Have a question? We’ve got answers.
Lead Pilot is the most powerful lead generation software built specifically for financial advisors. Whether you’re an independent RIA or affiliated with a broker-dealer, if you want to grow your email list, boost conversions and convert more leads then you need Lead Pilot.
Nope! Choose your preference - annual or monthly. However, similar to an investment plan, we’ve found over and over that customers who commit to a full year of using Lead Pilot see far greater results in both the short and long-term.
Absolutely not. You can create and customize beautiful lead capture forms, infographics and more from our robust library without any coding or marketing knowledge. Lead Pilot is extremely user-friendly but if you ever get caught-up we offer live chat support.
Editorial style content, infographics, videos, quizzes, and more!
Unlike other third-party content providers, our content is not canned content that you cannot edit. Ghost-written by our internal team of writers, all articles in the Lead Pilot library are developed specifically for financial advisors, with your clients and prospects in mind.
Yes! You can use your own content, use the content in the Lead Pilot content library as-is, or edit the content in the library to make it uniquely your own.
New content is added monthly, and is comprised of a mixture of posts centered on current events, as well as evergreen content that is more topical in nature.
Absolutely! We encourage all of our users to reach out to firstname.lastname@example.org with any suggestions on the types of content and topics you’d like to see included in the library.
Yes. All content created and deployed on the Lead Pilot platform is archived for a minimum of seven years.
Because the articles provided are editable by you and editorial in nature and are not specific to products offered they are not FINRA reviewed. If you are a registered representative of a broker dealer you’ll be able to send any article from the library to your compliance officer for review.
Yes, BrokerCheck will be displayed on all landing pages if enabled from your template settings.
Absolutely! You may import your contacts from any source by simply using the Import button and uploading a CSV file that contains your existing contacts in the following format: Download Sample CSV.
No. Lead Pilot is perfect for both existing client lists or when starting fresh. Lead Pilot will enable you to build your client lists by distributing your custom content-specific landing page to your social media profiles. Your landing page will capture new leads and put them directly into your contacts. If you don’t have an established social media presence, no problem! By utilizing Lead Pilot to post to your social media channels you’ll gain new exposure and begin to build out your audience, ultimately leading to new leads and clients!
We offer in-app chat support Monday-Friday between 9 AM and 5 PM Eastern Standard Time. You also have access to our online help center that has articles, how-to videos, and detailed tutorials. Additionally, we offer live “Office Hours” sessions where you can bring your questions and get real-time answers from our team of experts.