Hey, Financial Advisors, it's time to work smarter, not harder! The faster way to do this... automation! It's time to let the machines take over and book you the appointments that turn into clients.

In this video, I brought Chris Gaddis with me to show you how we do that here at Advisorist. It starts with LinkedIn's powerful search engine, Sales Navigator. That's where we generate the leads. Then, the process ends with our CRM, Advisorlinq.

He will teach you the formulas that get our advisors' results and then bring in an advisor to talk about how our CRM changed his life. And is still transforming his practice today...

0:00 - Introduction to Sales Navigator Search
0:50- How to Find High Net-Worth Individuals on LinkedIn
2:16- How to Build a List of High Net-Worth Prospects
3:00 - Understanding the Degree of Connections on LinkedIn
3:40 - Where to Find your LinkedIn Lead List
5:50 - Automation for LinkedIn

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