Category: Messaging and Sequences

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Vid 72: Humble AF LinkedIn messages for financial advisors

Here are some low key and humble LinkedIn messages for financial advisors to use on LinkedIn when you reach out to someone who doesn’t know you well. Often a low key approach is best and that is because you can really freak people out by coming on too strong. They’ll worry that you are trying …

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Vid 75: Sequence to use on a Corporate Employee

Focusing on having a niche knowledge of one particular company’s benefits plan will allow you to develop a deeper knowledge and that can help differentiate your brand, make you perceived as having higher value, and set you apart from the other financial advisors. Many financial advisors are calling on the employees of a particular company. …

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Vid 74: Advanced messaging for business owner prospects

Business owners tend to be visible on social media and are great targets. Before you approach them, be sure to know everything about their company. Do a Google search, visit their website, check out the Twitter. Get obsessed; they will love it. Their company is often a source of pride to them and especially if …

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Vid 76: Rebuttals when you get a “no” or wishy-washy response

Financial advisors, as an industry, have made a terrible reputation for themselves with the population at large. When someone rejects you over LinkedIn, it’s safe to say that it probably has less to do with them not wanting to do business with you and more to do with them being annoyed at the constant barrage …

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Vid 54: Financial Advisor Prospecting Messages to use during Crisis

Times of crisis such as the coronavirus are the times when financial advisors are of their highest value to the public. Don’t spoil your chances of reaching the people who really need you by speaking in jargon, cliche, and not getting your point across. Here are some messages for financial advisors to send in a …

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