We automate your LinkedIn outreach (Connection Requests and Messages) to bring you qualified leads, as well as we integrate LinkedIn with your CRM so these qualified leads are automatically added to your pipeline (this is very convenient for future marketing).

Once all of the technology is properly set up and your automated LinkedIn outreach is going, we train you (or ideally, your assistant) on our 7-Steps to Guaranteed LinkedIn Prospecting Success Process to assist you with building your own full pipeline of qualified leads to work with. We train you on how to do this through weekly group coaching calls, our Slack community, 1-on-1 support, and our Content Library. 

Throughout this process, we are doing all of the "heavy lifting" for you. Meaning, whenever you have a technical issue such as running out of prospects, your LinkedIn Acceptance rate being too low, your LinkedIn Response rate is too low, etc., our team is there to take care of it for you, so that all you (or your assistant) needs to do is respond to your LinkedIn Direct Messages (DMs) and schedule meetings with prospects. 

To learn more about how we've helped other Financial Advisors, visit our "Client Results" dropdown. 

Benefits of the Software

• Automate sending LinkedIn Invites and LinkedIn follow-up Messages
  • Start new conversations without lifting a finger, as well as stay near the top of your prospects' LinkedIn Inbox 

• Collect and use analytics (data) to measure prospecting results  
  
  • See real-time numbers on your LinkedIn Invites, Acceptance rates, and Response rates to get a better idea of how to improve your scripts over time 
• Automatically collect your prospects' contact information
  • Integrate your CRM so that your prospects' LinkedIn contact info automatically flows into your CRM tool to make use of 

Benefits of our LinkedIn Expertise

We teach you how to prospect, market, and sell on LinkedIn through our:

• Content Library
  • This is an online library with 46+ lessons on topics such as: Prospecting Scripts, Open-Ended Questions to Ask Prospects, Content Creation, What to Do Once You’re on the Sales Call, and much more.  
• Weekly group coaching calls
  • We know that you'll have some VERY specific questions that our Content Library won't answer, as well as it'd be a lot to type out over Slack or Email, so we offer these group calls as an opportunity for you to ask as many questions as needed to get you back on the right path. 
• Slack Community
  • Some of our group Slack channels
    • Prospecting Tips - As the name shows, if you have ANY questions about LinkedIn prospecting that you want to ask to our team and/or other clients, this is the place to be!
    • Content Engagement - here is where clients share their social media posts for all other clients to engage with. This is a great way to help your LinkedIn content gain "traction". 
    • Content Creation Resources - Whether you aren't sure of how frequently to post on social media, aren't sure what type of content to be sharing on social media, or just want direct feedback on some of your posts, this is the perfect channel to use to become a better content creator as a Financial Advisor on LinkedIn
  • 1-on-1 direct feedback to any questions you have over Slack (messaging app) and/or email 
    • We will literally tell you, word for word, what to say back to prospects if you're unsure of how to respond. 

What else do we do FOR you?

• Refine your LinkedIn profile to make sure more prospects WANT to talk with you
• Define & narrow down on 1-2 ideal Target Markets that are best for you to prospect on LinkedIn
• Develop high-quality & personalized scripts so your LinkedIn automated outreach doesn't "feel" automated
• Set up all of your tech integrations (with LinkedIn + your CRM) so that you don't have to 
• Help you optimize your scheduling link, such as a Calendly link, to make sure prospects actually book calls with you AND show up to the meetings
• Review your automated outreach twice per week (Mondays and Thursdays) and create new outreach sequences for your account when...
  • Your existing outreach sequence runs out of ideal prospects to target
  • Your Acceptance rate on Invites being sent is too low
  • Your Response rate on Invites being sent is too low 
• Review one of your sales calls
  • Highly-detailed & tactical feedback to help you better understand your blindspots on sales calls 

Yes, we do with our Done-WIth-You Service.

If we don't generate at least 400 new leads for you on LinkedIn within your first 120 days of working with us, we'll work with you free of charge until we do.

A "lead" is someone within your Target Market who actually responds back to you on LinkedIn. So, rather than you just paying for contact information or a new LinkedIn connection, we ensure ideal prospects will actually be engaging with conversations with you on LinkedIn. 

LinkedIn prospecting works. There is no question about that. And LinkedIn prospecting is the strategy we train you on. So, our service WILL work for you IF:

1. You are willing to respond to your LinkedIn DMs each week
2. You communicate with our team on a weekly basis to ask us questions and for feedback. We know how to help, but only if you ask for help.
3. You don't need to generate income within the first 2 months.
   • LinkedIn prospecting works, but the process can't be rushed, so focusing on immediate income is the wrong approach.

Truthfully, that's most likely your fault.

• Any clients who are satisfied with their results ALWAYS:
  1. Respond to their LinkedIn Direct Messages (DMs) regularly
  2. Talk with our team on a weekly basis
  3. Join in our group calls 

• The only unhappy clients we've had:
  1. Don't respond to their LinkedIn DMs
  2. Go months without talking to our team
  3. Don't join our group coaching calls

We are ALL about accountability, but we can't fix lazy.

Yup, check out the 4 below stats. 

