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? Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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.