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Client Acquisition Academy

Public • 281 • Free

7 contributions to Client Acquisition Academy
𝐁𝐞𝐢𝐧𝐠 𝐚𝐧 𝐚𝐝𝐯𝐢𝐬𝐨𝐫 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞 𝐝𝐞𝐬𝐭𝐫𝐨𝐲𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐡𝐞𝐚𝐥𝐭𝐡 𝐚𝐧𝐝 𝐲𝐨𝐮𝐫 𝐦𝐚𝐫𝐫𝐢𝐚𝐠𝐞
But it's not too late to change I identified as a "financial advisor" for over 20 years of my life My whole being revolved around my career → travel → friends → social life When I parted ways with my previous company, ↳ it was a shock to my system I wrapped my entire identity around my career I felt vulnerabe, and unsure of myself But I overcame that challengeI learned to diversify my identity to become more resilient And now I feel → happier 😃 → stronger 💪 → healthier 🏃‍♂️ → higher-performing 📈 Diversify your identity, the same way you diversify portfolios This makes you more resilient to the ups and downs of life Discover: Where you want to travel? Which new hobbies you want to try? Which relationships you want to deepen? Which charities or causes do you care about? Then get started ..... → enroll → travel → volunteer Take small actions that layer new dimensions to your identity Don't overwhelm yourself but enrich your life with variety
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New comment Jun 6
𝐁𝐞𝐢𝐧𝐠 𝐚𝐧 𝐚𝐝𝐯𝐢𝐬𝐨𝐫 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞 𝐝𝐞𝐬𝐭𝐫𝐨𝐲𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐡𝐞𝐚𝐥𝐭𝐡 𝐚𝐧𝐝 𝐲𝐨𝐮𝐫 𝐦𝐚𝐫𝐫𝐢𝐚𝐠𝐞
1 like • Jun 3
I agree, and have to admit that I was caught in that as well, if you do not organize your day and give time for yourself and family, you can be engulfed by work and never see the light of day. We need to do it all and sometimes is too much. Scheduling time for work and sticking to it is a learned process as well. It can be done. Takes some time but it can be done.
HOW TO CRAFT A WINNING LINKEDIN HEADLINE
1. Incorporate relevant keywords LinkedIn™, like Google, functions as a search engine. It prioritizes profiles with complete information and relevant keywords. By integrating industry-specific keywords into your headline, you increase your chances of appearing in LinkedIn™search results, thereby attracting the right audience. So just like SEO keywords are important for getting traffic to websites and just like hashtags help people discover accounts on Instagram, utilizing keywords in your LinkedIn profile will help potential customers discover you. For example, adding keywords that are related to your niche expertise can greatly increase the chances of your profile appearing at the top of the search results. You can use keywords like “finance coaching,” “tax savings,” “cash flow,” and so on. Now, keep in mind: Having a profile that makes sense and is easy to read is way more important than cramming in every single keyword you can possibly think of. So consciously make an effort to include only those keywords that are super powerful and targeted, and don't go overboard with it. 2. Add emojis and symbols Emojis and symbols serve a dual purpose — they offer a break from long and endless text which improves readability, and they also create visual interest. 3. Showcase a shining credential A professional achievement in your area of work can instantly elevate your brand and positioning in the eyes of your target audience. Examples: “Award winning Advisor” “Bestselling Author” “Top 10 Podcast Host” 4. Inject a dash of personality Include an attribute that is unrelated to work, significant to your identity, and relevant to your buyer persona. This attribute could be described as a passion or a lifestyle choice that showcases your work ethic or personality. Examples: “marathon runner” “avid gardener” “minimalist” “outdoors enthusiast” Or if your buyer persona values humor, you could spice this up with something cheeky or clever, such as: “5-star mac & cheese chef” or “professional friend of dogs”.
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New comment May 24
HOW TO CRAFT A WINNING LINKEDIN HEADLINE
2 likes • May 24
English is my second language, even though I have lived in Canada for 40 years. I encourage everyone to use chatGPT. At first, it was inconsistent and sometimes even annoying, but with time, the AI will understand what you are looking for and will learn to write like you do with your tone but better. I find it quite useful now.
Planswell for Lead Gen?
What are peoples thoughts on using Planswell for leads? I see some on here use them.. worth it?
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New comment Jul 25
2 likes • May 24
I used them about 1.5 years ago, it did not work for me. I hope it changed a bit since than. Most of the client just wanted to use their site but not to do a real financial plan with an advisor. They just did not want to talk to anyone and some leads were not real. Maybe I need to be more persistent.
Prospecting question
What are you currently doing to generate leads? Let's share ideas.
Poll
20 members have voted
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New comment Aug 16
1 like • May 24
@Andrew Zoll I hear you, I am kind of the same, I am working hard on social media, but I am not there yet. I am not sure if I am doing something wrong. Did you get any leads yet from social media?
Who is in??? LinkedIn support group
Want HUGE engagement on LinkedIn? Follow these steps Step 1. Post your LinkedIn profile link in the comments here 👇 Step 2. Click on each participants link. "Like" their post" Step 3. Post a thoughtful "comment" under their post. That's it. Let's go! https://www.linkedin.com/in/ermos/ https://www.linkedin.com/in/theinvestinglane/ https://www.linkedin.com/in/andrewzoll/ https://www.linkedin.com/in/andycosby/ https://www.linkedin.com/in/ianqaustin/ https://www.linkedin.com/in/kumargauravmortgage/ https://www.linkedin.com/in/davejmartin/ https://www.linkedin.com/in/financialcoachmitesh/ http://www.linkedin.com/in/rickmachtinger https://www.linkedin.com/in/sukhwant-singh-0087a0272/ https://www.linkedin.com/in/sandra-park-fs/ https://www.linkedin.com/in/wykein https://www.linkedin.com/in/holliewinkelaar/ https://www.linkedin.com/in/david-lagou
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New comment May 29
Who is in??? LinkedIn support group
2 likes • May 24
@Wykein Dean It's great to meet new friends and colleagues.
2 likes • May 24
@Wykein Dean It's great to meet new friends and colleagues.
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Olivera Winkelaar
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4points to level up
@olivera-winkelaar-5932
As a Financial Planner at Sun Life, I aim to alleviate financial presures and fears and provide a pathway to financial security and growth.

Active 156d ago
Joined May 23, 2024
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