Small Batch System Training Session | September 14, 2026 

Building a Five-Touch Email Campaign for Financial Advisors 
Live Webinar with Vanessa Roberts

(Raw transcription; not proofed for grammar or spelling.)
Click here for Google Doc of the transcript.

[0:00] Vanessa: Hey, everybody. Hope you had a great weekend. Good morning.

[0:06] Vanessa: Good morning. We open up the check, and everybody here, and see who all do we have?

[0:15] Vanessa: Hi, Brent and Chris. We’ve got the cast of all-stars, huh, Diana? Hi.

[0:21] Vanessa: Hi, Donald. Peter. Hey, Peter, I got your ticket. I responded. I’m gonna get you taken care of. If you don’t see it back in your account, you should today, tomorrow. We’ll get it straight.

[0:33] Vanessa: Hi, Tony. Hi, Walt. Hello, hello, hello.

[0:37] Vanessa: I think we’re missing Kat. She usually pops in.

[0:42] Vanessa: She’ll hear me on the replay talking about her.

[0:45] Vanessa: How’s everybody doing?

[0:46] Vanessa: Great, great.

** Today’s Workshop**

[0:49] Vanessa: All right, so today, we’re gonna follow up on what we talked about last week, and last week we talked about how to reach out to financial advisors to offer local marketing services, why they’re a great fit, how to talk to them, et cetera, building confidence in our ability to remain compliant, speaking in that language of adherence to guidelines, because we don’t ever want folks to feel like we could put them at risk, right?

[1:21] Vanessa: So approaching them with professionalism and less casual than we have maybe with roofers or plumbers or electricians, right, to give that first touch impression, right?

[1:37] Vanessa: Okay, let me share my screen.

[1:44] Vanessa: And what we’re going to follow through with today, we’re going to do a quick recap and then we are going to craft the email campaigns.

[1:52] Vanessa: We’re going to add that to our done-for-you email campaigns.

[1:56] Vanessa: So we’ll add it to all of your small batch system accounts, if you’ve got them, and then we’re gonna add them to the done-for-you. If you’re using a different CRM, our team will set those emails up for you as well.

[2:08] Vanessa: So everybody can see. Let me get over to the chat, make sure I’m not speaking into the void.

[2:17] Vanessa: Hi, yes, CN here. Good morning. Hi, hi, hi, good day. Fantastic. All right, because the internet is not the best, I am gonna turn off the camera so that we can not sacrifice audio while we go through the slides.

[2:37] Vanessa: All right, so we’ve got to craft the advisor campaign.

[2:39] Vanessa: We’re gonna build a five-touch reply-driven email sequence that feels like one-on-one communication.

[2:46] Vanessa: Back in the swing of things, right? We haven’t done one of these in a while.

** Why Target Financial Advisors**

[2:50] Vanessa: All right, so why are we targeting financial advisors?

[2:53] Vanessa: It’s a high-value niche that needs controlled credibility-first marketing, right?

[2:58] Vanessa: So, it’s a high client value opportunity, and what that means is a financial advisor stands to make a lot of money off even a single client.

[3:10] Vanessa: So, a single correctly fit, right-fit client can create material recurring revenue for the advisor.

[3:17] Vanessa: It’s not a one-time sale.

[3:19] Vanessa: It’s not a one-time installation, right?

[3:20] Vanessa: This is a recurring high-value monthly, quarterly, annual paycheck for this financial advisor.

[3:31] Vanessa: So getting that right lead, getting the right connection, the right client is very, very valuable, which means they are willing to pay for the services.

[3:42] Vanessa: There is a local visibility gap.

[3:44] Vanessa: Many firms are difficult to find and verify when a prospect begins their search.

[3:51] Vanessa: Okay.

[3:54] Vanessa: I spoke last week about how my financial advisor told me that his very best client in the whole wide world literally Google searched “what do rich people do with money.”

[4:04] Vanessa: She inherited a large nine-figure sum and had no idea what to do, and she Googled it.

[4:13] Vanessa: So his marketing, because he came up in Google search, it landed him one of his best, all-time best clients, right?

[4:23] Vanessa: The solution, so a controlled outreach.

[4:26] Vanessa: Advisors need a focused, reviewable business development process, not generic lead volume.

[4:33] Vanessa: They need to be able to work with you to craft the messaging, right?

[4:37] Vanessa: And we want to convey to them that we are absolutely adherent to all federal compliance, that everything will go through them.

[4:48] Vanessa: We would never speak for them without their approval, but with our marketing expertise, we can build the framework and give them the drafts.

[5:00] Vanessa: We all know it’s easier to edit than it is to create.

[5:03] Vanessa: So that’s the solution that we’re going to offer financial advisors.

[5:07] Vanessa: And authority building.

[5:08] Vanessa: The marketing should establish relevant expertise before the prospect considers a meeting.

[5:14] Vanessa: We want to, and this is when we’re working on behalf of the client, not reaching out to the financial advisors.

[5:22] Vanessa: The marketing that we are doing for them, the outreach, these email campaigns, for example, will be from the onset establishing the tone of authority.

[5:36] Vanessa: The emails that we’re working on today are establishing your authority with the financial advisor, but it is your first impression.

[5:44] Vanessa: The way you communicate with them will not just be what you say, but how you say it will illustrate to them your ability to communicate on their behalf.

[5:57] Vanessa: Right. So we want to show up and show off and show out with our emails right off the bat.

[6:03] Vanessa: Right? So that they can visualize, they can see themselves using this same marketing approach with generating new business for themselves.

** The Five-Touch Philosophy**

[6:11] Vanessa: Okay, so to recap our five-touch philosophy, we’ve gone over it.

[6:15] Vanessa: We started with three and then we saw that we were getting better results with five-touch, so we expanded. It’s a cold email campaign that starts a conversation.

[6:24] Vanessa: We’re never trying to close a deal or make a sale in the inbox.

[6:29] Vanessa: The three golden rules: We’re going to keep it brief, make it personal, and ask for a reply.

