LinkedIn Lead Generation for Financial Planners

Financial Planner Life Podcast

This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsberg Consulting Ltd, specialists in lead generation for the Financial Planning profession.

Paola is a seasoned professional in the world of lead generation, especially around utilising LinkedIn to generate new business and establishing yourself as a key person of influence in a particular field.

In this episode we go into great detail on how to soup up your LinkedIn engagement strategy, whether you’re growing a network, searching for new clients, getting to know your target audience and developing relationships with relevant individuals.

We discuss various techniques for growth, and the different methods for doing this including automation, direct messaging, following up and engaging effectively without wasting time!

Paola is a firm believer in working smarter, not harder when it comes to utilising LinkedIn effectively, we learned loads from this episode, and you will too!

Time Stamps

00:00:00 | Intro

00:01:19 | Failed lead generation horror stories

00:04:34 | Paola's financial services experience

00:07:13 | Where to start on LinkedIn

00:13:59 | How to connect on LinkedIn

00:22:55 | Automation & idea generation

00:28:12 | Hashtags

00:31:23 | Effective ways to engage and build connections

00:38:23 | Outreach campaign tips

00:53:00 | Sales & marketing

01:05:37 | Target audience

01:10:30 | Investing in campaign tools

01:13:09 | Automated programmes

01:15:03 | B2B or B2C - Which one first?

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