We handle all the marketing execution: building the funnels, sending the messages, managing the automation, and monitoring the campaign. Your main role is to be the advisor: engage with interested prospects after they've requested a book, take the sales calls, follow up with prospects, and provide us with feedback so we can continue to improve the campaign.

Our team handles all the initial follow-ups. For example, when a prospect shows interest in the book, we send them the link and follow-up messages. This saves you the time and effort of chasing down new leads so you can focus on the warm conversations.

We provide you with a "Get Found Fast" guide. This step-by-step resource walks you through setting up your Google Business Profile and other simple but powerful marketing tasks to help you improve your online visibility.

The LinkedIn Profile Analyzer is a detailed audit of your profile. Our team reviews everything and provides you with a personalized report and an "Update Guide." This guide shows you exactly how to make improvements for a stronger professional impression.

Yes, absolutely. We can launch a new book campaign for you at any time. For current clients, there is a one-time discounted setup fee that covers building the entire new system - the funnel, automation, and emails - just like we did for your original campaign. Please reach out to [email protected].

Absolutely. We can pull an updated list of collected LinkedIn contacts from our system at any time. We will send you the exported file so you can use it for your weekly webinar invites or any other marketing you have planned.

There is an initial setup phase before any outreach can begin. We first have to build your LinkedIn profile and set up all the marketing funnels and automated sequences. This foundational work is essential for the campaign's success and is now complete, so you will see communication and activity ramp up.

Our agreement is for a service, not for a guaranteed number of leads, so we do not typically offer refunds. This is because we invest a significant amount of work upfront to build and launch your custom campaign. That said, your satisfaction is our top priority. We are committed to making things right and would rather work with you to solve any issues and achieve the results you’re looking for.

Not at all. The book is primarily a tool to start conversations and build your credibility. You don’t need deep technical knowledge of every concept. Your existing expertise is more than enough to discuss the high-level ideas and guide the conversation toward your advisory process, which is the main goal.

We recommend using Amazon to ship books directly to each interested prospect. It only takes a couple of minutes to order a book to their address. This saves you the hassle of bulk ordering, storing, and mailing books yourself, and it ensures the prospect receives it quickly.

We strongly recommend using a physical book as the initial offer on LinkedIn, as it has proven to be the most effective way to start conversations. However, your other content (like Stonewood materials) is extremely valuable and can be used as follow-up resources to nurture prospects after they have already engaged with you.

Yes, we can explore integrations. We are currently working on a solution to sync data from our platform (Advisor Nexus) into other CRMs. While many advisors eventually move fully to our all-in-one system, we can ensure that key data like new leads and appointments flows into your current CRM so nothing falls through the cracks.

Yes, we are happy to support your team. We can provide login access for your assistant or team member and train them on how to use the platform. We will provide guides and support to ensure they can contribute effectively to your marketing efforts.

Typically, you will see outreach activity start within the first couple of days. Some clients get responses almost immediately, while for others it builds over a few weeks. Once the campaign is fully launched, things will ramp up.

Our primary goal is 8-12 book request leads per month. While it varies, many advisors see significantly more once the campaign gains momentum. We monitor your results closely and constantly adjust our strategy to maximize your opportunities.

We charge an upfront or monthly fee as outlined in your agreement. It's important to keep payments current to ensure there are no interruptions to your campaign. We will send you timely invoices and receipts to keep everything running smoothly.

We do not use contracts and work on a month-to-month basis. You may cancel anytime.

The easiest way is to use our online scheduling link, which we sent to you via email. Please note: we do not offer 1-on-1 coaching beyond the initial 4 check-in calls within the first 30 days of your 1st campaign launching. Any 1-on-1 coaching calls beyond the initial 4 are deemed as "good-will" offers. Please attend the scheduled coaching calls with questions.

Absolutely! Please do not hesitate to email us anytime a question comes up. You do not need to wait for our next scheduled meeting. We are here to be an ongoing resource for you and will respond quickly.

