Why giving up on outreach too soon is a huge mistake

I've seen the same scenario play out hundreds of times with financial advisors who are just starting to do outreach (LinkedIn, cold calling, etc.).

After 1-2 months, they think that outreach doesn't work because they haven't seen great results (ex: lots of interested prospects, lots of appointments, and new clients). 

But the truth is, outreach does work. The problem is they’re giving up too soon—WAY too soon.

So let’s walk through what outreach looks like when you're just starting out:

• Step 1: You start outreach (ex: sending daily LinkedIn invites).
• Step 2: You wait for responses.
• Step 3: Some prospects reply with short or dismissive responses (ex: “Thanks” or “Not interested”), and you start feeling discouraged.
• Step 4: Eventually, a few prospects do show some interest (ex: “Sure, tell me more”), and you send your pitch.
• Step 5: But then one of those prospects raises an objection after hearing your pitch, and now they seem less interested.
• Step 6: You end up with a small group of interested prospects and only a few appointments scheduled after doing a lot of outreach (note: "a lot" is relative).

For many financial advisors, this is exactly what the first 1-2 months of outreach looks like:

• Lots of unresponsive prospects
• Plenty of "not interested" replies
• And even a few rude prospects

But here’s the good news: This is normal. Almost everyone goes through this.

So the problem isn’t that outreach won't work for you—it’s that you haven’t done it long enough. You're new to the ball game.

I've sent over 42,000 invites on LinkedIn, and even I still get discouraged by rejection sometimes. I’m human. You’re human. It's natural.

But don’t take it personally. Stay the course.

Be consistent for at least 3+ months, and I think you’ll be amazed at the results.

The longer you stick with it, the more confident & effective you'll become.