1. Use multiple channels to reach your prospects

Each prospect on your RIA list has a preferred way of communicating. It may be email, phone, text, or LinkedIn. Until you make a connection, you do not know which one will work. This is why using multiple channels is essential.

Some prospects respond well on LinkedIn or email but may ignore phone calls. Meet advisors where they are most comfortable to maximize your chances of success. If you rely on a single channel, you risk leaving opportunities on the table.

For teams building multi channel strategies, the TrafficIQ Playbook offers useful best practices on timing, sequencing, and engagement.

2. Be persistent and engage prospects more than once

When you reach out to advisors and hear silence or get a polite “not a good time,” it does not mean the door is closed. Advisors are busy. Catching them at the wrong moment is extremely common, which is why you must give yourself multiple chances to reach them at the right time.

A study from a leading CRM platform found that email sequences with several attempts across multiple contacts boost response rates by one hundred sixty percent. The same study reported that even a single additional follow up message can generate sixty five point eight percent more replies.

There is no magic touchpoint number, but your past outreach data can help you estimate a realistic cadence. To refine your follow up strategy, you can analyze advisor movement trends in the Advisor Demographics Report to understand when advisors are most active or transitioning.

3. Stand out from the crowd

The key to getting a response from a cold email is capturing attention quickly. Formulaic, generic, overly long messages fail from the start. Many outreach efforts make this mistake, especially when the same message is sent to every prospect.

Your messaging needs energy, relevance, and intent. Tailoring at scale is completely achievable by segmenting your RIA lists. Group advisors by interests, services, platforms, personal preferences, or firm characteristics to increase the likelihood of engagement.

AdvizorPro allows you to filter your RIA list by platform, services, professional or personal interests, and more. If you want to take this to the next level, the AI List Matching for RIA Prospecting guide breaks down how segmentation drives higher response rates. Personalized messages were shown to boost replies by thirty two point seven percent.

4. Engage multiple prospects at each target company

The more people you reach within a firm, the more chances you give yourself to start a conversation. Look across departments, roles, and titles to identify multiple stakeholders who could influence a decision.

Winning over the ultimate decision maker is the goal, but engaging several individuals builds awareness and increases momentum. This is a scientific approach to prospecting. More touchpoints equal more opportunities.

By the time a decision is made, your name stays top of mind instead of a competitor’s.

5. Tailor your conversation to each prospect

A personal touch makes a measurable difference. Spend a few minutes researching the advisor and the company before reaching out. LinkedIn profiles, firm websites, and bio pages are excellent places to gather quick insights.

A simple rule of thumb

• One minute researching the person

• One minute researching the company

• One minute identifying specific value you can offer

This small investment leads to higher response rates and more meaningful conversations.

You can sharpen your understanding of advisor backgrounds and firm dynamics using insights from the Top Advisor Demographics Report.

Strengthen Your Outreach With Better Advisor Intelligence

If you are struggling with the quality of your RIA database or need help filling your pipeline, a high quality broker dealer and RIA database like AdvizorPro gives you fresh, verified data so your sales and marketing teams can focus on selling, not searching.

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