Take The Lead
with automated campaigns.with engaging content.with qualified prospects.with detailed analytics.with powerful AI.

Lead Pilot is a powerhouse marketing platform for the modern financial advisor.

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See how easy it is!

Marketing Fact:

1 in 3 investors have looked at advisors’ personal Facebook pages — and more than half of them decided not to work with an advisor as a result.1

How Can Lead Pilot Help Grow Your Business?

Be Seen As the Go-To Expert

Prospects come to you when you are the expert. Publish more thought leadership quickly with our robust library of editorial-style and interactive content.

Connect With Prospects Where They Are

The average adult spends 5.1 hours per day on social media and email combined. With Lead Pilot, you’ll constantly be in their feeds and always top-of-mind.

Build a Better Pipeline, Faster

Our AI-Powered LEAD score qualifies leads as they come in the door, providing you with contact information, work history, geographic location and more.

Launched my second Lead Pilot campaign this morning. So easy! LinkedIn, Twitter, and Facebook, all done automatically.

Andrew Tapparo Headshot
Andrew Tapparo, Registered Investment AdvisorTapparo Capital Management

—— Marketing Automation

Manage all of your marketing in one place

Do more in less time with the only software built specifically for advisors that brings all of your marketing together in one place.

  • Content Creation
  • Landing Pages
  • Social Media Scheduling
  • Email Marketing

Start Automating

—— Lead Generation

Get new leads while you sleep

Wouldn’t it be great if new, quality leads came to you instead of the other way around? Lead Pilot makes it happen with:

  • Editorial-style and interactive content completely customized for your audience
  • Brand-centric, high converting landing pages
  • AI-powered LEAD scoring that qualifies leads

Start Generating Leads

—— Engagement

Stay top-of-mind with current & future clients

Creating effective and consistent communications is one of the biggest challenges advisors face today. Lead Pilot solves this problem with:

  • Automated social posting and email marketing
  • Branded landing pages that reinforce you as the expert
  • Highly engaging, customizable campaigns that keep you top-of-mind
  • Email Marketing

Engage Your Clients

Take The Lead

Don’t be like the 90% of other advisors that spend less than 5% of their day on online Marketing.2

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