LinkedIn Lead Generation for Financial Planners

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 hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.