Financial Planner Life Podcast

LinkedIn Lead Generation for Financial Planners


Listen Later

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 career development within Financial Planning.

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

...more
View all episodesView all episodes
Download on the App Store

Financial Planner Life PodcastBy Sam Oakes

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like Financial Planner Life Podcast

View all
Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

14 Listeners

This is Money Podcast by This is Money

This is Money Podcast

43 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

92 Listeners

The Property Podcast by Rob Bence and Rob Dix from The Property Hub

The Property Podcast

61 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

12 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

11 Listeners

Which? by Which?

Which?

12 Listeners

On The Money by interactive investor

On The Money

5 Listeners

Adviser 3.0: The Podcast by Abraham Okusanya

Adviser 3.0: The Podcast

0 Listeners

Switch Your Money On by Hargreaves Lansdown

Switch Your Money On

4 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

53 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

10 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

35 Listeners

The Stocks and Savings Podcast by Stocks and Savings

The Stocks and Savings Podcast

2 Listeners