In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting system. They dive into what actually works, what most advisors get wrong, and why consistency, clarity, and relevance matter far more than chasing the latest algorithm trend. This conversation is a behind-the-scenes look at how one advisor built a thriving practice by treating social media like a real business development strategy, not a side project. 🚀📈💡🤝🧠
In this episode, you will learn:
- Why defining your ideal client beyond income and net worth is the foundation of effective marketing
- How LinkedIn can function like a modern prospecting system when content, comments, and messages work together
- The difference between top, middle, and bottom of funnel content and how to balance them without burning goodwill
- How to use profile views, comments, and connection requests as natural conversation starters
- What a realistic time commitment looks like and how to fit LinkedIn into your weekly schedule
This episode is a reminder that growth doesn’t come from gimmicks or shortcuts, but from showing up consistently with intention and clarity. If you’ve been curious about using LinkedIn more strategically or want a better way to attract the right clients without cold calling, this conversation will give you a clear framework to start taking action today.
Find out more about Mando's LinkedIn marketing community HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
