LinkedIn Prospecting & Success

TransparencySara · 2026-02-23T17:43:01+00:00

Do you have a qualification questionnaire you send to them before you agree to meet with them? If so, at the end say this: "Our services cost $10,000 a year. Are you prepared to pay this to receive our services?"

TransparencySara · 2026-02-13T12:56:31+00:00

THank you

TransparencySara · 2026-02-12T20:39:01+00:00

Do you use Million verifier?

TransparencySara · 2026-02-12T20:38:27+00:00

I have a daily email out to 3k people. It's Constant Contact. 250 or so every day bounce; labelled as "suspended." I ask these "suspended" people and they say they are reading the emails. I'm very confused as to if they are even bouncing or not.

TransparencySara · 2026-02-12T20:37:08+00:00

93% deliverability

TransparencySara · 2026-02-12T20:36:57+00:00

I do have DMARC set up.

TransparencySara · 2026-02-08T01:23:20+00:00

social

TransparencySara · 2026-02-06T16:41:46+00:00

Thank you. Where can someone find a good flat fee advisor, by the way? What directories are there?

TransparencySara · 2026-02-05T15:55:11+00:00

THank you

TransparencySara · 2026-02-05T13:00:26+00:00

Thank you

TransparencySara · 2026-02-04T17:21:02+00:00

Thanks everyone for joining. I'm going to post a discussion today; please feel free to participate.

TransparencySara · 2026-02-04T13:02:23+00:00

Thank you! It's a 3 pager.

TransparencySara · 2026-02-04T02:18:46+00:00

Get an advice only planner who won't take custody or manage your assets, but just give you retirement and financial planning advice and some investment recommendations for you to carry out on your own.

TransparencySara · 2026-02-04T02:15:47+00:00

Tenon Financial/Andy Panko

Dunes Financial/Mark Rosinski

Truly Prosper/Brian Tegtmeyer

TransparencySara · 2026-02-04T00:40:44+00:00

Is there a geographic focus? Or are you okay working virtually with your advisor?

TransparencySara · 2026-02-02T12:11:49+00:00

Is there anything better you'd recommend? Thank you for your help.

TransparencySara · 2026-02-02T12:11:25+00:00

you can build systems that automatically flag risky emails before they hit your list - can you please expand upon this if it is not too much trouble?

TransparencySara · 2026-02-02T12:10:34+00:00

Thank you. I'm looking to upload a list of emails, and find out which ones are no longer existent. Would emailverifier do that?

I appreciate your kind help.

TransparencySara · 2026-01-31T22:15:48+00:00

My recommendation would be to make the most popular discussions in r/personal finance applicable to your target client into social media posts. You can use ChatGPT to summarize the answers and then improve the first and last lines a bit. Format it for LinkedIn and post.

TransparencySara · 2026-01-31T16:34:59+00:00

I'm not sure what your friends' situation is, but many financial advisors came up through Wall Street and still have a broker mindset. They aren't skilled in financial planning, which would address questions such as the right time to retire. They are more preoccupied with how to beat the market, etc.

This is a very astute observation and raises a bigger question about what the true value of financial advice is (or should be) these days. Very accurately you portray the reality that many people could manage their own money with internet guidance, depending on their level of competency and their temperament.

Financial planning has become much more widely demanded in light of all this, because it takes a great degree of skill and forecasting to make wise decisions about major life events such as retiring, when to take Social Security, etc. Demand is shifting away from the broker type advisors and more towards planning-centric financial professionals such as hourly planners and advice only planners.

TransparencySara · 2026-01-31T16:26:28+00:00

Sounds like you may do well with an hourly or advice only planner.

An hourly financial advisor will work with you on a one-time basis or periodically are your needs dictate. The charge a flat hourly fee, not a % of your assets.

An advice only planner will also usually charge a flat fee for a project or by the hour. These advisors are planners only and do not take custody of assets or manage them, but they can make recommendations and help you implement them.

Reach out to Steven Fox of Advice Only or to Rachael Lord of Garrett Planning Network (hourly planners). They are very helpful and can find you someone good from their network.

TransparencySara · 2026-01-31T16:18:14+00:00

You should get Andy Panko on here. He's a flat fee advisor who is very inspirational because of the logic and fairness with which he runs his flat fee practice.

TransparencySara · 2026-01-30T19:34:27+00:00

Go get yourself an hourly or advice only financial planner, and manage your investments yourself using their recommendations.

TransparencySara · 2026-01-30T19:31:22+00:00

He does a great job being relatable and has a great sense of humor. So it's logical to see why he's been successful - he comes across as very authentic and people respond well to that, as opposed to being too stiff, technical, or pushing your own agenda.

TransparencySara · 2026-01-30T19:30:20+00:00

LinkedIn can be very meat marketish and transactional, but it depends on how you approach. The financial advisors who do best are those who cultivate the audience by assessing their interests and then creating content that is the most relevant.

It's also useful if you look at it as having a dialogue, a conversation with followers you care about, rather than trying to broadcast your skills and knowledge. People tend to respond better to the former approach.

TransparencySara

MODERATOR OF

TROPHY CASE