[6:36] Vanessa: So every email is going to be under five sentences.

[6:39] Vanessa: It eliminates the wall of text.

[6:41] Vanessa: That’s my biggest bugaboo.

[6:44] Vanessa: I don’t like a wall of text.

[6:45] Vanessa: I want, as soon as I open an email, I want it to be visually interesting.

[6:50] Vanessa: I believe that that sets you apart, sets me apart, sets anyone I’m reading a message from apart from the rapid-fire email spam, email delete, email block, email junk that I go through every single time I open up any email account, right?

[7:07] Vanessa: It makes it feel like someone took the time to craft a communication, not, “I spun up an email.”

[7:16] Vanessa: Yes, we’re using AI for help, but we don’t have to make it feel like we had a zero-effort AI-spun-up, three-sentence send-in blasts, right?

[7:27] Vanessa: So before I’ve even read a letter, read a word or sentence in an email, your subconscious, I think, takes in the visual, the energy of that message.

[7:40] Vanessa: And then we’re going to make it personal.

[7:43] Vanessa: Even if we don’t have someone’s name, we can make it feel like we are speaking just to them.

[7:48] Vanessa: So we’re going to write, as a person reaching out to another, a specific, relevant, context-based message with a business-casual voice.

[8:00] Vanessa: Too formulaic, too controlled, too, quote, professional sounds dry and sounds, again, low effort, not person to person.

[8:13] Vanessa: So while we do want to be professional, we don’t want to make it sound too clinical.

[8:18] Vanessa: Right, too sterile. And we’re going to ask for a reply. We’re not going to force a link.

[8:23] Vanessa: We don’t want to send it to a calendar.

[8:25] Vanessa: We don’t want to go to a sales page, a landing page, or a funnel. All of that screams marketing.

[8:32] Vanessa: And by simply asking for a reply, that sets you apart. And it makes it feel more personal.

[8:40] Vanessa: Most mass marketing, and the reason people turn to email and cold email, is because they want to spray and pray.

[8:46] Vanessa: They want to cast a big net and they want to take the absolute least path of resistance, the easiest way to collect data and keep hands off, right?

[8:57] Vanessa: They are sending a link, they are sending a calendar, “Hey, book on my calendar,” you do the work, you, you, you, you, you sell yourself, you go to my sales page and you decide you want this.

[9:08] Vanessa: All of that is putting the onus on the recipient. By asking for a reply, that’s asking for a relationship, that is a partnership, that’s a 50-50 split of mental load and responsibility, that sets you apart.

[9:22] Vanessa: And we’re gonna simplify the message by 50% always.

[9:25] Vanessa: You know they say when you’re, I don’t know, this is for the ladies out there, when you’re getting dressed, right, for a fancy night out and you put on your dress and you put on your heels and then you do your makeup and you do your hair and then you’re like rings, bracelets, toe rings, finger earrings, necklaces, earrings, and they say, fancy bag, fancy purse. Before you leave, look at yourself, do an edit, take something away, right?

[9:52] Vanessa: So that’s why we say we simplify the message.

[9:54] Vanessa: Don’t try to do too much.

[9:55] Vanessa: The objective is a human reply, not an inbox conversion, right?

[10:01] Vanessa: So put all of your energy into it, and then let’s edit, let’s take it down, let’s simplify it.

[10:06] Vanessa: We just want to reply.

[10:07] Vanessa: We just want to start a conversation.

[10:08] Vanessa: We’re not trying to give you everything.

[10:11] Vanessa: We’re not trying to convince you in one email.

[10:14] Vanessa: We just want to make you want to talk to us.

** The Five-Touch Protocol**

[10:18] Vanessa: And our five-touch protocol.

[10:20] Vanessa: Every email earns the next touch by sounding relevant, personal, and easy to reply to.

[10:26] Vanessa: Think of this as five attempts to start a conversation.

[10:31] Vanessa: Of course, if you get a conversation started by email two or touch four, they’re going to get the subsequent emails.

[10:39] Vanessa: So each one is a slightly different approach to just initiate enough interest to get a reply to have a conversation.

[10:47] Vanessa: So we’re going to point out a specific local market visibility or competitor gap that gives the outreach a reason to exist.

[10:54] Vanessa: That’s your introduction to whomever you’re speaking with, but right now we’re talking about financial advisors.

[11:00] Vanessa: So identify a problem that you can solve.

[11:03] Vanessa: Sales marketing 101, right?

[11:06] Vanessa: A touch to problem in differentiation, contrast passive referrals or generic prospecting with a more focused way to start advisor-client conversations.

[11:14] Vanessa: Here we start introducing the fact that you are knowledgeable.

[11:17] Vanessa: You understand this industry.

[11:19] Vanessa: You are not just, “Oh, I’m gonna make your phone ring off the hook.”

[11:23] Vanessa: Financial advisors don’t want that.

[11:25] Vanessa: They don’t have the time to filter through it.

[11:27] Vanessa: They want qualified, informed, it’s a higher-quality lead for them, right?

[11:34] Vanessa: So some industries do want a flood.

[11:38] Vanessa: These people want a champagne glass of sparkling water, not a fire hose, right?

[11:45] Vanessa: So touch three, market proof and search intent.

[11:48] Vanessa: So we’re going to reference a believable research or life event signal without making unsupported claims.

[11:54] Vanessa: Here, we’re drilling it down even more to your education, your information, and your awareness.

[12:01] Vanessa: Okay.

[12:01] Vanessa: Walt, Susie can’t hear me. I just got a note.

[12:05] Vanessa: And everybody, let me check the audio one more time.

[12:08] Vanessa: Give me a three if you can hear me.

[12:13] Vanessa: Fantastic.

[12:13] Vanessa: Fantastic.

[12:14] Vanessa: Where is the sequence for financial advisors?

[12:16] Vanessa: Well, we are building it right now.

[12:18] Vanessa: So it doesn’t exist yet.

[12:19] Vanessa: It’s about to.

