3 main reasons:

1. With ReplyAssist, you can manage all of your outreach in one platform. No need to jump between LinkedIn, CRMs like Hubspot or Salesforce, or a dozen spreadsheets. ReplyAssist handles all of it, from invites to follow-ups, so you can stay focused & work efficiently.
2. We’ve been in your shoes. Our team has sent over 43,000 LinkedIn invites ourselves, and we’ve helped hundreds of financial advisors do the same. So we know what actually works when it comes to getting results from outreach on LinkedIn.
3. We don’t sell leads. Instead, we give you a repeatable system to build your own pipeline of qualified leads.

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, below are is a rough guess of the "typical" monthly results.

You'll be able to send roughly 800 invites/mo on LinkedIn, and the aim is for that to result in 176 new connections (22% acceptance rate), 49 new responses (28% response rate), and 5-10 intro meetings (10-20% meeting booking rate). In addition, through our Scheduled Send feature, over time, the goal is for you to be able to schedule even more meetings with prospects who accepted your LinkedIn Invite and responded, but weren't ready to schedule a meeting yet (the other 80-90%).

If you want a visual, see the image included below this FAQ section.

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!