Free PDF The Indispensable LinkedIn Sales Guide for Financial Advisors, by Kevin Nichols and Matt Oechsli
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The Indispensable LinkedIn Sales Guide for Financial Advisors, by Kevin Nichols and Matt Oechsli
Free PDF The Indispensable LinkedIn Sales Guide for Financial Advisors, by Kevin Nichols and Matt Oechsli
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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.
- Sales Rank: #399855 in Books
- Published on: 2014-12-21
- Binding: Paperback
- 212 pages
Review
This detailed and extremely useful book is the definitive guide on how to use LinkedIn to build relationships and your business. A must-read for all financial advisors. --Jay Baer, New York Times best-selling author of Youtility
After reading this book by Kevin Nichols and Matt Oechsli it is clear that the evolution of social selling is in full swing in the Financial Services industry. LinkedIn is the world s largest professional network and regardless of the firm you work for, there are tons of tips and strategies for Financial Advisors within. --Koka Sexton, LinkedIn Sr. Marketing Manager
I call this book the social media perfect storm. Combine Matt s experience and knowledge of FA s, Kevin s social media expertise, add in 6 years for social media to evolve and you have the industry s first social media how to guide, all from the guys who help you get Results. A must read! --David Patchen, Senior Vice President, PCG Education & Practice Management, Raymond James
About the Author
Kevin Nichols is the Director of Coaching and Social Media at the Oechsli Institute. He is a leading expert on social media marketing and delivers speeches and conducts workshops throughout the country. He has coached hundreds of financial professionals and wealth management teams on leveraging social media to build influence and gain new clients. He also writes The Social Media Advisor blog for WealthManagement.com and has been heavily published by numerous additional publications.
Matt Oechsli is a leading authority on attracting, servicing, and retaining affluent clients. He is a high-demand speaker; delivering speeches from Singapore to South Africa to Wall Street. He has authored 13 books, a number of which are industry best sellers, and is the longest tenured columnist for Registered Rep Magazine at 20 years and counting. Matt's research and industry expertise have him consistently quoted in the New York Times, Wall Street Journal, and other prominent media outlets. He is truly a voice of experience.
Most helpful customer reviews
4 of 4 people found the following review helpful.
Gets you better at using LinkedIn, best book I've read for FA prospecting
By Jeffrey Smith
I have been the in financial services since 2007 working for a major insurance company, a bank and now a wire. I have read just about every book worth reading regarding financial advisory prospecting. While some may argue that prospecting has gotten harder over the years in ways I think it has gotten easier with the growth of tools such as LinkedIn. I personally use LinkedIn almost every day to grow my pipeline of potential clients.
The ideas presented in this book are the best I have read regarding leveraging LinkedIn to build your client base. Some of the scripts and ideas that are shared I utilize on a consistent basis. Many times I read a prospecting book and the ideas are hokey and are essentially worthless. This book is the opposite of that - the ideas and concepts presented you can make part of your daily routine. The methods of prospecting effectively are changing and I believe in order to be on the cutting edge you will want to have LinkedIn as a means to source new prospects. If you agree you should read this book, to my knowledge you won't find a better guide.
3 of 3 people found the following review helpful.
The LINKEDIN Bible has arrived!
By @mpslater
As a seasoned (28 year) advisor who has been an early adopter of social media in our industry- I have been craving for a book EXACTLY like this one. The Oechsli group has always been there throughout my career with game changing articles, seminars and forums to help grow my business through creative marketing. If you are serious about the future of your business this book needs to be on your desktop now. (or IPAD or Kindle)
As my mentor and friend Gary Vaynerchuk, always says, "In the age of Jetsons you need to act like a Flintstone"- this book will show you how.
2 of 2 people found the following review helpful.
I Hate This Book!
By Fred Hensler
I Hate This Book!. It has just unlocked some of the greatest secrets in the industry for using social prospecting and business development that I was trying to keep for myself and now gives them away for a mere pittance of a price. As a seasoned advisor, I worked closely with Kevin Nichols to take our company business to the next level. He has recapped in this Sales Guide all of the components that a hungry advisor needs to be successful as a next generation business development guru. Lets face it, Cold calling is gone, Seminars are gone, Direct mail is gone. Social media is the next great tool and if you don't get on board, you might just as well hang up your ticker tape.
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