Ghosted by a Prospect? Use This Re-Engagement Message

Ever had a great conversation with a prospect who seemed ready to move forward, but then vanished? You’re not alone. Here’s how to revive those conversations without sounding desperate or spammy.

Every advisor has been ghosted. You follow up after a great discovery call, and… nothing. No reply, no feedback, just silence.

The mistake most advisors make is waiting too long or sending one weak “just checking in” email before giving up. But silence isn’t rejection. It’s hesitation. The right message at the right moment can bring that lead back to life.

Why Prospects Go Quiet

Before you follow up, understand why ghosting happens:

• Timing - They got busy or distracted by other priorities.

• Overwhelm - The decision feels big, and they don’t want to make the wrong move.

• Uncertainty - They still don’t fully understand your value or next step.

When you recognize these patterns, you can speak directly to what’s holding them back: don’t just “check in.”

The 3-Step Re-Engagement Formula

1. Acknowledge the Silence With Empathy

“I know things get busy; no pressure at all. I just wanted to circle back in case timing or priorities have shifted.”

This tone lowers defenses and feels respectful, not pushy.

2. Revisit the Vision

“When we spoke, you mentioned wanting to feel more confident about your retirement timeline. Has that goal changed, or is it still something you want to move toward this year?”

This brings them back to why they reached out: emotion, not logistics.

3. Offer a Soft Next Step

“If it helps, we can schedule a short 15-minute check-in to see if the timing is right. No obligation, just a touchpoint.”

Keep it light. The goal is conversation, not conversion.

Bonus: Use a “Break-Up” Message as a Reset

If they’ve gone cold after several touches, use this disarming line:

“I haven’t heard back, so I’ll assume the timing isn’t right. I’ll close your file for now, unless you’d like me to hold your spot for future openings.”

It removes pressure and often triggers a reply because people don’t want to be “closed out.”

Persistence done with empathy isn’t pestering: it’s professionalism. Great advisors lead the follow-up process, not chase it.

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