Edward Jones

Edward Jones

Edward Jones

The Ultimate Tool for Edward Jones Financial Advisors

The Ultimate Tool for Edward Jones Financial Advisors

The Ultimate Tool for Edward Jones Financial Advisors

Designed by financial advisors, SocialLead streamlines LinkedIn prospecting with targeted messaging, enhancing efficiency and driving higher conversion opportunities. Created by industry veterans, we understand your and how you work.

Effortlessly turn LinkedIn into a powerful tool for building genuine connections. Our turnkey solution streamlines prospecting by sending highly-targeted, personalized messages, making it both fast and effective. And best of all…it’s compliance approved!

Automated Outreach

As financial advisors ourselves, we understand the importance of time. Automate your LinkedIn prospecting with tailored connection requests and personalized messages, crafted specifically for the financial industry.

Precision Targeting

Reach the right clients and candidates with our industry-specific targeting tools. We help you connect with your ideal prospects and Centers of Influence (COIs), ensuring every connection is a valuable one.

Proven Messaging

Leverage our deep understanding of the financial sector to start conversations that resonate. Our messaging strategies are proven to engage and convert, tailored to the unique needs of financial advisors and recruiters.

Fast Results

Get your campaigns up and running in minutes, with results that speak for themselves. See the impact in as little as 24 hours and watch your network grow.

Expert Onboarding

Benefit from a smooth setup guided by professionals who know your world. Our onboarding process is tailored to get you started quickly and efficiently, with ongoing support from industry experts.

Effortlessly turn LinkedIn into a powerful tool for building genuine connections. Our turnkey solution streamlines prospecting by sending highly-targeted, personalized messages, making it both fast and effective. And best of all…it’s compliance approved!

Automated Outreach

As financial advisors ourselves, we understand the importance of time. Automate your LinkedIn prospecting with tailored connection requests and personalized messages, crafted specifically for the financial industry.

Precision Targeting

Reach the right clients and candidates with our industry-specific targeting tools. We help you connect with your ideal prospects and Centers of Influence (COIs), ensuring every connection is a valuable one.

Proven Messaging

Leverage our deep understanding of the financial sector to start conversations that resonate. Our messaging strategies are proven to engage and convert, tailored to the unique needs of financial advisors and recruiters.

Fast Results

Get your campaigns up and running in minutes, with results that speak for themselves. See the impact in as little as 24 hours and watch your network grow.

Expert Onboarding

Benefit from a smooth setup guided by professionals who know your world. Our onboarding process is tailored to get you started quickly and efficiently, with ongoing support from industry experts.

Pricing

Pricing

Edward Jones Pricing

Monthly

$300

$300

$300

/month

Up to 400 connection

messages per month

Up to 800 nurture

messages per month

1-on-1 onboarding session

60 AI-generated replies

per month

AI-driven prospect filtering

Semi Annual

Popular

$285

$285

$285

/month

Goals and custom events

Billed at $1,710 every 6

months

All Monthly Plan features

12% discount over the

monthly plan

A/B campaign testing

150 AI-generated replies

per month

Annual

$275

$275

/month

$275

$275

/month

Billed at $3,300 per year

All Semi-Annual Plan

features

20% discount over the

monthly plan

VIP access to new tools

and beta features

Testimonials

Testimonials

Testimonials

Public Cheers for Us!

Public Cheers for Us!

Public Cheers for Us!

Find out how our users are spreading the word!

Joanna Antonopoulos

Financial Advisor, Atlantic Planning Group, LLC

"SocialLead transformed my lead generation, providing high-quality leads and meaningful conversations. This helped me achieve the 2023 Chairman's Council. I'll continue using SocialLead for ongoing success."

Joanna Antonopoulos

Financial Advisor, Atlantic Planning Group, LLC

"SocialLead transformed my lead generation, providing high-quality leads and meaningful conversations. This helped me achieve the 2023 Chairman's Council. I'll continue using SocialLead for ongoing success."

Joanna Antonopoulos

Financial Advisor, Atlantic Planning Group, LLC

"SocialLead transformed my lead generation, providing high-quality leads and meaningful conversations. This helped me achieve the 2023 Chairman's Council. I'll continue using SocialLead for ongoing success."

Ted Ritchie

Founding Partner & Financial Advisor, True North Financial Partners LLC

"I’ve been pleasantly surprised with the number of high-quality contacts it generates. And I’ve been even more pleased with the great conversations that have resulted from SocialLead."

Ted Ritchie

Founding Partner & Financial Advisor, True North Financial Partners LLC

"I’ve been pleasantly surprised with the number of high-quality contacts it generates. And I’ve been even more pleased with the great conversations that have resulted from SocialLead."

Ted Ritchie

Founding Partner & Financial Advisor, True North Financial Partners LLC

"I’ve been pleasantly surprised with the number of high-quality contacts it generates. And I’ve been even more pleased with the great conversations that have resulted from SocialLead."

Abby Delaney

Director of Recruiting, New York Life Insurance Company

"We both truly appreciate the quality of leads that we get from you [SocialLead]…. the caliber of candidates can’t be touched by any other service we currently or previously have used! Once our contract with Career Builder is up this summer, we won't even be renewing it. Haven’t hired anyone from there in years."