[12:21] Vanessa: We’re about to create it.

[12:23] Vanessa: Great question.

[12:23] Vanessa: All right.

[12:24] Vanessa: Thanks, everybody.

[12:24] Vanessa: Thanks for letting me check that audio.

** Market Proof and Search Intent**

[12:25] Vanessa: Okay, so market-proof and search intent reference a believable resource or life event signal without making unsupported claims. Again, we’re drilling down into your understanding of their business.

[12:38] Vanessa: You’re not coming in blind.

[12:39] Vanessa: You’re not coming in saying, “I can help any industry,” but the pressure is on you to teach me what you need. You’re walking in saying, “I already know. I know what you need.”

[12:50] Vanessa: I know how to get it for you. I know what to do. Leave it to me. Give it to me. Right here we’re going to talk about, I can help people approach, I can help you find, talk to people who are approaching retirement.

[13:03] Vanessa: I can help you approach people who are starting their first 401k. I can help you talk to college children, college students who need advice to set themselves up for long-term success.

[13:15] Vanessa: You can identify these specifics.

[13:21] Vanessa: And again, this is gonna set you apart because remember we have all of the tools, all of those revenue generators we’ve been talking about and talking about.

[13:29] Vanessa: You can find these people.

[13:31] Vanessa: You have the ability to really drill down the leads based on this kind of interest because you know what they’re searching for on the internet.

[13:40] Vanessa: You have qualified list data, you have enriched list data.

[13:44] Vanessa: So where other folks are, “Well, I can just send it to people maybe age 50 and above,” right?

[13:52] Vanessa: That’s an easy list to buy if you’re out there.

[13:55] Vanessa: You can get them an even finer, sharper point.

[14:00] Vanessa: And in speaking about being able to do that, that’s gonna catch their eye.

[14:04] Vanessa: “Oh, you can do that?”

[14:05] Vanessa: “How, how do you do that?”

[14:06] Vanessa: Well, you know, that’s movie magic, but I can do it for you.

** Quick Visual Review and Handoff**

[14:11] Vanessa: And then we have a quick visual review.

[14:13] Vanessa: Offer a brief, friction-free look at the advisor’s local listings, reviews, or search presence here.

[14:20] Vanessa: This leans into the Google Business Profile, the answer engine, your AI search results, right?

[14:33] Vanessa: What is your presence online?

[14:35] Vanessa: If I were to search Claude or Manus or ChatGPT or Gemini, if I was to, for a qualified financial advisor in my area or who could work with me as a dual-income married woman of 47 with two kids in college, who could help me, right?

[14:54] Vanessa: If I’m asking those kinds of targeted questions with those kinds of keywords, is this financial advisor or his competitor coming up in those answer engines, the search with Google Business Profile, et cetera? Let’s talk about how I can show you what’s really happening in real time and how we can address it, and then we have the right-person breakup, right? A polite takeaway psychology, psychology, who, when you ask, “Who handles this?” Okay, if I’m not talking to the right person, you haven’t answered. Oh my God, hold on. Excuse me, excuse me. We’re not gonna threaten, “Oh, this isn’t for you. I’m taking it to your competitor.” We’re not gonna say, “That’s it. I’m not gonna bother you anymore.” We’re not going to break up, right?

[15:39] Vanessa: We’re going to say, “If I’m not the right person, please tell me who I should be speaking with.”

[15:45] Vanessa: If this is not of interest to you because you don’t handle marketing, do you have an office manager?

[15:52] Vanessa: Basically, what we’re really asking is, is this interesting but you just don’t want to deal with it, right?

[16:00] Vanessa: Like you know you’d like to have more customers, but you don’t wanna mess with it.

[16:04] Vanessa: So give me to your office manager, give me to your secretary, give me to your marketing director, give me whatever, right?

[16:15] Vanessa: But what we’re not gonna do is say, “Well, I’m never gonna talk to you again, I’ve bothered you enough,” anything like that, because we’re gonna follow up again, right?

[16:22] Vanessa: We’re not one campaign and done.

[16:25] Vanessa: We can wait two weeks and then revamp this campaign and send it all over again.

[16:30] Vanessa: So no threats.

** Regulatory Guardrails**

[16:32] Vanessa: Okay, and our regulatory guardrails, we always want to make sure that we know the compliance rules, but we also assure our financial advisor, our clients that nothing proceeds without their stamp of approval.

[16:52] Vanessa: But we want to go in speaking the right language and knowing what to avoid.

[16:57] Vanessa: We don’t want to step all over ourselves or put our foot in our mouth, right?

[17:00] Vanessa: So what are we going to avoid?

[17:02] Vanessa: Always no promissory claims, never guarantee returns, specific financial outcomes, or use exaggerated language.

[17:07] Vanessa: And we’re going to echo this in our outreach to financial advisors.

[17:13] Vanessa: So we are not going to make a guarantee of returns.

[17:17] Vanessa: Because if we’re promising a financial advisor that we can promise results, what are they going to think?

[17:22] Vanessa: Well, I know I can’t promise results.

[17:24] Vanessa: So this resonates with me as a negative.

[17:29] Vanessa: Remember, their mentality is compliance.

[17:32] Vanessa: They don’t guarantee results, so you shouldn’t try to guarantee results or imply guaranteed results to them.

[17:39] Vanessa: No financial outcomes.

[17:40] Vanessa: No, “Oh, I can get you a $10,000-a-year client.”

[17:44] Vanessa: That’s going to resonate with them because it’s something they know they can’t do.

[17:47] Vanessa: So we’re meeting them where they are to mirror their marketing, how they conduct themselves.

[17:56] Vanessa: And no exaggerated language.

[17:57] Vanessa: Right, better to be confidently constrained, right, conservative, but, and that allows you to be more confident because you’re not, you know, making these wild claims and then, “Oh, hope I can fulfill it,” and no unsubstantiated facts.

[18:14] Vanessa: Do not include market data or performance claims without clear approved sourcing.

