u/-SoBe-

Hi, I'm a recruiter for financial advisors. Been doing this a while and wanted to get a general pulse on what advisors actually like seeing versus what they say they like seeing.

Listen, I will send messages and cold outreach regardless, but I would prefer to try and trend in a more acceptable manner. Once someone says NO. I leave them alone till they reach back out. I won't be the guy who pesters people.

I'll be upfront, I love the platform I recruit for. Wouldn't be here if I didn't think the offering was genuinely great. But that's exactly why I want honest feedback, because loving what you sell doesn't mean you're selling it the right way.

I won't pitch the firm here, but happy to share who we are in DMs if anyone's curious. Broad strokes: we're a BD/RIA that traditionally brings in advisors with $30M to $200M AUM who are fiercely independent and want to own their book for life. No strings attached ownership, real autonomy, built by and for long term advisors. There's a lot to it, more than I can fit in a Reddit post.

I run LinkedIn, email, and text/call campaigns. Still doing them. Had one go out today, actually.

Here's what's bugging me lately: LinkedIn feels dead. Response rates have tanked over the last year. My guess is every advisor's inbox is getting hit by ten other recruiters a week, so everyone's just tuning it out.

So my real question: what makes you respond to outreach from a BD/RIA platform? What's an instant "heck no"? And is cold calling just background noise at this point, or does it still land?

Genuinely trying to get better at reaching people the right way.

Edit. New question. As an advisor if you had to choose how to be reached in cold contact. What contact do you prefer?

Email
Phone
LinkedIn