Category: Building Connections

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Vid 94: 3 part template series (send to prospects prior to first meeting)

Remember if you want to set yourself apart, you have to swing the ax harder than the next person. Show the prospect you are more organized and thoughtful by using this template series below. Here is what to do after a prospect agrees to meet. Don’t just agree to meet with them the next day. …

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The first line on LinkedIn messages and posts means everything! Get killer ones going on!

Vid 91: The first line on LinkedIn means everything

The first line on LinkedIn, meaning the first line of your LinkedIn post or the first line of your LinkedIn message, is responsible for 99% of the success. If you aren’t doing well on LinkedIn, revisit your first lines because that is probably where the issue is. You need killer first lines in your posts …

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Vid 88: How financial advisors can get referrals from clients using LinkedIn

In this video I talk about the process of nurturing relationships with the active connections of your clients on LinkedIn to eventually lead to new clients. The question of how financial advisors can get referrals from clients using LinkedIn is a bit of a misnomer. The techniques in this blog aren’t to get a “referral” …

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Here are some tips for how to comment on LinkedIn posts strategically so that you can get leads and build your connections.

Vid 87: Commenting on LinkedIn posts strategically

I see a lot of financial advisors focusing their time on LinkedIn on the wrong thing, and the reason I know this is because I see how they are commenting on LinkedIn posts. Please bear in mind that the LinkedIn algorithm is remarkably skilled at sending you more content on the topics that you comment …

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Vid 84: Kick those deadbeat COI’s to the curb – and do this instead!

If your CPAs, attorneys, etc, aren’t on LinkedIn, you’re missing out on a great opportunity to gain exposure to their networks. So kick those deadbeat financial advisors COI’s to the curb and let’s get going on a better strategy of finding COI’s who are cool, do care about you, and WILL reciprocate business! I’m going …

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This blog presents tips for financial advisors for meeting business owners on LinkedIn.

Vid 83: Meeting Business owners on LinkedIn

Business owner is not a niche “Business owner” is not a niche. Some are self employed with no employees, some are employers who have staff, some have big teams, some have small teams. Some are solopreneurs, others have partners or are a family business. See? Appreciate the diversity and don’t go out there with some …

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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 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 60: Supercalifragilisticexpialidocious way to use the notifications feature

This video talks about how to use notifications on social media as a way to meet new people. If there is an influencer you follow or someone whose postings you like alot, keep an eye out for their next posting in your notifications and try this strategy. This is a commonly overlooked aspect of social …

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Vid 53: Crisis Communication Guidelines for Financial Advisors

Here are some guidelines for how financial advisors should communicate during a time of crisis. It is applicable to the coronavirus and also applicable to financial advisors who are want to expand their business during trying times such as a market downturn, recession, or any other challenging time of crisis. The following are financial advisor …

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