And rightfully so because as I keep saying, nobody wants to hire the financial advisor who acts like the washing machine salesperson. It’s only impersonal because you’re making it be that way, and if you are then you’re never going to get the trust you deserve. Then why would a prospect be different? Because it’s over social media? Because you’re meeting them through LinkedIn and that’s less personal? You don’t have a set plan for how to handle every client relationship, do you? No! According to all of you, the work you do is customized for each client. Look, there are no LinkedIn scripts for financial advisors. If you have those tools and you are willing to learn new skills that can make it happen, then let’s move forward with you reading the rest of this blog. Like anything of quality, developing meaningful relationships with prospects takes time, patience, and the ability to exercise emotional control. Good luck! You don’t even want to know my opinion of those.ĪLL FINANCIAL ADVISORS WHO WANT TO USE LINKEDIN MESSAGES TO GROW THEIR PRACTICE, PLEASE HEAR THESE WORDS: Or signing up for some crappy financial advisor lead generation service that is going feed you pre-qualified leads (supposedly). Yet so many of y’all are taking the easy way out, signing up for these spammer services that are offering to blanket your LinkedIn target base with automated messages. Come across as the washing machine salesperson and you turn the prospect off instantly. Not me!īecause I strongly believe that the biggest enemy of financial advisors who want to grow on LinkedIn is the perception of lack of quality. I’m not the one to teach financial advisors how to send out 300 LinkedIn messages a day using some automated bot or algorithm. If you are looking for overnight success and automated, thoughtless communication, this is not the blog. But you must understand that in order to execute upon my teachings you will have to go about this in a way that goes dead against what most financial advisors are taught. I’m going to give you three tips for you financial advisors who want meaningful LinkedIn prospecting messages and sequences to use to get meetings. I am assuming you are reading this blog, though, because you want to learn how to do it right, unlike everyone else. It makes me wish that everyone who uses LinkedIn Sales Navigator was mandated to read this blog before the first keystroke! Kept secret and the opportunity will never ever come again…right) Settlement or the latest hot investment product (I know, I know, it’s the best Quit asking me if I want to buy a life insurance.I don’t care if you have been in the business.No, I don’t want to get coffee with you.I’ve been on the receiving end of some of these brash requests to meet for coffee and discuss my SEP IRA, and they stink. Let me first say that LinkedIn prospecting messages are often poorly delivered by financial advisors. Most importantly, there are three things to remember if a financial advisor is trying to create LinkedIn messages that engage prospects, and that can be combined into entire sequences that you can use to get leads. My goal is to answer the following question: how does a financial advisor create LinkedIn messages and sequences that generate leads for his or her firm? How does a financial advisor create LinkedIn prospecting messages and sequences that generate leads? Thanks for joining me today! Now that we’re past the pleasantries, let’s get to the point of today’s piece. I am an insightful and fun marketing consultant for financial advisors.
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