Asking that question is the hallmark of a smart financial planner. It’s also a question that our smartest clients ask. Finding out your return on investment is vital before hiring any service, like LinkedIn lead generation.
Your return on investment (ROI) for financial advisor marketing channels depends on:
The closest thing to revenue realisation that marketing channels can promise you is the number of appointments that you can set.
Different agencies will commit to different KPIs based on their scope of work. Some commit to deliverables, like number of articles or word count. Some are action-based, like committing to a set number of outreaches in a month.
Finally, some are results-oriented, like us, where they commit to a certain number of appointments each month. If you work with us, we can get you 2 to 5 successful appointments with prospects that match your ideal profile and are ready to speak with you.
Think that’s small?
You can compare:
Lead generation on LinkedIn can be done in different ways:
Cold Outreach
Since LinkedIn lets you directly message people it’s a good fit for cold-call style outreach.
This method involves reaching out to as many people who fit your target audience as possible and engage them until they are ready to speak with you.
Organic LinkedIn and Personal Branding
This is about attracting leads to your LinkedIn profile by creating useful content and experiences that they are looking for themselves.
With this method, lead generation agencies will optimise your personal brand on your LinkedIn profile and publish useful content for you.
Paid Advertising
Here, the agency will manage your advertisements and advertising budget to attract the right leads to your profile.
From our experience, knowing your target well, cultivating a great personal brand on LinkedIn, and consistent no-BS outreach will get you consistent monthly appointments.
Here’s the method we personally use to get 2 to 5 appointments with high quality leads a month that you can try:
Our style of LinkedIn lead generation has a LinkedIn prospecting component and an LinkedIn personal branding component.
Both of these are based on a proper understanding of you as a person, your value as a financial advisor and your ideal customer profile. The ideal customer profile is built using demographic data like their job title, location, educational background, age, and more among other factors.
After the discovery discussion, we strategise how best to represent you as a financial advisor on LinkedIn. This includes fleshing out your expertise, service offerings, and more all the way to down to tone and voice.
We’ll then narrow down the list of prospects that match your target profile, send them the outreach messages from your now-optimised LinkedIn profile and then continue engaging with them until they are ready to speak with us.
Through this engagement, we can make sure that only the ones who fit your target and know of your expertise and offers will be making appointments with you.
Once they are ready to talk, we’ll set up an appointment with them.
During the outreach process, your prospects are likely to check your LinkedIn profile. That’s why we’ll optimise the personal brand on your LinkedIn accounts and post useful content to attract more leads organically, and convince the ones who are interested in you.
We make sure that we bring out your human side in all the LinkedIn communications we do, and when we work with you we’ll let you know where their personal touch in content and communications is needed too.
And that’s a quick summary of the method we use to get you 2 and 5 successful prospect appointments a month. This method takes time and commitment, but we can personally guarantee you’ll love the results.
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