1. "92% of financial advisors who use social media for business say social media has helped them gain new clients." (LinkedIn/Sprinklr)

2. "In a recent study of over 5,000 businesses, HubSpot found that traffic from LinkedIn generated the highest visitor-to-lead conversion rate at 2.74%, almost 3 times higher (277%) than both Twitter (.69%) and Facebook (.77%)" (Hubspot)

3. "76% of companies report using automation in 2021." (HubSpot State of Marketing Report, 2021)

• (Source: https://www.hubspot.com/marketing-statistics)

4. "92% of B2B marketers now have an ABM program, and 68% of them use automation." (Salesforce, 2020)

• (Source: https://www.hubspot.com/marketing-statistics)

Definitely. Feel free to check out any of the below links to see how we've been able to help many of our financial advisor clients.

• Client Wins 
• Client Testimonials
• Client Case Studies

• Our team has worked in Financial Services
  • Austin McCulloh (our CEO) was an Investment Adviser Representative and Layne Stafford (our Head of Operations) was a Financial Representative, so we understand the compliance rules you have to follow, what you can and cannot say, as well as ALL of the objections you regularly hear from ideal prospects.

• We ONLY work with Financial Advisors
  • We are advocates of specializing in ONE area, and for us, it's by working with Financial Advisors. Plus, we've already worked with hundreds of advisors, so we understand your pains just as well as you do.

• We are Marketers AND Salespeople
  • Unlike most marketing companies, we actually know how to sell, so we help you on both the marketing AND sales sides. Plus, the same process that we teach you, and all clients, is the EXACT same process we've used to build our company into a multiple six-figure business, so it works. We practice what we preach. 

• Our process works long-term, not short-term
  • Unfortunately, if you need to increase your income in the next 2 months, our process doesn't work too well. But, if you're looking for a process to follow to consistently grow your business year after year, our process is for you. (note: it doesn't take years to work, the results simply compound and get better & better over time - feel free to ask us to explain how this works)

• We do not "sell leads" like a lot of marketing firms
  • As you've noticed, most of those "qualified leads" are terrible. Instead, we teach & train you on the RIGHT way to build out your own pipeline of qualified leads from LinkedIn. We even know how to get you to the point where you have enough prospects to follow up with that you no longer need to do cold outreach. Some of our clients have gotten so many new prospects that they actually asked if we could pause their outreach for a set period of time. 

Honesty is, literally, one of the 3 core values we have as a business. Without honesty, you have nothing, and lying leads to a world of insanity. We're all about transparency, so if you want to know an answer, ask us.

• Hell, even ask our clients if you don't trust us yet. And, if it helps, we're honest enough to admit that we aren't even making $1 Million/year yet, so that's something.

After you complete your payment, the onboarding process will only take you about 1.5 hours of your time.

After the onboarding process, it'll take you 3-4 hours per week, to respond to LinkedIn Direct Messages (DMs) and do follow-ups in your CRM tool.

• If you have an assistant working for you, you'll only need to take about an hour each week to check-in with them and answer questions. We will take care of training your assistant to respond to your LinkedIn Direct Messages (DMs) effectively.

• A licensed Financial Advisor with investment + insurance licenses
  • Do you need to be securities licensed to work with us? No, but you need to at least be studying for your exams, or need to start planning to study for your exams soon. 

• Has been in financial services for at least 1 year
  • We need you to actually understand your products & services, as well as business model before we can help you grow your business. The reason being, you need to be confident AND competent when talking on your sales calls, and you can only do this when you're fully knowledgeable. 

• Someone who does NOT need to generate income from our services within the first 2 months of working with us
  • We get it, you want to make money. We want you to make a lot of money, too. But to build the RIGHT kind of relationships, the process cannot be rushed. You CAN make money within the first 2 months of using our services, but don't plan on it. 

• A "solution for every problem" type of person, rather than a "problem for every solution" type of person
  • Positivity is contagious. And so is negativity. We don't allow negative, lack mindset thinkers to be around us and other clients. 

• Someone who understands the power of social media prospecting
  • Yes, cold market prospecting DOES WORK when it is done the CORRECT way. If you are doubtful, but have an open mind, please feel more than welcome to ask us for many examples to prove to you why and how LinkedIn prospecting works effectively. 

• Someone who sees marketing as an investment and not an expense
  • We know what we do works if you're consistent with it over the long-term. If you aren't willing to invest in your business to grow your business, we aren't the right fit for you. 

• (preferred, not required) Is already using other forms of marketing
  • For example, if you are already posting content to at least one social media channel regularly, particularly LinkedIn, that is a HUGE plus. To have success with online prospecting, you do not need to be "well-known", but it sure helps to have a brand from posting content. The reason being, having a brand makes you more trustworthy, and prospects are MUCH more likely to work with someone who they already know, like, & trust going into the call with you. 

• (preferred, not required) A Financial Advisor who has an assistant working with them
  • If you have an assistant, they can respond to your LinkedIn Direct Messages (DMs) and book meetings on your behalf. Plus, there's A LOT more they can do for you, which we can help train them to do. Austin McCulloh has hired and trained 27 different people, 6 of them being assistants, so we're familiar with this process. 
    • Hiring and leveraging an assistant is a tremendous way to scale your Financial Advising business. Don't be the bottleneck of your own business - make use of technology (automation) and people (delegation) to elevate your business. 

We pay for your lead generation account, so that you don't have to.