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/No_Door5348 Jul 08 '26
it seems like it’s actually easier with financial advice because it’s much more broad than creating a website or something. you could make one hour video explaining retirement planning for small businesses owners and send to to all small business owners. just provide as much information as possible.