In the world of asset management sales, every connection counts—and the difference between a cold call and a warm introduction can make or break your outreach. That’s why we’re excited to announce our newest feature: LinkedIn Connections in AdvizorPro, designed to help you bridge the gap between knowing who you want to reach and actually getting your foot in the door.
Turn Connections into Actionable Opportunities
With AdvizorPro’s LinkedIn Connections feature, you can export your entire LinkedIn network and instantly match those contacts against our database of financial advisors and firms. This reveals which of your existing connections are verified advisors—unlocking new context and enriching your prospecting strategy.
By identifying overlap between your network and key decision-makers, you can prioritize outreach, personalize your messaging, and turn cold lists into warm, high-potential conversations. Whether you’re targeting RIAs, broker-dealers, or family offices, LinkedIn Connections helps you surface the right relationships at the right time.
How It Works
Getting started is simple:
1️⃣ Click your profile icon in the top-right corner of AdvizorPro.
2️⃣ Select “LinkedIn Connections” from the dropdown.
3️⃣ Follow the instructions to securely upload your LinkedIn contact list.
Your LinkedIn connections display directly in your search results, complete with links to view their LinkedIn profiles, so you can act quickly and strategically.
Why It Matters
🔹 Increase Response Rates with Trusted Introductions
Cold outreach can feel like shouting into the void. But when your prospect sees that you’re already connected on LinkedIn, you instantly become less of a stranger. Studies show that warm introductions can improve response rates by up to 4x, helping you break through crowded inboxes and busy schedules.
🔹 Shorten Sales Cycles and Reduce Friction
Traditional cold outreach often involves multiple touchpoints just to establish credibility. A warm introduction bypasses that skepticism, building instant rapport and trust. This means you can progress from initial contact to meeting—and ultimately to closed business—faster and with fewer hurdles.
🔹 Uncover Hidden Networks and Expand Reach
Your personal LinkedIn network only goes so far. By syncing LinkedIn networks across your sales team in AdvizorPro, you create a collective relationship map—instantly multiplying the number of potential warm paths to decision-makers. Even if you don’t have a direct connection, a teammate might, turning untapped connections into new opportunities.
🔹 Enrich Your Network
AdvizorPro doesn’t just show who you’re connected to—it enriches your LinkedIn network by identifying which of your connections are verified financial advisors. You’ll gain valuable context like firm affiliation, channel type, AUM range, and more—turning a basic contact list into a powerful prospecting asset. With deeper insights into your network, you can prioritize the right connections, tailor your outreach, and drive more meaningful engagement.
🔹 Gain a Strategic Edge Over Competitors
In competitive asset management and wealthtech sales, speed and relationships often decide who wins the account. While competitors are stuck cold prospecting, AdvizorPro users can move quickly through trusted channels—giving your team a decisive advantage when timing is everything.
Built for Privacy
We know trust is everything. AdvizorPro never stores or shares your complete LinkedIn network—instead, we securely surface only mutual connections relevant to your searches. This means you and your team can unlock warm introductions with confidence.
Empower Your Outreach with AdvizorPro
In today’s competitive landscape, having deep data is essential—but having a path to trusted conversations is game-changing. AdvizorPro’s LinkedIn Connections feature empowers your team to navigate complex advisor networks, build stronger relationships, and close more business.
Ready to start turning your connections into conversations?
Learn more in our Knowledge Base →
