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Client Success Stories

See how other advisory businesses are building their brands with Lead Pilot.

LIVE July 30th: Learn the Secrets of How One Advisory Firm Attracted 20 Leads
in 6 Months Using Inbound Marketing
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Braun-Bostich & Associates

Braun-Bostich & Associates

Nets 20 Warm Leads In First 6 Months

"We’ve worked with other inbound marketing software in the past and they were cumbersome and downright expensive. Lead Pilot is easy-to-use, intuitive, and has made managing our weekly content and digital marketing activities SO. MUCH. EASIER!"

Marketing Quick Wins

  • Received 20 warm leads in the first 6 months.
  • Reduced marketing costs by eliminating HubSpot from their tech stack.
  • Increased email open rate by 346% in less than one year.
Braun Bostich Success Story

Padilla Wealth Management

Padilla Wealth Management

400% Organic Social Media Growth In The First 30 Days

“In the short time we have utilized Lead Pilot, the benefit has been recognizable and profound. Facebook was a place we initially lacked a following and any sort of engagement, so we decided to make a change. We began to write and create articles that we felt people needed to hear, and with the help of Lead Pilot’s easy to navigate platform and the amount of customization they provide, we have taken massive leaps on Facebook.”

Marketing Quick Wins

  • Increased post engagements by nearly 400% on Facebook.
  • Faster communication with clients and prospects via email and social media.
  • Growth across the board in just a month.
Padilla Success Story

Kelson Logo

Kelson Financial

5X Weekly LinkedIn Growth

“The combination of content, plus the branded landing pages have been a wildly successful combination for us – currently we’re accepting 5 new connections on LinkedIn weekly, which is more than we’ve ever seen. We now have a much more professional and strategic approach when it comes to our social media and email marketing that’s generating leads and finally moving the needle.”

Marketing Quick Wins

  • Steady growth of LinkedIn followers with an uptick in likes and shares.
  • Accepting 5 new followers on LinkedIn weekly.
  • Extremely positive feedback from current client base on the quality of content and the frequency.
Padilla Success Story

Mark Sharp Retirement

Mark Sharp Retirement

50% Email Open Rate Increase by Delivering the Right Content to the Right People

“Up until Lead Pilot, I had a disjointed marketing strategy. Its capabilities have allowed me to develop and rollout a brand-building strategy to allow my firm to expand from a regional to a national focus. Lead Pilot has everything I need to market effectively. From my weekly newsletter and custom campaigns to daily social media posts, I have effectively replaced 3 tools (Mailchimp, Leadpages, and Hootsuite with one tool). What's more, there isn't an effective marketing analytics tool to measure marketing outcomes like Lead Pilot. Now I have a read on what's working (and not) and no longer guess where money and time are best spent.”

Marketing Quick Wins

  • Increased email click-through-rate by 100% in less than one year.
  • 4% newsletter conversion rate.
  • Saved 8 hours per week consolidating the work from 3 different systems (Mailchimp Hootsuite and Leadpages) into 1.
Mark Sharp Success Story

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