Step 1
Decide if Investment Advice is the right industry to target
The Investment Advice industry
The Investment Advice industry consists of entities that offer personalized investment advice to clients for a fee. These firms, however, do not possess the authority to execute trades on behalf of their clients.
What businesses are included
This industry includes financial advisors, wealth managers, and investment consultants who provide guidance and recommendations on investment strategies, asset allocation, and portfolio construction. For example, a fee-only financial planner who creates a personalized financial plan and recommends specific investments based on a client's goals, risk tolerance, and time horizon would be considered part of the Investment Advice industry.
When targeting the Investment Advice 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 Investment Advice:
Which businesses are not included
It's important to differentiate investment advisors from other financial service providers. Unlike investment banks, investment management firms, or securities and commodity exchanges, these advisors do not directly execute trades or manage assets. Their primary function is to provide advice and guidance, leaving the actual trading and execution to their clients or other designated entities.
Industry size on LinkedIn
Step 2
Pick job titles to target
Focus your LinkedIn search on these key decision-maker roles within the Investment Advice 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 Investment Advice
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 'Investment Advice' 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 Investment Advice, 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 Investment Advice leads today
First 50 credits free, no credit card required