AdvizorPro

LinkedIn is a goldmine for connecting with decision-makers, but manual outreach can be time-consuming. That’s where LinkedIn message automation steps in to make your life easier. 🚀 Why Automate? • Save Time & Increase Reach: Streamline connection requests, follow-ups, and messages without compromising personalization. • Nurture Leads More Efficiently: Build sequences to engage your prospects over time and guide them through meaningful conversations. • Never Miss an Opportunity: Automated reminders ensure timely responses to keep leads warm and interested. 💡 Best Practices to Maximize Results: 1. Optimize Your Profile: Treat it like your landing page—clear headline, engaging summary, and showcase your expertise. 2. Leverage the 40/40/20 Rule for Content: 40% expertise to establish authority, 40% engagement to build connections, and 20% self-promotion to showcase your services. 3. Personalize, Track & Improve: Use tags like {first_name} or {company_name} to make your messages feel unique. Monitor key metrics like connection requests and response rates to refine your strategy. 🔧 Pro Tips for Effective Automation: • Limit Daily Requests: Stay within LinkedIn’s daily request limits to avoid flagging your account. Consistency over volume! • Schedule Smartly: Set messages to go out at optimal times based on your target audience’s activity. • Split-Test Messages: Test different copy, calls-to-action, and tones to see what resonates best with your prospects. LinkedIn automation can boost your reach, drive engagement, and fuel business growth. #LinkedInAutomation #LeadGeneration #B2BMarketing

Building a tech stack as a breakaway advisor can be both thrilling and overwhelming. In our recent Breakaway Spotlight with Sam McCoy, CPA, CFP®, founder of Tenacity Private Wealth, he shared his journey of transitioning from a wirehouse and building a tech stack from scratch. Sam highlights the importance of balancing mission-critical needs with tools that elevate client experience. While he uses MoneyGuidePro (Envestnet, Inc) for planning and Advyzon for portfolio management, he sees the process as ongoing—constantly adapting and exploring new technologies to enhance efficiency and growth. Sam’s dedication to serving his clients truly captures the spirit of tenacity. #TechStack #RIA #FinancialAdvisors

Michael Kitces shared some insightful ETF industry stats over the weekend: ETF assets in the US hit $10 TRILLION... -Was $1T just 14 years ago (~18% CAGR) -Almost $700B added YTD just this year alone -32% of flows going to Vanguard alone -80% of new ETF issuance is active or uses derivatives #etf #ria

Cold emailing is a great strategy when done effectively. It all starts with setting up a proper cold email domain. If you send outreach from your main domain, you risk hurting your sender reputation score. Instead, you need a separate domain—similar to your main one but distinct for branding purposes—to exclusively handle cold emails. ⚙️ Why a Separate Domain? • Protect Deliverability: Sending bulk emails from your main domain can hurt your overall deliverability, affecting your regular business emails to clients and colleagues. • Build a Strong Sender Reputation: Warming up a separate domain for outreach helps build trust with email service providers (ESPs) before going full-scale. 💡 Key Tips for Success: 1️⃣ Choose a domain with a solid TLD (like .com, .net, or .io) and avoid “.co” domains, which have lower deliverability rates. 2️⃣ Use email warm-up tools to gradually build credibility for your new domain over 1-2 weeks. 3️⃣ Set a sending schedule that starts small—10-20 emails/day—and gradually scales up to maintain a healthy reputation. Once your cold email domain is set up, you’re ready to launch cold outreach campaigns at scale. Protect your deliverability, enhance your reach, and watch your cold outreach results soar! #ColdEmail #EmailMarketing #OutreachStrategy

Top Schools Among RIAs 🎓 Ever wondered which schools produce the most RIA talent? From Ivy League business programs to specialized financial planning institutions, this list highlights the powerhouses shaping the financial advisory landscape. If you’re curious about which universities made the list and how their programs are influencing the industry, check out the full blog here: https://lnkd.in/d8dCJZBU #FinanceEducation #RIA #FinancialAdvisors

Thank you to AdvizorPro for supporting Coney Island Prep by becoming a sponsor of Simplify's fourth annual Entering the Fall thought leadership event! Learn more about CIP and Entering the Fall here: bit.ly/4cSP140

We’re excited to sponsor Simplify’s 4th Annual “Entering the Fall” Thought Leadership Series, live from the NYSE this Wednesday! Simplify has been an amazing client, and we’re thrilled to support this event where top financial and economic thought leaders will share insights on the current market landscape and investment outlook. Michael Magnan, Hesom Parhizkar, and Dustin Echenique will be in attendance if you'd like to connect. Be sure to check out the agenda and register for the live stream on October 2. It’s going to be a great event! #AdvizorPro #ETF #Simplify

5 of 12 Breakaway Advisors from September Veton Kaba moved from UBS to Edelman Financial Engines Casey Stevenson moved from Wells Fargo to Axim Planning & Wealth Driss Graoui, CFA moved from UBS to Maia Wealth Elizabeth Nierzwicki moved from Merrill Lynch to CORDA Investment Management Sam McCoy, CPA, CFP® moved from Morgan Stanley to Tenacity Private Wealth #breakawayadvisors #RIA

We’re excited to roll out our enhanced Map View, taking your prospecting game to the next level! 🗺 🔍 With this powerful update, you can now see leads on a fully interactive map—making it a breeze to visualize your network, strategize client outreach, and even plan your next business trip more efficiently. Whether you’re fine-tuning your next sales move or scouting new leads while on the go, AdvizorPro’s enhanced Map View gives you the location-based insights you need to act smarter, faster, and more effectively.

Thinking of breaking away to start your own RIA firm? Here are five things to consider to ensure a strong start: 1️⃣ General Counsel: Having on-demand legal expertise is invaluable. An RIA attorney can help you navigate compliance, draft essential documents, and stay on the right side of regulations. 2️⃣ Compliance Processes: Robust compliance is non-negotiable. From regular audits to staff training, a solid compliance foundation protects both your clients and your business. 3️⃣ Fiduciary Duty: Always act in your clients’ best interests. Building trust through transparency and putting clients first sets you apart in an industry where ethics matter more than ever. 4️⃣ Partner with Experts: Surround yourself with professionals who understand the RIA landscape. The right partners can guide you through the complexities of registration, vendor selection, and marketing strategies. 5️⃣ Embrace Technology: Streamline your operations and stay compliant with the right tech tools, from CRM systems to secure communication platforms. With the right planning, commitment, and support, you are set up for success! #RIA #FinancialAdvisors #BreakawayAdvisors