Get in Front of More Qualified Prospects

Customized and Personalized business development strategies for Financial Professionals.

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KNOW
Your Audience.

The tighter, more intensely focused you identify your audience, the more personal your communication.

 

​With a full understanding of who you want to attract to your business, the team at Social Advisors will develop and implement personalized communication that speaks directly to your audience.

GROW
Your Network

Now that you know WHO you want to talk to, Social Advisors will implement strategy to grow your network of ideal prospects as large as possible.

 

​A community based on mutual values and experiences helps to create a tighter sphere of influence and more opportunity.

DEVELOP
Intentional Relationships

Your brand is so much more
than financial advice.

 

With highly customized and personalized content, your growing network will know your expertise, and get to know you. After all, people will only do business with you once they KNOW you, LIKE you and TRUST you.

MANAGE
Your Opportunities

Manage your intentional relationships with AI technology.

 

 Automated processes will tell you when a prospect has opened an email, visited your website, interacted with your social media, and more. Score each member of your network accordingly so you only follow up with your best opportunities.

Low effort.
BIG Results.
Check out POST PARTY!

Put yourself in front of more eyes with ease.

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Post Party is the best way

The Right Business Development Partner

Post Party: the one thing everyone should be doing
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What do our clients say about our work?

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“I had a conversation earlier today with an Estate Planning Attorney.  She said she usually didn’t respond to LinkedIn connection requests, but my initial and subsequent outreach “was so warm and inviting, that I wanted to get to know you. It seem like you really wanted to know about ME.”

Thank you for helping me craft my messaging!”

BSG • Managing Director

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“Time for me to buy you another steak dinner. Landed another big client from a great Social Advisors lead! Biggest solo client of my career to date.”

A.S. Financial Advisor

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“Fast forward six months with Social Advisors and my connections on LinkedIn had increased from approximately 530 to over 3,000. I could potentially do business with over 90% of them, given the opportunity, and I’ve communicated with approximately 10% of them.

During my six-month review to see if I wanted to continue with them, I ask Mindy, “now that I have all these new connections, how do I get them to engage with me?” She recommended Post Party and using content provided by Social Advisors after another deep dive into my brain, to build my presence as an influencer. Fast forward another month to the present and my Views, Reactions, & Comments have grown exponentially.

I am currently in negotiations with two RIA firms, two CPA firms, one Estate Planning firm, and one M&A firm to handle their clients needs, providing cash flow solutions, utilizing Private/Premium Financed Insurance. And the best part is that five of the six companies reached out to me based on my increased exposure on LinkedIn.

So, based on how I measure of success, this partnership with Social Advisors is working the way I wanted it to.

So, once again, thank you Social Advisors!”

P.B.M. Financial Advisor

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“”It’s been about 3 months since I started working with you guys and I’ve been very pleased with the results so far, so thank you guys for all the hard work. I feel like I’m just scratching the surface of making the most of LinkedIn and already I’ve gotten a ton of phone calls out of it and probably 10+ good prospects in the past 3 months.””

C.B. Financial Advisor

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“Both my father and I had time to review all this content and it’s strictly fabulous! We love the style, creativity, imagery/video, truly outstanding work”

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Vince M., Financial Advisor, Florida

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