Big Fish Advisor Services

Don’t let your pipeline run dry this summer! At Big Fish, we’re experts in leveraging LinkedIn for effective prospecting done for you around the clock. Here’s our streamlined process:

-Identify Prospects: We pinpoint your ideal A+ prospects from targeted markets and industries.

-Connect: Our team sends connection requests on your behalf.

-Engage: After connecting, our phoning team books 20-30 meetings a month directly on your calendar, handling follow-ups and annual check-ups.

At Big Fish, we equip our advisors with the tools and strategies to make the most of these opportunities. Dive into the season, reach out, and watch your network grow alongside the long summer days.

Join us as the Big Fish team walks alongside J&S Private Wealth Management for a cause that truly matters - the Hospice Memorial Walk on May 19th! 🕊️ Let's honor the memory of loved ones and support those in need of compassionate care. Your donations make a difference. Click the link to donate and join our journey:
https://ow.ly/uoFi50RnuNe

🎣 One of the biggest challenges Advisors face throughout their career is prospecting their ideal clientele. That's where our proven, data-driven 4-step process comes into play, focusing solely on landing those "Big Fish" clients perfectly aligned with your services. Here's how we do it:

Identify Your Ideal Target Market: We start with pinpointing your ideal market using LinkedIn Sales Navigator, leveraging our expertise to ensure effectiveness and profitability.

Connect with Precision: Through managing your LinkedIn profile, connections are sent out to your ideal clientele targets from your active SalesNav campaigns.

Information Gathering: We meticulously collect contact info, ensuring a comprehensive database of prospects ready for the next step.

Scheduling: Our phoning experts specialize in setting appointments with high-value prospects, making every call count.

At Big Fish, we handle the client acquisition so you can focus on what you do best: providing invaluable financial guidance. Ready to reel in your Big Fish? 🎣💼

This month, we're thrilled to highlight Marissa, our Director of Marketing Operations!

We take great pride in having her as a crucial member of our team and eagerly anticipate the innovative contributions she's sure to make in the future!

With 2024 already in full swing, many of us wipe the slate clean. However, we took a moment to reflect on our collective impact and truly understand the depth of our influence on both our clients and theirs. Our incredible phoning team spent 3,790 hours on the phones and reached nearly 271,174 dials. Through our averages, this means that we:

Scheduled over 8,800 initial consultations with advisors.
Scheduled over 857 initial consultations with recruiters.

Our Mission is to impact the lives of 1 Million families by connecting them with quality professionals. Looking at these numbers, it's hard not to see an impact. We will continue to provide the best services we can to our clients and to make sure our goal is made. We cannot wait to see how 2024 shakes out! 🎣