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Lead Generation for Financial Advisors

Easily find more leads on LinkedIn, in half the time.


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We know that Financial Advisors face unique challenges when it comes to finding more leads and generating new business:

Sourcing high-net-worth clients.

Spending too much time doing lead generation.

Relying on in-person meetings/networking to source business in a post pandemic world.

However

LinkedIn has over 850 million users


40% of LinkedIn users check their profiles daily


However

LinkedIn has over 850 million users


40% of LinkedIn users check their profiles daily


44% of users earn over $75,000/year


CoPilot AI helps you…

Pin-point high net worth leads

Qualified lead generation for financial advisors. Target 401k rollover, white collar executives or years of experience so you can find your most ideal leads..

Why CoPilot AI for Financial Advisors?

1. You’ll get assigned a dedicated Account Strategist that will help you every step of the way so you can focus on what you do best.

2. We’ll work with you to identify your ideal target audience and create targeted lists that will reach 100s of leads that you otherwise would not have been able to.

3. We’ll handle your LinkedIn connections, outreach and follow-ups so you can reach more leads at scale.

Discover how real life Coaches and Consultants are using LinkedIn Lead Generation & CoPilot AI:

“You essentially pay to message your prospects and make connections with people who are interested in your product or service.”

Shelby Green

Ashford Advisors
Read Case Study

“[CoPilot AI] has initiated conversations leading to 5 new households totalling approximately $3.3M in new assets. Very efficient tool to generate leads."

Sheena S

Associate Investment Advisor
Read Case Study

Talk to us about finding more leads for you

Rated by 100+ clients on Capterra and other independent review sites.

"I'm putting more meetings on my calendar with people I normally wouldn't make the time to seek out or follow up with."

Sam J

Managing Director, Financial Services

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