[18:18] Vanessa: So if you have worked with another financial advisor and you have anecdotal evidence that pertains to you, that is valid, absolutely yes. Go with it.

[18:27] Vanessa: If you’ve got reviews from other clients that have talked about what you’ve been able to do for them, that is a general non-industry-specific referral, absolutely yes.

[18:36] Vanessa: But no unsubstantiated facts or claims about what you can do or what you have done, because again, we’re compliance-first.

[18:45] Vanessa: And then we have a handoff.

[18:46] Vanessa: So once you start working with them and your conversations with them, you can explain to them that this is the process, that you’re going to provide drafts, you’re supplying the system and the compliant copy framework, but they have to approve everything, and that is your process.

[19:01] Vanessa: There’s a mandatory review.

[19:02] Vanessa: The advisor’s chief compliance officer, or whomever in their office approves marketing, must review and approve the final sequence before any emails are sent.

[19:13] Vanessa: That’s a great, really proactive point to make in the conversations once you start getting the replies.

[19:20] Vanessa: We’re going to keep that in mind.

** Building the Campaign Prompt**

[19:23] Vanessa: Oops, went backwards.

[19:26] Vanessa: All right, so now we’re going to work on our campaign prompt and then we’re going to fine-tune our emails so that we’re going to get into like a live workshop next up. While this is where we’re going to build those emails for you.

[19:35] Vanessa: So our goal is to help an advisor start more exclusive local conversations with the right prospects instead of relying on referrals or broad generic outreach.

[19:46] Vanessa: We’re going to give the AI the target audience, the advisor’s expertise, local context, natural language, and the exact five-touch sequence rules, and we’re going to require five distinct subject lines, five short emails, reply-based call to action, et cetera, et cetera.

[19:59] Vanessa: So we’re familiar with our prompts and I will, once we’ve worked it out, so this is the prompt that we can use when we’re marketing for the financial advisor, but we’re going to work on marketing to the financial advisor today, all right?

[20:21] Vanessa: So this is going to be our second step, the inputs that make the campaign feel personal for the financial advisor client, okay?

[20:31] Vanessa: But that’s not what we’re doing today.

[20:33] Vanessa: Today we’re doing a workshop for reaching out to financial advisors.

[20:37] Vanessa: All right, so I’m gonna wrap this and we’re gonna jump into Gemini, which is where I love making the email campaign.

[20:47] Vanessa: So let me make this bigger so I can see.

[20:51] Vanessa: Pardon me while I flip to Gemini.

[20:59] Vanessa: All right, one second.

[21:16] Vanessa: Opening up.

[21:20] Vanessa: All right, so what I’ve got, let’s see.

[21:25] Vanessa: Oh, I’ll share it.

[21:28] Vanessa: Resume.

[21:29] Vanessa: Okay, here we go.

[21:30] Vanessa: All right, so what I’ve got is, I’m taking a prompt that we had before.

[21:34] Vanessa: We used it for mold remediation.

[21:36] Vanessa: So let’s pop it in and then, but we’re gonna make some edits into financial advisors, right?

[21:42] Vanessa: Act as an expert copywriter, specializing in ultra-low-friction B2B cold outreach for, not home services, financial advisors, right?

[21:52] Vanessa: Build a five-touch cold email sequence targeting local financial advisors, okay?

[22:03] Vanessa: The goal, help them get exclusive local inquiries from, oh, you know what, this is a client getting also.

[22:15] Vanessa: The goal is to get a reply from the financial advisors to speak to about my ability to connect them with new prospective clients.

[22:46] Vanessa: Tone and style, friendly, approachable, highly conversational, like a quick note from a supportive industry peer or casual text message, absolutely no corporate speak, sales hype, or exaggerated financial claims. Formatting, using heavy line breaks to eliminate the wall of text, the email must look visually open and easy to scan on a mobile phone before the user even starts reading visual anchors.

[23:11] Vanessa: Strategically use bold text and short bullet points to make key phrases and benefits pop instantly. Constraints: Keep every email under five sentences.

[23:20] Vanessa: Call to action. Every CDA must be low-friction, casual reply-based.

[23:24] Vanessa: Do not use booking links or calendars. Send-off, not a breakup or threat to not email anymore.

[23:53] Vanessa: Ask if I’m not reaching the correct person to pass me along.

** Refining the Five-Touch Sequence**

[24:08] Vanessa: All right, and now what I’m going to do is I’m going to copy my five-point touch, right?

[24:18] Vanessa: So I’m in, right, I’m in my PowerPoint.

[24:24] Vanessa: So let me take this, right, because this is what we decided we want.

[24:36] Vanessa: So I’ve taken a screenshot of the five-touch protocol that we went over.

[24:39] Vanessa: We know this is the sequence of emails that we want.

[24:45] Vanessa: I reviewed the five-touch protocol.

[24:53] Vanessa: I am attaching.

[24:55] Vanessa: It is the sequence for the emails.

[25:01] Vanessa: What else?

[25:06] Vanessa: Okay, I’m gonna take what to avoid.

[25:11] Vanessa: So I’m also taking a copy of my compliance filter and what to avoid. Also review the attached what to avoid for my emails and apply that. Okay. Let’s see what we get. All right. So you saw what I wrote.

[25:41] Vanessa: Let’s think. Are there any other… What can we anticipate?

[25:46] Vanessa: What can we guess that we might want to ask for?

[25:50] Vanessa: In the past we had an approach prompt that I really, really liked, but I don’t think it’s a good fit here.

[25:57] Vanessa: It was born from conversation about talking about the FICA tip credit, and the prompt was, “Talk to the recipient as if you were sitting at a bar over a beer with the manager of the restaurant,” and that really gave it a good tone for that approach for the more casual, the trades, the contractors, the plumbers, the roofers, the handymen.

[26:22] Vanessa: I know, you know, my husband owns a contracting business, he’s a carpenter. The way we would speak to him, that would be very appropriate, sharing a beer and, you know, brewing it up.

[26:35] Vanessa: But it’s not how we’re going to talk here.

