Advisorist! Do This BEFORE You Talk to a Prospect!

Most Financial Advisors skip this step when talking to a high network prospect on linkedin.

Research. It's the key that unlocks so many answers and one that can save you a ton of time when it comes to marketing and sales.

If you're looking to have meaningful conversations that bring down your client's guard so that you can truly help them out of their financial crisis or achieve goals, then you need to watch this video.

0:00 - How to Study a Linkedin Profile for Financial Advisors
1:05 - How to Find Contact Information on LinkedIn
2:16 - How to Send a Prospect a Gift
2:30 - How to Use Connections to Talk to Prospects
3:23 - How to Use the Activity Section on LinkedIn to Win Prospects
4:14 - How to Study the About Section on LinkedIn before Meeting Prospects

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