The Indispensable LinkedIn Sales Guide for Financial Advisors: Mastering the Online to Offline Conversion


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Amazon Price: N/A (as of July 23, 2018 2:22 am – Details). Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on the Amazon site at the time of purchase will apply to the purchase of this product.

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 #1 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 ConversionTM. 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.

Social media has become an indispensable research tool for Influencers and the technology is only getting better. Welcome aboard our social media journey. The fun has just begun.

Product Details

  • File Size: 23878 KB
  • Print Length: 212 pages
  • Simultaneous Device Usage: Unlimited
  • Publisher: Wealth Management Press (December 28, 2014)
  • Publication Date: December 28, 2014
  • Sold by:  Amazon Digital Services LLC
  • Language: English
  • ASIN: B00RKO4CS0
  • Text-to-Speech: Enabled
  • X-Ray: Not Enabled
  • Word Wise: Enabled
  • Lending: Enabled
  • Enhanced Typesetting: Enabled

Customer Reviews

Are you really serious about growing your business via LinkedIn?

 on July 1, 2016
By Mark
I have been in the financial services business for almost 30 years managing money for individuals and institutions. I, like most of you have read many books on sales techniques , positive thinking, motivation. etc. For me , LinkedIn is an incredible tool. I at first was skeptical but have come to learn how powerful a tool it can be. Again, if you are like me, I didn’t realize “HOW POWERFULL” a tool it really is. This book allowed me the opportunity to maximize LinkedIn’s effectiveness. It will show you fast and effective ways to connect with people you know and more importantly with people you want to know. If you follow the books simple guidelines, you will grow your contact base exponentially and have the ability to grow your business many more times the purchase price of this book. It’s a must have.

Best book I found on LinkedIn

 on October 27, 2016
By M. Vosika
This book is exactly what I needed to become proficient with LinkedIn.

A must read

 on March 10, 2015
By Financial Expert
A must read for anyone that is use media to market. Another must is to sign up for Matt Oechli Counsulting

2015 Prospecting

 on May 12, 2015
By Avid Reader
This is the best book for financial services prospecting and brand management that I’ve read in a long time! I will definitely be referencing this regularly. An easy decision to purchase this book!!

Five Stars

 on August 5, 2017
By Amazon Customer
Great ideas to grow your business.

Absolutely phenomenal!!!

 on August 12, 2015
By Seann
This is easily the single best source for financial advisors looking to increase their business no matter what stage I their career they are

Five Stars

 on March 18, 2016
By Amazon Customer
Easy to read and implement.

Five Stars

 on December 3, 2015
By Leah Villalobos
Excellent resource!

Five Stars

 on May 30, 2015
By Ryan A Smith
Ton of great info and the approach to match.



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