Learn the 3-step Trusted Advisor DM System financial advisors use to sign 2-3 ideal clients a month on LinkedIn, without pitching
Most advisors on LinkedIn are either pitching in the DMs or paying for meetings with people who were never going to sign. I'll show you how advisors I work with start REAL conversations, uncover pain points naturally, and book discovery calls with $1M+ prospects in about 1 hour a day. No ads, no automation, no bought leads.
Thursday, November 12 · 11am ET / 10am CT / 8am PT · Live on Zoom · ~90 min + live Q&A
When you register you'll get a calendar invite and a short email from me. Keep an eye out. It matters for the session.
Advisors from Morgan Stanley, Edward Jones, Northwestern Mutual, Wells Fargo, Merrill Lynch and independent RIAs use this system
The exact 3-step system I install with financial advisors
On this masterclass I'll break down the Trusted Advisor DM System: how advisors turn LinkedIn from a place they “post and hope” into a consistent pipeline of ideal clients.
The ICP Blueprint
How to define the ONE group of prospects whose pain points you truly understand, and build a list of them on LinkedIn. This is the step most advisors skip, and why their outreach sounds like everyone else's.
Trusted Advisor DMs
The initial outreach that gets 40-50% reply rates: casual, specific, short messages that read like a real human, not a pitch. You'll see real DMs from advisors I work with.
The Questioning Process
How to move from conversation to discovery call without a “transition.” Prospects tell you their own pain points, so by the time you offer help, they've already asked for it.
Fair warning: this isn't “send more DMs.” Volume, automation and bought meetings are why most advisors think LinkedIn doesn't work. This masterclass is about doing it DIFFERENTLY, and it's the difference between the advisor who sends 100 DMs a day and signs nobody, and the one who sends 15 and adds $10M in AUM in 90 days.
Who this masterclass is for
This is a working session for practicing advisors, not a beginner LinkedIn course.
This is for you if
- ✓You're a financial advisor, wealth advisor or RIA owner who wants new clients CONSISTENTLY, not from luck or referrals alone
- ✓You have, or want, a specific type of client you love working with
- ✓You can commit ~1 hour a day to LinkedIn
- ✓You've tried lead gen services, automation or cold outreach and the meetings were low quality
This is not for you if
- ✕You want a tool that sends DMs for you
- ✕You're looking for a quick win instead of a skill you'll use your whole career
- ✕You're not willing to have real conversations with prospects
Thursday, November 12 · 11am ET · Free, live on Zoom
Who I am
I'm Ritvik Yadav, founder of Outbound Advisors Club. I help financial advisors sign 2-3 ideal clients a month, targeting $2-5M in new AUM, through relationship-based LinkedIn DMs. We don't pitch, we don't automate, and we don't buy meetings. Advisors I work with build a skill, not a dependency on a lead gen service.
Here's what some of the advisors I work with have done
Chris, CFP at an RIA
Works with tech executives in Boston on equity comp. Went from signing 0 clients on LinkedIn to signing multiple, and built a skill he'll use his whole career.
Watch Chris's story ↑
Justin, Physician Wealth Partners
Dropped an automated lead gen service that produced skeptical, low-quality meetings and built a relationship-first physician pipeline on LinkedIn.
Watch Justin's story ↑
A solo RIA in San Francisco
3 years in, tech professionals with equity comp, no consistency from friends, family and cold outreach. Added $10M in AUM in 90 days from 5-6 new clients.
Watch the breakdown ↑
Steven
In October, 2 clients signed so far, 3 more in pipeline
Zach
Discovery calls, consistently within 6 weeks, with 3+ clients in pipeline
Bay Area RIA
Added in 90 days, from 5-6 new clients. Tech/RSU focus
DISCLAIMER: Individual results vary. Past client results do not guarantee future results.
No pitch in the DMs, no hard sell here either
At the end of the session I'll walk through how we work together, and you'll be invited to book a call with me. On that call we'll look at your ideal client, your current pipeline and your goals, and map out how LinkedIn could add 2-3 ideal clients a month for you. If it doesn't make sense to implement, I'll tell you.
No obligations. You'll walk away with value either way.
Thursday, November 12 · 11am ET / 10am CT / 8am PT