[26:36] Vanessa: So I’m not going to use a prompt like that.

[26:39] Vanessa: All right.

[26:39] Vanessa: So let’s see what we’ve got.

** First Draft and Tone Corrections**

[26:40] Vanessa: Subject, “Quick Local Search Question.”

[26:45] Vanessa: Okay, I was checking local search visibility in Atlanta and noticed your Google Business Profile isn’t capturing the local traffic your competitors are getting.

[26:54] Vanessa: Most advisors rely purely on passive referrals, leaving local prospects scrolling past the firms with more reviews.

[27:03] Vanessa: We help local advisors optimize their local search presence too, okay, you don’t like it, right?

[27:12] Vanessa: This is too clinical.

[27:13] Vanessa: This sounds like every other marketer in the world.

[27:15] Vanessa: So let’s take a beat. I’m not even gonna go through the rest.

[27:18] Vanessa: Of course, I will share all this with you. You can read it, use what you like, leave what you don’t. This sounds like every generic marketing email I’ve ever seen or gotten. I need this to feel like I have a specific plan for the I am writing this message to make this less sterile and less clinical and more real-world professional conversation about what I can do with the tools I have at my disposal to find a right-fit client for the financial advisor.

[28:26] Vanessa: See what that gives us.

[28:36] Vanessa: All right, do y’all agree that that first set of emails, I would have deleted it out of my inbox from the first sentence.

[28:43] Vanessa: They would not have gotten my attention. Okay, I like this better.

[28:53] Vanessa: All right, so I was looking at local wealth management practices in Atlanta and noticed your Google Business Profile isn’t showing up where it should when locals search for an advisor.

[29:03] Vanessa: Most practices rely 100% on passive referrals, leaving the active searchers to pick competitors who simply manage their reviews better.

[29:11] Vanessa: The gap, active local searchers are missing your firm.

[29:14] Vanessa: The goal, inbound clients leads without bloated lead costs.

[29:19] Vanessa: Worth a quick reply if you’re open to seeing where the gap is?

[29:24] Vanessa: Okay, also I missed this instruction at first.

[29:29] Vanessa: I do not like the approach of asking if something is worth my time.

[29:46] Vanessa: I prefer to prompt for a reply, um, working under the assumption that they will want to talk to me.

[30:06] Vanessa: Um, this makes, um, let’s see.

[30:13] Vanessa: This removes the easy no and prompts consideration.

[30:28] Vanessa: An example would be, “I have an opening at 2 tomorrow where I can show what I can do,” so that’s how, like, I don’t like the “Do you have five minutes? Do you have time for a call?” No, it’s easy to say no to that. I want more specificity about how I can get people to pay attention when they are for a wealth advisor. Don’t talk about most practices and what they do wrong.

[31:40] Vanessa: To keep it specific, an example would be, “Don’t leave your business up to referrals, let’s meet.” I don’t want that.

[32:10] Vanessa: Let’s find, let’s see, clients, let’s find clients who are actively in the market for your services and connect in real time.

[32:34] Vanessa: Let’s see how that goes.

[32:39] Vanessa: All right, because that’s our Leadsly tool, being able to track when somebody searches, okay.

[32:44] Vanessa: I built a system that puts companies directly in front of people in the city at the exact moment they open Google to hire a wealth advisor, okay.

[32:55] Vanessa: I wouldn’t say I built the system, all right.

[32:56] Vanessa: Instead of waiting on passive referrals, we capture high-intent local searchers and route them straight to your Google Business Profile before they call a competitor, okay, better.

[33:05] Vanessa: Active searchers reaching families who are ready to hire now.

[33:08] Vanessa: Zero ad waste, lowering your overall lead cost with direct local traffic. Okay, we’re getting, we’re getting there, right?

[33:14] Vanessa: I have an opening tomorrow afternoon. What’s a good number to reach you at?

[33:19] Vanessa: Little touch aggressive there. Let’s see.

[33:22] Vanessa: Um, okay, fine-tune. Need a softer opening. Instead of leading with a bold claim, ease into it. Um, possibly swap the first two lines, for example.

[33:55] Vanessa: For the call to action, um, I don’t like “What’s a good number to reach you at.”

[34:11] Vanessa: Swap to, “I have an opening, I have time tomorrow afternoon between 2 and 4. What works best for you so I can show you in real time how I can make this work for you.”

[34:53] Vanessa: All right. What do you guys think so far? Any changes you’d like to see, tone, approach?

[35:05] Vanessa: Is this big enough? Can you guys see all the words and everything I’m doing?

[35:10] Vanessa: I was taking a look at wealth management practices in Citi and noticed your Google Business Profile.

[35:14] Vanessa: Instead of relying purely on passive referrals, we help connect you directly with local families the exact moment they search for an advisor online.

[35:25] Vanessa: How did we go step backwards?

[35:29] Vanessa: I pulled up your practice alongside, oh wait, that’s the bottom. I built a system that puts a company directly in front of people in Citi the exact moment they, I see, I like this better.

[35:39] Vanessa: This feels like a step backwards.

[35:43] Vanessa: I do like this sentence, okay, active searchers. This feels like a step backwards.

[36:05] Vanessa: I don’t like the “I noticed your profile.”

[36:13] Vanessa: I want this to feel personal and direct.

[36:23] Vanessa: Go back to talking about how I built a system that finds right-fit clients at the time they are looking for an advisor.

[36:52] Vanessa: Use some examples of right-fit clients, such as adults looking to invest, people preparing for retirement, people who have received an inheritance.

[37:30] Vanessa: The life events that we know cause people to trigger the need for a wealth advisor.

[37:38] Vanessa: We’re not gonna say, “I wanna find lottery winners.”

[37:42] Vanessa: I built a system that connects wealth managers directly with right-fit clients in Atlanta, the exact moment they start searching for professional advice.

[37:49] Vanessa: Ooh, instead of relying on passive word of mouth, we put you in front of adults ready to invest, individuals preparing for retirement, or families navigating a recent inheritance, like this.

