LinkedIn Marketing Playbook

Download the LinkedIn Marketing Playbook (and attend a bonus webinar)

Webinar—September 18th at 3:00 p.m. EST.

I’m very excited to be able to give away an 11-page LinkedIn Marketing Playbook created by a marketing firm I’ve personally worked with and had success.

The founder of the marketing firm also agreed to be a speaker on a webinar with the title:

LinkedIn Marketing—3 Things Advisors do Right and 3 They do Wrong!

To download the Playbook and/or to sign up for a webinar, click on the following:

If you haven’t been hit on by a marketing company about why you are making a HUGE mistake by not marketing using LinkedIn, then you are in the minority.

FOMO (Fear of Missing Out)—I think this is the #1 ploy of marketing companies that try to motivate advisors to spend money on marketing (LinkedIn being one option).

Buying on hope—most advisors have no idea what marketing platforms will work, and because of their FOMO, they will allocate money every year to some marketing platform that 95% of the time doesn’t work.

Lack of Education—advisors are not experts in marketing. If they were, they’d be selling marketing platforms.

I am not a LinkedIn marketing guru, but I know people who are. People I trust to tell me the truth about LinkedIn marketing and to give me a realistic expectation of success.

What I want to do with this newsletter and the webinar is to educate advisors on what they should be doing on LinkedIn, how to do it, and what should be their expectation of success for the dollars spent and the work they put into it.

The following was written by the expert who will be the speaker for the webinar.

More than 50% of advisors state that getting in front of new prospects is their greatest challenge.”

So, the goal of this newsletter and upcoming webinar is to help solve that problem by giving you a more predictable way to bring in new clients or recruits.

3 things advisors do right with LinkedIn

1) They have a way of systematically following up

  • Most financial advisors only reach out to a prospect once – maybe twice. But they don’t follow up with all of their prospects three, four, five, six+ times. And yet… the money is in the follow-up. Follow-ups are your differentiator because they show your prospects that you are serious & committed for the long-haul (see pie chart image below).
  • Bonus script for you to send whenever a prospect says they aren’t interested right now: 
    • “All good, appreciate you letting me know. Is that a forever no or just a no for right now?”
      • If they say “forever no,” forget about them – you don’t want to be in the business of changing minds. If they say it’s a “no for right now,” schedule a follow-up message & reminder, and then completely forget about them until the due date you set.

2) They set the tone

  • If you do not get your prospect’s attention & interest in the first 1-2 messages you send, they will tune out most (or all) of your follow-up messages. Hint: if you want to see a good message to send to properly set the tone, see the free giveaway script below.

3) They are short & casual with their messaging

  • If you send long, formal messages, prospects will get the sense you aren’t being authentic, and they will automatically tune you out/ignore you. So, instead of being formal, you want to message with your prospects the way you text your family & friends – by being short & casual.

Free giveaway – here’s a LinkedIn Connection Request message that has been working great for our customers:

  • “{first_name} – it’s good to see you’re also in “X area” (I live in “X area”). Side note – I know I’m probably not the only financial advisor to reach out to you, so hopefully I can set myself apart somehow & actually be a worthwhile connection & resource to you.”

Sales Navigator—if you want to have hyper-targeted outreach on LinkedIn, look into using Sales Navigator. If you don’t know what Sales Navigator looks like, check out this 9-minute YouTube video. You have to pay extra for it, but it’s often worth it for more targeted outreach.

3 things advisors do wrong with LinkedIn

1) They’re too focused on themselves

  • To put it bluntly, your prospects do not care about you. It sounds harsh, but it’s true. So, you need to focus the conversation on THEM – their wants and needs. Not yours. At the beginning of your conversation, a prospect does not care about how impressive you or your firm is; they want to know that you are interested in getting to know them and that you are concerned with helping them with their problem(s). If you do a good enough job of being solely focused on helping them, it will come back to benefit you.

To read the rest of this newsletter, click on the following link:

I try to keep my newsletters to a certain length. The content of this newsletter was too useful to shorten. So, if you want to read the rest of it, click on the above link!

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