Our client is a U.S.-based marketing agency that assists financial advisors in generating leads through LinkedIn marketing and social media engagement. They specialize in creating targeted strategies to build connections and drive qualified prospects, ensuring measurable growth for financial advisory practices.
The client outsourced our LinkedIn marketing services for financial advisors to support their lead generation efforts. They needed a dedicated, specialized team that could automate processes with precision while incorporating the necessary human guidance. We were responsible for managing LinkedIn accounts, executing targeted outreach, and nurturing leads.
The scope of this project required more than just routine campaign management; it required a strategic approach to B2B LinkedIn marketing for financial advisors, ensuring efficient campaign execution, automation, and compliance to deliver targeted leads across multiple client accounts.
We accessed the LinkedIn accounts of our client’s customers, reaching out to their first, second, and third-degree connections. We employed a multi-channel LinkedIn outreach strategy, using LinkedIn Sales Navigator to build targeted audiences and executing customized campaigns through We-Connect for automation. We used different campaigns to engage financial decision-makers and drive interest in advisory services.
We executed three LinkedIn campaign methods to drive targeted lead generation. Each campaign method was tailored to reach different types of leads, maximizing the chances of conversions. By leveraging advanced filters in LinkedIn Sales Navigator, we pinpointed decision-makers, ensuring each campaign was aligned with the specific needs and interests of the target audience.
We executed pre-approved messaging sequences provided by the client, ensuring each campaign was aligned with the client’s goals and financial advisory services. To efficiently scale the messaging process, we leveraged generative AI tools like ChatGPT to draft initial message content, which was then refined and personalized by our team to ensure consistency and adherence with the client’s branding and tone.
We managed and updated the client’s lead data by importing qualified leads into Salesforce CRM, ensuring accurate tracking and follow-up. Additionally, we categorized leads into responsive and hot lead segments. Weekly reports were created to track key activities, milestones, and challenges, providing the client with a clear overview of the campaign’s performance and progress.
We managed the social media presence of our client’s clientele on LinkedIn and Facebook by creating and scheduling weekly content that aligned with their brands and targeted audiences. Using Canva and Buffer for making creatives & post scheduling, we ensured consistent engagement on social media platforms.
We handled the client's financial management tasks, ensuring all transactions were processed accurately and efficiently. This included invoice creation, tracking, and reconciling PayPal transactions, conducting audits for bank and credit card accounts, and managing payroll. By using QuickBooks for invoicing and financial tracking, we ensured that all financial operations remained compliant and organized.
This project focused on LinkedIn profile building for financial advisors, which stood out by integrating automation with strategic outreach, moving beyond the limitations of traditional lead generation methods. Rather than relying on time-intensive manual processes, our team utilized automation to streamline and scale campaigns, achieving faster execution. Through precise targeting and tailored messaging, we created an impactful lead generation process, delivering tangible results for our client’s financial advisors.
Automation tools like We-Connect allowed us to execute campaigns 70% faster, reducing manual outreach time significantly.
Targeted outreach campaigns and strategic use of LinkedIn Sales Navigator generated 55% more qualified leads for financial advisors.
Through consistent content creation and event-based posts, the social media reach of the client’s financial advisor clients grew by 75%
Each campaign generated approximately 100 qualified leads per day, totaling around 2,000 leads per month, ensuring a consistent and robust pipeline for the client’s financial advisor clients.
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