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LinkedIn Lead Generation for Financial Advisers How to Attract More of Your Ideal Clients on LinkedIn

   Author: creativelivenew1   |   04 January 2026   |   Comments icon: 0


Free Download LinkedIn Lead Generation for Financial Advisers: How to Attract More of Your Ideal Clients on LinkedIn - Proven Messaging Scripts and Daily Planner by Philip Calvert
English | January 9, 2021 | ISBN: N/A | ASIN: B08SL8Y8ZG | 192 pages | EPUB | 1.10 Mb
Are you a Financial Adviser, IFA, Wealth Manager or Financial Planner with a profile on LinkedIn - but failing to attract more of the right leads and client opportunities?LinkedIn Fact: Whilst most financial advisers have a profile on LinkedIn, fewer than 5% admit to regularly receiving enquiries through the platform - let alone enquiries from their ideal target clients.LinkedIn Fact: Advisers and financial planners who follow a proven LinkedIn strategy and process, consistently report attracting high quality enquiries on a regular basis - and without paying for Premium membership.LinkedIn Fact: Financial Advisers who use proven messaging and connection scripts, and who follow a proven approach to posting content on LinkedIn, consistently attract ten times (often much higher) more profile views than those who don't.Philip Calvert is recognised as the leading LinkedIn consultant, speaker, trainer and expert for financial advice and financial services professionals worldwide. Financial adviser clients of his regularly report attracting high value new clients the very first time they put his LinkedIn strategies into action, and 98% of his financial adviser clients see an immediate and measurable improvement in their visibility on LinkedIn when they follow just one of Phil's many profile optimisation techniques.


Philip regularly hosts live and online workshops on how financial planning professionals can attract leads on LinkedIn, but this exciting new book provides the Financial Adviser Fast-Track Guide to attracting more of your ideal leads, including:How Tony, a financial planner in England consistently uses LinkedIn to attract high quality new client enquiries every week, and also to open doors to other business opportunitiesKey action points all financial advisers must take to attract their ideal clients and connections on LinkedInProven LinkedIn messaging and connection scriptsA proven strategy for rapidly and dramatically increasing your visibility in LinkedIn search resultsThe single most valuable feature on LinkedIn (and it's free) which Financial Advisers are not usingHow to make it harder for your profile viewers to find your competitorsA simple and proven approach to posting content on LinkedIn which dramatically increases the number of visitors to your profileAccess to Philip's unique LinkedIn Health Check tool to measure how effectively you are using the platform to attract high quality client enquiriesThe Financial Adviser LinkedIn Action PlanThe Financial Adviser LinkedIn Daily PlannerA unique LinkedIn journal to document your activity and progressAnd much more...If you are a Financial Planner, IFA, Wealth Manager, RIA, Mortgage Adviser or other Financial Advice professional with a profile on LinkedIn, stop missing out on the new client enquiries that you deserve and get your copy today...
"I used one of your LinkedIn tips straight after your conference presentation yesterday and already have two calls arranged with prospects! People need to see your presentation, follow your advice and then apply it."
Financial Planner, January 2020


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