For RIAs · Solo and two-person firms
Outreach that fits a one- or two-person RIA
A small firm has a short supply of hours and one name on the door. This page is about how the service fits a firm that size, and what it asks of you.
Flat monthly feeNo % of AUMNothing sends without your written approval
The small-firm problem
In a solo practice, the person who finds clients is the person who serves them. Hours spent on outreach come out of hours for clients you already have.
In a two-person firm, the same people often cover planning, service, and the firm's compliance duties. Outreach becomes the task that slides.
This service is built around that case. It asks three things of you: one onboarding questionnaire, one written approval round per template, and the conversations that reach your calendar. List building, sequencing, and reply triage are run for you.
Which plan fits
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Launch · one seat
Fits a solo advisor who wants one LinkedIn profile running outreach. $995 a month, plus the one-time $1,500 setup fee. Monthly report.
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Growth · two seats
Fits a two-person firm, or one advisor who wants two angles tested against each other. $1,495 a month, plus the same setup fee. A/B angle testing runs between seats, with broader list coverage per month and a biweekly report.
Two seats, one gate
Both seats pass through the same approval gate. Every template and every version needs written sign-off before it sends. A second seat does not loosen that rule.
That matters in a firm where the person approving a message may also be the person it speaks for. The sign-off is written, it names a version, and it leaves a record you can show your own compliance reviewer.
Five questions to put to any outreach vendor
- Who sends, and in whose name?Ours: sends run in your name, and only after your written approval.
- Who approves each version?Ours: you do, in writing. An edit creates a new version that needs approval again.
- How is the vendor paid?Ours: a flat monthly fee. No percentage of AUM, no performance fees, no per-lead charges.
- Who keeps the prospect list?Ours: it is never shared with or reused for any other client.
- What happens if you want out?Ours: a three-month minimum, then month-to-month with 30 days' notice.
What a small firm gets back
The service does not promise meetings, clients, or assets. What it changes is where your hours go. Your time goes to conversations with people who replied, not to building lists or drafting touches.
For the full mechanics of the service, see LinkedIn outreach for financial advisors. For the order of the approval gates, see how our approval gates work.
Compliance in a small firm
Some small firms have an outside compliance consultant. Some have a chief compliance officer who is also the advisor. Either way, the written sign-off gives that person something concrete to review: a numbered version of the exact words.
The screen is ours. The review is yours. We run the prohibited-language screen on every template, and we do not describe it as a regulatory approval, because it is not one. If your firm asks for a change, the change becomes a new version and goes back through the gates.
Nothing about a two-seat plan changes that. Each seat's templates follow the same path to the same sign-off.
First steps
You can book a 20-minute intro call, or start without one. After you pay, we confirm within one business day that we are a fit for your firm. If we are not, every dollar is refunded.
If we are a fit, you e-sign the short services agreement, and onboarding begins with a short positioning call. Your first sequence is drafted in your voice and screened. Nothing sends until you approve the templates in writing.
Intro call
Twenty minutes.
We'll walk you through how the process works for a firm like yours — the list, the sequence, the approval gate — and you can judge the fit.