Generate a Flurry of Appointments With High-Net-Worth Clients Without Cold Calling or Paid Advertising

In this video, you will see how advisors like Jason are using CoPilot A.I. to consistently generate a flurry of appointments with high-net-worth clients, close them, and build a snowball-like referral machine.

Did you know? The fastest growing status on LinkedIn is "RETIRED".

This is why we've prepared an on-demand webinar to show you exactly how to grow your practice in the digital age.

What Is A High-Net-Worth Client Worth To You?

In this video, you'll see how advisors like Jason are using CoPilot to consistently generate a flurry of appointments with high-net-worth clients, close them, and build a snowball-like referral machine.

Did you know? The fastest growing status on LinkedIn is "RETIRED".

This is why we've prepared an on-demand webinar to show you exactly how to grow your practice in the digital age.

CASE STUDIES  

Watch how insurance, mortgage and financial advisors are using CoPilot Advisor to generate new business and referrals. Check out our videos below.

 

"You guys provided me the resources... that just set me up for going into the meeting and feeling confident about what I was doing and I landed him, so, it was great." -Jason Hilliard Forecast Capital  

 

"It's a huge timesaver, I'm probably adding 30 new connections a day to my network and then I am having probably 5 good conversations per day." -Doug DiDominica Principal Financial Group

 

"I've got a lot of leads, so they're all in different stages right now but I have been very impressed with the service and how I've been able to make these connections to my target market." -Michael Vestal Vestal Financial Planning

 

"The best thing that has happened...we had met before but she had been wanting to talk to me because she had received an inheritance...when I went over to meet with them she told me it was going to be between 1 and 1.5 million dollars"  

-Kevin Brown Gateway Financial Advisors Inc.  

 

"All in all I want to say that I'm thrilled with what's going on, I'm genuinely impressed that about a month in I've had 50 odd people say they are interested in what's going on"  

-Jason Michaels Emerson Equity  

Reps at the biggest firms are filling up their calendars using CoPilot Advisor  

What’s it costing your business if you wait? 



Are you ready to get back to winning with CoPilot?

Worst case scenario: you spend 30-minutes learning something new in a webinar. Best case scenario: you bring on new clients and transform the way you generate business. 

We cover: 

  • The one-two punch messaging strategy that lines up prospects for you every month
  • The simple and new way to capture leads without wasting time playing phone tag
  • The proven strategy of how to corner and dominate your niche 
  • The completely free prospect pool that can be used to increase your referrals per month by 4X

PREDICTABLE LEAD GENERATION AT YOUR FINGERTIPS 

LINKEDIN PROSPECTING a pool of untapped prospects just waiting for you to reach out.


Tired of outdated lists, expensive referral programs, endless mailers and empty seminars?  

Then stop what you are doing and start connecting with targeted people on the largest professional network on Earth. With 500 million people and the fastest growing retirees segment, LinkedIn gives you a large yet focused prospecting pool at your disposal. Using artificial intelligence, we line up leads and appointments for you steadily throughout the month. If managed properly these appointments snowball into lasting relationships, referrals and clients.  

  • Increase your network by up to 240 connections per month
  • Double your referral sources in as little as 4 months
  • Spend half of your marketing budget and get better results

HOW IT WORKS we help you save time on prospecting so you can focus on closing deals.

This is a turnkey solution, simply tell us who you are targeting with your business and we will ensure the RIGHT PEOPLE end up contacting you.  

We use proven messages to create curiosity in your audience and let your LinkedIn profile do its thing. We notify you immediately when we detect a reply that will lead to a qualifying conversation.

You can target prospects based on:  

  • Title
  • Location
  • Education
  • Industry
  • Company


LEAD QUIZZES


Let our quizzes loose on your website, blogs and social media. These quizzes are a powerful call to action and become a lead magnet for you and your business. They can help you qualify and engage your audience as they browse your online presence.  

  • Choose from 5 comprehensive quiz templates
  • Generate stunning reports for your leads and prospects
  • Add your own branding and logo to make the quizzes truly yours
  • Receive catered reports after every completion
  • Convert traffic into leads

Ever have prospects hang up on you and felt too embarrassed to make another call?

Then forget cold calling and start using quizzes to qualify your prospects BEFORE you call.  

Flat monthly rate at no commitment. 

Upgrade as you go.

Pick the level that matches your strategy. 

Flat monthly rate at no commitement. 

Upgrade as you go.

Pick the level that matches your strategy. 

