Ritvik Yadav · Outbound Advisors Club

Registration confirmed

You're confirmed.

Your seat for The Trusted Advisor DM System, the three-step LinkedIn system financial advisors use to sign 2-3 ideal clients a month without pitching, is locked in.

📅 Thursday, November 12·11am ET / 10am CT / 8am PT·Live on Zoom·~45 min + live Q&A

Before the 12th

What happens next

  1. 1. Add it to your calendar

    This runs live, so the calendar block matters.

    You'll also get the Zoom link by email 24 hours before we go live.

  2. 2. What we're covering

    In this order:

    • The ICP Blueprint: how to define the one group of prospects whose pain points you truly understand, and find them on LinkedIn.
    • Trusted Advisor DMs: the initial outreach behind 40-50% reply rates, with real DMs from advisors I work with.
    • The Questioning Process: how prospects end up telling you their own pain points, so the discovery call is their idea, not your pitch.

    This isn't theory, and it isn't “send more DMs.” It's the same system advisors I work with use to sign 2-3 ideal clients a month, and I'll show you the real DMs and numbers behind it.

  3. 3. Come prepared

    • Have a pen and paper ready. We'll walk through the system step by step.
    • Be in a quiet space, on a laptop, with good Wi-Fi.
    • Block out the full ~45 minutes so you can watch without distractions.
    • Optional homework: write down the one type of client you'd most like 10 more of. We'll use it in step 1.

In the meantime

Watch how this works for real advisors

While you wait for the 12th, here are three advisors who've used the system.

Chris, signing his first LinkedIn clients (9:02)

Justin, building a physician pipeline (14:00)

$10M in AUM in 90 days (17:39)

Your host

Who you're learning from

Ritvik Yadav

Ritvik Yadav helps financial advisors sign 2-3 ideal clients a month, targeting $2-5M in new AUM, through real conversations in LinkedIn DMs. No pitching, no automation, no bought meetings.

Steven

10 discovery calls

In October, 2 clients signed so far, 3 more in pipeline

Zach

0 to 3 calls a week

Discovery calls, consistently within 6 weeks, with 3+ clients in pipeline

Bay Area RIATech/RSU focus

+$10M AUM

Added in 90 days, from 5-6 new clients

DISCLAIMER: Individual results vary. Past client results do not guarantee future results.

See you on the 12th

Check your inbox. There's a short email from me in there already, and it's worth two minutes of your time before the session.

If it hasn't landed, check your spam folder or email Ritvik@outboundadvisors.club.

- Ritvik