From Branded Posts to Meaningful Conversations


Prospect Pro is ARC’s turnkey LinkedIn engagement service designed to help advisors turn visibility into real conversations without cold calling or spammy outreach.

Get Started with Prospect Pro

You’ve built credibility. You’re showing up consistently. Now it’s time to activate LinkedIn as a prospecting and nurturing engine with the right strategy, targeting, and messaging behind it.

What is Prospect Pro?

Prospect Pro is a done-with-you LinkedIn outreach and engagement service built specifically for financial advisors.

While Social Suite builds brand awareness and authority, Prospect Pro focuses on the consideration stage—starting conversations with the right people using compliant, intentional outreach.

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Targeted LinkedIn prospecting

Personalized connection requests

Optional automated follow-ups

Lead monitoring & response alerts

Built for compliance-first advisors

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Prospect Pro supports your outreach, it does not replace relationship-building.

Advisors must still engage in conversations to convert opportunities.

Who is Prospect Pro For?


  • Advisors actively posting or using Social Suite
  • Advisors who want warm conversations—not cold leads
  • Advisors willing to engage in LinkedIn messages
  • Advisors targeting a specific niche or profile
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  • “Set it and forget it” lead expectations
  • Advisors unwilling to respond to messages
  • Anyone expecting guaranteed leads or appointments
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How Prospect Pro Works

  • Step 1. Optimize Your Foundation

    Advisors receive the Prospect Pro Playbook outlining profile best practices aligned with compliance and professional standards. Advisors will also receive feedback for profiel optimization

  • Step 2. Define Your Target Audience

    Choose from pre-built, advisor-approved searches based on career stage, profession, income level, or life events.

  • Step 3. Activate Outreach & Nurture

    Connection requests and, where applicable, follow‑up messages are sent within LinkedIn limits and platform guidelines.


  • Step 4. Engage & Convert

    You step in when prospects respond. We flag replies, monitor engagement, and provide visibility into performance.

pricing

Choose Your Plan

Select the plan that's right for your firm.

ARC's Prospect Pro

* Pro Focused and Pro Advanced require a setup Fee: $750 (one-time)

Pro Essentials

LinkedIn Outreach Lite


$400/month


Best for advisors who want guidance and control

Prospect Pro Playbook (profile + outreach optimization)

(2) 1-on-1 coaching sessions

Messaging strategy guidance

Advisor handles outreach & follow-up

Pro Advanced

Pre-Built Search + Messaging


$1,000/ month


Includes everything in Pro Focused, plus:

400 connection requests/month (20/day)


Choose 1 compliance-approved message sequence, including:

  • Job Change Congratulations
  • Retirement Readiness Check
  • High-Earner Tax Strategy
  • Tax Planning Urgency (TCJA sunset)

3 automated follow-up messages

Monthly performance reporting

Response monitoring & hot-lead alerts

MOST POPULAR



Pro Focused

Outreach + Nurture


$600/month


Includes everything in Pro Essentials, plus:

200 personalized connection requests/month (10/day)



Choose 1 targeted search, such as:

  • Recent job changes (last 90 days)
  • Business owners (10–50 employees)
  • Long-tenured employees (20+ years)
  • High-income professionals

Contact data extraction (when publicly available)

You manage follow-up conversations

Important Things to Know Before You Start

  • Does Prospect Pro generate leads automatically?

    No. Prospect Pro generates conversations, not booked appointments or guaranteed leads.

  • Do I still need to engage personally?

    Yes. Relationship-building and follow-up are essential.

  • Why is Sales Navigator required?

    Sales Navigator allows advanced targeting, access to 3rd-degree connections, and compliance-friendly outreach at scale.

  • What contact data is available?

    • LinkedIn profile data: ~100%
    • Email addresses: ~15–30% (if public)
    • Phone numbers: ~5–10% (if public)

Social Suite + Prospect Pro

Social Suite builds trust. Prospect Pro activates it.

Social Suite


Brand awareness

Authority building

Consistent visibility

Educational content

Prospect Pro


Targeted outreach

Consideration-stage engagement

Conversation-starting

Lead nurturing