The Indispensable LinkedIn Sales Guide for Financial Advisors: Mastering the Online to Offline Conversion by Kevin Nichols & Matt Oechsli

The Indispensable LinkedIn Sales Guide for Financial Advisors: Mastering the Online to Offline Conversion by Kevin Nichols & Matt Oechsli

Author:Kevin Nichols & Matt Oechsli
Language: eng
Format: mobi
Publisher: Wealth Management Press
Published: 2014-12-27T14:00:00+00:00


Personal Welcome Message

The moment a new person joins your group, reach out to them individually. Send a personalized message to connect. The goal of the message is to add this person to your network, but you also want to do the following:

• Raise awareness about you being the owner of the group

• Reinforce the purpose of the group

• Ask the newest member if there are specific questions they would like answered from the group

• Ask the new members to post within the group to introduce themselves and stimulate interaction. This is more appropriate for networking and small affinity groups.

You might say:

Thanks so much for joining our group. I moderate this group and wanted to introduce myself. The purpose is to be a resource for XYZ employees as they work through the recent pension terminations and the options available.

If you have any particular questions you would like answered, please don’t hesitate to post them.

I would love to add you to my network.

—Matt



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