AdvizorPro’s LinkedIn Connections feature helps you uncover warm relationship paths within your network—turning cold outreach into strategic, informed prospecting.
Whether you're targeting RIAs, family offices, insurance producers, or institutional leads, this tool highlights contacts that you or your teammates are already connected to on LinkedIn—directly within your search results.
How to Upload Your LinkedIn Connections
To get started:
- Click your profile icon in the top-right corner of AdvizorPro.
- Select “LinkedIn Connections” from the dropdown.
- Follow the instructions to securely upload your LinkedIn contact list.
The upload process only takes a few minutes, and once complete, your connections will be tagged and visible in the platform.
Filter by LinkedIn Connections
In any search, use the Network Connections filter to focus on warm leads:
- My LinkedIn Connections – see contacts you’re directly connected to
- My Team’s LinkedIn Connections – view contacts uploaded by any teammate on your account
This makes it easy to coordinate outreach and leverage warm paths across your entire sales or recruiting team.
Connections Included in Exports
All contacts matched to LinkedIn connections—yours or your team’s—are included in CSV exports, giving you full visibility into relationship status for CRM updates, outreach lists, and campaigns.
Why Use It
- Prioritize warm leads over cold prospects
- Uncover hidden intros through teammates
- Coordinate team outreach more efficiently
If you haven’t uploaded your connections yet, now’s a great time—it only takes a few minutes and can open doors you didn’t know you had access to.
Need help? Reach out to your Customer Success Manager