The advisor-built prospecting system for financial professionals.
Create consistent conversations and 8–12 new appointments per month, without finding extra hours in your week.
The advisor-built prospecting system for financial professionals.
Create consistent conversations and 8–12 new appointments per month, without finding extra hours in your week.
The advisor-built prospecting system for financial professionals.
Create consistent conversations and 8–12 new appointments per month, without finding extra hours in your week.
Used by financial professionals at firms including
Firm names and logos are shown for identification only and do not imply endorsement or affiliation.
Used by financial professionals at firms including
Firm names and logos are shown for identification only and do not imply endorsement or affiliation.
Used by financial professionals at firms including
Firm names and logos are shown for identification only and do not imply endorsement or affiliation.
REAL RESULTS FROM SOCIALLEAD USERS
In the last 12 months, SocialLead ran the outreach for financial professionals across the country:
60k+
New connections made for users
15k+
Real conversations started
8-12
New appointments per month, per user
500+
Financial professionals who have used SocialLead
Based on SocialLead user activity over the last 12 months. Appointment results are customer-reported. Individual results vary.
REAL RESULTS FROM SOCIALLEAD USERS
In the last 12 months, SocialLead ran the outreach for financial professionals across the country:
60k+
New connections made for users
15k+
Real conversations started
8-12
New appointments per month, per user
500+
Financial professionals who have used SocialLead
Based on SocialLead user activity over the last 12 months. Appointment results are customer-reported. Individual results vary.
REAL RESULTS FROM SOCIALLEAD USERS
In the last 12 months, SocialLead ran the outreach for financial professionals across the country:
60k+
New connections made for users
15k+
Real conversations started
8-12
New appointments per month, per user
500+
Financial professionals who have used SocialLead
Based on SocialLead user activity over the last 12 months. Appointment results are customer-reported. Individual results vary.
Find the right people. Start the conversation. Keep it moving.
Find
Focused Sales Navigator targeting built around who you actually serve.
Start
Personalized connection requests and message sequences, written with you.
Keep it moving
Smart Reply, follow-up, nurture, reminders, and scheduled messages that keep conversations moving.
Find the right people. Start the conversation. Keep it moving.
Find
Focused Sales Navigator targeting built around who you actually serve.
Start
Personalized connection requests and message sequences, written with you.
Keep it moving
Smart Reply, follow-up, nurture, reminders, and scheduled messages that keep conversations moving.
Find the right people. Start the conversation. Keep it moving.
Find
Focused Sales Navigator targeting built around who you actually serve.
Start
Personalized connection requests and message sequences, written with you.
Keep it moving
Smart Reply, follow-up, nurture, reminders, and scheduled messages that keep conversations moving.
FROM SETUP TO REAL CONVERSATIONS IN FOUR STEPS
We help you define the audience, build the messaging, and launch the system. You step in when the conversation becomes real.
1
DEFINE
We identify the people you actually want to reach based on your market, goals, and ideal client profile.
2
BUILD
We work with you to create connection requests and follow-up messages that sound like you, not a generic template.
3
LAUNCH
SocialLead consistently handles connection activity, message sequences, follow-up, and reminders.
4
STEP IN
When someone responds, you step in, build the relationship, and move the conversation toward a meeting.
FROM SETUP TO REAL CONVERSATIONS IN FOUR STEPS
We help you define the audience, build the messaging, and launch the system. You step in when the conversation becomes real.
3
LAUNCH
SocialLead consistently handles connection activity, message sequences, follow-up, and reminders.
4
STEP IN
When someone responds, you step in, build the relationship, and move the conversation toward a meeting.
1
DEFINE
We identify the people you actually want to reach based on your market, goals, and ideal client profile.
2
BUILD
We work with you to create connection requests and follow-up messages that sound like you, not a generic template.
FROM SETUP TO REAL CONVERSATIONS IN FOUR STEPS
We help you define the audience, build the messaging, and launch the system. You step in when the conversation becomes real.
3
LAUNCH
SocialLead consistently handles connection activity, message sequences, follow-up, and reminders.
4
STEP IN
When someone responds, you step in, build the relationship, and move the conversation toward a meeting.
1
DEFINE
We identify the people you actually want to reach based on your market, goals, and ideal client profile.
2
BUILD
We work with you to create connection requests and follow-up messages that sound like you, not a generic template.
REAL RESULTS FROM FINANCIAL PROFESSIONALS
SocialLead doesn’t promise instant clients. It creates the conversations and consistency that make growth possible.
High-quality appointments that generated millions in AUM
Clinton Sotsich, ChFC®, FSCP®, CLTC®
Financial Advisor
Ethington Financial Group
“SocialLead gives me 2 to 4 high-quality appointments per month. I don’t have to do much of anything, and I’ve brought in millions in AUM.”
