Here's what Perspective 6 Wealth Advisors should do to generate more qualified meetings every month.
Lead generation
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.
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.
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
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.
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.
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.
Unlimited Linkedin Profiles
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.
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.
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.
p6wa-team.com
p6waadvisors.com
perspective6wa.com
p6wealth.com
p6wa-support.com