Warm outreach
templates.
Initial Contact:
Day 1:
Sequence Personalized Email
Begin with a personalized email, referencing a mutual connection and briefly sharing your value proposition.
Subject Line:
[Mutual Connection] thought we should connect
Start with an opener:
Hi [First Name]
I’m reaching out because your name came up during a conversation with [Mutual Connection]. They thought we’d get along, so I wanted to make the connection.
Then briefly share your value
(make this your own):
I specialize in helping clients navigate financial planning, from creating long-term retirement strategies to managing investments.
Ask for a short meeting:
Would you have 8–10 minutes for a quick call? We can spend the first half discussing what you’re currently doing and the second half exploring how I might be able to help.
Close by reiterating your offer and meeting request:
I’d love the chance to see if I can help you with your financial goals. What day next week works best for a quick call?Looking forward to connecting!
Best regards,
[Your Name]
[Your Firm]
Day 2:
LinkedIn Connection
Send a connection request with a short message. Mention your email and highlight mutual connection.
Hi [First Name]
Start with an opener:
I emailed you as well, but connecting here might be easier? I’ve known [Mutual Connection] for [X years], and not only are they a friend, but they’re also a client of mine. I know you two go way back—[Aidentified shows you how they know each other so personalize this, e.g., since college, worked at the same company, live in the same neighborhood, etc].
Briefly share your value:
As a financial advisor with [Your Company], I specialize in helping people feel more confident about their financial future—whether that’s planning ahead, organizing investments, or figuring out next steps.
Be specific with your meeting request in your closing:
Do you have 8-10 minutes for a quick phone call? I’d love to hear what you’re currently doing and I can share what I do. Let me know which day next week works for you or if the following week is better.
Looking forward to connecting,
[Your Name]
Follow-up and Persistence:
Day 3:
Initial Phone Call
Send Follow up with a phone call, referencing your email or LinkedIn message. Leave a voicemail summarizing your offer if they don’t answer.a connection request with a short message. Mention your email and highlight mutual connection.
1. Hi [Name], this is [Your Name] from [Your Firm]. I’m reaching out because I was speaking with [Mutual Connection], and they thought we might get along.
2. I’ve sent you a couple of messages and I wanted to follow up to see if you have time for a quick eight minute meeting to discuss what you are currently doing with your financial planning and I can share what I do.
3. What day looks good this week to schedule a quick call? Is next week better?
[Take appointment and follow up at the requested time]
Day 5:
LinkedIn Message
If they’ve accepted your connection request, but you haven’t scheduled a phone call, send a short message acknowledging the connection and ask again for a brief call.
Begin again with a short opener:
Hi [First Name],Thanks for connecting! I wanted to follow up on my recent email to see if you had a chance to look it over.
Reiterate your value:
I focus on helping people feel more confident about their financial future, whether that’s through planning ahead, organizing investments, or figuring out next steps.
Be specific with your request in your close:
If you’re still open to it, I’d love to schedule a quick call to learn about your situation and share how I might be able to help. Let me know if you have time later this week or if next week is better.
Best,
[Your Name]
Day 7:
Email Case Study
Follow up with another email, add a personal example/case study or testimonial. Ask for a phone meeting and add some urgency.
Subject Line:
I wanted to share how I helped [Mutual Connection] with their financial plans.
Open by referencing previous email:
Hi [First Name],I thought this might resonate with you:
Share specific value and mention mutual connection:
I’ve been working with [Mutual Connection] to [Insert your case study example here e.g. ensure a comfortable retirement while also setting aside funds for their children’s education. We created a plan that balanced their current needs with long-term growth.]
Clearly state your offer:
Having a clear plan can make all the difference, especially in uncertain markets. If you’re not 100% happy with your current financial advisor or you’re feeling unsure about your current strategy, now’s the perfect time to take a closer look.
Ask for a meeting and add some urgency in your close:
Let’s set up an eight minute call to explore how I can help you feel more confident about your financial future. My calendar is filling up quickly, but I still have a few slots open this week—would [specific day/time] work for you?Looking forward to hearing from you!
Best regards,
[Your Name]
[Your Firm]
Day 10:
Phone Call, Text Message, or Voicemail
Make another call or send a short text message to keep the conversation going. If voicemail is your only option, leave a clear message referencing your previous outreach. If you’re a warm connection, it’s ok to text and avoid voicemails when possible.
Mention mutual connection in your text message:
Hi [First Name], Still open to a quick call? [Mutual Connection] thought we should connect. I’d love to learn more about your situation and share how I might be able to help. Let me know if later this week or next week works better for you!
Day 12:
Social Touch
Engage with their LinkedIn content—like, comment, or share something relevant to demonstrate genuine interest.
