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LinkedIn Lead Generation for Financial Planners
Manage episode 385296783 series 2901742
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?
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
197 episodes
Manage episode 385296783 series 2901742
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?
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
197 episodes
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