Personalize your prospecting with these 4 LinkedIn connection invites

With LinkedIn usage reaching its maturity stage, the days of simply hitting the “Connect” button to grow your network have passed. Users are becoming more selective when it comes to growing their networks, and are focusing on quality over quantity. Writing personalized, specific, and memorable connection invitations is key to getting them accepted and starting those relationships off on the right foot.

In speaking with advisors about social media, we have found four common scenarios for connecting on LinkedIn that lead to valuable relationships. Here are some invitation templates that could help you capitalize on these opportunities and spark new connections.

Scenario 1: Your client’s adult children

Hi [FIRST NAME]. I have been working with your [father/mother] on financial matters for some years now, and they asked me to reach out to you about your planning needs. Let’s connect on LinkedIn so you can learn more about my practice and services.

All the best,

[YOUR NAME]

Scenario 2: Close connection of one of your best clients

Hello [FIRST NAME]. I’ve been working with [CURRENT CLIENT’S NAME] on their financial plan, and your name came up in conversation. I’d like to connect with you on LinkedIn to grow my professional network. I publish regular updates on the market and retirement saving ideas you may find interesting.

All the best,

[YOUR NAME]

Scenario 3: A fellow alumnus

Hi [FIRST NAME]. I immediately noticed your profile in our [NAME OF SCHOOL) alumni network and wanted to connect. I’m always looking to network with other alumni in our area, and your profile stands out. I hope we can learn from each other and continue the conversation!

All the best,

[YOUR NAME]

Scenario 4: Someone with whom you have no connection or relationship

Hello [FIRST NAME]. I really enjoyed your recent [post/tweet/blog] on [TOPIC]. I’m looking to expand my network and learn from others active on social media like yourself. I hope we can connect and continue the conversation.

All the best,

[YOUR NAME]

As you’re looking to expand your LinkedIn network, keep these three tips in mind:

  1. Make quality connections. Spend time each week strategically growing your network.
  2. Give a reason to connect. Start the relationship off right by making a compelling offer.
  3. Follow up, online or offline. Tailor your approach to each relationship, based on your prospect’s preferences.

An active approach to social media in your practice can significantly influence asset gains. According to the Putnam Social Advisor Survey, 87% of advisors with over $100M in AUM say they have gained assets through social media. And a significant portion of these asset gains started with making quality connections on LinkedIn.