This episode of Elementality dives into the untapped potential of LinkedIn for financial advisors. Jordan Hanes, CFP® chats with Ken Anderson from Advisor Appointments about crafting impactful LinkedIn messaging campaigns.

They discuss identifying the ideal prospective client on the platform, engaging effectively through personalized messages, and transitioning connections into meaningful client relationships. Ken introduces a strategic four-phased approach to nurture leads and shares why Elements is a pivotal tool in aligning advisors with the needs and goals of today’s clients. Gain insights into the evolving landscape of financial advice and how to leverage LinkedIn for success.