HUMMINGBIRD - Institutions
A LinkedIn Prospecting service built for the financial service industry.
"Turning Prospects Into Clients."
See Hummingbird in Action!
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 Institutional Deployment
Firm-Level Prospecting Infrastructure
Designed for advisory firms standardizing prospecting across teams, departments, or regions under centralized ownership.
Institutional Pricing

🏢 Tier 1 — Up to 25 Profiles
$80,000 annually
Ideal for:
  • Department-level rollouts
  • Recruiting divisions
  • Multi-team deployments with centralized oversight

🏢 Tier 2 — Up to 50 Profiles
$140,000 annually
Ideal for:
  • Larger regional teams
  • Multi-department prospecting programs
  • Leadership-owned growth initiatives

🏢 Tier 3 — Up to 100 Profiles
$225,000 annually
Designed for:
  • Firm-wide deployments
  • Top-producer programs
  • Enterprise-level recruiting & asset growth initiatives

What Institutional Deployment Includes
Institutional deployments include everything available in team licenses, plus:
• Centralized administrative oversight across all profiles
• Standardized messaging & deployment guardrails
• Structured rollout plan & change management
• Quarterly executive-level reviews & reporting
• Scalable framework across teams or departments
• Firm-level governance & visibility
This is infrastructure — not individual subscriptions.
Shared Investment Model
Institutional deployments operate under a shared investment structure:
• The firm sponsors a minimum of 50% of the annual license
• Remaining portion may be allocated to participating advisors
• Billing can be centralized or split
This aligns:
  • Firm commitment
  • Advisor accountability
  • Strong adoption
  • Long-term scalability
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.

Expansion Structure
• Capacity can expand within tier limits
• Tier upgrades are prorated mid-term
• Renewal reflects updated deployment level
Growth remains structured, predictable, and aligned with firm strategy.