SocialLead | A Lead Generation Platform for Advisors

MORE PROSPECTS. BETTER CONNECTIONS.

Unleash the power of LinkedIn

Developed by advisors, for advisors

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Finally...The LinkedIn Solution You've Been Waiting For

  • Affordable
  • Easy to Use
  • Proven Effective
  • Compliance Approved

SocialLead is the Secret
Weapon of Top Advisors

You’ve heard stories of advisors who are crushing it on LinkedIn, but what exactly are they doing? And how do they have the time?

SocialLead is a powerful lead generation platform developed by advisors, for advisors. We’ve taken the hassle and guesswork out of LinkedIn with a turnkey solution designed to help you create meaningful connections quickly and easily. Our system delivers highly-targeted messages with a personal touch, making prospecting both efficient and effective.

More Leads

  • Up to 400 highly-targeted connection requests and messages sent monthly
  • Sophisticated targeting reaches more of your ideal prospects and COI’s
  • Start meaningful conversations with proven effective messages

Less Time

  • Turnkey platform does the prospecting for you
  • Launch your first campaign in minutes and see results in 24 hours
  • Red carpet onboarding to get your account set up and working quickly

SocialLead is a LinkedIn lead generation program that combines relationship-building messaging, technology, and education to help you connect and expand your market.

Here’s how it works:

Step 1

We begin with a meeting to learn more about your practice and your ideal clients so we can configure your campaign(s) accordingly. We then help you onboard onto our platform to get everything set up and connected. Don't worry if you're busy or technology isn't your thing - that's what we're here for!

Step 2

Next, we'll help you optimize your LinkedIn profile and make any necessary recommendations to your web presence before you start prospecting. Once you're up and running, SocialLead will go to work for you, targeting your ideal audience while you focus on serving your clients.

Step 3

Up to 400 connections will be sent monthly on your behalf with proven effective messages that sound authentically like you. They are followed by a series of nurture messages that are tailored to your personality and brand. When prospects respond, messages are delivered to your SocialLead inbox so you can take over the conversation manually.

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