Busy Advisors Automate Lead Flow with PeopleLinx
PeopleLinx drives qualified leads with plan sponsors, CPAs, Attorneys and more.
Generating 7+ Qualified Meetings every 30 Days with Automation
Financial Advisors leverage PeopleLinx to engage plan sponsors, business owners and centers of influence (CPAs, Attorneys etc.) among other targets. On average, PeopleLinx generates 60-70% open rates and 7-15% response rates on sales outreach with 7+ qualified meetings generated per month per advisor.
Between serving clients, managing relationships and building teams… Financial Advisors have little spare time for researching and generating new leads. That’s where PeopleLinx comes in.
PeopleLinx partners with advisors to carefully design and automate their prospecting activity with true personalization and quality assurance at every step.
The engagement begins with Go To Market planning where ideal client profiles are tightly defined and prioritized. Within a few days prospect lists and messaging go through approval and within a week outreach begins.
How it Works: Driving Core Sales Activities using Automation
There are several key components to a high performing sales automation program. They include:
A clearly defined and prioritized set of targets based on locations, company size, titles and other attributes. This tells us where we have been and where we are going.
Truly personalized messaging focused on each audience and the outcomes they care about. Keeping it brief and specific.
Ramping up outreach volumes slowly to ensure a positive reputation for each sender. PeopleLinx monitors engagement rates and increases volume with performance.
400+
3+
Prospects Engaged
Proposals Sent
Meetings Booked
Response
Rate
13%
7+
By the Numbers: Advisors Get 7+ Qualified Leads every 30 Days
Since PeopleLinx drives core prospecting activities (i.e. the same activities advisors would do if they had time) the results follow suit.
Each month, the average Financial Advisor on PeopleLinx will engage 400+ of their ideal clients or partners introducing themselves and following up consistently.
7-15% Response Rates mean replies from 15-30+ prospects each month as though the research, outreach and follow-ups were done firsthand.
Replies include several positive, upfront leads accepting the meeting request and deeper inquiries
Advisors are left to handle leads and follow-through turning them into new relationships and clients
If you’d like information on how PeopleLinx helps Financial Advisors be more productive and successful, please get in touch. We’d love to hear from you.