LinkedIn Strategy For Brokers (2020) [social media business coaching]

12 Nov 2020 · 7 min
7:08

Andy Neary (speaker) explains a four-step LinkedIn strategy for insurance brokers and financial advisors to convert LinkedIn activity into business pipeline. The steps: (1) Block time and search for target prospects (favor profiles with ~500+ connections as a proxy for activity); (2) Send personalized connection requests and, when accepted, a short voice message via LinkedIn mobile to thank them; (3) Post valuable content consistently so connections see your expertise; (4) After ~3–4 weeks, follow up with a voice message inviting a 10–15 minute phone/Zoom call to move the relationship off-platform. The overall recommendation emphasizes consistency, targeting active users, and using voice messages to build rapport before asking for a call.

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