The Client
Advisorist works with financial advisors, insurance professionals, and other financial professionals on client acquisition and growth.
The Objective
The goal was to use LinkedIn to reach the right financial professionals, start relevant conversations, and turn interested prospects into scheduled appointments.
The Work
We built the targeting, identified the right prospects, ran the LinkedIn outreach, managed conversations and follow-ups, and moved interested prospects toward booked appointments.
The engagement
- TargetFinancial professionals
- ChannelLinkedIn
- GoalBook sales appointments
The Outcome
The engagement generated more than 60 appointments through LinkedIn outreach.
60+
Appointments generated
LinkedIn
Primary outreach channel
Appointment setting
Core outcome
In Their Words
Talha has an advanced understanding of LinkedIn marketing and appointment setting. He was able to set over 60 appts for us in a short time and was extremely responsive and detail-oriented. Recommended hire!
Jeremiah D. Desmarais
CEO & Founder, Advisorist
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