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Vid 79: LinkedIn posting scripts for financial advisors in 2021 (+ examples)

In this blog financial advisors will learn about a few sample scripts for their LinkedIn postings.In this video and blog, I am going to discuss two LinkedIn posting scripts for financial advisors. Are you not sure what to say on LinkedIn if you want your post to get good views? There are certain things you can do if your goal is to optimize the performance of your LinkedIn posts in […]
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Vid 78: Financial advisor LinkedIn tip – the PDF upload posting

In this blog and video, you will hear about a valuable financial advisor LinkedIn tip which involves uploading PDF's as a posting to LinkedIn to attract more views in the feed.In this piece I discuss a valuable LinkedIn tip for financial advisors and financial planners – how to create a PDF upload posting. This is very useful if you are trying to get information out to people in your news feed so you can attract new clients to your business as a financial advisor or […]
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Vid 77: Financial Advisor LinkedIn Strategy for 2021

This video and blog talk about the financial advisor linkedin strategy for 2021 that you should follow if you are a financial advisor or financial planner and you want to get new clients from social media.Financial Advisor LinkedIn Strategy for 2021 Financial advisors who want to get more social media visibility on their posts so they can possibly get new clients should follow this LinkedIn strategy for financial advisors in 2021. If you are a financial advisor or financial planner who is looking to reach new clients and get leads […]
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Vid 29: LinkedIn Message Sequence for Super Prospecting!

Use this four Step LinkedIn Messenger sequence to engage current connections or reach new prospects on LinkedIn. This video will walk you through a four step process for getting new connections to get to know you without weirding them out or overselling them. It will also teach you how to invigorate your existing connections and […]
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Vid 73: Text only LinkedIn postings

Believe it or not you do not always have to use images or videos in your LinkedIn postings – and this video is going to show you a successful example of why not. There are certain instances in which it is perfectly fine to use a text only LinkedIn posting. The thing that it is […]
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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 71: Your LinkedIn Name

In this video you will learn about the way to present your name on LinkedIn. Many financial advisors make the mistake of using their formal name because they want to appear more credible. This is really just doing yourself a disservice because then nobody is going to be able to find you if they search […]
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