How a financial advisor won new leads and clients on LinkedIn
Kevin from St. James Place Wealth Management approached Skyline Social after seeing them speak at a seminar talking about how to generate leads via Social Media. Kevin wanted us to focus on LinkedIN to generate more leads and more clients for his business.
What we did
- Connected and built up a high quality network of people interested in Kevin and his financial advisor services on LinkedIn
- Reached out and messaged new potential clients on LinkedIn
- We built over 1,200 new high quality LinkedIn connections in 3 months.
- We reached out to over 100 people to arrange meetings/phone calls
- This resulted in several meetings with potential new clients
- Leads were converted into paying clients within only 3 months
If you are a financial advisor, watch this short video to learn how you can use LinkedIN to generate more leads for your business.
See also: How to get exclusive leads for financial advisors
What the Client Says