[37:59] Vanessa: Active searchers reaching locals who are actively shopping for wealth management, direct inbound, driving qualified leads directly to your Google Business Profile.

[38:06] Vanessa: I don’t like that.

[38:10] Vanessa: I have time tomorrow between 2 and 4.

[38:12] Vanessa: What works best for you so I can show you in real time how I can make this work for you?

[38:16] Vanessa: Okay, good, good, good, good.

[38:17] Vanessa: We’re almost there.

** Refining the Positioning**

[38:19] Vanessa: How to deliver leads.

[38:21] Vanessa: Don’t use this.

[38:27] Vanessa: We want to say something more like, “I can help you have more conversations with qualified prospects who are ready to take action.”

[38:59] Vanessa: We want to formalize the approach and verbiage tone by 10%.

[39:14] Vanessa: Let’s see what that is.

[39:15] Vanessa: I don’t like how it said two or four.

[39:16] Vanessa: I know it used how I gave it the instruction.

[39:18] Vanessa: I would like two o’clock or four o’clock.

[39:20] Vanessa: So let’s see what we can get going there.

[39:27] Vanessa: All right, I developed a framework that positions wealth managers to start direct conversations with qualified prospects.

[39:33] Vanessa: At the exact moment they seek financial counsel.

[39:36] Vanessa: Rather than relying solely on passive referrals, we connect you with adults looking to invest, individuals preparing for retirement, or families navigating a recent inheritance.

[39:44] Vanessa: Actionable intent, engage qualified individuals actively seeking guidance, direct dialogue, have more conversations with prospective clients ready to take action.

[39:53] Vanessa: That’s a lot of words for action. What do we have here?

[39:57] Vanessa: I like this first sentence. Active searchers.

[40:04] Vanessa: Let’s see.

[40:07] Vanessa: First email, first bullet point.

[40:17] Vanessa: I prefer. All right, see, real quick, that 10% more professional might have been, I might have been looking for 5%. All right, so active searchers, reaching potential investors who are actively shopping for wealth management, direct dialogue. I have more, come have more conversations with prospective clients ready to take action. Okay. All right.

[40:49] Vanessa: So first email. Let’s say that that’s good.

[40:51] Vanessa: Let’s look at two, problem and differentiation. Subject: high-intent search for standard lead list. Okay, right off the bat.

[40:58] Vanessa: I don’t like the all-lowercase subject lines. Give me three options for every email and make them professional in tone and grammar.

[41:35] Vanessa: All right, yes, okay.

[41:37] Vanessa: I like the customization, the personalization, and the subject lines.

[41:42] Vanessa: Yes, good, good, good.

** Touch Two: Problem and Differentiation**

[41:44] Vanessa: All right, so our touch two, problem and differentiation.

[41:47] Vanessa: A high-intent search versus traditional lead lists, real-time prospect engagement for your company, reducing lead costs through inbound intent.

[41:55] Vanessa: I like all of this.

[41:56] Vanessa: Purchasing shared lead lists often results in steep lead costs spent chasing cold prospects who rarely respond.

[42:03] Vanessa: Consider how real-time demand functions.

[42:05] Vanessa: When a homeowner faces, why are we back to, oh, I see what they did, the logic.

[42:18] Vanessa: All right, I don’t hate it.

[42:20] Vanessa: Consider how real-time demand functions.

[42:22] Vanessa: When a homeowner faces water damage or requires mold remediation in a basement, they do not submit web forms to wait.

[42:28] Vanessa: They contact an expert immediately.

[42:30] Vanessa: We apply that same high-intent model to wealth management, allowing you to initiate conversations with qualified prospects while they’re actively evaluating their financial options.

[42:37] Vanessa: Huh. I wouldn’t have taken this approach, but I don’t hate it.

[42:42] Vanessa: What do you guys think? One, you love it. Two, you hate it.

[42:49] Vanessa: I was confused, but I think I was only confused because we were working from the mold remediation prompt and we edited it, right? So in my head I was like, “Oh no, this is the wrong messaging,” but it could make sense, right?

[43:03] Vanessa: Something that’s insistent and urgent when someone’s facing an emergency or something urgent, they don’t want to wait around.

[43:13] Vanessa: So we’re gonna apply that same logic. I like it.

[43:15] Vanessa: Okay, so we apply that same high-intent model to wealth management, allowing you to initiate conversations with qualified prospects while they are actively evaluating their financial options.

[43:24] Vanessa: Shared lead lists, high cost, low response rate versus real-time intent, exclusive, direct conversations with individuals ready to act.

[43:32] Vanessa: I have time tomorrow between two and four.

[43:34] Vanessa: What works best for you?

[43:35] Vanessa: And I can show you some, in real time, how to make this.

[43:38] Vanessa: Okay, let’s do this.

[43:39] Vanessa: I’m not gonna make it, rewrite it.

[43:41] Vanessa: I always use the full time, two, won’t say full note, not two, not two.

[44:00] Vanessa: Also, vary the times I am available.

[44:05] Vanessa: All right, we’ll do that after we read through the rest.

[44:07] Vanessa: We will have more notes.

[44:09] Vanessa: Okay, so that was two.

** Touch Three: Market Proof and Search Intent**

[44:10] Vanessa: So we’re now at three, market proof and search intent.

[44:12] Vanessa: Our subject line options.

[44:15] Vanessa: Capturing life event triggers in Atlanta.

[44:18] Vanessa: Ooh, nice.

[44:20] Vanessa: Positioning company at key financial decision moments.

[44:23] Vanessa: Like this a lot too.

[44:24] Vanessa: Converting local search intent into direct conversation.

[44:27] Vanessa: I like all of these subject lines.

[44:29] Vanessa: Okay, you know, we had to keep digging until we struck that gold, right?

[44:34] Vanessa: I’m glad we did. Significant life transitions consistently prompt individuals to evaluate their broader assets and financial strategies.

[44:42] Vanessa: Okay, oh, this is a really good line because financial advisors already know this.

