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Client Acquisition systems for RIA's

How We Helped Andrew, a Solo Financial Advisor, Book 24 Calls and Land 7 Clients a Month - Using Just LinkedIn

How A Simple Outreach Strategy Can Give You Room For Growth

We recently built a simple outreach system for our friend and client Andrew, a certified financial advisor—and the results have been wild.

Right now, this system is getting Andrew 25 appointments a month, 7 new clients, and driving nearly $2 million in new AUM (Assets Under Management) each month… all from LinkedIn.

The best part?

It’s a repeatable, scalable system anyone can implement—especially solo advisors just starting out.

Let’s break it down.

The Strategy: A Simple LinkedIn Outreach System

We didn’t reinvent the wheel. We just focused on clarity, consistency, and niche targeting.

Here’s how it works:

Step 1: Build a Targeted Lead List on LinkedIn

Let’s say your niche is dentists.

Using LinkedIn Sales Navigator, you can easily scrape a list of 75,000+ dentists in the U.S.

Step 2: Send Connection Requests

We keep it super casual. No hard selling. Just something like:

“Hey John, you popped up in my recommendations.

I help dentists every day and love it. Thought I’d connect here. If not interested, no worries!”

Why this works: It’s light. It’s human. It shows you care about their niche.

Step 3: Nurture the Connection

Once someone accepts, we wait a few days, then send a message like:

“Hey Dan, thanks for connecting! Like I mentioned, I help dentists grow their wealth. I recently wrote a short post about how dentists can hit [insert goal]. Want me to send it?”

About 30% of people reply yes, which is huge. These are warm leads showing interest without being pushed.

Step 4: Qualify and Book the Call

From here, it’s just about warming them up and having real conversations.

Don’t try to automate this part. Be human. Answer questions. Share helpful content.

Eventually, offer a call.

The Conservative Math: Even Worst-Case Numbers Win

We always start with conservative numbers—because we want to underpromise and overdeliver.

Let’s break it down:

800 connection requests per month (safely under LinkedIn’s limits)

20% acceptance rate → 160 new targeted connections

30% reply to follow-up → 48 leads

20% book a call → ~9 calls

20% close rate → 2 clients a month

That’s just from LinkedIn.

That doesn’t include referrals, emails, or any other channels.

But here’s what we actually got for Andrew:

Andrew didn’t just follow the playbook - he improved it.

Here are the real numbers from our campaign with him:

800 connection requests sent

280 accepted (35% acceptance rate)

80 leads replied

24 booked calls

7 new clients

That’s 7 new clients from LinkedIn alone, all high-quality, all in his target niche.

Multiply that by an average $250,000 AUM per client (average clients available assets)…

That’s $1.75 million in new assets every single month - from a free platform.

The Big Takeaway

This system works.

Whether you're just getting started or looking to fill your calendar with qualified calls, this is something any solo financial advisor can run with.

You don’t need fancy tools.

You don’t need to be a sales pro.

You just need consistency, the right message, and a genuine offer.

Want This Set Up for You?

If you’re a solo financial advisor and want this done-for-you—or just want help getting started—I’ll set it up for free.

No pitch, no pressure.

And if not? Totally cool.

Wishing you nothing but booked calls and growing AUM 🙌