Built for Financial Advisors

Get Introduced weekly to HNWIs predictably, respectfully.

We discover the right High‑Net‑Worth Individuals on LinkedIn, send human invites, and start emotion‑led conversations that lead to qualified meetings — so you can focus on advice, not prospecting.

Talk to an Expert Why LinkedIn ? Powered by GAP Investments
30–50Warm replies / month
35–55%Invite acceptance
10–20Advisor meetings / month
Financial advisor connecting with HNWIs

We understand IFAs — the emotions behind the work

Referrals slow down. Markets wobble. Chasing may erode authority. LGLM is designed to restore calm, create consistent introductions, and protect your energy.

Predictability

“My pipeline shouldn’t depend on luck.”

We build a weekly rhythm of new, relevant introductions — not cold lists.

Respect

“I’m an advisor, not a chaser.”

Emotion‑led copy invites conversations without undermining authority.

Exclusivity

“I want serious HNWIs only.”

20+ filters to reach precise profiles — expats, founders, executives.

Clarity

“Who exactly are we targeting?”

We co‑define Ideal Client Profile and verify with sample conversation checks.

Time

“I need to be in meetings, not inboxes.”

We handle discovery, invites, and follow‑ups — you handle calls.

Momentum

“I want growth that compounds.”

Compounding network effects through accepted connects & referrals.

How LGLM turns strangers into warm introductions

A clean, four-step motion built for LinkedIn — discover, connect, converse, and handoff. No pushy funnels. No spam.

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Precision Discovery illustration

Precision Discovery

Identify HNWIs using 20+ data points (geo, role, seniority, life stage, relocation signals).

2
Human-First Invites illustration

Human-First Invites

Short invites with lucid context to lift acceptance while protecting brand tone.

3
Emotion-Led Follow-ups illustration

Emotion-Led Follow-ups

Messages that surface pains (relocation, school, tax, safety) and open the door to advice.

4
Qualified Handoff illustration

Qualified Handoff

Only high-intent conversations are forwarded for your calendar and CRM.

Why LinkedIn beats ads & cold outreach for IFAs

LinkedIn has intent density, professional context, and verifiable identity — making respectful, insight-led conversations natural.

Criterion LinkedIn (What you get) Ads / Cold (What you lose)
Audience quality Founders, CXOs, globally mobile executives in one network. Broad traffic; mixed intent; anonymous clicks.
Targeting & transparency Advanced filters + 100% profile visibility for Ideal client profile match. Partial data; look-alikes; limited person-level context.
Trust context Mutual connections & groups compound social proof. One-off clicks without shared context.
Conversation flow Private, asynchronous messages that respect HNWI time. Landing-page drop-off; form spam; follow-up friction.
Measurement & control Clear audit trail inside your own LinkedIn account. Opaque attribution; fragmented logs across tools.
Outcome quality Warm, referral-like introductions; higher signal-to-noise. Lower intent; more unqualified leads to sift through.

What you get with LGLM

Everything required to create predictable introductions — and nothing that wastes time.

Ideal Clients & Targeting Setup

We co‑build your ideal HNWI profiles and validate with sample threads.

Message Playbooks

Invite & follow‑ups tuned for respect, curiosity, and zero‑pressure intros.

Hands‑on Execution

Daily discovery, invites, replies, and escalations handled by our team.

Transparency Dashboard

See all conversations, acceptance, replies, and meetings in one view.

Compliance & Control Mechanisms

Messaging aligned to your compliance, risk, and advisory frameworks.

Advisor Enablement

Simple calendaring, intro scripts, and call prep to shorten cycles.

Early outcomes you can expect

Each niche differs, but our IFA programs typically reach these benchmarks within 4–6 weeks of compounding connects.

LinkedIn Outcomes Funnel Four luminous bars representing invites, accepts, replies, and meetings, with animated glow. Invites 1000 Accepts 350–550 Replies 100–180 Meetings 8–15
Example 4-week cycle — benchmarks stabilize by weeks 4–6.

What advisors say

Discreet, qualified, and respectful — the way introductions should feel.

“Introductions started in week two. Conversations felt natural — no pushback, no awkwardness.”

Independent FA, UAE
Cross‑border planning

“The copy respects my brand. I’m having better meetings and fewer dead‑ends.”

Wealth Manager, UK
Fee‑only

“I finally stopped relying on referrals. There’s momentum again.”

IFA, Singapore
Expats & founders

Ready for respectful, weekly introductions?

Talk to an Expert Exclusively for IFAs collaborating with GAP

Book a Demo

Schedule a personalized walkthrough with our team.