HUMMINGBIRD
A LinkedIn Prospecting service built for the financial services industry.
"Turning Prospects Into Clients."
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See Hummingbird in Action!
Who Should Be Using Hummingbird?
  • Comprehensive Financial Advisors
  • Wealth Managers
  • Recruiters/Business Development
  • Insurance Agents
  • Employee Benefits
  • Anyone who's ideal prospect is on LinkedIn
How are we different:
  • White Glove Service
  • 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.
Hummingbird...
At Hummingbird, we believe advisors should do what they do best: meeting with clients and create financial plans. That's where Hummingbird comes in!
HOW IT WORKS:
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