[44:48] Vanessa: The fact that you’re coming in, knowing it, it’s not that you’re educating them.

[44:52] Vanessa: It’s that you are showing them that you know what you’re talking about.

[44:57] Vanessa: I love it.

[44:58] Vanessa: Much like a property owner addressing critical structural issues in a crawl-space attic or handling black mold concerns, clients navigating major life triggers are actively seeking authoritative guidance.

[45:10] Vanessa: Our local search framework positions your company at the forefront of these decision moments, turning active search intent into direct inspection calls and planning reviews.

[45:22] Vanessa: I don’t know if they have inspection calls.

[45:24] Vanessa: That would be my question.

[45:25] Vanessa: That’s not what I would call that. Don’t refer to, for financial advisors, refer to their meetings as consultations. See, okay, more like I’m not saying they have to. Is that the exact word, right? Okay.

[46:06] Vanessa: Let’s see, where’d I go?

[46:07] Vanessa: Event-driven intent, engaging clients during major financial pivots and local authority, ranking prominently in Atlanta when client search actively peaks.

[46:18] Vanessa: Great.

[46:18] Vanessa: I have time tomorrow between two and four. Where it works best for you so I can show you in real time how I can make this work for you.

[46:29] Vanessa: Don’t be so repetitive with the sign-off call to action.

[46:35] Vanessa: Very much how you ask for the meeting. Okay, that’s been my other note.

** Touch Four: Small Sample Audit Offer**

[46:40] Vanessa: And a small sample audit offer. So our subject lines: a concise local visibility audit for, right? That’s a very standard marketing practice, like, “I can audit your online presence.”

[46:47] Vanessa: Capturing local retirement search volume in the city. I like that better.

[47:08] Vanessa: Quick 60-second search breakdown for company. Nope, on this one definitely go in option B, capturing local retirement search volume.

[47:08] Vanessa: That’s definitely how I’m going, right?

[47:10] Vanessa: I prepared a brief visual review detailing how your company can capture active local searches from individuals preparing for retirement in Atlanta.

[47:19] Vanessa: Similar to an initial assessment prior to mold removal, this breakdown identifies key visibility gaps in your Google Business Profile so prospective clients can view your client reviews first. We’re leaning too heavily into referring to mold removal. I’m going to address that.

[47:37] Vanessa: So a visual breakdown, practical review of local wealth management, search volume, qualified pipeline, clear steps to facilitate more conversations with prospects, ready to take action.

[47:46] Vanessa: Yep, that’s what we want. I have time tomorrow at four.

[47:48] Vanessa: We’ve already talked about that being. So let’s say this also.

[47:51] Vanessa: There is too much comparison and relating to mold remediation in multiple emails.

[48:13] Vanessa: I like the concept of illustrating urgent services and striking while the iron is hot for a quick response in search time, but don’t always use mold as an example, okay.

[48:49] Vanessa: Oh my goodness, okay.

** Touch Five: Appropriate Contact for Client Acquisition**

[48:51] Vanessa: All right, and finally, appropriate contact for client acquisition, practice growth lead at or reaching the right contact for practice growth.

[49:02] Vanessa: I’d probably go with C on that one.

[49:04] Vanessa: I understand your schedule is demanding, so I wanna ensure that I’m connecting with the team members focused on practice growth.

[49:09] Vanessa: If you don’t personally handle client acquisition or practice development at your company, could you kindly direct me to the appropriate colleague?

[49:16] Vanessa: I have time tomorrow between two and four. If they would be open to seeing how we connect you with qualified prospects, who would be the best person to contact?

[49:24] Vanessa: Okay, let’s see.

[49:26] Vanessa: Touch five.

[49:29] Vanessa: When asking for a handoff, ask the recipient to forward this message as a quick introduction.

[49:41] Vanessa: All right, let’s see.

[49:43] Vanessa: With these notes, deliver.

[49:48] Vanessa: All right, so little tweaks, little tweaks.

[49:51] Vanessa: Get us across the finish line.

** Final Campaign Refinements**

[49:53] Vanessa: Develop a framework that positions wealth managers to start direct conversations with qualified prospects in Atlanta.

[49:59] Vanessa: At the exact moment, they seek financial counsel.

[50:01] Vanessa: Love it.

[50:01] Vanessa: Rather than relying solely on passive referrals, we connect you with adults looking to invest, individuals preparing for retirement, or families navigating a recent inheritance.

[50:11] Vanessa: Active searchers reaching potential investors who are actively shopping for wealth management and direct dialogue.

[50:16] Vanessa: Have more conversations with prospective clients ready to take action.

[50:20] Vanessa: I have an availability tomorrow between 2 p.m. and 4 p.m.

[50:24] Vanessa: Very good.

[50:24] Vanessa: What time works best on your end to show you how this works?

[50:27] Vanessa: Like it.

[50:29] Vanessa: Good, okay.

[50:31] Vanessa: Subject lines: high-intent search for traditional leads.

[50:34] Vanessa: Interesting.

[50:35] Vanessa: Real-time prospect engagement, okay, and reducing lead costs through inbound intent. All of these are pretty good.

[50:42] Vanessa: You could play with that.

[50:44] Vanessa: I know we’re running out of time, so I just want to get through this one. Purchasing shared lead lists often result in steep lead costs.

[50:50] Vanessa: Consider how real-time demand functions in emergency services like water damage.

[50:53] Vanessa: When a crisis hits, homeowners do not submit general forms and wait around.

[50:57] Vanessa: They call an expert immediately. Okay, I like this.

[51:00] Vanessa: This is like not as weirdly in-depth or specific about some other industry, right?

[51:07] Vanessa: We apply that same high-intent search logic to wealth management, perfect.

[51:11] Vanessa: And we’re comparing shared lead lists to real-time intent.

[51:13] Vanessa: Love it.

[51:14] Vanessa: Are you open for a brief 10-minute walkthrough tomorrow between 10:30 and 11?

[51:17] Vanessa: Perfect, okay.

