Custom Strategy

Perspective 6 Wealth Advisors's personal outbound strategy

We’ll share the exact tools that work best for Perspective 6 Wealth Advisors in the Financial Advisory / Registered Investment Advisor to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what Perspective 6 Wealth Advisors should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
Start by going after your most engaged and successful current clients who are MedTech professionals, particularly those from Medtronic and Boston Scientific. Leadsforge allows you to easily find similar prospects by building lists that match their roles, experience level, and location. Here is why this matters: Leveraging your strongest client connections means you’re more likely to reach people who see real value in your specialized services, boosting your reply rates and overall effectiveness.
Competitor Followers
For even more precise targeting, find people who follow not only your LinkedIn company page but also competitors like Savvy Advisors, bigger RIA firms in the Midwest, or MedTech employer pages (such as Medtronic or Boston Scientific). You only need to provide the company name and website—Leadsforge will identify those followers for you. Share their LinkedIn company page link in Leadsforge and it will find them for you.
Ideal Customer Profile
Keep focusing on high-earning MedTech employees with stock options in the Minneapolis area and other MedTech hubs, as well as local business owners and pre-retirees. Further refine your targeting in Leadsforge by segmenting teams, geographies, titles, and roles—so you only reach out to those most likely to benefit from your services. Here is why: Precise targeting makes your message relevant and helps you stay compliant with industry regulations, while increasing your chances of real conversations with qualified prospects.
Targeting
Segmentation
Segment your audience by: 1) MedTech employees in Minneapolis and the Boston area 2) Business owners in your region 3) Pre-retirees or those near promotions with stock grants 4) Employees experiencing job changes at target companies Here is why: This tailored segmentation enables you to personalize your messaging for each sub-group, ensuring content feels relevant, educational, and most likely to draw positive responses.
Vertical Slices
The best first vertical slices for your outreach are: 1) Mid-senior MedTech professionals at Medtronic/Boston Scientific 2) Local SMB owners (business owners/consultants) 3) Individuals preparing for retirement or recently promoted This structure will help you test which groups respond best and where to focus your early outreach efforts.
Signals
Monitor key career or financial events like new hires, promotions, stock grant windows, and changes in local MedTech benefits. You can also leverage attendance at local seminars or signups for MedTech events as triggers. Here is why: Contacting prospects when a financial change or life event is top of mind increases your odds of timely engagement and interest in your offers.
Outbound Stack We Recommend:
Every company should choose outbound tools that work specifically for their industry.
Do Outbound Using
Unlimited Linkedin Profiles
Unlimited Mailboxes
Unlimited Premium Warmup
ESP Matching for increased delivery
Here’s Why
Salesforge is great for regulated, relationship-driven advisors because it provides smart sequencing and analytics, making it easy to stay compliant while tracking outreach across multiple contacts and mailboxes. Here is why: This helps your small team work efficiently and ensures every lead receives a tailored, non-salesy sequence focused on educational value.
Find Leads using
Latest & High Quality Contact Data
Find Competitor’s LinkedIn Page Followers
Highest Data Coverage (10+ Providers)
Find Lookalikes of your Customers
Find Linkedin, Email & Phone Number
Here’s Why
Leadsforge is a must for your targeting needs—it finds highly-specific prospect lists (like Medtronic managers in Minneapolis or MedTech product staff in Boston) without the guesswork. Here is why: It saves hours of manual prospecting and makes sure your outreach starts with the right contacts, keeping you compliant and efficient from day one.
Possible combinations
Use Primeforge for mailbox setup to integrate with Google or Microsoft mailboxes, as this will boost your deliverability and maintain a familiar workflow for your advisors. Pair Primeforge with Mailforge for simple sequencing, deliverability, and multi-mailbox sending—ideal for your outreach needs without the complexity of setting up dedicated infrastructure. Here is why: This approach protects your primary domain reputation, keeps your messages in the inbox (not spam), and is easy for your small team to manage. You do not need Infraforge unless your campaign volume grows substantially.
Available Domains
p6wa-team.com p6waadvisors.com perspective6wa.com p6wealth.com p6wa-support.com
Outreach Layer
Running & Managing Everything
Get 14 day Free Trial
Growth base plan
Cost
$96 / month
10,000 Active contacts & Emails
Growth plan
0
200,000
Emails
Cost
800,000
$96 / month
1,000 Personalization credits
Growth plan
0
200,000
Cost
$130 / month
1,000 Validation credits
Growth plan
0
319,456
Cost
$228 / month
300 Social actions
Growth plan
0
100,000
Cost
$228 / month
Lead Generation Layer
Search Engine For Leads
Get 100 Free Credits
2,000 Active contacts & Emails
Tier 12
0
200,000
Export Credits
Cost
800,000
$96 / month
Leadsforge Essential Plan
Cost
$49 / month
Infrastructure Layer
Primeforge + Mailforge recommended combo
Google & MS365 Infrastructure
Try Primeforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Distributed Email Infrastructure
Try Mailforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Private Email Infrastructure
Try Infraforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Selected products
Salesforge
Sales Execution
$96
/ month
Leadsforge
Search Engine For Leads
$49
/ month
Primeforge
Google & MS365 Infrastructure
$123
/ month
Mailforge
Distributed Email Infrastructure
$86
/ month
Infraforge
Private Email Infrastructure
$109
/ month
Estimated total
$2,608
/month
Need help to assemble your stack?

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Carlos Palop
CEO, UniteSync
"I only uploaded 40 contacts and I've had 3 positive replies."
Stuart Brent
Founder, Vacord Screen Printing
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