ATTENTION: Financial Advisors, Life Insurance Producers & CPAs
Have You Been Searching For Proven Ways To Land High-Value Clients Using LinkedIn?
Hi, I'm Tony Maree Torrey,
I work with financial professionals - mainly financial advisors, life insurance producers, and CPAs - to help them land high-value clients using LinkedIn and rapidly increase their expert status.
Our ideal clients are really good at the work they do, but they want to increase the number of affluent clients they work with. Especially those high-income earners who are looking for solutions to reduce their overall tax burden.
Our sweet spot is in providing financial professionals like you with a turnkey, done-for-you system that BYPASS some of the recent LIMITATIONS imposed by LinkedIn and keeps your calendar full of quality prospects, interested in your services.
P L U S !
A done for you author program that turns you into an AUTHOR-ITY overnight to maximize your credibility
and pre-sell your prospects on your solutions so your sales calls are effortless.
And then providing you with the additional tools you need to be able to double the number of cases you close, earn bigger planning fees, and/or bigger commissions for the work you do.
So if this describes you, and you would like to see if our LinkedIn strategies line up with your business development goals, use the link at the bottom of this page to schedule a 15-minute Discovery Session with me.
Why?
So you can do what you do best and not have to waste precious time worrying about how to effectively prospect and market your services.
To your success!
Tony Maree
What to do next:
Watch some our clients share their real world results:
Watch this information packed 24-minute masterclass that explains:
How to Ethically Bypass the LinkedIn 100 Connection Request Limitation
(using LinkedIn's very own functionality)
Book your 15 minute call to see how we can radically change your business!
Establish Yourself As A Center of Influence Via Our Sage Smart LinkedIn Lead Generation
& Author Program
A turn-key solution that can make you an AUTHOR-ITY overnight!
Book your 15 minute call to see how we can radically change your business!
SAGE SMART ADVISOR
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We've solved the problem of the new LinkedIn connection limits
Watch the 24 minute masterclass above to find out more.
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Our approach has helped clients dramatically increase revenues
“I went from $200,000 to $2.5MM in target premium because of the high-end leads I was getting.” Shane Walls, Principal, Advisor Bridge
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Meet Tony Maree Torrey, Founder
Tony Maree has been a Business Success Coach for 20 years, helping Financial Professionals and Founding CEOs increase profits, build robust businesses and eliminate mindset limitations that interfere with their success.
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Sage Smart Advisor was born out of necessity
"With a background in marketing to the affluent,
I could see that what came naturally to me, does not come naturally to many of my clients. We've solved that problem."
If you need help getting:
- Appointments on Auto Pilot that keep your calendar full of high quality prospects
- The skills & systems to earn bigger fees/commissions
- A robust referral system that gets more referrals with less effort
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Leveraged ways to elevate your expert status and keep you immune to the competition because your clients are fiercely loyal to you.
We have the team and systems to help you proactively mine the golden opportunities of high value clients available through LinkedIn and beyond...Set up a time to learn more...
Frequently Asked Questions
1. How many leads does your system generate?
Great question. Let's start by defining some terms, specifically the difference between a "new connection," a "lead," and an "appointment".
A new connection is a person who we intentionally targeted on LinkedIn and moved them from being either a 2nd or 3rd degree connection to being a 1st degree connection. On average, we help our clients generate 400+ new connections per month.
A "lead" is a LinkedIn connection that represents any potential revenue opportunity for our client. We consider a lead to be a 1st degree connection that has responded in the affirmative to a specific solicitation we have engaged them with. This is done through a combination of LinkedIn direct messaging, LinkedIn Events, and LinkedIn Post Parties. On average. we can generate 80+ new leads for our clients per month.
An appointment is a "scheduled 15-minute phone call". For these we send our clients' online calendar to a lead who has expressed interest in learning more. And the prospect then initiates the action of scheduling our client's calendar. On average, we see 8-12 scheduled 15-minute phone calls per month.
2. How many appointments can I expect to close?
Through our training, clients have been able to move 90% of prospects who schedule an appointment to agreeing to have an initial 60-minute Zoom call for a more in-depth needs discovery.
From there, it varies on how effective the advisor is building trust and moving the sale forward. A good rule of thumb is to consider what your current close ratio is.
If it is currently less than 20% we can help you to double your closes through our training and coaching.
3. What are the typical case sizes for LinkedIn leads?
That depends on who you choose to market to (vertical industry and geography) and what strategies you bring to the table. We have seen life insurance cases as large as several million dollars of premium. (See videos above for specific examples.) The typical case size is $26,000 premium for "tax cases" and $214,000 for fixed index annuities. (This is based on our clients reporting these numbers to us. These numbers have not been independently verified by us.)
4. How do I qualify to participate in the "Maximize Your Wealth" LinkedIn author program?
We make our "Maximize Your Wealth" marketing collateral available to anyone who is licensed to sell life insurance, and is an active member of our Sage Smart Advisor Program. However, we do restrict territories based on geography and target industry so that none of our advisors overlap each other. For example, we would not have two advisors in Los Angeles both targeting the healthcare industry. The book template is turnkey, and focuses on making the case for both cash value life insurance, and more specifically Kaizen® (premium finance IUL).
The book can also be customized to a) pitch the specific life insurance product you want to focus on, and b) include your personal story and information.
We then deploy this book and YOU as the author as part of our turnkey, done-for-you Sage Smart Advisor LinkedIn Program on your behalf.