Don’t even think of logging into LinkedIn until you read every word on this page...

The 7-Figure LinkedIn Playbook for Growth Mode Financial Advisors

Finally, here are the exact LinkedIn strategies and secrets that have generated 14,391 virtual and in person meetings with insurance and financial advisors in the US, Canada and Australia - all on LinkedIn! 

Discover the hidden features to create a magnetic profile, how to post in a way that goes VIRAL, the connection strategies that get new appointments, close clients virtually, without any technical hassle - all in insurance and financial services.

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The 7-Figure LinkedIn Playbook 

Get step-by-step techniques to generate new leads, appointments and create commission windfalls from start to finish.

There’s never been a faster, easier or more lucrative way to meet insurance and financial prospects than LinkedIn.

With 73% of affluent investors turning to LinkedIn for researching financial decisions (Cogent), EVERY advisor MUST know how to use email effectively, right now, to drive sales.
But the sad reality is that most advisors are caught up in…
  • Referrals
  • Complex COI Mind games
  • ​Posting useless updates
  • ​Connecting with their competitors
  • ​Treating it like a resume
  • ​Using outdated techniques
  • ​Getting banned for going over the LinkedIn limit
  • ​Using Illegal bots that put your account at risk
  • ​Cold Calling
  • ​Paying For Ads
  • ​Facebook And More…
When there’s literally THOUSANDS of dollars hiding in your CURRENT connections.
So before you spend a dime on a new course, lead gen campaign or seminar, you need to know how to effectively reach out to prospects using LinkedIn.
Today’s insurance and financial prospects are savvier than ever. They’ll sense an advisor coming in hot for a ‘connect and sell’ faster than you can hit ‘send’. 
(Or worse, they’ll never accept your connection request in the first place, putting you at risk of the dreaded ‘LinkedIn Jail’)
And you would be amazed to learn…

How Advisors are Humiliating So-Called ‘Marketing Gurus’ and ‘Young Guns’ With These Dead Simple LinkedIn Steps to Success

When you know what to do on LinkedIn, you can join the rare air of Advisors that gained over $1M in AUM after using LinkedIn (CGI Consulting) - yep, you read that right… that’s $1,000,000 in assets from connecting and using proven approaches
But when you do it wrong…
All that hard earned money and time you spent building up a reputation goes up in flames when you burn your hours away with nothing to show for it. 
So what’s the difference between a weak, underperforming LinkedIn profile and an appointment generating machine? 
A step-by-step, repeatable process for reaching the right people at the RIGHT time, and getting them to meet to close.
We’ve put that process into…

The 7 Figure LinkedIn Playbook for Insurance & Financial Advisors

Battle tested and PROVEN so you can execute with confidence.
This swipe file will give you the formula (and the actual swipes you can copy and paste) to move your prospects…
From inbox > appointment > close
With this immense volume of proven never-before-released Bible of templates, you’ll:
  • Shave YEARS off your learning curve by simply copy and pasting the proven connection request InMails and make you look like a sharp, in-demand and savvy advisor
  • ​Discover the must-do elements of precisely what time of day to post to LinkedIn - so your posts have the chance of going VIRAL. Which do you think is better… 7:45am or 8:15am? Answer inside
  • ​Get the insider’s scoop on how many times you need to have your keyword listed to Rank #1 in the LinkedIn search engine (Page 9)
  • ​Get a workman-like grip on the ‘secret button’ to get 4X more replies - (Page 10)
  • ​Copy our Advanced ‘Deep Search’ strategy to build surprising alignment with your cold market using elements they have publicly made available to you (Model this on pages 15-17)
  • ​How to boost your authority instantly using this simple $10 app (Steal this on Page 18)
  • ​The ‘Ace Up Your Sleeve’ to pull out when you need appointments yesterday - whether you have 50 or 5,000 connections (Copy this from Page 21)
  • ​Get the messages to reactivate your 1st level connections, even if you’re completely new to this LinkedIn game, you’ll look like a communication SAVANT (Get up to speed on pages 22-29)
  • ​Know with iron-clad certainty if your LinkedIn efforts are on the right track with our industry Benchmarks battle tested over 5 years, 156,712 connections and 14,761 meetings made.
  • ​Should you use links to track your LinkedIn campaigns? You might be second guessing after you read what we discovered on page 54. 
  • ​Send connection emails that seem to get inside their heads, making you look like their financial savior (Pages 29 - 34)
  • ​LinkedIn is WAY underselling this ONE feature - yet it’s HALF the price of regular ads. Let us show in step-by-step detail how to crush it and get leads for pennies on the dollar (Pages 56-87)
  • ​Simple copy and paste templates to get the attention of affluent executives for 401k rollovers, HR Directors, open new accounts and presentation rights to their entire company (Step up on pages 35-39)
  • ​And much, much more!

