Author: saragrillo

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Vid 65: Lead Magnet Basics for Financial Advisors

In this video you will learn the basics of what a lead magnet is for financial advisors, how to create a landing page to house the lead magnet, and how financial advisors can use lead magnets to develop their email contact list and get new prospects. It’s important for financial advisors to have a way […]

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Vid 62: Advanced Messaging Tips

In this video you will learn about some advanced messaging techniques to use on social media. The key thing to remember is that the List of 20 is not static; it is dynamic. So if somebody does not respond after 3 messages, then you should get them off the list and get someone else on […]

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Vid 63: Searching your LI connections made easy!

Many of you have qualified prospects and COIs in your LinkedIn connection base; however it is hard to be aware of them because you’d have to search and scroll which can get overwhelming. Here is an easy way. The List of 20 is dynamic, not static. If somebody is not responding, get them off the […]

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Vid 64: Beautifying your LI postings

Posting something to LinkedIn is not as simple as it would seem. In this video you will learn the process for beautifying your LinkedIn postings to increase engagement. Here are the steps to take. Paste a link where it says “start a post.” The preview image should come up. After it does, you can go […]

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