Social Media – Marketing Guide

Sole Objective: Book appointments by getting other people to post/endorse you within their network for finanical services or career opportunities.Use creativity.

Step 1: Clean Up Social Media Profile

Add potential clients to the list with potential employers, etc.You are interviewing to be their financial professional or leader!

Step 2: The Play Post

1. Run the play post every 30 days!
2. Change the visibility to ONLY ME on the previous Play Post. Deleting can negatively affect algorithms.

Post to your FACEBOOK & LINKEDIN

*POST WITH AN IMAGE OF YOURSELF AND SPOUSE(IF MARRIED) FOR HIGHER ENGAGEMENT

Unlicensed - Option #1

Feel free to share, maybe someone you know is looking.So who needs to make some extra income.I have a friend in the financial industry who is looking to train 3-5 people who have high character and are self-motivated.Work from Home or their Local Office.Part Time/Full Time options.✅Hours are negotiable.
✅No experience needed, just a clean background.
✅We provide all the training and licensing. ⬇️Who's interested?⬇️Feel free to share on your wall, I'll appreciate it.🤩

Unlicensed - Option #2

Life Update:I am now recruiting for a financial company!We are looking to fill 5-10 vacant REMOTE positions.Our finance office is looking for people who have high character and a heart to serve others.We have work from home income options.1. Spare time: This is a commitment of working 4 to 8 hrs2. Part-time: This is a commitment of working 8 to 25 hrs3. Full-time: This is a commitment to work full timeHours are negotiable. No experience needed, just a clean background. We provide all the training and licensing.Adding a picture of me for good measure😊

Licensed - Option #1

DO YOU NEED WORK?? 💼 📢
WE ARE EXPANDING!🎉OUR FINANCIAL FIRM IS LOOKING FOR PEOPLE WHO HAVE HIGH CHARACTER AND A HEART TO SERVE OTHERS. 💪❤️WORK FROM HOME INCOME OPTIONS. 🏠💻1. SPARE TIME: A 4-8 HR WORKING COMMITMENT ⏰
2. PART TIME: AN 8-25 HR WORKING COMMITMENT ⏰⏰
3. FULL TIME: A FULL-TIME COMMITMENT 🕒NO EXPERIENCE NEEDED, JUST A CLEAN BACKGROUND! 🚫📜 HOURS ARE NEGOTIABLE. 🔄 THEY PROVIDE ALL TRAINING AND LICENSING. 📚🎓🚨WHO'S INTERESTED?🚨⬇️COMMENT BELOW!⬇️🔥FEEL FREE TO SHARE THIS POST🔥

Licensed - Option #2

Licensed - Option #3

Reply to comments on your post

When they comment on your post that they are "interested" you'll want to reply to their comment with a question- For example:"Can I message you? or "is it okay if I message you?"When they reply: "yes"You reply: "great! or "sent!" or “Sending you a DM”This ensures there will be two to three replies to each comment, and this will boost your post in the Facebook algorithm so more people see it.

Add your interested Facebook friend and your trainer into a three-way messenger group chat

Introduce them to your field trainer by saying:Trainee: Hey TRAINER! This is NAME! He/She is interested in the opportunities we have to offer and would like to get some details about what it is we do.

Trainer Reply - Career: I'm Interested

Back

Step 3: Expand Your Network Everyday

25 Facebook Friend Requests
25 LinkedIn Connection Requests

Look for people that match our target market:
1. Live in Canada
2. Married
3. Have Children
4. Age 25-45
5. EmployedFriends of Friends who like posts/photos are more active users.Go to your FB friends' profiles and look at their friends for people in the target market.

Step 5: Awareness Posts

Andy Onstead - Social Media Posts

Team Canada - Facebook Group

Join Team Canada - Facebook Group to gain access to daily posts to build awareness!

Back

Step 4: Direct Messaging

Ryan Walker - Direct Messaging

The purpose of this video is to understand the systematic approach to direct messaging!

Start Conversation

Hi NAME(archive)

Ask For Help

Greeting

How are you doing? How's work been for you?(archive)

Can you help me?

Fantastic. I need your help. Can you help me?

How can I help?

Option #1: Make The Play Post

I would love for you to post something on your Facebook for me. (I'd be happy to do the same for you!) This is a major way of growth for our agency because we can utilize FB to scale the business instead of paying some of the recruiting companies.Please copy and paste the message below and tag me in it, and I will clean up the comments from there:Hey everyone, I hope this great opportunity finds the right person. I'm posting for a friend, @Austin. His financial services business is doing really well and is expanding with fully remote apprenticeship positions.
- Immediate work-from-home positions available: $1-4 k/month
- 5 - 20 hours per week
- Provincial & federal finanical licenses provided
- Professional development covered
- Teach families how to get out of debt faster, protect income in the present and build money for the future.There is no experience or license needed to apply, only a clean background. They are looking for people who love helping others.Comment “I’m interested" below or message @Austin directly if you want more details. Good luck!

