Did you know you can very easily find people who have just changed jobs and are possibly looking to rollover their 401K?


And if you do it the right way, you don’t even need to spend a penny on paid advertising or pay another company for leads to find these people.

See also: How to get exclusive leads for financial advisors

How does it works?

In this article I’ll walk you through how to do it…

BUT WAIT! Before you reach out to people who are looking for a 401K rollover you need the right STRATEGY.

And by ‘strategy’ I’m talking about a way where you can:

  • Get exclusive leads
  • Get your OWN leads without paying a marketing / lead gen company
  • Get leads chasing to work with you (rather than you chasing them)
  • Get high quality leads with ANY marketing budget (big or small)
  • Get predictable high quality appointments with your ideal clients each month
  • And… get MORE than just 401K rollover leads (find people looking for retirement planning, wealth management, annuities + more!)

All of this and more can only be done IF you have the right strategy.

See also: The ultimate financial advisors digital marketing guide

What is the right strategy?

Before you start ANY lead generation or digital marketing, CLICK HERE to watch a video I’ve recorded that walks you through the BEST strategy to get predictable high quality leads & appointments each month on autopilot by using LinkedIn, Google and/or Facebook.

It works especially well for financial advisors, wealth managers and financial planners as you can see from these case studies.

So, have you finished watching this video that goes through how the strategy works?

If so, GREAT! Keep reading to see how to FIND 401K rollover leads using LinkedIn.

LinkedIn Sales Navigator Advanced Search

The first thing you need to do is go to LinkedIn Sales Navigator and click on Advanced Search.

Once you’re in here, change the Relationship to 2nd.

You can also potentially do 3rd, but I prefer 2nd Degree Connections since it’s people that you’re not yet connected to but have connections in common with.

Then you need to go down to Years of Experience.

I always recommend setting this on the highest option, ‘More Than 10 Years’, which will usually get you an older demographic of people to come up in the search results.

If it’s easier, you can watch this video which will walk you through all the steps as I share my screen:

You can see the search results update dynamically as we start changing some of the different filters.

You can set the Geography to be all of the United States or to be more specific.

I’ll use Rockford, Illinois as an example of generating leads in a local area.

LinkedIn search results financial advisors

While my matches are at 222, your results will vary since this is not how many people are in Rockford, these are just how many people there are that I have a mutual LinkedIn connection with.

If you’re connected to more people in this area, chances are you will see more results than me.

The next thing you can do is go to where it says ‘Years In Current Position’.

You can change this to Less Than 1 Year.

This will give you the results of the people who are in your location that you have another LinkedIn connection in common with, who have more than 10 years of experience, and who have been in this job position for less than 1 year.

‘Years At Current Company’ could be good to adjust as well, because you may sometimes get someone who just changed position in the same company.

It works very similarly to Years In Current Position.

The second thing that you can do to find people that have just changed jobs very recently is to type in any key words using the LinkedIn search filters, and when you get to the results page, click on the tab that tells you how many people from your search have ‘Changed Jobs in the Last 90 Days’ as seen in the screenshot below:

LinkedIn changed jobs in last 90 days

These will be good people for you to then connect to and start to reach out to to see if you can help them.

If you ever need to save these searches and want to be notified if any new matching people have come up, you can just click on Save Search, then give it a name and alert frequency depending on how often you want to be notified.

How to get free financial advisor 401K rollover leads from Google

There is another way to get free financial advisor 401K rollover or money in motion leads by using Google.


All you need to do is answer questions that your potential clients are searching for related to 401K rollovers. If you answer the question on your website (or on a YouTube video) you can rank higher on Google for that search term.

This is also known as financial advisor SEO.

From all the different free marketing channels available to financial advisors, SEO (search engine optimization) is probably one of the best ones.

SEO allows you to get high quality warm leads each month with people actively searching for your services.

Next steps?

If you’re wondering:

  • What you do next once you’ve found these people
  • What is the best way to connect to them
  • How do you message them
  • How do you get them interested in what you’re saying and what it is that you do
  • How you can build up trust and a relationship with these people
  • And what is the best way to use LinkedIn to generate leads and sales appointments

Then the next thing I recommend you do is sign up for the free Masterclass I’ve recorded here. This will go through how this all works in more detail.