LinkedIn Marketing Solutions for Financial Professionals

Our Services

At Monocle, we help financial advisors book more meetings without the hassle of figuring out marketing on your own. Whether you want to be hands-on or fully delegate, we have a plan that fits your workflow, budget, and growth goals.

Foundation

Set-Up & Strategy

We start by getting the foundations right. In this phase, we handle your technical setup, walk through your positioning, install the messaging software, and give you the proper tools to work with. 

  • Onboarding Strategy Session
  • LinkedIn Messaging Software Setup
  • Customizable Outreach Templates
  • Software Training
  • Establish Target Audience

Outreach

Messaging & Engagement

Once your system is live, we shift into growth mode. Our team takes over daily outreach, writing custom messages, researching targets, and actively growing your network. You still own the relationship, we just bring the right people to you.

  • Custom Messaging Strategy
  • Target Audience Research
  • Daily Linkedin Interaction
  • Outreach Excecution
  • Weekly Progress Reports
  • Ongoing Campaign Adjustments

Appointments

Calendar Management

As your calendar starts to fill, we take it one step further. In this phase, our team manages your inbox, handles all the back-and-forth, and books qualified appointments directly on your calendar. You stay focused on closing while we keep the pipeline flowing.

  • Appointment Booking & Calendar Integration
  • Monthly Strategy Check-Ins

Why Monocle?

This isn’t “set it and forget it.” At every stage, we review results, refine strategy, and stay personally involved in your campaign. We believe financial advisors deserve more than just automation, they deserve real growth, real support, and real results.

Additional Support (as needed)

If you need help with things like CRM setup, newsletter design, blog publishing, or API integrations, we offer flexible, on-call support. Think of us as your extended marketing team: here when you need us, not charging when you don’t.