Project Description
Charles -Independent Financial Adviser
Client requested discretion due to industry and compliance requirements.
What do you do and who do you work with?
I am a financial advisor and I work with high net worth individuals on their financial planning and investment needs.
What wasn’t working with LinkedIn before we started?
I wasn’t able to find the time to search for prospective clients which Milo has made so much easier.
What changed once we began working together?
Once we began working together, my visibility on LinkedIn increased dramatically. I was reaching at least five times more relevant people, which created far more conversations and opportunities. This has had a clear impact on my business, with LinkedIn playing a meaningful role in growing my client bank.
What result or moment made you think ‘this is working’?
When I started working with Milo I was struggling to get meetings for myself. The moment it clicked was when conversations with the right people started turning into actual calls. From there, it became clear that LinkedIn was helping me reach the right audience and grow my business!
What did you like most about the way we worked together?
It’s simple and I don’t have to do anything. Milo pretty much takes the reins with it which is great!
