by Deepak Patel
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
