HUMMINGBIRD - TEAMS
A LinkedIn Prospecting service built for the financial service industry.
"Turning Prospects Into Clients."
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Who Should Be Using Hummingbird?
  • Comprehensive Financial Advisors
  • Wealth Managers
  • Insurance Agents
  • Employee Benefits
  • Recruiters
  • Anyone who's ideal prospect is on LinkedIn
How are we different:
  • Over 2,500 Financial Services Professionals using our platform.
  • Over 40 Million Data points on LinkedIn Prospecting in the Financial Services Industry.
  • 95% Turn Key campaigns and processes that are already working for thousands of Financial Professionals.
Why LinkedIn…
1
1 Billion+ Members
Biggest Database in the world. You can search, connect with anyone, working any where.
2
Sales Navigator
Perfect filtering based off of LinkedIn Information
Communicate directly with Decision Makers.
3
Build your Network.
Connection allows people to see your feed. Build a community of ideal prospects that you can drip to on your feed.
4
No Gate Keepers!
Communicate directly with Decision Makers.
5
Higher Engagement.
We average a 34% reply rate compared to email.
Hummingbird...
At Hummingbird, we believe advisors should do what they do best. Meet with clients and create financial plans. Too much time is spent prospecting or looking for prospects. That's where Hummingbird comes in.
HOW IT WORKS:
1
Identify IDEAL PROSPECTS - Sales Navigator.
2
CRAFT HIGH-CONVERTING LANGUAGE
3
Hummingbird connects and engages with prospects until they reply.
4
YOU MANAGE THE INBOX OF REPLIES
5
MONTHLY SUPPORT CALLS - make changes to your campaign based on client feedback and data gathered compared to the HUMMINGBIRD DATABASE (2,500+ Financial Professionals)
Metrics
Our metrics are based on over 2,500 financial services professionals using Hummingbird.
We have gathered over 40 million data points that shape our averages.
GOOD ADVISORS with GOOD PROCESSES will convert.
Bad advisors will be bad in front of more people.
CLIENT RELATIONSHIP
Build a prospecting machine that you can consistently count on for idea meetings, without having to learn a new skillset.
Hummingbird Team Licenses
Designed for firms running outbound across multiple use cases
Most growing firms use Hummingbird across production, recruiting, and joint work — not a single LinkedIn profile.
Annual Commitment Required for Team Licenses
3 Profile Team License — $10,500 / year
Best Value for Growing Firms
  • Includes up to 3 LinkedIn profiles, typically used for:
  • Personal production
  • Recruiting
  • Joint work or referrals
Ideal for:
  • Solo advisors scaling beyond personal outreach
  • Small teams formalizing outbound
  • Firms testing multiple growth motions
5 Profile Team License — $14,500 / year
Best value for teams
Includes up to 5 LinkedIn profiles, commonly used for:
  • Multiple Production profiles
  • Multiple Recruiting profiles
  • Junior advisor development
  • Message testing
  • Continuity / backup profiles
Ideal for:
  • Multi-advisor teams
  • Firms with assistants or SDR support
  • Growth-focused organizations
10-Profile Team License — $24,000 / year
Built for firms running outbound across multiple advisors and growth functions
What it includes
  • Up to 10 dedicated LinkedIn profiles
  • Each profile can be deployed for a specific function, such as:
  • Senior advisor production
  • Junior advisor development
  • Recruiting & hiring
  • Joint work & referrals
  • Message testing & market coverage
  • Continuity / backup profiles
Ideal for
  • Multi-advisor firms
  • Growing RIAs or OSJs
  • Teams with SDR or admin support
  • Firms that want standardized outbound across the organization
Why teams choose this
This license gives you that flexibility.
All packages include
  • Dedicated LinkedIn profiles per use case
    Each profile is deployed intentionally (production, recruiting, joint work, etc.) — not shared or rotated.
  • Maximum safe daily LinkedIn activity
    Campaigns are run within LinkedIn’s allowed limits to protect profiles and ensure long-term deliverability.
  • Custom targeting & list-building per profile
    Each profile can target a different audience, role, or niche based on firm goals.
  • Messaging frameworks built for conversion & compliance
    Campaigns are structured with proven outreach frameworks, not generic templates.
  • Done-with-you onboarding & rollout
    We guide setup, positioning, and deployment so teams start correctly from day one.
  • Centralized admin visibility
    Clear insight into profile activity, adoption, and performance across the team.
  • Ongoing optimization & strategy support
    Monthly strategy calls focused on improving targeting, messaging, and outcomes as the firm grows. 24/7 email support.
  • Access to Hummingbird resources & best practices
    Playbooks, updates, and proven outbound methodologies used by top-performing teams.
Next steps
Sign Up
  • Fill Out Onboarding Form
  • Schedule Implementation Call
  • Ideal Client Form
Onboard
  • Set Up LinkedIn Sales Navigator
  • Attach Hummingbird
  • Craft List & Language
  • Gain Access To Resource Center
Grow
  • Automate & Execute
  • Monthly calls with our team to perfect campaigns.
  • Convert new business