Better conversations that drove practice growth
Joanna Antonopoulos, CLU®, CFP®
Financial Advisor
Atlantic Planning Group, LLC
“The quality of the leads was exceptional. They led to more meaningful, productive conversations and helped me reach one of the highest levels of production in my career.”
$621,000 in business attributed to SocialLead
Linda Poole
Financial Services Professional
Victory Formation Insurance and Financial Services, LLC
“SocialLead brought in $621,000 in business and more than $20,200 in commissions. It became another income stream for my business.”
REAL RESULTS FROM FINANCIAL PROFESSIONALS
SocialLead doesn’t promise instant clients. It creates the conversations and consistency that make growth possible.
High-quality appointments that generated millions in AUM
Clinton Sotsich, ChFC®, FSCP®, CLTC®
Financial Advisor
Ethington Financial Group
“SocialLead gives me 2 to 4 high-quality appointments per month. I don’t have to do much of anything, and I’ve brought in millions in AUM.”
Better conversations that drove practice growth
Joanna Antonopoulos, CLU®, CFP®
Financial Advisor
Atlantic Planning Group, LLC
“The quality of the leads was exceptional. They led to more meaningful, productive conversations and helped me reach one of the highest levels of production in my career.”
$621,000 in business attributed to SocialLead
Linda Poole
Financial Services Professional
Victory Formation Insurance and Financial Services, LLC
“SocialLead brought in $621,000 in business and more than $20,200 in commissions. It became another income stream for my business.”
REAL RESULTS FROM FINANCIAL PROFESSIONALS
SocialLead doesn’t promise instant clients. It creates the conversations and consistency that make growth possible.
High-quality appointments that generated millions in AUM
Clinton Sotsich, ChFC®, FSCP®, CLTC®
Financial Advisor
Ethington Financial Group
“SocialLead gives me 2 to 4 high-quality appointments per month. I don’t have to do much of anything, and I’ve brought in millions in AUM.”
Better conversations that drove practice growth
Joanna Antonopoulos, CLU®, CFP®
Financial Advisor
Atlantic Planning Group, LLC
“The quality of the leads was exceptional. They led to more meaningful, productive conversations and helped me reach one of the highest levels of production in my career.”
$621,000 in business attributed to SocialLead
Linda Poole
Financial Services Professional
Victory Formation Insurance and Financial Services, LLC
“SocialLead brought in $621,000 in business and more than $20,200 in commissions. It became another income stream for my business.”
BUILT BY PEOPLE WHO HAVE ACTUALLY DONE THE WORK
We’re not a tech company that figured out financial services.
We’re not marketers pretending to understand advisors.
We built SocialLead from real experience as financial professionals, trainers, and leaders who lived the same prospecting and follow-up challenges our users face.
Alexa
Co-Founder
CEO
Built and led a top-performing financial practice
Built a practice through relationship-driven prospecting
Helped advisors adapt and operate virtually
Tony
Co-Founder
CSO
Nearly 20 years in financial services
Former advisor, Partner, and corporate training leader
Built prospecting and recruiting systems used in real practices
We understand because we've been there
We've prospected. We've built practices. We've hit the same challenges.
SocialLead exists to make your work easier and more effective.
BUILT BY PEOPLE WHO HAVE ACTUALLY DONE THE WORK
We’re not a tech company that figured out financial services.
We’re not marketers pretending to understand advisors.
We built SocialLead from real experience as financial professionals, trainers, and leaders who lived the same prospecting and follow-up challenges our users face.
Alexa
Co-Founder
CEO
Built and led a top-performing financial practice
Built a practice through relationship-driven prospecting
Helped advisors adapt and operate virtually
Tony
Co-Founder
CSO
Nearly 20 years in financial services
Former advisor, Partner, and corporate training leader
Built prospecting and recruiting systems used in real practices
We understand because we've been there
We've prospected. We've built practices. We've hit the same challenges.
SocialLead exists to make your work easier and more effective.
BUILT BY PEOPLE WHO HAVE ACTUALLY DONE THE WORK
We’re not a tech company that figured out financial services.
We’re not marketers pretending to understand advisors.
We built SocialLead from real experience as financial professionals, trainers, and leaders who lived the same prospecting and follow-up challenges our users face.
Alexa
Co-Founder
CEO
Built and led a top-performing financial practice
Built a practice through relationship-driven prospecting
Helped advisors adapt and operate virtually
Tony
Co-Founder
CSO
Nearly 20 years in financial services
Former advisor, Partner, and corporate training leader
Built prospecting and recruiting systems used in real practices
We understand because we've been there
We've prospected. We've built practices. We've hit the same challenges.
SocialLead exists to make your work easier and more effective.
Simple pricing. Real results.
