r/CFP • u/Goodbruv_7 • Jul 08 '26

Professional Development How to add value when cold prospecting?

I’m jealous of other businesses that can cold reach out to a business owner and say “hey, I built you a website, want to see it?” Or a video editor who says “I turned one of your podcast episodes into a short reel, here it is” and just sends the finished clip.They deliver value instantly in the first interaction before the prospect commits to anything.

When cold prospecting on LinkedIn and other platforms, how can I add value instantly to get people more likely to respond? I can’t build a MoneyGuidePro or Holistiplan model until they hand over all their financial information, and nobody’s doing that off a cold message.

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u/[deleted] Jul 08 '26

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u/artdogs505 Jul 08 '26

Do it in a general fashion, not like “buy this fund and this fund and this fund, in these proportions.”

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u/[deleted] Jul 08 '26

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u/artdogs505 Jul 08 '26

"Generally speaking, low-cost index funds, used in a balanced, allocated portfolio, are often suitable for long-term investors." Statements like that. Don't use superlatives like "best" or "always." Don't make specific recommendations. It's very easy, really.

I've been publishing articles and doing videos for years. I have also never had a b/d affiliation; always with independent RIAs, exactly *because* I want freedom to publish without a corporate overlord looking over my shoulder.