How a financial advisor won new leads and clients on LinkedIn

The Brief

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

The Results

  • 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.

What the Client Says

Are you a financial advisor, financial planner or wealth & investment manager looking for more high quality sales appointments each month? If so, then watch our free training video to learn how.