[51:19] Vanessa: I wouldn’t say “Are you open for,” but that’s a tweak that we don’t need AI for.

[51:22] Vanessa: We could just update that, right?

[51:25] Vanessa: So significant life transitions consistently prompt individuals to evaluate their broader asset and financial strategies.

[51:31] Vanessa: Yes.

[51:32] Vanessa: When local homeowners face sudden property disruptions, like addressing a compromised crawl space, attic, or basement, they are simultaneously evaluating major liquidity, insurance, and real estate decisions.

[51:47] Vanessa: That’s actually true.

[51:49] Vanessa: Our local search framework positions your company at the forefront of these high-stakes moments, converting active online intent into initial consultations and planning reviews.

[51:58] Vanessa: Okay, I like it.

[51:58] Vanessa: Event-driven intent.

[51:59] Vanessa: Engaging clients during major financial pivots, local authority ranking prominently in Atlanta when client search activity peaks.

[52:08] Vanessa: Would one or 3:30 tomorrow work for a quick screen share to see the framework in real time?

[52:12] Vanessa: Like it?

** Final Review of Email Four**

[52:14] Vanessa: All right, touch four, concise local visibility audit.

[52:18] Vanessa: I don’t like that one.

[52:19] Vanessa: Capturing local retirement search volume in the city?

[52:21] Vanessa: Yes, that’s the one.

[52:23] Vanessa: Quick 60-second search breakdown.

[52:25] Vanessa: Yeah, I definitely think I still like B.

[52:27] Vanessa: I prepared a brief visual review detailing how your company can capture active local searches from individuals preparing for retirement in the city.

[52:36] Vanessa: The breakdown highlights critical visibility gaps in your Google Business Profile.

[52:40] Vanessa: So prospective clients view your client reviews first when searching for specialized help like this breakdown highlights critical visibility gaps in your, so prospective clients view your client reviews first when searching for, okay, I see what they’re doing, for searching for help like they would if they were searching for mold remediation.

[53:04] Vanessa: I don’t like that. So we’ll come back.

[53:07] Vanessa: Practical review of local wealth management search volume. Okay, so this is not clear.

[53:16] Vanessa: It sounds like you’re saying the financial advisor results will show in a search for mold remediation. Email four does not need this association to another urgent service search. All right, so we’ll come back to that. And five, I understand your schedule is demanding. I want to ensure I’m connecting with the right team member to focus on practical growth. If you don’t personally handle client acquisition, I have time tomorrow between 11 a.m.

[54:00] Vanessa: Or 4, if they’re open to seeing how we connect you with qualified prospects, who would be the best person to connect with?

[54:08] Vanessa: All right, and email five, they didn’t forward it on. For email five, request that the email be forwarded to the, that the email CC the correct contact when the initial respondent answers with who they should speak with.

[54:46] Vanessa: Don’t offer available times.

[54:53] Vanessa: We can work that out with the CC’d. Oops. I hit enter too fast, but we got there.

[55:04] Vanessa: Clarifying the focus. All right. This should do it.

[55:14] Vanessa: So we liked the first three emails. So I’m just gonna jump through. There were no changes on the first three.

[55:18] Vanessa: The first edits were on four, right? Capturing local retirement search.

[55:23] Vanessa: We love the subject line. We didn’t like the email.

[55:26] Vanessa: I prepared a brief visual review detailing how companies can capture active local searches from individuals preparing for retirement.

[55:32] Vanessa: Love that first sentence.

[55:33] Vanessa: This breakdown identifies critical visibility gaps on your Google Business Profile.

[55:37] Vanessa: So prospective clients view your practice’s reviews first when searching for specialized wealth guidance.

[55:43] Vanessa: Okay, that was the fix.

[55:45] Vanessa: That’s what we needed.

[55:46] Vanessa: Visual breakdown, practical review of local wealth management search volume, qualified pipeline, clear steps to facilitate more conversations with prospects ready to take action.

[55:54] Vanessa: Yes.

[55:55] Vanessa: I can run through these findings.

[55:57] Vanessa: 9:30 or 2:30. What time benefits your schedule? Yes, yes, yes.

** Final Email Five**

[56:02] Vanessa: And finally, appropriate contact for client acquisition.

[56:07] Vanessa: Reaching the right contact for practice growth. I like this one.

[56:11] Vanessa: I understand your schedule is demanding, so I want to ensure I’m connecting with the right person.

[56:14] Vanessa: If you do not personally handle this, could you kindly reply and CC the appropriate colleague in the thread?

[56:20] Vanessa: Once introduced, I’ll coordinate directly with them to share the local search breakdown. Who would be the best contact to include?

[56:26] Vanessa: And there we go, awesome.

** Creating the Reusable Prompt**

[56:29] Vanessa: All right, this last version is the optimal output for my campaign.

[56:41] Vanessa: Craft a prompt that would produce this campaign as on the first try.

[57:01] Vanessa: That I can use in the future.

[57:04] Vanessa: All right, so this is gonna get us the prompt.

[57:06] Vanessa: So if you don’t wanna use this word for word, if you wanna jump in on your own, I’m gonna give you the prompt.

[57:11] Vanessa: And of course, I’m gonna give you this entire thread of emails so you can take everything that you liked, everything you didn’t like.

[57:20] Vanessa: You can see all of my notes.

[57:23] Vanessa: And let’s see, so I would really like to see, doesn’t show it all.

[57:31] Vanessa: That is quite the prompt, but I will go ahead. I’m gonna download it.

[57:35] Vanessa: So that’ll be a separate document, and okay, so I’ll share everything with you with the replay.

[57:42] Vanessa: It’ll be published for you before this time tomorrow. We did a lot of great work today.

[57:47] Vanessa: I want to thank you all for your help and your comments and your feedback and your time. Thank you for spending this morning with me.

[57:52] Vanessa: I hope you have a fantastic week, and we’ll get into the next high-value industry niche. We’ll start something new next week.

[58:02] Vanessa: Thanks, everybody.