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Social Media
for Financial Advisors

Rapidly create, deploy, and monitor your social presence with a single click.

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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]

Social Marketing Facebook Sample

Create a scroll stopping social presence

Cultivate new connections and rekindle old by easily sharing your content with the world.

  • Schedule your content down to the minute to ensure you stay top of mind at all times.
  • Automatic archiving satisfies all regulatory requirements for every social media post.
  • From infographics, videos and more hand-select content to share from the Lead Pilot library or create your own.
Marketing Fact:

86% of advisors report gaining business from social media.[1]

Lead Pilot helps financial advisors share content with the world

Andrew Tapparo
Launched my second Lead Pilot campaign this morning. So easy! LinkedIn, Twitter, and Facebook, all done automatically. Andrew Tapparo, Registered Investment Advisor Tapparo Capital Management
Maury Schneider
You have made my initial steps into the big bad world of Social Media easier. Maury Schneider MLS Financial Planning
Marketing Fact:

The most effective advisors using social media increased their AUM by 10% in just one year.[1]

  1. The Social Advisor 5.0: Ahead of the curve, Putnam Investments 2017, The Emerging Digital Advisor, Ibid.

Get Social Today

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