Category: LinkedIn messaging

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Vid 102: Tips for building your following

Question from a member, โ€œI have less than 500 followers on LinkedIn. Should I get 500 just so my profile page says โ€œ500+ followers?โ€œWhile itโ€™s important to grow your network on LinkedIn, โ€œgrowth for growthโ€™s sakeโ€ doesnโ€™t make any sense. Iโ€™d rather see you have 30 connections if they are on the same mission as […]

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Vid 101: How to meet Doctors on LinkedIn

Doctorsย are super hard to meet over LinkedIn. I always try to persuade financial advisors to focus on other niches, but many of you are intent on working with doctors. So, here are my tips for how I would advise you to meet physicians over LinkedIn.Many of these tipsย apply to any nicheย you are targeting. Doctors are […]

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Vid 99: New LinkedIn messages

These messages werenโ€™t included in the 47 Financial Advisor LinkedIn Messages ebook. Iโ€™ve tried out these messages and found that they are very effective if you are looking to build your LinkedIn community, build your List of 20, or just try to get your following to engage more with you online.Keep in mind that the […]

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Vid 95: If you are getting stuck try these LinkedIn transition messages

LinkedIn transition messages are the most important part of any conversation you are having with a prospect online. The most common question that I get is, โ€œHow do I get a meeting with someone after I connect with them? I feel like Iโ€™m making small talk and then the conversation stops.โ€Orโ€œI have buddies from college […]

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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. ย Itโ€™s hard to ask clients that tired old question, โ€œIf you know anybody who could use my services, please let me know.โ€Itโ€™s kind of like me asking you, โ€œDo […]

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

If your CPAs, attorneys, etc, arenโ€™t on LinkedIn, youโ€™re missing out on a great opportunity to gain exposure to their networks. So kick those deadbeat financial advisors COIโ€™s to the curb and letโ€™s get going on a better strategy of finding COIโ€™s who are cool, do care about you, and WILL reciprocate business!Iโ€™m going to […]

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Vid 83: Meeting Business owners on LinkedIn

Iโ€™ve had quite a few folks join this membership recently who are interested in developing relationships with business owners.As a general rule, the more specific you can be about the type of business owner you wish to serve, the easier the task becomes. Keep in mind that business owners are pummeled by advisors trying to […]

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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 youโ€™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 list […]

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