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Win Your First New Client

with LinkedIn Sales Navigator 

This step-by-step guide, divided into simple how-to lessons, will help you familiarize yourself with the power of the platform and enable you with the know-how you need to win your first new client through LinkedIn Sales Navigator.

Why should you care about LinkedIn Sales Navigator?


Sales Navigator features a powerful set of search capabilities, improved visibility into extended networks, and personalized algorithms to help you reach the right decision maker.

The Challenge Day by Day


The Basics

The difference between regular LinkedIn and Sales Navigator

Money Talk

How to justify the investment to yourself or a third-party (boss, budget)

Confidence Booster

The purpose of how to use it - instill confidence in your sales activities - feel good about doing your follow up

Lists. Lists. Lists.

Alerts and their importance

  • Clients
  • Prospects
  • Undiscovered leads
  • Undiscovered accounts
  • "Past not current" roles as a search criteria as well
  • Notifications and Push Alerts

    Alerts and their importance

    Sales Preferences 

    Sales preferences - how & why to set them

    Follow Up is Key

    Personalized outreach - "May I have your permission?"

    About ampliphi's founder

    SPENCER X SMITH

    Spencer X Smith is the founder of digital marketing company AmpliPhi, and was formerly a VP of Sales for two Fortune 100 companies. He’s been called a “Social Media Expert” by Forbes, and AmpliPhi is the winner of five consecutive (2016-2020) InBusiness Magazine Executive Choice Awards for Social Media Consulting Company. Spencer has spoken at over 250 events since 2015, including a presentation at the New York Stock Exchange in 2017. His book “ROTOMA: The ROI of Social Media Top of Mind” was featured in Forbes, and is an Amazon Bestseller.

    Why does Spencer qualify to be your instructor?

    - Starting his career through Y2K as an employee of IBM, Spencer was taught how the computers really work, and he'll show you why the digital and social media platforms behave the way they do.

    - Spencer worked a decade in financial services as a 401(k) specialist for two of the nation's largest recordkeepers. He's also "owned" an 8-figure annual sales number, so he knows what it's like to be held responsible for generating new business.

    - Spencer has trained thousands of financial advisors on these systems, and has built a framework for you to implement right away.

    They Say

    I first heard Spencer give a social media presentation at a work trip in California, and right away I knew we would want him to come out talk to our advisors in Chicago. His talk was one of only a few times I had seen our group of advisors fully captivated. Everyone in the room, from brand new advisors and our most successful teams, had written pages of notes. People who weren’t sure if they even had a Facebook page were now discussing the opportunities they could unlock by utilizing “micro-targeting” and “boosting” content. It was wild. I had the misfortune of speaking immediately after Spencer, and I had to scrap my prepared content because the audience wanted me to talk about Spencer’s California presentation instead.Spencer not only has the expertise and knows the ins and outs of our industry compliance, but he has the ability to communicate in a way where even the novice finds it compelling. He was rated one of the best speakers we had ever had, and the only one that our group wanted to see speak again. I would highly recommend him for financial advisor groups.

    Nick Ninedorf ‧ Edward Jones Financial Advisor and Regional Leader

    Stephen Moylan, President, The New England Wealth & Retirement Conference, Boston

    (AmpliPhi Founder) Spencer X Smith always gives me great advice on all things social media. He’s one of the real thought leaders in social media across all of FinTech, and is a great speaker and presenter. He has a fantastic fund of knowledge on social media and marketing.

    Stephen Moylan President, The New England Wealth & Retirement Conference

    Boost Your Skills. Challenge Yourself.

    Learn about LinkedIn's Sales Navigator and let us hold you accountable to stick with it!