A new way to prospect for new clients has surged in the last couple of years using LinkedIn as the platform. LinkedIn automation is the idea of using a software to engage potential prospects. Tools like these have proven to be helpful for any B2B or B2C businesses, looking to expand and acquire new clients.
Amongst this new industry of innovation, a tech company known as Hummingbird Growth & automation has emerged as the top tool for financial advisors. Now, Hummingbird did not event linked in automation, but they have perfected it.
While other companies attempt to focus on every industry, Hummingbird GA specializes in working with financial advisors. This tool was developed by a young entrepreneur named Bruno Nicoletti. Bruno Nicoletti was a financial advisor at Northwestern mutual for five years where he found massive success. At the young age of 25 he was inducted into the Million Dollar Round Table which is an association that includes the top 5% of financial advisors in the world. This makes Hummingbird the only tool that was founded by financial advisors for financial advisors.
Hummingbird’s clients have said that their biggest differentiator is that the Hummingbird team fully understands the process of acquiring a client in the financial services industry.
“I used to work with one of Hummingbird’s competitors and anytime I ran into a problem, my rep would try and solve it by talking about the software. Bruno and his team in the other had, would help me with language and tips that only former advisor could understand.”
Another reason why Hummingbird is better than the competition in the space, is because Hummingbird only focuses on one campaign at a time. Other companies tell advisers that they could run multiple campaigns in order to win their business. What Hummingbird found, is that this approach made no sense. Sales navigator, which is a tool on LinkedIn that is needed for automation, only allows you a specific amount of messages each day. Hummingbird found that if you spread that through multiple campaigns, it would take months before the advisor can determine if the campaign is actually working. By focusing on one campaign, Hummingbird is able to quickly help advisors and pivot in the right direction if needed.
The last reason why Hummingbird is the best in the space, is due to the approach around automation. Hummingbird actually turns the automation system off whenever somebody responds. Other companies try to automate the entire process at a detriment to the advisor. The financial space is a trust-based industry and if you automate the whole process you run the risk of having prospect know you are using an automation system. This may burn bridges and affect future business. By turning the automation off once a prospect response, Hummingbird is putting power in the hands of the advisor and allowing them to convert more clients.
The idea of automation is a new wave in every industry. Those who take advantage of these systems will find massive success in acquiring new clients. Linked in automation is the future of prospecting and Hummingbird is at the front of this shift, and are the most equipped to help financial advisors build their businesses.