A financial advisory firm in Canada booked 421 sales calls in 12 months with us. The calls came from LinkedIn outreach, organic LinkedIn content and warm email follow-ups, all sent from the advisors' own optimized profiles. The first three months produced 19, 26 and 32 calls.
Inbound was thin and there was no outbound system
The firm had limited inbound flow and no reliable outbound system. It needed a predictable pipeline of qualified discovery calls with high-net-worth prospects, so the advisors could grow advisory revenue.
When inbound slowed, the advisors had no way to start a conversation themselves.
We started with the advisors' profiles
Everything ran on top of the advisors' LinkedIn profiles, so those came first. The build had five parts:
- Profiles. We optimized the LinkedIn profile of each advisor who would send messages. A prospect checks the sender before replying.
- One niche. The whole campaign targeted a single niche, so every message and every list served one type of buyer.
- Lists. We built them with Sales Navigator and Apollo.
- Sequences. We wrote 3 scenarios, each 5 to 8 steps long.
- Three channels. LinkedIn outreach, organic LinkedIn content and warm emails ran together. A warm email goes to someone who has already seen the advisor on LinkedIn.
LinkedIn activity behind the calls
Proof screenshots from the campaign show these numbers:
| Metric | Number |
|---|---|
| New LinkedIn connections | 1,224 |
| Profile views | 1,962 |
| Replies (LinkedIn footprint view) | 979 |
| Messages sent (campaign total table) | 993 |
| Replies (campaign total table) | 429 |
| One daily snapshot | 92 sent, 60 replies |
The two reply figures come from two different views of the account, and the screenshots do not say which period each covers, so we show both and do not add them together.
19, 26, 32, then 421 calls in the year
| Period | Sales calls |
|---|---|
| Month 1 | 19 |
| Month 2 | 26 |
| Month 3 | 32 |
| 12 months total | 421 |
Calls grew in each of the first three months, 77 in that quarter together. Across the full year, 421 calls works out to about 35 a month. The month-by-month split for months 4 to 12 is not published.
What this means for an advisory firm
In our campaigns, month 1 is the test month: several scenarios run side by side, and calls climb once the ones that work get more volume. Judge the first quarter on the direction of the curve, not on month 1 alone.
The advisors' profiles did two jobs at once. They sent the messages, and they were the page a prospect opened before deciding to reply. That is why the profile work came before the first message.
This works when two things are true. Your advisors have time to take discovery calls with people who have never heard of the firm, ideally within a week of the booking. And your offer is one that high-net-worth prospects already pay advisors for.
More financial services results
- Outbound for financial advisory firms
- Financial services firm: 344 booked sales calls in 60 days
- Australian financial advisory firm: 282 booked calls in 3 months
- All case studies and pricing
Smirnov Consulting Group is a Prague-based B2B outbound lead generation agency that runs cold email and LinkedIn campaigns for B2B companies and books qualified sales calls.
