LinkedIn Sales Navigator for Financial Advisors (Episode 83)

In this Episode of the Stephen and Kevin Show, we talk about LinkedIn Sales Navigator. Have you been on LinkedIn lately? It’s much more vibrant than it was a few years ago. People are logging in more frequently, posting better content, and engaging more meaningfully. If LinkedIn once felt stagnant compared to Facebook and Instagram, it’s a different animal now.

When it comes to outbound prospecting, it’s hard to find a better tool than the upgraded version of LinkedIn, which they call Sales Navigator. It provides better search functionality, helps you organize your contacts more effectively, and alerts you to life and business changes that could mean money in motion. All great stuff for financial advisors looking to proactively market themselves on LinkedIn.

The problem? Sales Navigator is packed with features and can be confusing. It feels like a totally different social network, which means yet another learning curve for financial advisors. We’ve gotten so many questions recently on this topic, so we thought we’d share a few insights to help you get the most from this ever-evolving sales tool. Here are the three tips we cover:
1. Save prospects, clients, COIs, and competitors as “leads.”
2. Reach out to prospects who’ve posted in the past 30 days
3. Once you find a good prospect, use the “find similar” tool to find even more.