About 2-3 hours. If you have an assistant, this can be delegated to them.

You do not need a paid LinkedIn account, and you will still be able to have effective outreach without it, but we do recommend that you do have one. 

For example, basic (free) LinkedIn account only allows you to send 5 personalized connection requests per month. But with Premium ($30/mo - $60/mo) or Sales Navigator (~$99/mo), you are able to send around 750 personalized connection requests per month.

Also, Sales Navigator gives you additional search filters to find ideal prospects, and that's why we recommend that you have Sales Navigator. See this video to learn more.

ReplyAssist was created by a former Financial Advisor with compliance in mind. That's why you have complete control over every message sent from your account as well as the timing of each message. Additionally, multiple RIA firms have approved ReplyAssist as an external vendor.

Your first month is used as a warmup period to keep your account safe with LinkedIn, so as of month 2, this is what kind of results you can hope for:

Automatically sending roughly 750 invites/mo on LinkedIn with an average acceptance rate of 20% (150 accepted invites), and an average response rate of 33% (50 new replies). Of those 50 new replies, about 10 should result in a qualified appointment (intro call).

It is a marketing expense, so yes!

Reducing what you would otherwise owe in taxes to invest in the growth of your business - that sounds like a win to us!