High-quality leads for financial planners & advisers
And you already have an account there.
LinkedIn truly is a machine for delivering high-quality, best-fit enquiries. But you're probably doing it wrong.
If your targeting, profile, and outreach aren't tailored to who you serve and how you serve them, you'll waste hours chasing the wrong people.
"Unlike most lead generation specialists, Paola actually is a specialist and refined our leads to exactly what we were looking for and created us the opportunity to write new business on a regular basis."
Join my 69 (and counting) happy advisers who land dream clients consistently.
Where your business is now
You feel like you don't have enough leads and the ones you do have aren't converting.
You spend way too much time obtaining leads from all over the place (Unbiased, endless networking events, referrals etc).
You're not sure what market niche you (should) serve.
You don't understand how LinkedIn can save your business.
You're so busy running your business, you don't have enough time to grow your business.
You are juggling admin, recruiting, training and serving existing clients all at the same time.
Maybe you've tried
"The efficiency of Paola's process became apparent with the acquisition of our first lead within a day of implementing her done-for-you services!"
My Three Pillars
Together, they help you get clear on who you want to work with, make sure your profile does the selling for you, and turn LinkedIn into a steady flow of qualified conversations.
Locating
We build a target list you can be confident in. No more "spray and pray", just a focused plan for getting in front of the right people.
Attracting
So when the right people click, they instantly understand what you do, who it's for, and why they should trust you.
Converting
Then we refine what's working so results improve month after month.
"Since implementing her suggestions from our Coaching Call I feel more confident!"
Services
DFY · Done-For-You
When you have more money than time - we will do it all for you with minimal input from you (1 month minimum).
Dream client targeting using LinkedIn Sales Navigator, full LinkedIn profile optimisation and implementing outreach methods that yield results. Outcome: consistent inbound conversations with - what will feel like - you hardly lifting a finger.
DWY · Done-With-You
When you have more time than money - we will hold your hand till the full 3 pillar system is in place for you (4 months minimum).
Learn outreach + trust building that starts the right conversations weekly. Filter & find dream clients with Sales Navigator, optimise your LinkedIn profile fully and learn what will make prospects reach out directly to you. 1 x VIP Onboarding Session (90-120 mins) where we build out your 90 day game plan. 24/5 Voxer access for real-time feedback.
DIY · Do-It-Yourself
When you are rather tech savvy - we will provide guidelines but you are happy to implement them yourself with minimal support (120 mins individual VIP Coaching Session).
Recording & transcript of VIP call to refer back to - personalised 8-10 page action plan - 30 days Voxer access (24/5).
Courses
LinkedIn Leads Accelerator
£99/month or £990 pay in full (2 months free)
Learn the basic fundamentals of the 3 pillars. Monthly live group coaching call. 12 months access.
LinkedIn Leads Academy
£497/month or £4,970 pay in full (2 months free)
Learn the entire system from start to finish to achieve mastery. Weekly live group coaching call. 12 months access.
"Paola delivered above and beyond what I expected, which was brilliant."
The Leading Lady of LinkedIn
Paola helps financial advisers and planners - internationally - turn LinkedIn into a consistent source of top-quality, perfect-fit enquiries.
After 11 years in banking in London, Paola started her own lead-gen business. She spent years selling to financial advisers, and heard the same complaint again and again:
"I just can't get enough decent highly targeted leads."
Everything she does is designed to address this problem: clear targeting, a credible profile, and outreach that starts real conversations - all without spamming anyone, cold-calling, endless networking, depending on referrals or even going on camera.
Previously
"Paola got us started on LinkedIn, showed us how to do it, and now we have over 19,000 connections, most all of 'em relevant to our business sector."
FAQs
This is a little joke…
I help financial advisers generate high-quality clients predictably through LinkedIn.
Our expertise is a predictable dream-client lead-generation system designed to put you and your financial adviser/planner business in front of your target audience - people already interested in your specific services and at the stage of wanting to buy.
We can generate as many leads as you can handle. The system works really well for advisers and planners who are determined in their growth goals and want to add predictability to the flow of new clients coming into their business so they can scale in the next 12-18 months.
We work exclusively with financial advisers and planners - but we don't work with every adviser out there, so you can be sure to get a very personalised service. We're definitely not for everyone. We typically only take on clients who are highly committed to investing in their practice growth and who prefer to lean on others' expertise so they can focus on what they do best. We have only serviced 69 clients (and counting) to date and will continue to focus on quality over quantity, every month.
We create a customised strategy for every client, tailored to their unique practice, current circumstances and growth goals.
When I was in London in banking I sold to financial advisers for over 11 years, so I truly know the niche, the problems they face, the solutions they are seeking, and how to make that happen for them.
What we teach and preach is exactly how we get clients too. So it's not like we're selling a Mercedes but drive a Golf - we drive that very Mercedes ourselves and know every nook and cranny like the back of our hand. So you can rest assured everything we do for you is always what is working well now.
It's not a cost. It's an investment that usually more than pays for itself within the first 30-60 days of working together.
Our pricing structure is value-based rather than cheap, so if you're price-shopping and looking to work with the lowest bidder, we're not going to be a fit.
Think quality over quantity. We only want to work with those who know a valuable opportunity when they see one.
Absolutely. We guarantee that if you keep doing what you are doing, you will get the same results.
With that said, we also guarantee activity and qualified inbound client leads in typically just 2-4 weeks. Whether or not you and your team convert the leads into paying clients is your part - qualify the ideal clients we help you get, then close the deal.
We are so confident that we will provide quality leads, we offer a 30-day money-back guarantee, refunding 100% of the fee.
Resources
Free · 45 minutes
Get started with LinkedIn lead generation: locate (target), attract (profile) and convert (outreach) your dream clients.
Watch the free videoCourse · Coming soon
Like a mastermind. Curriculum, monthly live group coaching call, 12 months access.
£99/month or £990 pay in full (2 months for FREE)
Imagine how good it feels
You get a predictable flow of better-fit conversations, so you can grow without buying lead lists, cold-calling, or hoping the next referral comes along.
No more feast or famine. You know where the next qualified conversation is coming from.
Create a message that attracts the right people. Better conversion rates because prospects are pre-qualified.
A handful of extra right-fit clients can change the story of your year.
"I wholeheartedly recommend Paola for anyone seeking a reliable and effective lead generator in the IFA market."