Lead Generation With LinkedIn & AI For Wealth Managers
Dan Reddish, Founder at AI Wealth Partners, presents a strategy for lead generation using LinkedIn and AI, specifically tailored for wealth managers.
DR
by Dan Reddish
The Problem!
Wealth managers are struggling to connect with high & ultra high-net-worth prospects in an increasingly digital world. Traditional networking methods are becoming less effective, while compliance requirements make outreach even more challenging.
Meanwhile, competitors are rapidly adopting new technologies, making it harder to stand out in a crowded market. Many wealth managers spend countless hours on prospecting with low conversion rates, leading to wasted time and missed opportunities. The need for a more efficient, compliant, and scalable approach to lead generation has never been more urgent.
Agenda
1
Introduction
Overview of the LinkedIn and AI strategy
2
Who am I?
Background of Dan Reddish
3
Case Studies
Real-life examples of strategy success
4
The Strategy
Detailed explanation of the approach
5
Execution
How to implement the strategy
Intro
1
The question I'm constantly asking myself
What platform and strategy offers the smallest investment in terms of both time and funds with the greatest return?
2
The Answer
LinkedIn with AI
3
The Outcome
3-5+ high value appointments that close at around 30% per week consistently on a near automated basis.
Who am I?
Professional Background
- Ex nightclub promoter
- Ex multiple marketing agency owner
- Technologist
- Financial Services business growth consultant
- Landlord
Scaled my business to 6 figures in 18 months and helped 100's of FS firms and advisors work less, earn more and enjoy life.
Current Roles
Co Founder - 'AI Wealth Partners' - Led by High Level Strategists with Deliotte and KPMG experience with global offices in the UK and in Rio de Janeiro, Brazil
Chief Technology Officer (CTO) - Wealth Capital Partners (Multi Family Office)
Personal
- Father
- Days out with my kids
- Boxing, mixed martial arts and fitness
- Travelling
- Eating good food
Case Studies
Real Life Examples
We'll explore real-life case studies of successful implementations of this strategy.
Proven Results
These case studies demonstrate the effectiveness of the LinkedIn and ChatGPT approach in generating high-value leads.
Case Study: Amanda Perry - Investment Banking
Client: Amanda
Market: Investment Banking
LinkedIn / Chat GPT / Automation
Results
Generates regular £2m HNW mortgage clients
- Generated £1.8m worth of purchase mortgages within 2 months resulting in over £7k revenue.
- Generated £4.5m of purchase mortgages within 24 hours.
- Regular £2m mortgage clients generated
- Works less, earns more
Joel Wedegren - Market: Aviation
Client: Joel
Market: Aviation
Method
LinkedIn / Chat GPT
Results
- Generates 10 appointments per week with clients taking mortgages in the region of £500k.
- Made £7.5k in month
- Went from £40k-£180k in annual rev in 2 years of us working together.
The Strategy
1
Define & Deep Selling
Identify your ideal client and understand their psychological triggers.
2
Connect & Outreach
Reach out to potential clients at scale using LinkedIn.
3
Consistent Quality Content
Produce valuable content to build relationships and stay top of mind.
4
Pre Qualify
Your time is your most valuable asset after your attention so we ensure you don't waste it.
5
Generate 3-5 Appointments per week
Within 3 months
6
3 HNW Appointments per week
Average close rate of 30%
7
Optimise to improve
Continually optimise the main campaign variables (message, profile, audience.)
The Systems
LinkedIn
Profile Optimisation
Chat GPT
Market research, Creating Your Offer, Profile Optimisation, Creating Content
Sales Navigator
Building filtered lead lists
AI Connector
Automate:
2k-4k connection requests in 6-12 weeks.
Outreach messages
Why LinkedIn?
1
Professional Audience
LinkedIn is ideal due to its professional audience of serious, high value prospects in need of financial services.
2
Targeted Reach
Allows you to connect directly with decision-makers in your target market.
3
Business-Focused Platform
Users are in a business mindset, making them more receptive to professional services.
4
High Value Audience
48% of LinkedIn members earn £50k+pa
Step 1 - Define & Deep Selling
Importance
The first step involves defining your ideal client with the help of Chat GPT which leads to being more selective over who you work with.
Benefits
More attention from the right people, more high value qualified appointments, more deals, less work, more profit, and more time.
