075: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients – The Virtual Financial Advisor Series™

075: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients – The Virtual Financial Advisor Series™

Bo Eason

Welcome to The Elite Advisor Blueprint – The Podcast for World-Class Financial Advisors. I’m Brad Johnson, VP of Advisor Development at Advisors Excel, and it’s my goal to distill the best ideas and advice from top thought leaders and apply it to the world of independent financial advising.

In today’s episode of The Virtual Financial Advisor Series™, I’m speaking with Joshua B. Lee. Joshua is a strategic growth coach, helping individuals to scale themselves with their company so they don’t scale themselves out of their company. Over the last decade, he has managed over $100 million in ad spend and controlled over 30 trillion online impressions.

Joshua is a master at helping people authentically connect and engage with their audience online, and more specifically, he understands the unique formula to building an audience on LinkedIn. He has helped major players improve their LinkedIn presence, including Dan Sullivan, John Maxwell, Joe Polish, and many more!

Today, Joshua is here to talk all about how you can use LinkedIn as a tool to educate, inspire, and draw in your ideal clients, without selling or spamming.

Here are a just a handful of the things that you’ll learn:
  • #1: The Power of LinkedIn for your business and what sets it apart from every other social media platform. [18:26] 
  • #2: How to increase your Social Selling Index Score and get maximum organic traffic back to your LinkedIn profile page. (Don’t miss Joshua’s complete walk-through that outlines the exact updates you can make to your LinkedIn profile page, in order to show up in search results and make a lasting impression with prospects.) [27:59]
  • #3: How to use LinkedIn Sales Navigator as a social listening tool to find your ideal clients, and then develop a relationship with them – without spamming. [47:50]



  • The 7 types of LinkedIn mistakes to avoid when reaching out to someone AND how to connect with high profile people in a personal way – without spamming. [04:35]
  • The moment Josh realized he had made it financially, but felt miserable – and the shift he made to his business that allowed him to connect on a deeper level with his audience. [09:46]
  • The importance of knowing your audience AND dismissing the myth that your ideal clients are primarily on Facebook. [19:31]
  • Shocking demographics around why LinkedIn is one of the best platforms to be on as Financial Advisor [20:21]
  • Joshua explains his distaste with the marketing terms “B2B” and “B2C.” He explains that a company is not run by another company, it’s run by other human beings! [22:52]
  • LinkedIn’s approach to livestreaming and what makes it very different from every other social platform [24:52]
  • What is your Social Selling Index Score (SSI) and how to improve it so your ideal clients discover you on LinkedIn. HINT: LinkedIn rewards you for checking off certain criteria and so there are so many people who aren’t taking advantage of these valuable tips! [27:59]
  • How to rock your LinkedIn profile page, in order to show up in search results and make a lasting impression with prospects [36:05]
  • The social listening tool that you can use to connect with ANYONE – including how to apply filters to your search in order to identify prospects in a very specific niche. [47:50]




This week’s featured review comes from user BearSouthpaw, who said…

elite advisor blueprint

Thank you for the kind words! It’s interesting, as I look back in my time in financial services, I think there’s such an opportunity right now, with all the virtual mentors and thought leaders. Really, if you’re willing to be a student, you can have a masters at a graduate level degree in financial services, business building, connecting with clients, and basically any aspect of the industry. I love the fact that you’re out there learning. That’s one of the themes that I’ve seen from the ultra high level performers in any industry. They’re lifelong learners, constantly curious, and constantly getting better. So, I’m glad my show can be a part of that journey for you!


Take the 1st Step to Building Your Ideal Practice: Apply for “Virtual Discovery Session

For those of you that have interest in diving deeper or figuring out how you may be able to have our team help you implement many of the ideas shared on the show, my day job happens to be consulting financial advisors from all over the US on how to grow their business and design a practice that serves them, versus them serving it. Yes it’s possible to grow your business and work less, this is a model we’ve replicated over and over in markets all over the country… So, if you’d like to apply to see if it makes sense for us to have a 1-on-1 conversation on how to overcome what may be getting in your way, you can do that at bradleyjohnson.com/apply. It takes about 5 minutes to fill out the application so we can understand what your business looks like, what challenges you may be facing and how myself and my team may be able to help. We then dive into a Discovery session where we ask a lot of questions based on your survey. We do a lot of listening, and take a lot of notes to build a rough draft of our proprietary Elite Advisor Blueprint – 90 Day Plan™. Taking the first step is as simple as applying at bradleyjohnson.com/apply 🙂


Already heard it once or twice? Please leave a short review here, and tell me which guests I should have on!

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Elite Advisor Blueprint Podcast is provided for informational purposes only, For financial professional use.

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