Annuity Sales and AUM driven from LinkedIn
Insurance Agents - Referrals
- Advisors usually Find old 401k rollovers by accident
- Advisors have no repeatable way to find new prospective clients
Financial Advisors - 401k/AUM
- Advisors usually Find old 401k rollovers by accident
- Advisors have no repeatable way to find new prospective clients
- No reciprocating value to CPAs or Attorneys
Let Us put You in front of Potential Assets!
"LinkedIn will Explode
your business if you let it"
Save time
Automate daily outreach on LinkedIn, to people that have changed jobs in the past 90 days.
Grow your business
Watch your profits and efficiency soar. You’ll expand faster than you ever thought possible.
Engage
Our direct messaging sequence allows you to message all of your new prospects immediately.
Easy to use
You’ll find it easy to make important changes, hassle-free and instantly. Our platform is also super simple to use.
Here is the Process
#1 : Target Audience
There is no better time to talk about 401k Rollovers
then right after someone moved jobs. We develop a list of 3000-5000 prospects in your local area that recently Changed Jobs.
#2 : Invite to Connect
Send a personalize connection message to the group you want to build a relationship with.
#3: Warm Up the Conversation
Normal everyday conversation goes along ways in the digital age we live in. Basic questions allow you get to know your new prospect with engaging messaging designed to get them to respond.
#4 : Prospect
All you need to do is ASK. Sales 101. Once we have had a few interactions with the new connection, we go ahead and ask the prospecting question.
#5 : Book a time
Booking a time to transition off of LinkedIn and into a phone call couldn't be easier. Simply reply with a your calendar link and the prospect can choose a date and time that works for them to speak with you!
Book A Call
“I have tried other products that worked fine, but this was on a different level. Not only does it do the basics but it allows for so much follow up. Will definitely recommend”
Landey Patton - State Farm
St Louis
“This is the quickest and most effective way to meet new loan officers without driving all over town to do it. I Love this program.”
Christie Pie - Allstate
Houston
“In just about 60 days we added $300k in annuities and $1.1 mil in AUM from old 401k rollovers, and it was all from LinkedIn.”
David Bernhardt - WesPac Wealth
San Diego
F E A T U R E S
Simple Pricing
Do It Yourself Course
We'll teach you the tips and tricks of LinkedIn and how to specifically implement what we teach to grow your business!
4 Week Course
LinkedIn Makeover
LinkedIn Course Access
LinkedIn Course Access
Value Prop Training
Tailored Scripts Provided
Automated Follow Up Training
Tailored Scripts Provided
Automated Follow Up Training
1 on 1 Coaching
Facebook Group Access
$1995.00
One-Time
Done For YouService
Your dedicated account manager will grow your connections, respond to your messages and set up appointments! Completely hands free!
Done For You Service
LinkedIn Course Access
Tailored Scripts Provided
Automated Follow Up
Dedicated LinkedIn Manager
300+ New Connections
12-20 Appointments
Facebook Group Access
Facebook Group Access
$749.00
Per month
