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How Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins

How Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins

Published 2 weeks ago
Description

Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working.

Free LinkedIn Webinar - book here -  http://www.leadgenfs.co.uk/fpl    

It's not the content. It's not the consistency. It's who they're connected to, what they're saying in messages, and whether they've ever stopped to define exactly who they're trying to reach. Get those three things wrong and LinkedIn produces nothing. Get them right and, as Louis Adkins puts it, consistent inputs get consistent outputs.

In this episode of Financial Planner Life, Sam Oakes sits down with Louis Adkins, Founder of LeadGenFS, who started building his LinkedIn system at 19 during his second year of university. He was studying geography, had no marketing background, and no clients. His first break came through a friend's dad. By his third year he had a waiting list of 27 clients, built entirely from LinkedIn. He graduated and went straight into the business full time.

In the last 12 months alone, LeadGenFS has worked with over 100 financial advisers, helping them generate 3 to 5 qualified appointments a week from LinkedIn. One adviser added £12 million in AUM in 12 months. Another booked 47 calls in 90 days. A third sent 20 messages, went for a shower, came back seven minutes later and had an interested reply waiting.

Louis breaks down the full system in this episode. How to niche down so your message actually lands with the right people. Why automated outreach destroys trust and gets accounts banned. How to build content that speaks to clients rather than other advisers. How to generate ideas consistently from your own conversations. And how to use direct messages to convert your audience into booked appointments without opening with a pitch.

He also covers why referrals, as good as they are, will never give you control over your own growth, and what to build instead as your primary source of new clients.

The episode's key takeaways:

  • Why referrals are a bonus, not a primary strategy, and what to build alongside them
  • Why 95% of financial advisers' LinkedIn connections are other advisers, not potential clients
  • Why automated outreach gets accounts banned and never builds the trust needed to convert
  • How to niche down so your content and messages cut through to the right people
  • Why asking for business in the first message is like proposing on a first date
  • The three legs of the LinkedIn system: connecting, content, and direct messaging
  • How to generate consistent content ideas from your own client conversations
  • The three parts of every LinkedIn post: hook, value, and action
  • The message priority ladder: who to contact first and in what order
  • Why LinkedIn leads convert at around 30% versus 75% for referrals, and why that still makes LinkedIn the better primary source

If you are a financial adviser who wants to stop relying on referrals and start generating clients consistently, this is the episode to listen to.

Louis has also put together a free resource for Financial Planner Life listeners: five of the best performing post templates from LeadGenFS, available athttp://www.leadgenfs.co.uk/fpl 

Want to build your personal brand and generate better client leads on LinkedIn? Sam Oakes and Louis Adkins are hosting a free webinar. 

Register here 👉 https://038a8hn1lhs.typeform.com/to/NXlbUqAI 



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