The “Art & Science” of LinkedIn Lead Generation for Financial & Insurance Advisors

If You Are A Financial Advisor or Insurance Agent Looking To Get Generate LinkedIn Leads…This Will Be An Important Article To Read Right Now

Before I show you one of the most powerful strategies on how to use LinkedIn to get qualified leads and clients

Let me show you how most advisors and agents are struggling to get meetings especially using LinkedIn and the big mistakes they are making

The Classic Mistakes Made

Most Advisors are sold this FALSE strategy by all “Marketing agencies” that goes like this

PROMISE: “15-50 appointments per week fully automated”

STRATEGY:

1. Have a great profile

2. Identify a target market

3. Define your MESSAGE - this is key

THEN…

4. Create a “Messaging Funnel” and use some “Automation” tools

Send out 1st Message

Wait for 1 or 2 days

Send 2nd Message

Wait for 1 or 2 days

Send 3rd Message

5. Keep doing this, it is a numbers game

And “in-theory” this looks amazing

Advisors are taught the “Numbers-Game” Theory by their company and “Mentors”

So they get into this trap of using LinkedIn as a tool to play the “Numbers-Game” 

All this used to work in the past when few people knew about this

But now, this is considered a

SPAM Strategy

LinkedIn has decided to STOP this and has taken some of the “Automation Tool” company down

Remember, LinkedIn is owned by Microsoft, one of the largest software companies on the planet

They have the best engineers to DETECT and STOP this

If you continue to do this…

THEN

Your LinkedIn Account will be BANNED...no question

These Marketing agencies make a lot of money even when they charge a cheap monthly fee of $200 or so dollars and some charge way more.

Well, they hire low-cost staff and use automation tools that cost them $10s of dollars per month and they make a GIANT profit...I know many companies like this and I know you do too :)

Here are the LinkedIn Terms of Service (click here to read it in full on LinkedIn)

So now that you see what NOT to do

Let’s talk about what TO DO and a strategy that is the RIGHT strategy for Financial Advisors today

I have been using this for over 1.5 years and now have over 80 Advisors using this

We call this

Advisor - Platform Strategy

Our goal is to build a platform using LinkedIn and even Facebook

Think of this as your own “Personal” Stage and Podium to cultivate long term relationships with your “ideal prospects” who you can EDUCATE and make OFFERS when the time is right

There is hard work involved here...

NO Shortcuts ...but still get “Quick Wins” with Meetings Booked

So with this strategy, I can generate up to 30 meetings per month 

And I have some Advisors do 5, 8, 12 and one has done over 30 meetings per month

So here’s how this works

GOAL & STRATEGY: Build a Platform that positions you as “the-go-to-expert” on a topic in front of your “ideal” clients that is growing each day forever

IMPLEMENTATION:

1. Define your “Personal” strategy - Who...What (Check out my other blog on this topic)

2. Position - Your profile needs to be set up to build “instant” value and some “trust”

3. Search Research - Spend time to learn from LinkedIn “Rich” Data before you send an invite

4. Outreach - Send invites - track properly (there is some detailed science here that we help Advisors in our program)

5. Conversation - This is the MOST important part and I have designed a method called “The Conversation Stream” that converts cold connections to a booked meeting (my own R&D and thousands of hours of work using “word” science and looking at real-life Advisors messages for over 12 months)

6. Track and Followup - 95% of people will not respond and you need to segment them and then follow up in the future when the time comes

7. Value content - Not the “typical” Advisor 3rd party broadcast content - Real value content (check out my posts to get an idea - there is a lot of psychology and science behind this)

8. OPTIMIZE - Your campaign will NOT work instantly but you need to learn from the feedback and make small changes till it works and then

9. REPEAT - this is the key part, Consistency matters and sticking to a process that works is KEY

You do this right and you will have 5000 people platform in a year and that’s a big number to get 50 to 100 clients each year and build a strong PRACTICE

Summary

So if you are looking to grow your business and get more clients then you must build your “Advisor Platform” today

If you need help and want to learn more then

Here’s Something You’ll REALLY Like!

I have put together a FREE Case study for Financial Advisors and Insurance Agents

How Would You Like To Generate 5, 10, Even 20 “High-Value” Prospects & Booked Meetings Every Single Month On Demand And With Predictability

Free Case Study reveals…

• The Biggest Mistakes Financial Advisors Are Making With Social Media Marketing & Missing Big Opportunities To Find High-Value Clients
• How To Use "Compliant" Social Media Strategies To Get In Front Of Qualified Prospects Every Single Day & Generate Appointments
• The 2 Simple & Proven Campaigns That Are Generating Qualified Prospects (AUM, Annuity, Insurance, Medicare, etc.) & How You Can Put This To Work Right Now

You can watch it here…

PS: This training has been taken by over 5150 people and what we show is the exact method that over 80 Advisors are using today, so don’t miss this.