New York Life
New York Life
New York Life
The Ultimate Tool for NYL Agents and Partners
The Ultimate Tool for NYL Agents and Partners
The Ultimate Tool for NYL Agents and Partners
Designed by financial advisors, SocialLead streamlines LinkedIn prospecting with targeted messaging, enhancing efficiency and driving higher conversion opportunities. Created by a New York Life Advisor and a former New York Life Partner/CVP, we understand 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!
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.
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.
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.
New York Life Pricing
New York Life Pricing
New York Life Pricing
Monthly
$275
$275
$275
/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
$260
$260
$260
/month
Billed at $1,560 every 6
months
All Monthly Plan features
12% discount over the
monthly plan
A/B campaign testing
150 AI-generated replies
per month
Annual
$250
$250
$250
/month
Billed at $3,000 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