8th Installment of LinkedIn Tips for Financial Advisors

These business tips are action plans that will help you grow your business faster with less stress and less work. I have written them for service-based business owners such as financial advisors, RIAs, anyone making a living selling their knowledge and expertise. If this is not you, you can unsubscribe below.

This is the eighth in a series of 10 on how to make the most of your LinkedIn profile.

Reading time: Less than 2 minutes.

What to Say in Your Messages

So now that you have clearly positioned yourself and are messaging your prospective clients and advocates, what exactly can you say?

Here are some suggestions:

The method of messaging on LinkedIn that gets the most replies is called the “drip method.” This is where you send a weekly series of emails nurturing your prospects.

You are warming them up so when you finally ask for a phone call or meeting, they are more likely to say yes.

You could start your first message with something like this:

“Hello [first name]

Thank you for being a connection. I would like to learn more about you and your business and see how we can support each other. If there’s anything I can do for you, don’t hesitate to ask.

[your name]”

Next week, send them a worthwhile article from a third party and say:

“I ran across this interesting article and thought you would find it helpful. I hope you enjoy it. I’d love to hear your thoughts.

[your name]”

Next week send a valuable article of your own.

“Hi [first name],

Since you are in the
__________________ business, I think you’ll find my article on____________________ valuable here it is attached. If you have any questions or comments please let me know.


If you don’t get an answer by the fourth week, send this:

“Hello [first name]

I just wanted to follow up on the article I sent you last week. I hope you found it helpful. In any case, I very much like to have a quick 10 minute phone chat sometime to learn more about your business. I’d be happy to answer any questions you have about the article. How does next Wednesday morning look?


You should get a number of people answering your messages and agreeing to a meeting. Some of these meetings will turn into sales calls or joint ventures!

Next time we’ll talk about your saving the most precious commodity in the world by using technology.

Highest regards,

Stan Mann

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