Final Outreach:
Day 14:
Final Outreach
Send a final email letting them know you will be ending your outreach for now but keeping the door open for future opportunities.
Subject Line:
Last attempt
Preview Line:
If you have a few minutes, you might like to hear what I have to say.
Reference previous contact attempts in your opener:
Hi [First Name]
I’ve tried to reach you a few times and haven’t heard back. I assume you’re satisfied with your current advisor and not ready to make a change yet.
State your value and do a final ask for a short meeting:
No pressure, but if you ever want to chat or explore how I might be able to help with any financial goals, I'd love to connect. In a quick, eight minute phone call we can discuss what issue you might be struggling with and I can share what I do.
Let them know this is the end of your outreach in the close:
It’s always a pleasure to meet new people, especially another friend of [Mutual Connection]. I’ll go ahead and remove you from this marketing campaign, but you might want to keep my calendar link handy in case you ever do want to catch up. [Insert Calendar Link]
Best regards,
[Your Name]
[Your Firm]
Additional Resources.
Follow up phone call script:
Once you do book a meeting, this phone script is a great structure for your follow-up call.
[Ask questions that will lead them to think about your core offerings: insurance? Retirement? Wherever else you typically help.]
[Pause and let the prospect respond. Listen for financial priorities like retirement planning, investment growth, tax efficiency, or estate planning.]
Inquire about their current situation:
Let me ask you, are you 100% happy with your current advisor?
[If yes - follow up questions]:
- What do you like?
- Are they helping you with __________? [list a couple of your core competencies. Eg, if you specialize in setting people up with the right insurance, see if that’s an opportunity to work together here.]
[If no - follow up questions]:
- What’s not working for you?
- How often do you meet face-to-face where the advisor initiates the review?
- How often does your advisor call you?
- Looking back over the years, especially during periods of market volatility, would you say you have a clear financial plan in place, or does it feel more like a collection of individual ideas?
- If the markets experience another major correction, has your advisor implemented the necessary adjustments to help protect your portfolio?
- If the markets experience another major correction, has your advisor implemented the necessary adjustments to help protect your portfolio?
[Pause and let the prospect respond.]
Share how you can bring value:
Thanks for sharing that. Based on what you’ve told me, here’s how I might be able to help:
- [Mention specific service that aligns with their goals, e.g., retirement income strategies, tax efficient investment planning, or customized investment portfolios].
[Customize based on your offering]:
- I work with my clients to not only meet today’s goals but also to build a plan that adapts as your life and goals evolve.
- Having a clear plan in place has helped my clients feel more confident about their financial future and allowed them to focus on enjoying life without worrying about the next market dip.
Share a personal case study:
To give you an idea;
- [Personalize your example, e.g. “I recently worked with a client who wanted to ensure a comfortable retirement while also setting aside some funds for their children’s education.” “We put together a plan to balance my clients needs for today with long-term growth, and after just a few years, they’re on track for both goals.”]
Having a plan in place can give you a real peace of mind.
Ask to continue the conversation in your close:
So, [Prospect’s Name], would you like to dive deeper into your goals and see if there’s an opportunity for us to work together? I’d be happy to schedule a time that works for you.
Asking Permission to Mention Email:
If you want to get permission from your mutual connection to drop their name in your outreach, these templates work great.
Email Option #1
Subject:
Quick favor – Is it OK to mention you?
Hi [First Name],
I hope you’re doing well! I wanted to reach out because I see you’re connected to [Prospects Name]. Do you think they would be interested in hearing about what I can do for them? I thought it might help to mention that we know each other when I reach out. Before I do, I wanted to check with you to make sure you’re comfortable with me referencing you in the introduction.
Let me know what you think!
Thanks in advance.
Best,
[Your Name]
[Your Firm]
Email Option #2
Subject:
Connecting with your network
Hi [First Name],
I wanted to reach out because I was doing some research and a few people in your network caught my eye. Specifically [Prospects Name], [Prospects Name], and [Prospects Name]. Out of curiosity, how well do you know them? Do you think we would be a good fit? I’d like to connect with them but I wanted to see if you think they might be interested in what I do.
Let me know what you think!
Best,
[Your Name]
[Your Firm]
Phone Option
Hi [Contact’s Name], this is [Your Name] from [Your Company]. How are you doing today?
I’ll keep this quick. I was doing some research and noticed that you’re connected to a few people who caught my eye — specifically [Prospect’s Name], [Prospect’s Name], and [Prospect’s Name].
Out of curiosity, how well do you know them? I was wondering if you think they might be interested in what I do.
Do you think they’d be open to a conversation, or is there any insight you can share about their needs or interests?
If you think it makes sense, I’d really appreciate an introduction. If not, no worries at all—just wanted to get your perspective!Thanks so much for your time, [Contact’s Name]. Let me know how I can return the favor sometime.
