BigFish Advisor
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Big Fish Advisor Services is a marketing system built by and for financial advisors to outsource their prospecting and phoning efforts.
Our team works individually with each advisor to clearly identify what clients they want to work with, build customized campaigns to connect that advisor with individuals in their ideal markets, then reach out on the advisor's behalf to schedule introductory appointments.
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https://www.bigfishadvisor.com
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BigFish Advisor Plan
Connection Management
495
1 Seat Per Month
The most trusted LinkedIn prospecting system for financial advisors and client oriented professionals looking to fill their calendar with A+ level prospects.
Unlimited Campaigns
1-On-1 Strategy Sessions
Full Profile Review & Updates
Phoning & Meeting Process Consultations
Dedicated Campaign Manager
100% Done For You System
Consistent & Intentional Lead Generation
Concierge Phoning
Pay As You Go
Individualized outreach done by our team of US-based professionals specialized in scheduling quality appointments by phone. You'll work with one specialist who will handle all of your phoning and meet with you regularly to review your progress and ensure meetings are being scheduled effectively. Each Outreach Specialist is trained extensively on scheduling meetings for financial advisors and other client oriented professionals and you will be paired with an individual with experience calling for your exact markets.
Dedicated Outreach Specialist
Bi-Weekly or Monthly Reviews
Individualized Language & Objection Handling
Fully Flexible Billing
Inbox Management
345
1 Seat Per Month
Some markets are best reached directly through messaging on LinkedIn. Our team will work with you to develop the most effective strategy for getting in front of your desired market. Our team of US-based professionals will fully manage all responses on LinkedIn and engage with prospects to schedule appointments. You'll work with one specialist who will handle your entire inbox and meet with you regularly to review your progress and ensure meetings are being scheduled effectively.
Dedicated Outreach Specialist
Individualized LinkedIn Inbox Management
Flat Monthly Fee
Monthly Reviews
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
