These messages weren’t included in the 47 Financial Advisor LinkedIn Messages ebook. I’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 …
Vid 99: New LinkedIn messages Read More »
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, “How do I get a meeting with someone after I connect with them? I feel like I’m making small talk and then the conversation stops.” Or “I have buddies …
Vid 95: If you are getting stuck try these LinkedIn transition messages Read More »
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” …
Vid 88: How financial advisors can get referrals from clients using LinkedIn Read More »
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 …
Vid 84: Kick those deadbeat COI’s to the curb – and do this instead! Read More »
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 …
Vid 83: Meeting Business owners on LinkedIn Read More »
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 …
Vid 63: Searching your LI connections made easy! Read More »
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 …
Vid 60: Supercalifragilisticexpialidocious way to use the notifications feature Read More »
The List of 20 is the foundation for all that you do in your LinkedIn prospecting. Ideally you should start with the people with whom there is some foundation of trust and familiarity. • You may have people in your existing connection base that perhaps you haven’t begun the dialogue with yet. Those people would …
Vid 47: Tips for Creating Your List of 20 Read More »
As you know, I’m a bigger fan of images than words to convey your point. Try using an Emoji in your messenger communications as well as in your postings. A few words of advice would be: The more informal emojis such as hearts, etc. should be used cautiously as it may be misinterpreted by the …
Vid 44: Emoji It Up! Read More »
Not everyone is going to respond to someone they meet on social media (and especially if you are a financial advisor!), but there are certain things you can do to increase the likelihood of getting a response. In our membership I have included several examples of messages you can use. Aside from taking advantage of …
Vid 42: Messaging Basics Read More »
