Supergrow for Financial Advisors

I practice what I preach!

And the website is live!!! I'm almost more excited about the website than the book itself... Taylen Sather is the best at the whole website thing. www.advisortechbook.com ??Pre-order by Feb 20th and receive LIFETIME access to the Supergrow for Financial Advisors community! (normally $9/mo) --- Shout-out to Michael Kitces and Bob Veres/Joel Bruckenstein - this book wouldn't be possible without their tech surveys.

Seems like this really resonated with people - only 3 of the 40 reactions are 1st degree connections... which seemed to also boost the reach very interesting...

Wanted to walk you through a process to get inspiration from advisors serving a similar niche to you. Using: - LinkedIn - Nethunt - PhantomBuster - Their websites Lastly, add these advisors to an engagement list on Supergrow so you can follow what they're posting. Check it out!

Weekly LinkedIn follower tracking is back. Not everybody likes this. But some love it. You've been warned.

This is a DM from an Account Executive at a company running at 500M ARR (annual recurring revenue) - He wrapped up my LinkedIn & Social Selling Cohort at the end of December, got this message yesterday. 56 DMs Sent: 23% Response Rate 3 Meetings Booked 1 Opportunity Created *from my data, another response & meeting will trickle in over the next week from these efforts making him get super close a 30% response rate Again, you all know how much I get annoyed by posts sharing this stuff but not telling people the how behind the success, so here we go: Step 1 - Identify your 56 people. Step 2 - Quickly study your 56 people. Step 3 - Quickly study their businesses. Step 4 - Engage with their content, if applicable. (sometimes they don't post) Step 5 - If they don't post, check their comment section to see if they are active. Step 6 - Be sure you create a post that teaches them something. (example, yesterday I connected with, followed and engaged with a lot of heads of sales and today they will see this post that teaches them something) Step 7 - Remember your engagement with their content? Yea, now your post from step 6 will probably be put in their feed. That is how it all works. Step 8 - Send them the best DM they have ever received. Step 9 - Make that DM a video, walking outside or an audio DM. Remember, don't be afraid to pitch in this message. Be proud to be in sales. Step 10 - They respond, you send over 4 times that work over the next 4 weeks. (respond right away here, while their green bubble is full) P.S. - For those of you that are going to ask me for an example video message, I have shared a lot of those and you can go to my page and click the video area of content and watch as much as you want. ?? feel free to share, I am not a fan of gating my strategies ?? ?? Next class starts on March 3rd, hit me up today and we can get ya in ??

Simplify, Simplify, Simplify!! My engagement lists had gotten out of control - I had like ten of them, I'm starting over with two. ?? My Favourite LinkedIn Folks ?? My 3,000 Niche LinkedIn needs to be fun, and I had ended up with lots of people's posts coming in that I wasn't really interested in. I'm starting "My Favourites" list and hand-picking each person I'm going to engage with. For my 3,000 Niche, I'm going to also hand-pick whose on this list - mainly people that are the closest to possibly working with me: ?? already on my email list ?? already on Skool ?? already conneqted on LinkedIn They have the fewest barriers to working with me and already understand my way of doing things. How about you? Is it time to simplify? skool.com/supergrow

this.

Joe to ChatGPT: "following the "proof, promise, plan" framework in marketing, what would this look like for a financial advisor posting on LinkedIn?" --- WARNING! ?? - written content below. Proceed with utmost caution. The "Proof, Promise, Plan" framework is highly effective for LinkedIn posts because it provides credibility (proof), builds anticipation (promise), and outlines actionable steps (plan). Here's how a financial advisor could apply it: Post Title: "How I Help My Clients Keep More of What They Earn ????" 1. Proof Start with a short, compelling story or statistic that highlights a success or outcome. "Last year, I worked with a United Airlines pilot who was frustrated with his high tax bill. By optimizing his PRAP contributions and restructuring his retirement plan, we reduced his taxable income by $15,000—while keeping him on track to retire on his terms." 2. Promise Explain the transformation or benefit the reader can expect by working with you. "If you're a United Airlines pilot or professional in the aviation industry, I can help you maximize your PRAP benefits, minimize taxes, and create a financial plan that lets you fly into retirement stress-free." 3. Plan Close with a clear, simple action the reader should take next. "Not sure where to start? Send me a message, and I’ll share my free guide: ‘3 Ways Pilots Can Cut Taxes While Building Wealth.’ Let’s get you one step closer to financial clarity." Why It Works: Proof: Builds credibility and relatability. Promise: Creates an emotional connection to a desired outcome. Plan: Provides an easy next step, lowering barriers to engagement. Would you like help tailoring this for another niche or offering? --- Hey Chat, looks like you were pulling from my questions about niche-y websites?? https://lnkd.in/eF8UN__u

Best daily active numbers yet! :)