Consistently Book 5 to 10 Qualified Client Appointments Per Month Through LinkedIn

We work with you to build your own LinkedIn acquisition engine - combining strategy, 1:1 outreach coaching, and done-for-you LinkedIn advertising.

We also partner to continually optimise your Sales Process and Advice Funnel - so more of the prospects you meet convert into long-term clients.

See The LinkedIn System →
  • LinkedIn Content & Ads
  • Outreach Coaching
  • Advice Funnel & Conversion
  • FCA-Compliant Guardrails

The Planwright LinkedIn Acquisition System

Our proven three-pillar funnel - content, outreach, and advertising - designed so you can book qualified appointments through your own LinkedIn.

  1. 01 · Discovery

    Discovery Consultation

    We start with a focused consultation to define your ideal client profile, niche, geography, and service fit - so the system is built around the clients you actually want to advise.

  2. 02 · Content

    LinkedIn Content & Positioning

    We work with you to optimise your LinkedIn profile, sharpen your branding and niche, and develop a compliant content strategy you publish - thought leadership that attracts corporate executives, legal partners, and business owners seeking independent wealth advice.

  3. 03 · Outreach & Ads

    Direct Outreach & LinkedIn Advertising

    We coach you to run 1:1 LinkedIn outreach from your own profile, and we set up and manage LinkedIn advertising campaigns to amplify reach - turning profile views into qualified conversations.

  4. 04 · Your System

    Your LinkedIn Acquisition Engine

    You own the profile and run the outreach. With positioning, content, coaching, and ads working together, you consistently book 5 to 10 qualified client appointments per month through LinkedIn you control.

Advice Funnel & Conversion Optimisation

LinkedIn fills your diary - we help you convert those meetings into clients. Weekly pipeline audits and deal reviews so fewer prospective clients stall between discovery and close.

Pipeline Diagnostics

Weekly 1:1 audits analysing your sales process and advice funnel. Identify exactly where prospective clients are dropping out and how to solve each case.

Deal Unsticking

Reviewing stuck prospective clients to refine fee presentation, objection handling, and proposal structures so you close more AUM per LinkedIn lead.

Why DIY LinkedIn, Lead Agencies, and Generic Marketing Do not Work for You

DIY LinkedIn

You post inconsistently, send the occasional connection request, and burn budget on ads with no funnel behind them. Without a structured system, LinkedIn stays another task that never becomes a reliable source of qualified conversations.

Inconsistent posting, zero qualified pipeline.

Traditional Lead Agencies

Send unvetted, cold leads who cancel, no-show, or hold insufficient assets. You spend hours on manual discovery calls and administrative screening with zero guarantee of revenue - and no LinkedIn authority built for you.

Unvetted cold leads with zero asset checks.

Generic Marketing Agencies

Run broad campaigns that ignore FCA compliance, financial advice buyer psychology, and how your ideal clients actually use LinkedIn. You pay retainers for activity that never reaches the right corporate executives, legal partners, or business owners.

Retainers wasted on non-compliant, broad ads.

Stop renting unqualified leads. Build an acquisition engine you actually own.

Partnership Pricing

£1,500 per adviser, per month, plus ad spend - no setup fee, no pay-per-appointment charges. Risk-free: no charge for any adviser in a month with fewer than five qualified appointments.

£1,500per adviser, per month

Plus LinkedIn ad spend (client-funded)

Risk-free money back: no charge for any adviser in a month with fewer than five qualified appointments.

  • LinkedIn profile positioning, branding, and niching
  • LinkedIn content strategy, compliant templates, and publishing guidance
  • Outreach playbooks and coaching so you run 1:1 conversations on your own LinkedIn
  • LinkedIn advertising campaign setup and management
  • Weekly Advice Funnel & Conversion Diagnostic
  • Monthly growth strategy consultation
  • Target customer list and expertise niche development
  • Pre-meeting intake - structured client intake before the first session so meetings start with context, not a blank fact-find