Your campaign is live!

Here's what you need to know:

Linkedin Usage

What times of the day can I use Linkedin on my own?

Your campaigns will run in the morning (every day, including weekends) so try and use it only after 2pm.

Will the campaign reach out to my existing contacts?

No! We will only send messages to the prospects that we source for you.

Should I access Linkedin via the mobile app or on my computer?

You should download the linkedin app and use that versus your computer browser whenever possible. Make sure to "allow notifications" so you don't miss any incoming messages!

How quickly should I reply to a message?

As soon as you possibly can! "Speed to lead" is an important factor in converting a positive reply into a booked meeting, and it shows a great customer experience when you're able to reply quickly. Rule of thumb: try to respond within 4 hours.

Best ways to reply (with example messages):

"This sounds interesting. I'm busy this week but can meet in the future."

Messages that get most the booked meetings are ones where you do as much "work" as possible. You want to remove as much "cognitive load" from their decision making process and make it easy for them to just say "yes" or "no".

Don't force them to think!

Good example:

"Sounds great, are you free next Tuesday at 3pm ET or Thursday at noon? Let me know and I'll send over an invite to [email protected]"

This takes the decision making off their plate and makes it easy for them to reply. While giving them the option to suggest a time that works for them (or sending a calendly link) might feel like the "nice" thing to do, you're actually putting more work on their plate which means they are less likely to respond. Again, don't force them to think!

Bad example 1: "Sounds great! Let me know what times work for you."
Bad example 2: "Sounds great! Here's my calendly link, feel free to book at your convenience." (people generally hate getting a calendly link. Don't send one unless they ask for it.)

"Do you offer financial planning services as well?"

Here you want to answer their question directly but give little detail. When you want to do is get them on a meeting. See the previous question for tips on scheduling the call.

Good example: "Yes, we absolutely do! I'm happy to walk you through how it works, are you free this Thursday at 10amPT? Let me know and I'll send an invite over to [email protected]"

Bad example: "Yes, we absolutely do! Here's a breakdown of our fees and process. <insert long rambling paragraph here>

"No thanks, I already work with a financial advisor."

Remember, you are now connected to this person on linkedin, and they are likely to see any future posts you may write on the platform. You never know when someone might have a bad experience with their current team, so you want to be attentive and polite even if there's no opportunity at the moment.

Good example: "No problem! Happy to be connected and if you ever have any questions you know where to reach me!"

Bad example 1: ignoring them and not replying.

Bad example 2: trying to push for a consultation even though they already said no

Staying organized

There are so many messages, I can't keep track of the ones I want to remember later

You'll see hundreds of new connections and outgoing messages in your inbox. It will be hard to find your positive replies unless you keep track of them. The easiest way to do this is to "star" the messages that you want to come back to.

Here's how to star a message in the linkedin app:

How can I find the starred messages later?

When you're in the messages section of the Linkedin app, there is an option to see "All filters" at the far right of the menu under the title "Page inboxes." Here you can select to only see the messages that you've starred.

CONTACT

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Tango Advisor Marketing^TM is a leader in website and marketing services for the financial and insurance industries. Our services are used by professionals including Financial Advisors, Registered Investment Advisors (RIA), Certified Financial Planners (CFP), Insurance Agents, and Brokers to create and manage compliant and user-friendly websites and marketing campaigns.

Information on this site is intended to be educational in nature only and should not be used as a substitute for professional legal counsel.

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Read Our Latest Blogs

WordPress and WP Engine Drama: Why Financial Advisors Should Pay Attention

Marketing

October 23, 2024•3 min read

WordPress powers over 40% of all websites on the internet, making it the backbone of many businesses’ digital presence, including financial advisors. But recent conflicts between the founder of WordPress and WP Engine—a popular hosting provider—are causing performance issues that could directly impact your site, even if you’re not aware of it. If your website was built by an agency, there’s a good chance it’s running on WordPress. Is your website affected? You need to find out—either on your own, ask your agency, or reach out to Tango for a free website audit.

What’s Happening Between WordPress and WP Engine?

Recently, the WordPress ecosystem has been buzzing with friction between WP Engine, one of the most widely used managed WordPress hosting providers, and the core WordPress community. WP Engine has been accused of altering its infrastructure in ways that don’t align with WordPress’s development standards. These changes have allegedly led to site slowdowns, plugin compatibility issues, and general instability for businesses relying on WP Engine’s services.

The impact has been broad. Financial advisors with sites hosted on WP Engine have experienced delays in site speed, decreased uptime, and technical glitches that can seriously harm client trust. While WordPress remains a powerful platform, these hosting disruptions pose real risks for advisors who rely on their websites to market services and connect with clients.

Why Financial Advisors Should Care

If your site runs on WordPress and is hosted by WP Engine, your business could be affected by these ongoing issues. A slow or unreliable website can drive prospects away and erode existing client relationships. Even if you don’t know which hosting provider your agency used, it’s worth checking—especially as we approach year-end when many clients are actively seeking financial guidance. If your website isn’t functioning optimally, you risk losing valuable opportunities.

Potential impacts on financial advisors include:

• Decreased lead generation: Prospects searching for advisors will be turned off by slow load times or broken pages.

• SEO ranking drops: Website speed and uptime directly affect your search engine rankings. A slow site can push you further down the list of results when potential clients search for services.

• Damaged credibility: Clients expect a seamless experience, especially when it comes to financial advice. A poorly performing site can hurt your reputation as a reliable advisor.

What You Can Do

If you’re concerned about your website’s performance, you have options. First, confirm whether your site is running on WordPress and if WP Engine is your hosting provider. If you’re not sure how to do this, reach out to your web developer or marketing agency for help.

Beyond that, consider partnering with Tango for ongoing website maintenance and performance optimization. We can help ensure that your website runs smoothly, remains secure, and continues to convert leads into clients effectively. This is particularly important as marketing shifts more towards digital channels in the financial advisory space.

If you'd like us to take a look at your site for you, reach out and we'll be happy to help.