Impact
Through precise, impactful deep selling marketing efforts with messaging that cuts through the noise and resonates specifically with your high value ideal clients, you'll be generating 2x / 3x or even 5x more revenue per client.
Differentiation
Separates you from 99% of your competition
Specialisation
Become more valuable in your chosen market by offering a boutique, tailored service.
Makes your life easier dealing with simialar client circumstances, pains and probles and knowing exactly how to address.
New Market Tick Boxes
Leveraging ChatGPT
Market research
Content ideas
Content creation
Creating sales copy
Harness the Power of AI for Strategic Advantage
Uncover High-Value Opportunities
The AI can analyze vast datasets to pinpoint your most lucrative target markets. It uncovers hidden trends and buyer personas to reveal your greatest growth potential.
Conduct Comprehensive Research
Leverage the AI's ability to scour the web, social media, and proprietary data sources. It delivers critical insights on your market, competitors, and customer psychology to inform winning strategies.
Craft Personalized Offerings
The AI can design bespoke products/services tailored to the unique needs and motivations of your target audience. It taps into human psychology to develop offers they'll find irresistible.
1
Generate Attention-Grabbing Content
Leverage the AI's natural language capabilities to craft marketing copy, social media posts, email campaigns and other content that resonates powerfully with high-value prospects.
2
Streamline Strategic Planning
The AI can quickly model different business scenarios, evaluate options, and develop comprehensive strategies. It provides the data-driven insights to make informed, confident decisions.
Step 2 - Connect
1
Profile Optimisation
Turn your personal profile into an effective landing page optimised around the psychology of your newly defined market.
2
Lead Generation
Use the system to search filtered lists of leads to connect with you on your personal profile to build an audience of your ideal client.
3
Connect & Outreach
Begin reaching out to them to make them aware of what it is you do and how you can help them.
4
Automation
Automate the process by connecting with up to 500 of your ideal clients per week and initiate an automated outreach sequence of direct messages.
Sales Navigator
1
What is Sales Navigator?
Sales Navigator is a deep sales platform that enables virtual selling by allowing sales professionals to build and maintain relationships with their buyers at scale.
2
Key Functions
At its core, Sales Navigator helps sales professionals successfully perform three of the most critical functions involved with their discipline.
Tailored FCA Compliant Content
4-6 days pw produced in mins with AI
Next Steps
1
Ai Growth Session
Arrange an 'AI Growth Session' over Zoom for me to learn more about you and your business to see if you'd be a good fit.
2
Challenges
Come prepared to discuss your current challenges.
3
Personalised Plan
Receive a custom growth roadmap tailored for your specific practice needs to take away. Or there's a fit, recieve an offer to help experdite with implementation assistance.
Step 4 - Execute
Option 1: Go it alone
Implement the strategy independently using the knowledge gained from this presentation.
Option 2: Work with an expert mentor
Get guided through the process step by step with professional assistance.
Guarantee:
No results after 3 months?- receive a full refund on your investment.
- To be eligible for a refund you must have completed all tasks recommended and attended all calls.
Testimonials
"Dan has worked with countless PRIMIS brokers and comes highly recommended. His knowledge of his craft is why I continue to recommend his services but he's also a really kind gentle bloke with a really non salesy approach - just a pleasure to work with Dan will deliver results" - Dave Corbett (Regional Director - PRIMIS Mortgage Network)
"I have recommended Dan to a huge number of Firms i work with after i was shown how much he had helped grow an already strong and established business i also work closely with. Many others are now reaping the benefits of also working with Dan in terms of both improved name awareness and increased revenue. I cannot recommend him highly enough." - Bob Scott (Regional Director - PRIMIS Mortgage Network)
Client Success Story
"Hi mate, I know I've not been very active and attending meetings etc. Just been so crazy with family and house etc. I've got tonnes to learn and am determined to catch up and get through the programme. Wanted to say I just wrote a £7k protection policy for a client that I would've never met if it wasn't for joining this thing!" - Elliot
LinkedIn BIG WIN!
"Hey all, just wanted to give a shout out to the LinkedIn process. My target client base of business owners suits this platform best, I still need to set up automation but I have been manually testing the methods with 20 messages so far. I am a commercial finance broker - I've got several conversations started/ongoing, two cases signed up and one of these is set to complete today which is a case size of £8,330, absolutely buzzing!"
Contact Information