Option #2: Help with training

I'm working on some financial licensing and training to become a financial professional.
(If licensed, be authentic!)I know you might be all set up. However, I want to set a time to connect on ZOOM to show you what I'm doing that way if you or somebody you know in the future could benefit, you would know enough information to comfortably refer them to me.As far as us getting together on ZOOM, what's better for you? Weekends, weekdays? [Book time]

I'll help you with your training...

Thanks for the help! Here is a quick 17-minute summary video so you know more about what I'm doing in advance! https://webinarkit.com/webinar/registration/65e0e83b2466d1fecb4a9a82(If unlicensed) My senior management will be on our ZOOM call to help explain & answer questions, so please make sure you can be on so that I look good doing my training. Thanks again for helping with my training!

Back

Direct Offer

Step 2: Greeting/Purpose

How are you? I’m doing a bit of virtual networking, it’s always good to connect with other professionals! So, what are you doing for work?(archive)

Step 3: What do you do?

Oh nice!I’m in the personal finance space. I've got two responsibilities:
1. My team & I help Canadians with investing, retirement planning, and life & disability insurance 100% remote countrywide.
2. I help locate, train and develop people to become licensed part-time or full-time finanical professionals.How long have been doing OCCUPATION? Can you see yourself in your current career forever?(archive)

Step 4: Career or Financial Products?

Yes
Financial Products & Solutions

That's amazing that you have found a career path that you love!I decided to start working in finanical services to help people avoid making finanical mistakes like buying insurance with fine-print or leaving money in underperforming investment vehicles.I'm accepting new clients. What would I need to do to become your finanical advisor?(If Unlicensed) Our office is accepting new clients. Would you be open-minded to exploring possible improvements to your financial strategy?

Yes, I'm Interested
Not Interested

No
Financial Career Opportunity

I can relate to you. I wasn't happy in my previous career because ____________.I decided to start working in finanical services to help people avoid making finanical mistakes. In the long term, I want higher earning potential and time flexibility to set my own hours.I'm not sure it's for you, but would you be open-minded to exploring finanical services either part-time or full-time?

Yes, I'm Interested
Not Interested

Dead-end: Make Play Post

All good. Could you help connect me with some potential candidates?I would love for you to post something on your Facebook for me. (I'd be happy to do the same for you!) This is a major way of growth for our agency because we can utilize FB to scale the business instead of paying some of the recruiting companies.

Back

Yes, I want you to be my finanical advisor

I'd like to set a time when we can connect to see if we can make an improvement. and earn the right to be your financial advisor. (If licensed)You can review this 17-minute video that summarizes our 7-step advisory process: https://webinarkit.com/webinar/registration/65e0e83b2466d1fecb4a9a82When is the best time for us to connect?

Dead-end: Make Play Post

Back

No, I have a finanical advisor

Tell me about your experience. Is this the first advisor you have worked with or have you had other advisors before?

One Advisor

If you have only had one advisor, how would you know if there might be something better for you?Are you open-minded to a second opinion in case you can make improvements?

Multiple Advisors

Can I assume that you made a switch from one advisor to another because they were able to make an improvement for you?What would stop you from exploring to make further improvements?

Schedule Appointment

I'd like to set a time when we can connect to see if I can make an improvement and earn the right to be your financial advisor.You can review this 17-minute video that summarizes our 7 step advisory process: https://webinarkit.com/webinar/registration/65e0e83b2466d1fecb4a9a82When is a good time for us to connect next week?(Offer in-person if local)

Gather Contact Details

Perfect! What would be the best phone number & email for you so I can send you the ZOOM link?

Dead-end: Make Play Post

Back

I'm Interested

We are looking to bring people on board as part-time/full-time licensed financial professionals to work online from home. In this role, the selected candidates would obtain financial licensing, learn how to build a financial strategy and help people implement their strategy using our 25+ strategic partnerships.Candidates Requirements:
- Must be 18+
- Clean background check
- No undischarged bankruptcies
- Ability to legally work in Canada with a valid work permit/SIN
- Access to a computer and/or tablet/iPad
- Disciplined and motivated to work
- Experience in financial services is an asset but not required. Full training provided.Do you meet these requirements? Is this something you have further interest in exploring over ZOOM?

Schedule Pre-Interview

Great! The first step in this process is to get you in for our Pre-Interview Information Session. This will be a small group of candidates to provide a detailed understanding of our operations, roles, training, licensing and compensation. After the pre-interview, we will move to a one-on-one interview to determine whether we are the right fit.Which option works best for you for Pre-Interview?
1. 6pm MT Monday, DATE
2. 7pm MT Thursday, DATE
3. 11:30am MT Saturday, DATE

Gather Contact Details

Perfect! What would be the best phone number & email for you so I can send you the ZOOM link?

Dead-end: Make Play Post

Back

No, I'm not interested in exploring a finanical services career

All good. I'm accepting new clients right now so they can avoid making finanical mistakes like buying insurance with fine-print or leaving money in underperforming investment vehicles.What would I need to do to become your finanical advisor?

Yes, I'm Interested
Not Interested

Dead-End: Make Play Post

Back