Body
Pre-approved language for use with LinkedIn direct messaging. To use:
Copy and paste any of the below options.
CONNECTION REQUESTS
OPTION 1
“Hi [Recipient Name],
Congrats on the continued success with [Company Name]. I’d like to connect with you as I work with [Insert
Profession Here], like yourself, where I help mitigate their business risk and achieve other financial goals. Please
let me know a time to reach out and chat further.
[Insert Financial Representative’s Name]”
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OPTION 2
“Hi [Recipient Name],
Congrats on the continued success with [Company Name]. I am reaching out to connect with you as I work with
[Insert Profession Here], where I help them achieve their financial goals. Please let me know a good time to
reach out and we can chat further.
[Insert Financial Representative’s Name]
FOLLOW UP AFTER CONNECTION
OPTION 1
Hi [insert name],
Thank you for connecting with me! Reaching out because I noticed you work in the [insert target market here], an
area my team and I work almost exclusively. I'm reaching out to see if there is an opportunity to lend our
knowledge in areas such as: [insert approved practice areas here].
If you’re interested, we would love to set aside 10 minutes or so to chat!
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CRN202703-6059049
CRN202703-6059049
CRN202703-6059049