Compliance-first LinkedIn outreach · For financial advisors
A done-for-you service built for financial advisors and RIAs — prospect lists, message sequences, reply handling, and call booking, at a flat monthly fee. Your time goes only to the conversations that reach your calendar.
Flat monthly feeNo % of AUMNothing sends without your written approval
§ 1
Every template reaches you before it reaches anyone else. Nothing sends in your name until you approve it in writing.
§ 2
A fixed monthly price. No percentage of AUM, no performance fees, no per-lead charges.
§ 3
Sends run at a measured, human pace within LinkedIn's limits. No mass automation, ever.
We work exclusively with financial advisors and small RIAs — that focus is the whole service. The process is built around small-firm realities: limited hours, a compliance standard that rules out promissory marketing, and a pipeline that depends on the founder's own network holding out.
Prospect lists are built around your ideal client profile — tailored to the type of clients you want to work with — and contact data is verified before any send.
A four-touch LinkedIn sequence written in your voice, from your positioning — never a recycled template.
Every template passes a prohibited-language compliance screen before you ever see it.
You approve every template in writing. Nothing sends without your sign-off — and any later edit creates a new version that re-enters approval.
Sends run at a measured, human pace within LinkedIn's limits — roughly 500 prospects a month per seat — with an approved email follow-up layer on the same list. Replies are triaged and interested prospects are booked to your calendar.
Your name is on every message, so the standard is simple: nothing you haven't read, approved, and signed in writing ever reaches a prospect. Every send is traceable to a version you signed off — and a suppression list, a pacing limit, and a language screen sit between any idea and any send.
Launch
$995 / month
ONE LINKEDIN SEAT
Growth
$1,495 / month
TWO LINKEDIN SEATS
Ready to start? Go to checkout ↓
Both tiers: $1,500 one-time setup · three-month minimum, then month-to-month · flat fee only — no % of AUM, no performance fees, no per-lead charges
Checkout is self-serve. Paying reserves your onboarding slot — your outreach begins only after your written approval of the first templates, exactly as described above.
Launch
$995 / month
ONE LINKEDIN SEAT
The one-time $1,500 setup fee is added at checkout.
Growth
$1,495 / month
TWO LINKEDIN SEATS
The one-time $1,500 setup fee is added at checkout.
01 · SAME DAY
Your receipt and the onboarding questionnaire arrive by email the same day.
02 · ONE BUSINESS DAY
We confirm we're a fit for your firm within one business day — if we're not, every dollar is refunded, no questions asked. If we are, you e-sign the short services agreement.
03 · WEEK ONE
A short positioning call, then your first sequence is drafted in your voice and screened.
04 · THE GATE
Nothing sends until you approve the templates in writing. The standing rule applies from day one.
Prefer to talk it through first? Book a 20-minute intro call →
Every plan: secure checkout by Stripe — we never see your card number · flat fee only, no % of AUM, no performance fees · cancel with 30 days' notice after the first three months
No. Every template is drafted, screened, and sent to you for written sign-off. Nothing sends until you approve it — and any later edit goes through the same approval again. This is the standing rule of the service, not an option.
Sends run at a measured, human pace within LinkedIn's published usage limits — roughly 500 prospects a month per seat. Invites are blank or trigger-led; there is no pitch-in-invite and no mass automation.
One onboarding questionnaire, one written approval round per template, and the conversations that reach your calendar. The rest — list building, sequencing, reply triage — is run for you.
Flat fee only — no percentage of AUM, no performance fees. You own the approved copy, every send is traceable to a version you signed off, and the engagement is month-to-month after the first three months.
Financial advisors and RIAs, exclusively. Solo practices and one-to-two-person firms are the center of the work — that focus is the whole service.
$995 a month for one seat, $1,495 for two — flat, with a three-month minimum and month-to-month after that. Details in § 04 above.
Yes — checkout in § 05 is self-serve. Paying reserves your onboarding slot; within one business day we confirm we're a fit for your firm, and if we're not, every dollar is refunded. Either way, nothing sends until you approve the first templates in writing.
Intro call
We'll walk you through exactly how the process works for a firm like yours — the list, the sequence, the approval gate — and you can judge the fit.