SocialLead gives advisors a practical system for more conversations, more booked meetings, and a stronger pipeline.
Choose your billing period
Monthly
$435
/ month
Billed monthly
MOST POPULAR
Semiannual
$2,298
Billed every six months
$383/month equivalent
Save $312
Annual
$4,176
/ year
$348/month equivalent
Best savings
Every SocialLead plan includes
Personalized targeting and messaging strategy
Connection and follow-up sequences
Smart Reply and conversation tools
One-on-one onboarding
Ongoing strategy and support
Regular system optimization
Pricing built around your rollout
For firms, agencies, and organizations bringing SocialLead to multiple users
Volume-based pricing
Team onboarding
Centralized rollout support
Custom billing arrangements
Let’s build the right plan for your team.
Simple pricing. Real results.
SocialLead gives advisors a practical system for more conversations, more booked meetings, and a stronger pipeline.
Choose your billing period
Monthly
$435
/ month
Billed monthly
MOST POPULAR
Semiannual
$2,298
Billed every six months
$383/month equivalent
Save $312
Annual
$4,176
/ year
$348/month equivalent
Best savings
Every SocialLead plan includes
Personalized targeting and messaging strategy
Connection and follow-up sequences
Smart Reply and conversation tools
One-on-one onboarding
Ongoing strategy and support
Regular system optimization
Pricing built around your rollout
For firms, agencies, and organizations bringing SocialLead to multiple users
Volume-based pricing
Team onboarding
Centralized rollout support
Custom billing arrangements
Let’s build the right plan for your team.
Simple pricing. Real results.
SocialLead gives advisors a practical system for more conversations, more booked meetings, and a stronger pipeline.
Choose your billing period
Monthly
$435
/ month
Billed monthly
MOST POPULAR
Semiannual
$2,298
Billed every six months
$383/month equivalent
Save $312
Annual
$4,176
/ year
$348/month equivalent
Best savings
Every SocialLead plan includes
Personalized targeting and messaging strategy
Connection and follow-up sequences
Smart Reply and conversation tools
One-on-one onboarding
Ongoing strategy and support
Regular system optimization
Pricing built around your rollout
For firms, agencies, and organizations bringing SocialLead to multiple users
Volume-based pricing
Team onboarding
Centralized rollout support
Custom billing arrangements
Let’s build the right plan for your team.
FREQUENTLY ASKED QUESTIONS
Questions before you book?
Get clear answers about setup, timing, messaging, and what SocialLead actually does.
Do I need LinkedIn Sales Navigator?
How much time does SocialLead require each day?
Will the messages sound like me?
What happens when someone responds?
Does SocialLead guarantee appointments or clients?
Can SocialLead be used for recruiting?
Can I use SocialLead if my firm has compliance requirements?
What’s included in onboarding?
FREQUENTLY ASKED QUESTIONS
Questions before you book?
Get clear answers about setup, timing, messaging, and what SocialLead actually does.
Do I need LinkedIn Sales Navigator?
How much time does SocialLead require each day?
Will the messages sound like me?
What happens when someone responds?
Does SocialLead guarantee appointments or clients?
Can SocialLead be used for recruiting?
Can I use SocialLead if my firm has compliance requirements?
What’s included in onboarding?
FREQUENTLY ASKED QUESTIONS
Questions before you book?
Get clear answers about setup, timing, messaging, and what SocialLead actually does.
Do I need LinkedIn Sales Navigator?
How much time does SocialLead require each day?
Will the messages sound like me?
What happens when someone responds?
Does SocialLead guarantee appointments or clients?
Can SocialLead be used for recruiting?
Can I use SocialLead if my firm has compliance requirements?
What’s included in onboarding?
READY TO BUILD A MORE CONSISTENT PIPELINE?
Build a pipeline that keeps moving.
See how SocialLead can help you build consistent outreach and follow-up without adding another full-time job to your day.
Just a practical walkthrough. No pressure.
READY TO BUILD A MORE CONSISTENT PIPELINE?
Build a pipeline that keeps moving.
See how SocialLead can help you build consistent outreach and follow-up without adding another full-time job to your day.
Just a practical walkthrough. No pressure.
READY TO BUILD A MORE CONSISTENT PIPELINE?
Build a pipeline that keeps moving.
See how SocialLead can help you build consistent outreach and follow-up without adding another full-time job to your day.
Just a practical walkthrough. No pressure.
The advisor-built prospecting system for financial advisors.
© 2026 SocialLead. All rights reserved.
Company
Resources
Legal Stuff
The advisor-built prospecting system for financial advisors.
© 2026 SocialLead. All rights reserved.
Company
Resources
Legal Stuff
The advisor-built prospecting system for financial advisors.
© 2026 SocialLead. All rights reserved.
Company
Resources
Legal Stuff