Financial Advisors and other business professionals who are killing it on LinkedIn know how to perform advanced searches to find exactly who they are looking for, create warm lead lists, get introductions and turn prospects into clients. You can easily find Centers of Influence (COI), C-suite executives, business owners, doctors, media executives, women-owned businesses, money-in-motion, your niche market and the list goes on and on…
Step 1: Get Familiar with Advanced Search
First, you want to get familiar with Advanced Search. I always coach advisors to go into Advanced Search and play around with it. You're not going to break it, and if you are set to ‘anonymous’ mode, people aren’t even going to know you are looking at them.Learn how to conduct a basic Advanced Search:
Download the printable Advanced Search cheat sheet
Step 2: Get Your Geek On!
Greatly improve your LinkedIn search results with specific Boolean modifiers (quotes, parenthesis, AND, OR, NOT) to help you find your ideal prospect.Learn how to use Boolean modifiers:
Download the printable Boolean Search cheat sheet
Step 3: The Rubber Meets the Road
Greatly improve the accuracy of your LinkedIn Advanced search results thru the combination of Boolean modifiers in the Keywords, Title and Company fields.Learn how to get targeted results and create a warm lead lists that you can save!
Download the printable Targeted Advanced Search cheat sheet that includes Advanced Search Terms!
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