Leads & LinkedIn Scripts

LinkedIn Scripts

Business Owner Scripts 

• Hey <Name>, I saw you own <Company>. I’m sure you work with a financial planner however I work with business owners in regards to financial planning and teaching financial literacy as an added benefit to help retain their employees. I’d love to connect and see if there is a way to work together.

• Thanks for connecting with me, <Name>. Friendly follow-up on my last message. I work with business owners in regards to their financial planning, as well as teach financial literacy to their employees, helping retain employees, especially in today’s market. Let me know if we can connect briefly to see if I could have a positive impact on your business.  

Tech-Specific Message:

• Hey <Name>, I saw you have been with <insert tech company> for 3 years. I work with a number of tech professionals in regard to consolidating their old retirement accounts, explaining their employee benefits as well as discussing planning outside your work benefits. I’d love to connect.

Post-Connection Messages:

• Thanks for connecting with me, <Name>. A friendly follow-up to my last message. A majority of people already work with an advisor and have planning in place. I believe what we do is rather unique. I’d love to connect to learn more about the planning you have done and perhaps some of the planning you haven’t. I look forward to hearing from you.

• Hi <Name> – I work with my clients on an ongoing basis to help identify gaps and areas that could be improved in their financial lives.  I wanted to learn more about your financial situation to see if I could be a resource for you. I'm not looking to replace any existing relationships that are going well. Many of my clients bring me in as an addition to their existing team and not to replace anyone. Thanks!

• Hi <Name> – I wanted to connect because here at Commonwealth Financial Group, we prioritize working with people in the (insert office location) area on tax and retirement planning. I am sure you’ve gone through a financial planning process before, but I wanted to explain some ways we can help.  Best, <Advisor Name>

• Hi <Name>, I’d like to introduce myself. My name is <Advisor Name> and I’m a financial advisor at Commonwealth Financial Group. It seems like we know some of the same people. I am always looking to expand my network, and when I came across your profile, I was intrigued. Looking forward to connecting. – Thanks, <Advisor Name>

Post-Connection Messages (Industry Specific)

• Hi <Name>, I am glad we were able to connect! I work closely with many other ________ professionals to help them find some tax-advantaged strategies to better maximize their financial potential– helping with 401(k), IRA rollovers for any old 401(k)’s, reviewing their financial protections, and tying everything together into a comprehensive strategy outlining any short term or long-term goals for retirement. I will be doing introductory conversations in the next week and I would like to give you a call to schedule a time for us to connect. Are mornings or afternoons typically better for you?

• Hi <Name>, I work with a number of ________ professionals in regard to consolidating their old retirement plans, explaining their employee benefits, and discussing planning outside of work benefits. It would be great to connect. Thanks!

Post-Connection Message (Multiple Mutual Connections)

• Hi <Name>, I wanted to connect because we have some mutual connections. I focus on people in/around (office location area) with retirement planning. I won’t make any assumptions about your situation and I'm sure that you've done planning before in the past, but I wanted to discuss some ways that I can help.

Post-Connection Message (College Grads) 

• Hi <Name>, I wanted to connect because I focus on assisting fellow (insert college) grads with retirement planning, and tackling student loan debt. I don't want to make any assumptions about your situation and I'm sure that you've considered these strategies before, but I wanted to discuss some ways that I can help. Would you be interested in setting up a time to chat? 

Response Email (Basics about Financial Planning) 

• Thank you for responding. Did you know that nearly 71% of U.S. adults admit their financial planning needs improvement, yet only 29% of Americans work with a financial advisor, according to a recent study1? And those that do usually have 15% more income in retirement? How good does a 15% raise sound? I would love to touch base with you in just a few months! And in the meantime, if you need help selecting your benefits, finding out how much to contribute to your 401k (and what it should be invested in), rolling over an old 401k, or even just unsure how much you should be saving, feel free to reach out. All of my consultations are free and I have a dedicated practice to helping medical professionals so I have flexible hours. I look forward to following you on LinkedIn.