Step 1
Decide if Funds and Trusts is the right industry to target
The Funds and Trusts industry
The Funds and Trusts industry encompasses entities designed to manage and grow assets for their beneficiaries. These entities pool together securities and investments to generate returns in the form of interest, dividends, and other investment income. Essentially, they act as financial intermediaries, investing on behalf of individuals or organizations.
What businesses are included
This industry includes a broad range of funds, such as mutual funds, hedge funds, pension funds, and endowments. It also covers trusts set up for various purposes like estate planning or charitable giving.
When targeting the Funds and Trusts industry on LinkedIn, your search will automatically cover all related sub-industries. To maximize the relevance of your leads, you may want to exclude certain sub-industries that don’t align with your ideal customer profile.
Sub-industries included in Funds and Trusts:
Which businesses are not included
It's important to note that this industry does not include funds primarily focused on providing insurance or employee benefits, such as those managed directly by insurance companies or corporations for their employees. These fall under a separate category.
Industry size on LinkedIn
Step 2
Pick job titles to target
Focus your LinkedIn search on these key decision-maker roles within the Funds and Trusts industry to find high-value leads. These roles are typically involved in B2B purchasing decisions and are most likely to respond to your outreach.
Influential roles in Funds and Trusts
Step 3
Run your Sales Navigator search
Setting your lead filters
Open LinkedIn Sales Navigator and select the ‘Leads’ tab. Use the filters on the left side to narrow down your search. Enter 'Funds and Trusts' in the ‘Industry’ filter, and add the job titles you want to target in the ‘Current job title’ field.
How many leads can I export?
You can export up to 2,500 leads per day from Sales Navigator. If your search results is higher than this limit, consider narrowing your filters or breaking your search results into multiple saved lead lists that can be exported over several days.
Do I have to use LinkedIn Sales Navigator?
Yes, to effectively target specific industries like Funds and Trusts, you'll need LinkedIn Sales Navigator. It provides the advanced filtering options you need to find the right leads and it has much higher export limits than the regular version of LinkedIn.
What does Sales Nav cost?
Sales Navigator offers a 30-day free trial, after which it costs around $90 per month.
Considering the quantity and quality of the targeted B2B leads you can export from Sales Nav, we think this is a bargain - certainly cheaper than almost any other way of generating leads.
Step 4
Export your leads
Install the Exportli Chrome Extension
To start exporting your leads, first install the Exportli Chrome extension.
Exportli works seamlessly with Sales Navigator and does two main things:
It allows you to export lead lists into a CSV
It uses 20+ email enrichment providers to find and verify business email addresses for your leads.
When you sign up, you’ll receive 50 free credits to get you started.
Run your lead export
With Exportli installed, you’re ready to run your export. The extension guides you through the process of exporting your selected leads into a CSV file.
Step 5
Import to your CRM or email tool
With your leads exported to a CSV file, you can now import them into your CRM or email outreach tools.
Most tools will let you import CSVs including:
Start exporting Funds and Trusts leads today
First 50 credits free, no credit card required