Advisor Nexus is our all-in-one marketing and CRM platform that your campaign runs on. It’s the central hub that handles your LinkedIn messaging, email automation, appointment scheduling, and contact management all in one place.

Yes, a LinkedIn Sales Navigator account is essential for this program to work effectively. It's the tool that allows us to find and connect with your ideal prospects at scale. Without it, we cannot properly target the right people for your campaign.

Yes, optimizing your LinkedIn profile is a key part of our onboarding process. We will either revamp your existing profile or help build a new one from scratch to ensure it is professional, compliant, and aligned with our campaign messaging.

No, not at all. The outreach is automated through our system. Connection requests and follow-up messages are sent from your LinkedIn account automatically. Your role is to step in and engage in personal, one-on-one conversations once a prospect replies with interest.

We use proven message templates, but we are happy to tailor the wording to better match your voice and style.

On LinkedIn, nothing - our team will handle all replies to our campaigns. You step in when you receive an email notification indicating a prospect has submitted the book request form.

We include your personal scheduling link in our campaigns. When an interested prospect clicks it, they can see your availability and book a time that works for them. Once they book, you both automatically receive a calendar invite with a Zoom link for the meeting. The entire process is automated for you.

Yes. If you have a list of contacts you'd like to market to, we can import them into Advisor Nexus. Once imported, we can include them in email campaigns or simply keep them organized for you in one central location.

Our program focuses on educational marketing and appointment setting, which is generally permitted by most broker-dealers. However, we always recommend that you confirm with your compliance department. We are happy to provide any information they need to review the program.

We provide regular progress updates. During the launch phase, we schedule frequent check-in calls. We also send email updates on key milestones or any delays. Clear communication is very important to us, so you will never be left wondering about the status of your campaign. Please attend our coaching sessions, respond to our check-in attempts, and reach out when you need something!

First, don't worry, as it can sometimes take time to build momentum. Our system includes a long-term nurture sequence (with over 14 months of automated emails) to keep warming up prospects who don't respond right away. If you're concerned, we can review the campaign data and adjust our targeting or messaging to improve results.

Yes, persistent follow-up is a core part of our strategy. The system automatically sends multiple LinkedIn messages and a long-term email drip campaign to every prospect. This gentle persistence ensures we stay top-of-mind, so when a prospect is ready to talk, you'll be the one they contact.

This occasionally happens. If you notice a duplicate booking, step in to clarify with the prospect and cancel the extra appointment if necessary.

Yes, the system is flexible enough to manage lead flow for a team. We can set it up to distribute leads or appointments in a round-robin fashion or based on specific rules you define. We can even automate reassignments if a lead is not followed up with in a timely manner.

Definitely. We are happy to advise on branding elements to ensure you look sharp and professional online. If you need help with a logo, a LinkedIn banner, or other images, just let us know. A strong visual brand enhances your credibility, and we're here to support that.

If you ever receive a cancellation notice on an upcoming meeting, use this opportunity to thank the prospect for letting you know they need to reschedule and ask when a good next time to speak is.

Yes. We have already set up a calendar for you inside Advisor Nexus that handles all your scheduling and sends out Zoom links. This replaces the need for a separate Calendly subscription and keeps all your tools in one place.

Yes. We have already set up a calendar for you inside Advisor Nexus that handles all your scheduling and sends out Zoom links. This replaces the need for a separate Calendly subscription and keeps all your tools in one place.

No problem. Let us know, and we’ll pause your outreach temporarily while maintaining your nurture sequence if desired.

Absolutely - we customize targeting based on your ideal client and continuously refine based on performance.

We use Sales Navigator with strict filters (industry, role, location, etc.) to find the exact type of client you want.

On our side, they enter a follow-up sequence (email + LinkedIn) designed to nudge them toward scheduling a call over time.

On your side, follow up until they've given you specific, tangible reasons to stop (a lack of response is NOT a good enough reason).