The ability to build relationships with financial advisors and high-net-worth clients is the lifeblood of any successful Estate Planning practice. We transform your LinkedIn profile from a simple resume into a qualified lead generating machine targeting your firm’s ideal clients.

Key LinkedIn Statistics

Financial Advisors

LinkedIn Users in the United States

Decision Makers


of LinkedIn Users earn over $75K

Our Process

We transform your LinkedIn profile from an online resume into an automated lead generator targeting financial advisors and high-net-worth clients.

LinkedIn Authority

We work with you to create authority on your LinkedIn profile in order to let high-net-worth clients and financial advisors know that you are the subject matter expert on all things Estate Planning.

Audience Discovery

Utilizing the power of Sales Navigator, we use our knowledge of the system to locate the financial advisors and high-net-worth individuals you want to work with in order to grow your firm.

Message Mastery

How you introduce yourself to your ideal clients is of utmost importance. We utilize our knowledge of copywriting and sales to create a strategic messaging funnel that expedites the sales process.

Automation & Follow Up

The money is all in the follow-up and we handle this for you. We utilize automation to deliver a series of messages to your ideal clients in order to create warm prospects and get them on the phone with you.

Monthly Results

Messages Sent to Ideal Clients

Ideal Client Profile Views

LinkedIn Connection Requests Sent

InMails Sent to Ideal Clients

New Ideal Client Connections

Profile Views by Ideal Clients

Message Replies

Phone Calls

Are you ready to grow your firm?
Fill out the form below to set up a free consultation!

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2838 Crestwood Blvd,
Irondale, AL 35210

+1 (205) 412-6670