Financial Planner Life Podcast LinkedIn Lead Generation for Financial Planners
19 snips
Nov 23, 2023 In this engaging discussion, Paola Forsberg, Founder and CEO of Paola Forsberg Consulting Ltd, shares her expertise in lead generation for financial planners. She explains how to supercharge your LinkedIn strategy to attract clients and build genuine relationships. Paola emphasizes the importance of targeted messaging, the effective use of automation, and crafting compelling profiles. She also highlights the significance of personal branding and ethical lead generation practices. Tune in for valuable insights that could transform your networking approach!
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Failed Lead Generation
- A financial advisor in Cornwall spent £80,000 on lead generation, resulting in only one lead.
- Another advisor spent £10,000-£20,000 monthly for six months with zero results.
Optimize Your LinkedIn Profile
- Optimize your LinkedIn profile, including your photograph and background picture.
- Craft a summary that speaks directly to your target audience, highlighting how you solve their problems.
Use Name Pronunciation for Sales Pitch
- Use LinkedIn's name pronunciation feature for a short sales pitch.
- Instead of saying your name, highlight your expertise and target audience.