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Some financial advisors are hunters. They know exactly who they want to work with and go after them directly. Others are farmers. They build a firm, delegate the day-to-day marketing, and invest in multiple channels that generate opportunities over time.

In this episode, we break down the difference between freelance advisors and business owner advisors, along with a practical system for LinkedIn outreach. That includes outbound connection requests, inbound requests, profile viewers, follow-up sequences, and the numbers needed to make the strategy worthwhile.

We also talk about why outbound can take six months to gain traction, when it makes sense to delegate it, and how a single new client could pay for the entire system.

Episode Highlights:

0:00 - Why outbound takes time to work

1:13 - The numbers behind LinkedIn outreach

1:40 - Three sources of outbound opportunities

2:30 - Building a complete LinkedIn system

3:21 - Why profile viewers should not be ignored

3:39 - Compliance and outbound software for advisors

4:08 - Delegating and testing the process

4:36 - How one client can pay for the system

4:43 - The real cost of DIY marketing

5:31 - Freelance advisors vs. business owner advisors

6:32 - Are you a hunter or a farmer?

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