How We Generate High Net Worth Clients
Using Only Linkedin & A Simple 3 Step Process
Exclusive Training For Financial Advisors, Financial Planners & Wealth Managers

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  • FREE Training Reveals:
  • ​The exact 3 step Linkedin lead generation strategy we’ve used to explode the leads of 100+ different advisory practices around the world
  • How to become a magnet for your target audience
  • The secret to starting warm conversations with the right people (And not be salesey)
  • ​Proven follow up messages that work
FREE TRAINING

"20k In Revenue & 6 New Clients In 2 Months Without Leaving The House!"

I’ve added 6 new clients and £20,000 in new year 1 revenue after only 2 months. And my new clients loved the friendly approach. I’ve grown my LinkedIn connections by 10 times what I had before the campaign.

The programme is really easy to follow. Paul and the team have been great at answering questions and queries throughout. There’s also a really useful facebook group where you’re able to pick up hints and tips from other people as well as sharing your own experiences. I am very happy to highly recommend it to other Financial Advisors.

Carl G, Financial Advisor, Worthing, UK

"4 New Clients & 17k In New Revenue In Only 8 Weeks!"

 The programme was succinct and really simple. I was able to book 16 meetings in one week from the campaign. I have added 4 new clients and 17k in new year 1 revenue after only 8 weeks. One prospect who initially sent me an aggressive message as a reply actually became a client last week! I would highly recommend it to other financial advisors!

Mark B, Financial Advisor, Wales

"100k In Revenue In 12 Months, Very Happy Indeed!"

I went for a specific niche meaning that there is a lower volume of qualified candidates, but the quality of leads was much higher through the campaign. We speciailse in ultra high net worth. So far I have completed £15,000 in initial consultation fees plus further trailing income, and 3-4 advanced prospects in the pipeline. In total worth £100,000 in year 1 revenue to my business in a 12 month period, excluding my considerable trail revenue. I am very happy indeed.

Joe J, Financial Adviser, Cambridge, UK

"12k In Revenue In 3 Months & Had to Pause The Campaign Due To The Volume Of Leads!"

In 3 months of running my campaign I got 10-15 discovery calls and signed up 3 new clients worth £12,000 in revenue to my business. (And I still have more in the pipeline to come through.) In fact the Linkedin lead generation campaign worked so well, I had to pause it to prevent from getting overwhelmed with the leads. Highly recommended!

Laura R, Financial Adviser, Leicester, UK

"8k In New Revenue In The Last 3 Months Of Running The Campaign!"

I always thought that Linkedin could be a good way to source clients. However, without knowing what to do and little Linkedin expertise, it can be hard to come up with a repeatable strategy. In the last 3 months I have converted 4 clients worth €8,000 in year 1 revenue to my business. I am confident I will convert more into clients over the coming weeks and months. The campaign has provided great results!

Stephen H, Financial Planner, Dublin, Ireland
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