The Indispensable LinkedIn Sales Guide for Financial Advisors cover art

The Indispensable LinkedIn Sales Guide for Financial Advisors

Preview
LIMITED TIME OFFER

3 months free
Try for £0.00
£8.99/mo thereafter. Renews automatically. Terms apply. Offer ends 31 July 2025 at 23:59 GMT.
Pick 1 audiobook a month from our unmatched collection.
Listen all you want to thousands of included audiobooks, Originals, and podcasts.
Access exclusive sales and deals.
Premium Plus auto-renews for £8.99/mo after 3 months. Cancel monthly.

The Indispensable LinkedIn Sales Guide for Financial Advisors

By: Kevin Nichols, Matt Oechsli
Narrated by: Mike Norgaard
Try for £0.00

£8.99/mo after 3 months. Offer ends 31 July 2025 23:59 GMT. Cancel monthly.

Buy Now for £11.99

Buy Now for £11.99

Confirm Purchase
Pay using card ending in
By completing your purchase, you agree to Audible's Conditions of Use and authorise Audible to charge your designated card or any other card on file. Please see our Privacy Notice, Cookies Notice and Interest-based Ads Notice.
Cancel

About this listen

Would you like to acquire more affluent clients with the help of LinkedIn? If so, this book is for you. When used properly, LinkedIn is a tool that has enabled a small cadre of financial advisors, referred to throughout the book as Influencers, to make social selling a core part of your business development efforts.

The Indispensable LinkedIn Sales Guide for Financial Advisors is a step-by-step guide that can transform a LinkedIn novice into a LinkedIn master, while at the same time help a LinkedIn master take their social selling skills to the next level.

By combining research from three separate studies on affluent investors, elite financial advisors, and social media in the financial services industry (labeled as the Trifecta of Research), the authors create a financial advisor roadmap on how to use LinkedIn to help acquire more affluent clients.

For instance, you will learn that the personal introduction is the number one marketing tactic to which today's affluent respond and learn how to orchestrate these types of introductions using LinkedIn. The authors refer to this as the Online to Offline Conversion or the O-2-O Conversion. They will teach you financial advisor-tested techniques on how to engage in advanced searches, join and form groups, properly engage with your connections, and brand yourself as a first class professional.

Each chapter focuses on an area that is important to mastering LinkedIn social selling, and goes into granular how-to detail. For instance, the chapter on Advanced Searches covers everything from Finding Business Owners to understanding how to use Boolean Logic, to how to find Money in Motion, and much more.

©2015 The Oechsli Institute (P)2016 The Oechsli Institute
Marketing Marketing & Sales Sales & Selling
No reviews yet