The Relationship-First LinkedIn Approach That Actually Works with Doug Greenberg


Tune In Now!


In this episode of The Finance Marketing Podcast, Hillary sits down with Doug Greenberg, CIMA®, leader of Pinnacle Wealth Advisory, to explore his systematic LinkedIn networking strategy that generated over 3,300 new connections in just six months. Doug shares his 32 years of wealth advisory experience and reveals how he successfully built a professional network from scratch after relocating to Austin.

Tune in to learn his relationship-first approach to LinkedIn outreach, discover the specific tools and automation he uses to scale meaningful conversations, and understand how to build an ecosystem of professional connections that consistently generates referrals and business opportunities without being salesy or pushy.

Connect with Doug:

Website: Pinnacle Wealth Advisory

LinkedIn: Doug Greenberg, CIMA

Email: doug@pnwadvisory.com

To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.

Join the 7-Day Email List Growth Sprint: https://monetacopy.com/emailsprint

We always appreciate reviews on Apple Podcasts!

Previous
Previous

How Streamlined Operations Become Your Biggest Marketing Advantage with Kristen Mueller

Next
Next

Beyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana Cabrices