Predictable
Predictable LinkedIn
Predictable Linkedin
Pipeline
Pipeline for
for
Financial
Services Firms
Financial Services Firms
Built by a former LinkedIn Ads Account Executive (FY20 top performer) and ex-Salesforce Financial Services. We turn your authority into a steady flow of qualified meetings — without adding SDR headcount.
Your Firm Runs on Referrals Until That Stops Working
Your Firm Runs on Referrals Until That Stops Working
Referrals are your best leads. Then growth outpaces them, and the pipeline turns lumpy — some quarters full, others quiet. Meanwhile LinkedIn, where your buyers actually are, feels expensive and unpredictable, so most finance firms avoid it or quietly waste budget on it.
The problem isn't LinkedIn. It's how it's run.
Referrals are your best leads. Then growth outpaces them, and the pipeline turns lumpy — some quarters full, others quiet. Meanwhile LinkedIn, where your buyers actually are, feels expensive and unpredictable, so most finance firms avoid it or quietly waste budget on it.
The problem isn't LinkedIn. It's how it's run.

Who It's For
Built for Financial Services Firms & Fintech
B2B fintech vendors — payments, treasury, lending, wealthtech, regtech, capital-markets software.
Finance advisory & consulting firms — fractional CFO, FP&A, finance transformation, corporate finance advisory.
Growth-stage firms with a real offer and a sales process — ready to grow beyond referrals.
B2B fintech vendors — payments, treasury, lending, wealthtech, regtech, capital-markets software.
Finance advisory & consulting firms — fractional CFO, FP&A, finance transformation, corporate finance advisory.
Growth-stage firms with a real offer and a sales process — ready to grow beyond referrals.
How We Work
A System That Books Qualified Meetings Every Week.

Testimonials
Client Testimonials
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Ashir was an excellent strategic partner to our business. From day one I felt that he already had a grasp on our priorities and objectives - and used that knowledge to make personalized recommendations to take full advantage of the Linkedin platform, ultimately growing our revenue generated from Linkedin ads by 5X.

Matt Zeitler
Perf. Marketing @ ServiceTitan
Ashir is excellent at what he does! His knowledge of business development and the way he taught me how to grow my business made all the difference.
Within weeks of implementing his strategies for how to grow my business, I acquired two clients and several new business connections and partnerships.

Ramona Cedeno
CEO, FiBrick Financial Services
I knew I needed a better system to generate quality, high-value leads on LinkedIn and Ashir helped me do it. His proven strategy allowed me to connect with ready-to-buy clients.
I highly recommend you try Ashir's system. You will be glad you did! Thanks Ashir.

Larry Henson
Sales & Marketing Consultant
I met Ashir at my business networking group. With just a few choice instructions he showed me how to maximize my LinkedIn
Ashir is a source worth reaching to if you wanted to LinkedIn to work for you and I recommend him highly.

David Youngworth
Vice President, Redwood Property Group
Meet the Founder
Ashir Nelson — Founder & CEO

Ashir spent four years inside LinkedIn Marketing Solutions as a top-performing Account Executive (FY20), learning the ad platform from the inside. He then sold marketing technology to financial institutions at Salesforce, on a foundation of finance experience at Morgan Stanley and Deloitte (Howard University, Finance).
That rare mix — platform insider + finance insider — is why financial-services and fintech firms trust him with their pipeline.

Our Guarantee