Abby Delaney

Director of Recruiting, New York Life Insurance Company

"We both truly appreciate the quality of leads that we get from you [SocialLead]…. the caliber of candidates can’t be touched by any other service we currently or previously have used! Once our contract with Career Builder is up this summer, we won't even be renewing it. Haven’t hired anyone from there in years."

Abby Delaney

Director of Recruiting, New York Life Insurance Company

"We both truly appreciate the quality of leads that we get from you [SocialLead]…. the caliber of candidates can’t be touched by any other service we currently or previously have used! Once our contract with Career Builder is up this summer, we won't even be renewing it. Haven’t hired anyone from there in years."

Christopher Vivieros

Managing Partner, New York Life Insurance Company

"With SocialLead I don't need a recruiting assistant to scan through resumes. I'm never going back to CareerBuilder."

Christopher Vivieros

Managing Partner, New York Life Insurance Company

"With SocialLead I don't need a recruiting assistant to scan through resumes. I'm never going back to CareerBuilder."

Christopher Vivieros

Managing Partner, New York Life Insurance Company

"With SocialLead I don't need a recruiting assistant to scan through resumes. I'm never going back to CareerBuilder."

Clinton Stosich

Financial Advisor, Ethington Financial Group

"SocialLead gives me 2-4 high quality appointments per month. I don’t really have to do much of anything and have brought in millions of AUM. I'm loving it!"

Clinton Stosich

Financial Advisor, Ethington Financial Group

"SocialLead gives me 2-4 high quality appointments per month. I don’t really have to do much of anything and have brought in millions of AUM. I'm loving it!"

Clinton Stosich

Financial Advisor, Ethington Financial Group

"SocialLead gives me 2-4 high quality appointments per month. I don’t really have to do much of anything and have brought in millions of AUM. I'm loving it!"

Christopher Interrante

Senior Managing Director, Charter Oak Financial

"SocialLead's intuitive platform and top-notch support have revolutionized my lead generation and recruiting efforts. With over 15 years in the industry, I've never found a more seamless and effective system. The real-time campaign tracking and automation have maximized my reach and engagement, making SocialLead the best comprehensive package I've used. It's a game-changer for my success."

Christopher Interrante

Senior Managing Director, Charter Oak Financial

"SocialLead's intuitive platform and top-notch support have revolutionized my lead generation and recruiting efforts. With over 15 years in the industry, I've never found a more seamless and effective system. The real-time campaign tracking and automation have maximized my reach and engagement, making SocialLead the best comprehensive package I've used. It's a game-changer for my success."

Christopher Interrante

Senior Managing Director, Charter Oak Financial

"SocialLead's intuitive platform and top-notch support have revolutionized my lead generation and recruiting efforts. With over 15 years in the industry, I've never found a more seamless and effective system. The real-time campaign tracking and automation have maximized my reach and engagement, making SocialLead the best comprehensive package I've used. It's a game-changer for my success."

FAQ

FAQ

FAQ

Quick Answers on SocialLead FAQs

Quick Answers on SocialLead FAQs

Quick Answers on SocialLead FAQs

What is SocialLead?

SocialLead is a comprehensive platform that helps you streamline your LinkedIn outreach, enabling you to identify, target, and engage with your ideal customers more effectively.

What is SocialLead?

SocialLead is a comprehensive platform that helps you streamline your LinkedIn outreach, enabling you to identify, target, and engage with your ideal customers more effectively.

What is SocialLead?

SocialLead is a comprehensive platform that helps you streamline your LinkedIn outreach, enabling you to identify, target, and engage with your ideal customers more effectively.

How does SocialLead help me pinpoint my target audience?

What data sources are supported?

What data sources are supported?

How do I create messaging sequences with SocialLead?

How do I create messaging sequences with SocialLead?

How do I create messaging sequences with SocialLead?

How does SocialLead help manage my conversations?

How does SocialLead help manage my conversations?

How does SocialLead help manage my conversations?

What types of campaigns can I run with SocialLead?

What types of campaigns can I run with SocialLead?

What types of campaigns can I run with SocialLead?

What makes SocialLead different from other services on the market?

What makes SocialLead different from other services on the market?

What makes SocialLead different from other services on the market?

What kind of support does SocialLead offer?

What kind of support does SocialLead offer?

What kind of support does SocialLead offer?

Can I cancel my subscription at any time?

Can I cancel my subscription at any time?

Can I cancel my subscription at any time?

Do you offer training or onboarding sessions?

Do you offer training or onboarding sessions?

Do you offer training or onboarding sessions?

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

The #1 trusted LinkedIn automation tool for advisors

Created with

❤️

by SocialLead © 2024 - All rights reserved

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

The #1 trusted LinkedIn automation tool for advisors

Created with

❤️

by SocialLead © 2024 - All rights reserved

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

The #1 trusted LinkedIn automation tool for advisors

Created with

❤️

by SocialLead © 2024 - All rights reserved