO NOT BUY IT. Ask me (Sara) if you did not get your free copy. Also, the following videos will teach you transition messages – how to get them from cold to warm to meeting – as well as some sequences of messages that have worked.

Vid 42 – Messaging Basics

Vid 44: Emojis

Step #5: Refine strategy using other membership videos

There are 80+ videos on the dashboard, organized into categories such as: making connections, gaining traffic, your online brand, etc. Where is your process breaking down?

There are videos on newsletters, YouTube strategy, Facebook, Twitter, Google/SEO, how to manage your time, etc.

Use the search bar at the top of the membership videos page to search for these videos.

Sara Grillo Membership Extras

I have included a few “extras” in the membership. Email me and I will send you the following Excel sheets.

ROI /Profitability analyzer – Have you ever looked at how profitable each business line or business activity is for you? How do you grow in a profitable way. Use this sheet to find out.

Prospect tracker – If you don’t have a CRM, use this Excel sheet to track progress on each name on your list.

Results sheet – Monitor your daily progress using this Excel sheet.

Branding questionnaire – help you create a brand

Remember if you get lost, I’m just a LinkedIn message away! Message me!


-Sara G