Questions and Concerns  

  • Is this tool compliant? Yes, we haven't had any compliance departments reject this tool. None of the communication within the quizzes violates the compliance SEC and FINRA compliance guidelines.  
  • Who are you guys anyway? We are a group of ex-advisors and techies who have worked at Riskalyze, Broadridge, Electronic Arts, and RBC Capital Markets. We are dedicated to helping our fellow advisors be successful.  
  • What if my website needs to be redone? This marketing strategy will work even if your website is not perfect. Start with a strong call to action like a quiz and work your way up to building a great website.  
  • I want to wait to implement a solution like this... If you wait, you will be leaving a lot of opportunity on the table. Every day you don't have a clear call to action and lead capturing mechanism, you are losing business and leads. This is a high-quality problem to solve. You shouldn't wait to solve it.  
  • Are investors really on LinkedIn? Yes. If there is any social network a high-net-worth person is using, it's LinkedIn. They are creeping on competitors, learning about new opportunities and "keeping their finger on the pulse".  
  • Do cold outreaches really work? Yes. The trick is you just need to give context and provide value in the first interaction... Just like any cold outreach, the value you give is extremely important.  
  • What does my LinkedIn Profile need to communicate? You just need to have a clean, informative profile that links to your website. The profile will intrigue the investor enough for them to go visit your website.  
  • What exactly do I get when I sign up? You get the automated prospecting LinkedIn Service with automated invites going out everyday. When people reply to these invites our prospecting assistant will reach out to you and inform you of any promising ones.  
  • Is it hard to set up? No, it's very easy. All you need to do is set your targeting criteria and let us do the rest. We will ship you leads and new LinkedIn connections every single day.  
  • Will this integrate into your other CRMs or software? Yes, of course. You don't have to worry. It easily integrates into the most common tools you are already using.  

 

  • What if I'm not technical? Don't worry, we built the product so everyone can use it. You don't need to be technical to experience results. Just follow the process and be an expert at closing leads.  
  • What if I don't have budget for a tool like this? This is a business development tool. Once you use it, you will generate leads. You should invest in a tool like this before anything else...Sales cures all. This will drive sales.  
  • What are the take-home benefits of using CoPilot? - Capture more high-quality leads - Close more accounts - since you are able to engage leads better - Spend less time prospecting - Spend more time doing your job - Look more credible and trustworthy - Get a better return on your marketing dollars  
  • Will this really work for me? Yes, this is just a digital marketing tool. It might sound a little foreign right now, but it works. Just trust the process and get the results. In short, this will work for you if you are: 1. Just starting out and are looking for ways to attract your core base of customers, or 2. Looking for ways to accelerate growth  
  • What are the next steps? Sign up for a webinar by clicking the blue button. From there, you will schedule a training call with one of our team members.  
  • Are there any long term contracts? No, everything is month-to-month. You can however, pay yearly to get a discount.  
  • How many new clients will I get from this? If you just got 1 client a year, this tool will pay for itself 10X over. However, many users are getting more than 1 client per year from this tool. Your results will be unique to you. If you have a great offer, you should see great results. 

THE BOARD  

JEAN-MARC BOUGIE

Chairman of CoPilot. CEO of Hillcore, $4.3B PE firm. Ex-Managing Director at RBC Capital Markets.  

 

HENRY BEE  

CEO, Co-founder of CoPilot. Ex-Broadridge and quantitative finance firm CSSA, spent 10 years building advisor tech.  

 

JESSE CHEN

CTO, Co-founder of CoPilot. Ex-EA, Thomson Reuters, NGRAIN. Shipped 12 titles at EA and worked on FIFA.



PETER SMYRNIOTIS  

Director of CoPilot. Director of Victory Square Technologies and CEO of Aspen.



vahid shababi profile

VAHID SHABABI

Advisor of CoPilot. Chief Growth Officer of Victory Square Technologies. Ex-PerfectMind's VP Sales and Marketing.

THE TEAM

DAVE LEE

Senior Engineer Ex-EA. 10 years on FIFA.



SEAN BROUWER

Product Designer Ex-EA, FIFA's UX designer.



VICTORIA BITOVE

Director of Growth Marketing Ex-team lead at ResponseTek


 

MOJAN BUTLER

Director of Sales & Partnerships Ex-SAP and Global Relay.



JACKSON CHAO

Engineer Ex-Pressimus Media.


 

DESMOND POON

Engineer Ex-teacher. 



PETER BELL

Customer Success Ex-Brit. 



BALA AMARAVELU

Customer Success Ex-Dell. 



PAUL FREMES

Customer Success Ex-SAP.



Get Started

Get back to winning with CoPIlot Advisor. 

We want to teach you exactly how to grow your practice in the digital age. We can guide to you to generate a flurry of appointments with high-net-worth clients without cold calling or paid advertising with a simple strategy to prospect on LinkedIn.

Watch our on-demand webinar where we cover: 

  • The one-two punch messaging strategy that lines up prospects for you every month
  • The simple and new way to capture leads without wasting time playing phone tag
  • The proven strategy of how to corner and dominate your niche
  • The completely free prospect pool that can be used to increase your referrals per month by 4X

Talk to our Channel Director about your targeting and strategy to see if we're a fit.  

Mojan Butler

Watch our on-demand webinar where we cover: 

  • The one-two punch messaging strategy that lines up prospects for you every month
  • The simple and new way to capture leads without wasting time playing phone tag
  • The proven strategy of how to corner and dominate your niche
  • The completely free prospect pool that can be used to increase your referrals per month by 4X

Talk to our Channel Director about your targeting and strategy to see if we're a fit.  

Mojan Butler

Contact Us