Welcome
Turnkey Business Development for Canadian Advisors
Generate High Intent AUM Appointments on Autopilot, Every Single Month
Grow Your Business with OUR EFFICIENT & EFFECTIVE PROCESS
Identify & Target
The first step in our process is to determine exactly who you want to work with. Whether its business owners, pre-retirees, or C-level execs, each client profile has their own set of desires and pain points.
Specialize & Setup
Now that you know who you want to work with. The campaign is structured for maximum engagement by selecting on of our already proven messaging sequence that directly addresses your clients’ needs.
Each campaign is comprised of a targeted list of 1500 – 2000 individuals that meet the ideal client profile. The list is uploaded to our server where it is connected to the selected campaign and messaging sequence.
Launch & Automate
Once the list is uploaded, the advisor's account is seamlessly connected to our proprietary software through an API integration with LinkedIn. This integration enables the advisor to automate and send the split tested, pre-programmed messaging sequences.
Optimize & Track
Our campaigns generate on average 4-6 qualified meetings per month. In order to get these results we need the following engagement at a minimum:
20 – 30% connection acceptance rate
20 – 30% engagement from the prospects that connect
The campaign is monitored on an ongoing basis and adjusted if engagement is not at these minimum targets.
Net New Clients A.i
Automated Lead Generation for Investment Advisors
Leverage AI-powered solutions to generate 4-6 high-intent AUM appointments on your calendar every month, without the hassle. Our tailored marketing strategies help Canadian Investment Advisors expand their client base and grow their business.