Our founder has booked over 1,000 meetings for himself by sending 50,000+ invites on LinkedIn (and that doesn't include also helping clients book thousands of other meetings over the years). So we are giving you the exact process that worked for him & others. If it worked for him & everyone else, it'll also work for you as long as you do the work.

3 main reasons:

1. With ReplyAssist, you can manage all of your outreach in one platform. No need to jump between LinkedIn, CRMs like Hubspot or Salesforce, or a dozen spreadsheets. ReplyAssist handles all of it, from invites to follow-ups, so you can stay focused & work efficiently.
2. We’ve been in your shoes. Our team has sent over 50,000 LinkedIn invites ourselves, and we’ve helped hundreds of financial advisors do the same. So we know what actually works when it comes to getting results from outreach on LinkedIn.
3. We don’t sell leads. Instead, we give you a repeatable system to build your own pipeline of qualified leads.

About 2-3 hours per week, and if you have an assistant, this work can be delegated to them.

Simple & straightforward. As in: 

Step 1: We will do a 1-on-1 Onboarding Call with you to make sure your ReplyAssist account is set up correctly, as well as help you create your entire first ReplyAssist Campaign (making sure you're targeting the right people with the right scripts).

Step 2: Once your outreach starts running, you'll gradually start getting new connections & new responses on LinkedIn. When you inevitably start having questions (ex: how to respond to prospects, daily limits, how to do follow-ups, etc), we want you to email us at [email protected] - we pride ourselves on providing high-quality email support. 

Step 3: The first few months will likely be slow, so stay the course - based on our experience, most of our customers start to get into their "groove" with their outreach between months 4-6.

Usually between 4-6 months - it takes time to build real trust & rapport with potential clients online.

You do not need a paid LinkedIn account, and you will still be able to have effective outreach without it, but we do recommend that you do have one. 

For example, basic (free) LinkedIn account only allows you to send 5 personalized connection requests per month. But with Premium ($30/mo - $60/mo) or Sales Navigator (~$99/mo), you are able to send around 750 personalized connection requests per month.

Also, Sales Navigator gives you additional search filters to find ideal prospects, and that's why we recommend that you have Sales Navigator. See this video to learn more.

Yes, please email our team to learn more about group discounts: [email protected]

It is a marketing expense, so yes!

Reducing what you would otherwise owe in taxes to invest in the growth of your business - that sounds like a win to us!

ReplyAssist was created by a former Financial Advisor with compliance in mind. That's why you have complete control over every message sent from your account as well as the timing of each message. Additionally, multiple RIA firms have approved ReplyAssist as an external vendor.