10/06/2026
The Rule of Repetition + ProfileMe 📲
Most advisers share their ProfileMe link once.
Maybe at a networking event. Maybe when someone asks.
But there are missed opportunities at every stage of the client relationship.
There's a better way. There's a system.
💡 Why it matters
• There's a principle in marketing called the Rule of 7.
• A potential client needs to see your name, your face, your message at least 7 times before they take action.
• In today's digital world, that number is even higher.
• These 5 touchpoints are how you clock up those impressions - naturally, professionally, without a single cold call.
• Every send is another reminder. Another reason to trust you.
• And trust is what converts a contact into a client.
📌 1. Right after first contact
Met in person? Had a call? Exchanged an email?
-> Send it immediately.
"It was great connecting with you today. I'd love to stay in touch - I've put together a digital profile that gives you a quick overview of who I am, what I do, and how I can add value. Feel free to explore it at your convenience: (Your ProfileMe link)
📌 2. The day before your first meeting
"I'm looking forward to meeting with you tomorrow. I wanted to share my digital profile again in advance - to gove you a quick overview of my background, the services I offer, and what some of my clients have to say. Please feel free to take a look before we meet:(Your ProfileMe link)
📌 3. After the meeting
"Thank you for taking the time to meet with me today. It was a pleasure getting to know you. I've included my digital profile below - it has everything you need to get in touch. Should you know anyone who may benefit from what I do, please feel free to pass my details on: (Your ProfileMe link)
📌 4. After the business is concluded
"Thank you for trusting me with your financial planning - it is a privilege to work with you. To make it as easy as possible to reach me at any time, you can save my profile directly to your phone's home screen for instant access: (Your ProfileMe link). Should you think of anyone who could benefit from what we do, you're always welcome to share my link with them."
📌 5. The referral ask
"I hope all is well. If you know of any friends, family, or colleagues who may benefit from financial planning, I would be grateful if you'd pass my details on. My profile has everything they need to get in touch: (Your ProfileMe link)
💾 Save these messages
Copy all five messages into your phone notes, a WhatsApp chat with yourself, or your CRM.
Label them Step 1 through Step 5. When the moment comes - and it will - you open, copy, personalise, and send. No thinking. No hesitation. Just a professional message in under 60 seconds.
🎯 Do this right now
Open your last 5 client conversations on WhatsApp. Did you send your ProfileMe link at every stage above? If not - go back. It's never too late.
