FREE LIVE MASTERCLASS FOR FINANCIAL ADVISORS
How Financial Advisors Are Using LinkedIn to Book Ideal Prospects and Close $1M+ New AUM and $20k+ Insurance Cases
Without posting daily, cold calling, or sending 100s of cold DMs yourself
Tuesday September 29th | 1pm-2pm EST
Live Event Starts In...
What You'll Get in This FREE Training:
01 The Exact Message that you can send to prospects on LinkedIn to book meetings consistently (you can screenshot and use right away - we spent years perfecting it)
02 How to Pick a Target Market that Actually Converts - so you message people who have real money to manage
03 Why Most Advisors Don't See Results on LinkedIn - and the biggest mistakes they make (and how you can avoid them)
04 The 4 Things You NEED To Do - in order to fill your calendar every week
05 The Hidden LinkedIn Cost - why advisors who skip LinkedIn are quietly leaving $50k-$100k/year on the table
This is for you if...
You're a financial advisor (insurance, investments, fee-based planning) at least 6 months in business
You're already good at closing you just want more meetings on your calendar
You want to move up market and feel like you're missing out on great opportunities on LinkedIn
You want qualified meetings showing up on your calendar without adding hours more work to your plate
This is NOT for you if...
✖ You're not yet licensed or "just starting out" (<6mo in business) and can't close business
✖ You only focus on IUL / Annuities
✖ You only focus on medicare, health insurance, or P&C
✖ You want to use LinkedIn for recruiting not client acquisition
Tuesday September 29th | 1pm-2pm EST
Meet the Team!
Scottie Taylor Jr, CFA
Heyo, I'm Scottie! I'm a CFA Charterholder and I spent years as a top advisor at Northwestern Mutual before transitioning into coaching financial advisors full time in 2023.
Like most advisors, I joined this career because I was sold this dream of freedom and flexibility... but after 3 years of grinding 50-60 hours a week, I realized something - I wasn't going to wake up one day with more freedom. I needed to create it.
And so I did. With LinkedIn. And in 2021, I worked just two days a week (Tuesday and Thursdays) and still did $315K of premium, $5M of new AUM, and made $350K almost exclusively off LinkedIn.
I can't wait to teach you our system!!
Ashley Horne
Hey, I'm Ashley and I've been running my Wealth Management practice for 15 years!
In that time, I've tried every single prospecting strategy you can think of (literally). Referral programs, networking events, cold outreach, seminars - all of it. I wanted to test things out to figure out what actually worked.
LinkedIn won. Every time.
After using LinkedIn successfully for YEARS (I did $560K in a SINGLE year using LinkedIn), I know exactly what's possible when you use LinkedIn the right way.
I can't wait to show you what we've built - and how you can use it too!
The Most Sought-After LinkedIn Team for Financial Advisors
We've worked with 600+ Advisors since 2021
We've helped Advisors Close over $20M+ New AUM & $500k+ Premiums from LinkedIn!*
Most LinkedIn Agencies are run by "marketers" who have never been Advisors. We have 20+ years collectively of Financial Planning experience. We know your world.
*Disclaimer: New AUM and Premium numbers are based on self-reported data from clients through meetings and client-trackers. These are not typical and are not a guarantee of future performance. Actual revenue may vary.
We've Worked With Advisors at...
Tuesday September 29th | 1pm-2pm EST
You became an advisor because you wanted freedom, flexibility, and income...
Right now, you might be doing "okay".
You have clients who trust you.
Some referrals that come in now and then.
A practice that's "working".
But if you're really honest with yourself? You need more.
More meetings.
More QUALITY meetings.
And if you're like most advisors, it feels like you're working WAY too hard for the amount of money you make.
Some months are great.
Other months are "meh."
And the thing that keeps nagging you is this - you know you're great at closing.
If the right people were in front of you consistently, you'd convert them. That's not the problem.
The problem is that your prospecting has no system to it.
Your "system" is basically just "get motivated to ask for referrals" and "keep working harder."
Think about it - if your calendar was full of qualified prospects every single week, what would change?
The anxiety? Gone.
The desperation in your pitch? Gone.
The "how many times should I follow up before I let this person go" spirals? Gone.
90% of the stress you feel in this business traces back to one thing: not knowing where the next client is coming from.
That's the real problem. And that's exactly what we built our LinkedIn System to solve.
If this resonates, you're not alone.
The truth nobody tells you?
The financial advisors crushing it aren't working harder.
They're working smarter. They've built a system that brings qualified prospects to them.
Ready to learn that system?
Tuesday September 29th | 1pm-2pm EST
Join the 600+ of Advisors who have used our system
The exact 4-step process you can use ASAP to book ideal prospects on LinkedIn - all without the trial and error, stress, or overwhelm.
No more cold calling strangers who hang up on you.
No more buying overpriced leads that ghost you.
No more awkwardly pitching your nephew's friend at a BBQ.
Instead?
You'll know exactly how to book meetings with ideal prospects on LinkedIn.
It's gonna feel SO GOOD when you crack the code.
Tuesday September 29th | 1pm-2pm EST
Frequently Asked Questions
Is this training really free?
Yes. We teach you the full system live. At the end, we share how to work with us if you want us to do it for you - but the training stands completely on its own.
How long is it?
60 minutes live. Plan to show up on time - the best stuff is early.
Will this work if I've tried LinkedIn before with no results?
Almost certainly, yes. Most advisors who've tried LinkedIn were using it wrong - either posting content and waiting, or sending cold pitches. We'll show you exactly what actually works.
Is this compliant?
Yes. Our message sequences have been reviewed and approved by compliance departments across broker-dealers and RIAs. Used by 600+ advisors.
What is LeadEngine? What do you actually do?
We run a done-for-you LinkedIn outreach system for financial advisors. Our team handles the targeting, messaging, and follow-up - your calendar fills with qualified intro calls.
Who is this best for?
Financial Advisors who are already closing business through referrals and want a second, consistent channel that runs independently - without replacing what's working or adding hours to their week.
How do I learn more about working with you?
Attend the masterclass. At the end, we'll share how to book a call with our team.
Will there be a replay?
There is no replay. Make sure you mark your calendar and show up LIVE.
Do I need a paid LinkedIn account?
Not for this training, no. Sales Navigator is recommended but only if you decide to work with our team.
Tuesday September 29th | 1pm-2pm EST
Copyrights 2026 | LeadEngine | Terms & Conditions
DISCLAIMER: LeadEngine provides a done-for-you messaging system designed to support lead generation and outreach efforts. While we strive to deliver high-quality messaging and strategic outreach based on proven frameworks, we make no guarantees regarding the completeness, accuracy, effectiveness, or specific results of any messaging campaigns. The use of our services and materials is at your own risk. LeadEngine is not liable for any losses, damages, or business outcomes resulting from the use or implementation of our messaging system.
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