Don’t Hit The LinkedIn ‘Connect’ Button Before You Download This Playbook And Read Every Single Word

Stop struggling over your keyboard, second guessing yourself for hours whether you’ll look ‘professional’, ‘clever’, ‘intelligent’ or ‘desperate’…
Instead, do what savvy advisors do and use the PROVEN templates to get more appointments and sales from our proven ‘copy and paste’ templates.
Look polished, sharp and get RESULTS from your list today.
Treasured by advisors in the following verticals:
  • Wealth Management
  • ​Financial Planning
  • Group Benefits
  • ​Commercial Lines
  • ​Life Insurance
  • ​Medicare
  • ​Retirement Planning
  • ​IUL, LTC
  • ​Cash Balance Plans
  • ​Health Insurance
  • ​Personal Lines Home and Auto
Just download, copy, customize, and send

This Stuff Just Works...

See What Our Customers Have to Say!

“I used to get about 3 appointments a month with my other sources. In the past 45 days [using LinkedIn] I have averaged 12 appointments a month and have $249,000 in pipeline commissions, two massive 401k rollovers and will present to two groups!”

Holly P. Financial
“In my first year before finding LinkedIn I made $25,000 in recurring revenue. After dedicating myself to this process, I increased my income by 500% to $150,000 a year, with an average of 5 appointments a week on autopilot.”
Chris G. Financial Planner + Group Benefits Advisor
“I actually quit LinkedIn 2 years ago because I thought it didn’t work. After reactivating, I’ve been able to get sometimes 5-6 appointments a DAY. In 45 days I’ve built up a pipeline of $120,000 in commissions. By this time next year I’ll have about $8,000 in extra monthly revenue.”
Michael Y, Group Benefits
Just some quick figures, we sent out 588 emails, got 73 immediate responses which turned into 27 appts on the board so far. Many other positive calls!
Jeff G., Financial Advisor
“I’m getting a near 100% conversion rate because of the targeting I’m doing. I can’t tell you what a blessing you guys are to me. I appreciate you.”
Hank G. Financial Planner
“I’m averaging 3 virtual coffee meetings a day with Skype now, all from my LinkedIn group.”
Paul N. Life Insurance, Financial Planning

Frequently Asked Questions

What is a ‘Playbook’?
It’s not quite a course and it’s definitely not a tired old report or whitepaper…
...a Playbook is the actual strategies and steps to take to get success on LinkedIn!
Here’s how it works:
In the last 5 years our team has:
  • Connected with over 100,000 individuals as diverse as CEOs, Doctors, Business owners, attorneys, executives and more
  • Generated well over 14,000 meeting appointments from those connections
  • Seen the inboxes of 432 advisors to see which messages have worked, and which don’t
...and we took all the strategies that WORKED, ditched those that didn’t, and put them all in ONE volume
All you have to to is download…
customize to your line of planning or insurance...
And hit ‘send’.
No more struggling what to say, or pouring over vague theories or ivory tower strategies.
These are the brass tacks of what’s working. No filler.
It’s all MEAT, and no fluff. If you want theories, go read a blog post or listen to a podcast. This playbook is all about execution to get results.
Why just $27?
If you’re thinking “$27 is dirt cheap… what’s the catch?” then here are three things that will put your mind at ease now. 
1) $27 puts this information within the reach of everyone… from startup advisors to established elite advisors. (And at $XX, you don’t need your spouse or partner’s approval to invest in it now)
2) It weeds out tire-kicking freebie seekers. We only want serious insurance and financial advisors who take ACTION, and can join our hall of fame of winners. And in our experience charging just a small amount gets rid of 99% of the jokers.
3) “Advisors who pay, pay attention.” We live by this motto at Advisorist®. If you take a small investment into yourself, you’re more likely to apply what you’ve learned instead of leaving another PDF on your hard drive collecting digital dust. 

We also know that once you experience this Playbook, you’ll want more and maybe… just maybe… you’ll come back, buy more and upgrade to Advisorist® Max where you can access our 40+ playbooks. 
But that’s it…
No fine print… no “hidden trials”... no games. Just the proven expertise you want in templates you can copy and paste in minutes.
How do I get the Playbool? 
This is “On Demand” content you’ll be able to enjoy anytime. 
Once you submit your payment, you’ll get an email with your login details to access the training in our private members area. You can go at your own pace and convenience so there’s no rush or concern about missing anything. 
Is there a guarantee?
Yep…all our products have a 30-day action takers guarantee, no-questions-asked guarantee.
If you implement the emails in the Playbook and do not generate any appointments, replies, or appointments.  We will give you your money back!

Get This Playbook For Just $37

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