Financial Advisors Grow AUM with 401k Rollovers

EXPLODE your business on LinkedIn!

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Annuity Sales and AUM driven from LinkedIn

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Insurance Agents - Referrals

  1. Advisors usually Find old 401k rollovers by accident

  2. Advisors have no repeatable way to find new prospective clients

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Financial Advisors - 401k/AUM

  1. Advisors usually Find old 401k rollovers by accident

  2. Advisors have no repeatable way to find new prospective clients

  3. No reciprocating value to CPAs or Attorneys

Let Us put You in front of Potential Assets!

"LinkedIn will Explode your business if you let it"

Save time

Automate daily outreach on LinkedIn, to people that have changed jobs in the past 90 days.

Engage Quickly

Our direct messaging sequence allows you to message all of your new prospects immediately.

Explode Referrals

Watch your profits and efficiency soar. You’ll expand faster than you ever thought possible.

Easy to use

You’ll find it easy to make important changes, hassle-free and instantly. Our platform is also super simple to use.

Here is the Process

#1 : Target Audience

There is no better time to talk about 401k Rollovers then right after someone moved jobs. We develop a list of 3000-5000 prospects in your local area that recently Changed Jobs.

#2 : Invite to Connect

Send a personalize connection message to the group you want to build a relationship with.

#3: Warm Up the Conversation

Normal everyday conversation goes along ways in the digital age we live in. Basic questions allow you get to know your new prospect with engaging messaging designed to get them to respond.

#4 : Prospect

All you need to do is ASK. Sales 101. Once we have had a few interactions with the new connection, we go ahead and ask the prospecting question.

#5 : Book a time

Booking a time to transition off of LinkedIn and into a phone call couldn't be easier. Simply reply with a your calendar link and the prospect can choose a date and time that works for them to speak with you!

“I have tried other products that worked fine, but this was on a different level. Not only does it do the basics but it allows for so much follow up. Will definitely recommend”

Landey Patton - State Farm

St Louis

“I have tried other products that worked fine, but this was on a different level. Not only does it do the basics but it allows for so much follow up. Will definitely recommend”

Christie Pie - Allstate

Houston

“In just about 60 days we added $300k in annuities and $1.1 mil in AUM from old 401k rollovers, and it was all from LinkedIn.”

David Bernhardt - WesPac Wealth

San Diego