How to Get Clients With LinkedIn – James Pollard

The answer will shock and delight you.

If you’re a financial advisor who wants to get more clients from LinkedIn, you’re in the right place…

Because it turns out most of the stuff you hear about LinkedIn marketing is dead wrong.

Well, that’s not completely fair. It can work in some markets.

However, if you’re a financial advisor, following the “traditional advice” can work against you. For example…

Have you ever had someone connect with you on LinkedIn, only to send you a sales pitch immediately after you accept?

Nobody thinks that’s a good idea.

The reason people do that is because they’ve been TAUGHT to do that.

Yet, it doesn’t take a rocket scientist to figure out that it’s the wrong way to do things.

And that’s just one example where “LinkedIn Gurus” are failing financial advisors.

Fortunately, there’s a much better way to get clients with LinkedIn.

Keep reading…

Please understand my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter).

The average person who buys any “how to” information gets little to no results. As with all of my products, my references are used for example purposes only.

I’ve had years of experience helping thousands of financial advisors get clients with LinkedIn and my personal results should be considered exceptional.

Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.

All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT GET THIS.

With that said… let me show you…

I’ve put together this no-nonsense video training showing you how to set more appointments and get more clients with LinkedIn.

It has five separate videos with 140 minutes of content where you get to look over my shoulder and see exactly how to make LinkedIn work for you, no matter where you are in your career.

Everything I reveal in these videos is FREE to do, which means you don’t need a premium LinkedIn account.

Plus, the techniques are quick and easy to implement. I’ve had people apply the information in as little as five minutes after completing the videos. I’ve kept everything as uncomplicated as possible. You’ll see how getting clients can be a piece of cake.

And the best part?

Everything is tailored specifically for financial advisors.

The techniques I’m sharing are working for financial advisors who are growing their client bases with LinkedIn, and they’ll work for you too.

“How To Get Clients With LinkedIn” is like having me sit next to you and tell you exactly what to do to set appointments and convert prospective clients.

Here’s a small sample of what’s included…

• Why LinkedIn is one of the most powerful prospecting tools a financial advisor can have. I’ll show you how to hit the LinkedIn jackpot to amass clients like child’s play.
• The correct way to use LinkedIn if you’re targeting investors with $5 million or more. (Sadly, most financial advisors are using it the opposite way, and I have never seen this information revealed anywhere else.)
• A “stealth” way to use your profile to reduce your prospects’ skepticism. (This effect has been validated and replicated by independent surveys and is even stronger if you serve millennials.)
• The math behind getting 40 new clients per year with LinkedIn. Believe it or not, it’s easier than you think.
• The two most important niches you can target on LinkedIn. (Every time you target these two niches, you’ll find yourself filling up your pipeline faster than ever before.)
• The “positioning” secret – used by big brands such as Coke and Apple – which can lead to far more profile views in a short amount of time. ​

• How to find thousands of prospects who are waiting right at your fingertips. (And you can find these prospects whether you’re a brand-new rookie or experienced veteran.)
• The most valuable piece of “LinkedIn real estate” most financial advisors completely ignore. (Almost every single one of your prospects will look at this area and you probably aren’t using it properly.)
• Are you sending your connection requests the right way? I’ll show you a specific (and drop-dead effective) way to connect with cold prospects that gets them interested and amplifies your chances of getting accepted virtually every time.
• My most effective LinkedIn connection request I’ve ever tested, to date. (Note: you won’t be able to use this every time, but when you do, I consider it the “nuclear” option for getting attention.)
• The biggest “missed opportunity” on LinkedIn. (One financial advisor wrote to me and told me he’s setting roughly one appointment every month, like clockwork, because of this simple five-minute-per-day technique.)
• My unorthodox “Babe” method for generating inbound leads. (This may seem strange at first, but it’s highly effective and has won every split-test I’ve run since 2017.)
• Exactly what to say in a LinkedIn message to maximize your chances of setting an appointment. (I’ll walk you through the message word-for-word and explain the five reasons why it works so well.)

My messaging approach is rooted in real science and data, which often flies in the face of most trainers and “experts” on the market today. To be specific, my approach is based on a little-known study from the 1980s that led to a 775% increase in people who said “yes” to requests.

Imagine… what would a 775% increase in inbound leads mean for your business?

I personally use this strategy all the time. Here’s a peek of my LinkedIn inbox…

• How to immediately separate yourself from other financial advisors. (According to a study published by BNY Mellon and Pershing, 63% of investors can’t tell the difference between financial advisors – this technique will help you stand out.)
• Why talking about money and investments leads to financial advisors setting FEWER appointments. (This is backed by two separate research studies: one from the Journal of Experimental Social Psychology and another from Science magazine.)
• The three biggest drivers of trust in a financial advisor relationship. (This is supported by research from Vanguard, yet very few advisors use these in their marketing.)
• The #1 reason why cookie-cutter content does not work for most financial advisors. (Make sure you know this before you invest in silly content marketing schemes.)
• My “instant connection” methodology that builds rapport like nothing else. (I personally use this in all my marketing because it works like gangbusters.) ​

• One neurologically proven way to get prospective clients thinking about you. (This is what lets financial advisors who are brand spanking new to LinkedIn quickly set appointments and get more clients.)
• Why “giving value” on LinkedIn typically backfires on financial advisors. (This effect was discovered by a world-renowned psychologist and has been replicated in multiple studies.)
• Two ways to jack up the oxytocin in your prospective client’s brain. (Oxytocin is dubbed the “love hormone” and plays a critical role in building rapport, fast.)
• 6 proven “hooks” to use in your content to get attention and force people to read. (My favorite is hook #2, which I’ve used to generate 716,000 views in a single year.)
• The best type of content to post around the holidays. (If you’re not doing this with every Labor Day, Christmas, Mother’s Day, etc. then you’re leaving gobs of money on the table.)
• The “weird” piece of content that generated more than 80,000 shares… and how you can ethically install it in your business.
• Hands-down, the best type of content to share if you want to build credibility. (Fair warning: this takes time to create, but it’s worth it if you want to attract more clients.)
• 7 types of photos that work best on social media, in order. (These are the results from surveying more than 29,000 people about what they like and why.)
• The specific content strategy that allows financial advisors to grow 49% faster than those who don’t use it. ​

• How your LinkedIn profile can get you more web traffic, and vice-versa. (This one tip alone can pay for the entire training, in full.)
• How to get more connections on LinkedIn by ignoring people. (This is deceptively powerful… many financial advisors think you need to “engage!” and whatnot, which is wrong.)
• My favorite way to make LinkedIn work if you don’t have a niche. (I advise against being a generalist financial advisor, but this is a way to get more clients if you work with multiple types of people.)

And there’s more. A LOT more. I could go on for another five pages, but if I haven’t convinced you that this is a must-have by now, I never will.

One of the “downsides” to these videos is that they’re not smooth and polished. Quite frankly, they’re butt-ugly. However, if you want to uncover ways to get more clients and grow your business, they can rock your world.

I spent several years and thousands of dollars mastering this stuff. Now, I’m spoon-feeding it directly to you.

Because in these exclusive videos (which aren’t available anywhere else) I’ll walk you through battle-tested tactics for getting more clients from LinkedIn… and that’s really just the tip of the iceberg…