The Real #Finfluencers Ep. 11: Joe Conklin Shure’s LinkedIn Strategy Turns DMs into Clients
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Joe Conklin Shure, CFP? is transforming financial marketing by connecting with mid-career millennials in a way that feels personal, intentional, and authentic. As the founder of Conklin Shure Financial and the creator of the Instagram account @JoeTalksMoney, Joe shares his approach to creating impactful video content and leveraging LinkedIn to turn old connections into new clients.
Joe’s video strategy focuses on delivering a message that speaks directly to the individual viewer. He understands that success in financial planning isn’t about racking up likes—it’s about reaching the right audience with a message that resonates.
3 secrets from Joe:
# 1 Speak Straight to Your Viewer
Joe emphasizes the importance of talking to a single person, not a general audience. By making his videos feel like a one-on-one conversation, Joe creates content that feels relatable and personal, capturing the attention of his target audience.
#2 Use a Script to Get Started
Scripts help Joe deliver clear, concise, and engaging messages without stumbling over words. This preparation allows him to focus on connecting with his audience rather than worrying about the delivery.
#3 DM Your Connections on LinkedIn
Joe’s personalized video messages to LinkedIn connections have proven to be a game-changer. This approach yields results, with about one-quarter of these videos leading to sales calls and one-eighth converting into new clients.
Joe’s strategy reminds us that quality connections trump quantity when it comes to video marketing. His advice? “Don’t assume people are thinking about you—be proactive, be personal, and make the first move.”