Advisor Outreach Messaging Guide

Not everyone has had a career in sales, so suddenly reaching out to new people to talk about a new role and company can be intimidating. But we're not here to 'hard sell' anyone.

The goal is not to convince people that they need the services we can deliver, but rather, to identify those who are already looking for the services we provide.

One of the biggest mistakes new advisors make is overcomplicating outreach.

You do not need:

• Perfect messaging

• A polished pitch deck

• A complex sales process

• Aggressive outbound tactics

You simply need to start conversations with people who already know, trust, or recognize your experience.

This outreach framework is designed to help advisors:

• Reconnect naturally

• Start meaningful conversations

• Identify potential opportunities

• Build momentum quickly

The goal is not to “sell” in the first message.

The goal is to:

• Create engagement

• Rebuild connection

• Understand priorities and challenges

• Explore whether there may be a fit to continue the conversation

The strongest outreach feels:

• Human

• Low pressure

• Conversational

• Relevant

• Curious

Not scripted or transactional.

How to Use These Scripts

These scripts are not meant to be copied word-for-word forever.

They are designed to:

• Give you structure

• Reduce overthinking

• Help you get moving quickly

• Create a repeatable outreach rhythm

As you gain confidence, personalize the language to sound more natural to you.

Focus on:

• Keeping messages short

• Avoiding early pitching

• Asking simple questions

• Starting dialogue instead of selling

The advisors who gain traction fastest are usually the ones who consistently start conversations and follow up.

Recommended Starting Point

Start with:

• Former colleagues

• Existing relationships

• Past clients

• Professional connections

• Referral sources

Warm relationships almost always outperform cold outreach early on.

Weekly Sales & Engagement Workshop

Every Monday, Goalster advisors participate in a live Sales & Engagement Workshop where we help advisors:

• Improve outreach messaging

• Refine positioning

• Review active opportunities

• Practice discovery conversations

• Get live feedback and support

• Build consistency and momentum

You are not expected to figure this out alone.

👉 Advisor Sales & Prospecting Lab Link

Advisor Outreach Scripts

Use the scripts below as a starting framework for:

• LinkedIn outreach

• Warm introductions

• Reconnection messages

• Discovery call setup

👉 Access the Goalster Outreach Script Templates Here