08.26.20
Innovator Spotlight: Maximizing LinkedIn Leads? There’s A Tool For That
by: Charlie Van Derven
Earlier this year, a select group of technology developers exhibited their solutions as part of the Technology Innovation Lab at BISA’s Annual Convention. In the weeks ahead, you’ll meet some of these companies and learn how they are tackling some vexing problems and challenges that are unfolding at a pivotal moment for financial institutions.
Company Name: Social Advisors
HQ: Daytona Beach, Fla.
Founded: 2013
Product/Service: LinkedIn prospecting and sales
What it is: Focused specifically on Financial Services, Social Advisors helps sales teams, advisors and recruiters drive business development and content marketing through LinkedIn.
If you’re struggling to bring in new business with Sales Navigator or just getting started using the platform, Social Advisors will simplify your processes and bring you 7-10 new conversations with qualified target professional prospects each month.
Challenge Addressed: Business development has always boiled down to a simple, four-step process. However, technology and our current social situation have made executing this process much more challenging. Where do you go today to find and engage with the professionals with whom you want to do business?
First, you have to choose the type of client you want to work with. If that is a professional audience, LinkedIn Sales Navigator makes it easy to find the right people. The riches truly are in the niches.
Second, you need to create as much awareness within that target audience as possible. Industry events have been paused. Cold calling and seminars are things of the past. LinkedIn Sales Navigator makes it easy to find and engage with any professional audience.
Third, you have to create credibility and rapport within the target niche. New relationships are easily built and nurtured with good content and direct engagement. Sales Navigator makes it so simple to build and influence any professional community.
Finally, once the trust and rapport is in place, you have to make an offer. Sales Navigator helps you promote your online events such as webinars and conference calls to the exact audience you seek.
As technology and our current pandemic change the way you grow business, LinkedIn Sales Navigator creates an unfair advantage. If you’re not already using this platform, you’re missing the boat.
How it’s Different:
Social Advisors focuses directly on the financial services industry. And, they do the work for you.
They understand compliance requirements and what it takes for advisors to engage with new people. As a result of servicing advisors for more than 20 years and running hundreds of Sales Navigator campaigns, Social Advisors bring a refined approach that helps to build rapport and trust. They focus on relationships, not sales.
One feature that their clients appreciate is Social Advisors ability to pull your LinkedIn connection’s contact information into your CRM or marketing platform.
Additionally, Social Advisors just launched the “Post Party.” Using your existing personal content, Social Advisors will help you get 500%+ more exposure within your network, creating greater thought leadership to the community you are building. For more information, please visit The Post Party.
Core Beliefs: Social Advisors believes that technology offers participating advisors an unfair advantage. For prospecting and sales, there is no better technology than LinkedIn Sales Navigator. It is the mission at Social Advisors to help as many financial advisors and sales professionals in the industry leverage Sales Navigator for thought leadership, business growth and communication.
Elevator Pitch: Simply put, it doesn’t matter how you meet the people you want to do business with. Sales Navigator is the smartest place available to you to open up new prospecting conversations.
Social Advisors focuses on relationships, not sales. Their mantra is each new prospect has to know you, like you and trust you before they’ll ever do business with you.
Social Advisors will give you the tools, the knowledge and the experience to open up a number of new relationships every month, move those people through the sales cycle and set you up to make an offer.
Why Now: A not so little secret: business development has changed dramatically. That’s not a reference to the sudden changes due to Covid-19, rather it’s a recognition that a technology revolution in our industry, that started more than 20 years ago, continues to impact us every single day.
Cold calling and seminar sales are things of the past. Many of us are unable to attend industry events or even meet with others in person. Whether we’re faced with a pandemic or not, Sales Navigator is an incredible compliment to any and all business development strategies.
The best time to start using Sales Navigator was when it made its debut in 2014. The second best time is today.