New York Life

The Ultimate Tool for NYL Agents and Partners

The Ultimate Tool for NYL Agents and Partners

The Ultimate Tool for NYL Agents and Partners

Created by a New York Life advisor and a former New York Life Partner and CVP, we understand how you work. SocialLead helps bring structure to your LinkedIn prospecting with more focused messaging, supporting consistent outreach and stronger professional engagement.

Turn your digital outreach into a meaningful way to build genuine professional relationships. Our platform helps simplify prospecting by supporting highly targeted, personalized messaging that is both efficient and effective. And best of all…it’s compliance approved!

Efficient Execution

Get campaigns organized and launched quickly so you can maintain momentum in your outreach. Many users begin seeing increased activity and new conversations within days.

Guided Onboarding

Receive hands-on support from professionals who understand the advisor environment. Our onboarding process is structured to help you get started smoothly and build confidence using the platform.

Consistent Outreach

As financial advisors ourselves, we understand how limited your time can be. SocialLead helps you stay active in your prospecting efforts with tailored connection requests and personalized messaging built specifically for the financial services industry.

Precision Targeting

Connect with the right prospects and centers of influence using industry-specific targeting tools. Focus your outreach on individuals who are more likely to benefit from a conversation, helping make every connection more intentional.

Proven Messaging

Leverage messaging approaches shaped by real experience in the financial services space. Our framework is designed to help start relevant conversations and support meaningful engagement with advisors, candidates, and potential clients.

Effortlessly turn LinkedIn into a powerful tool for building genuine connections. Our turnkey solution streamlines prospecting by sending highly-targeted, personalized messages, making it both fast and effective. And best of all…it’s compliance approved!

Automated Outreach

As financial advisors ourselves, we understand the importance of time. Automate your LinkedIn prospecting with tailored connection requests and personalized messages, crafted specifically for the financial industry.

Precision Targeting

Reach the right clients and candidates with our industry-specific targeting tools. We help you connect with your ideal prospects and Centers of Influence (COIs), ensuring every connection is a valuable one.

Proven Messaging

Leverage our deep understanding of the financial sector to start conversations that resonate. Our messaging strategies are proven to engage and convert, tailored to the unique needs of financial advisors and recruiters.

Fast Results

Get your campaigns up and running in minutes, with results that speak for themselves. See the impact in as little as 24 hours and watch your network grow.

Expert Onboarding

Benefit from a smooth setup guided by professionals who know your world. Our onboarding process is tailored to get you started quickly and efficiently, with ongoing support from industry experts.

Special Enterprise New York Life Pricing

Special Enterprise New York Life Pricing

Special Enterprise New York Life Pricing

Monthly

$435

$435

$435

/month

Retail

$300

$300

$300

/month

Up to 600 connection

messages per month

Up to 800 nurture

messages per month

1-on-1 onboarding session

60 AI-generated replies

per month

AI-driven prospect filtering

Semi Annual

Popular

$383

$383

$383

/month

Retail

$285

$285

$285

/month

Billed at $1,710 every 6

months

All Monthly Plan features

26% discount over the

retail monthly plan

A/B campaign testing

150 AI-generated replies

per month

Annual

$348

$348

$348

/month

Retail

$275

$275

$275

/month

Billed at $3,300 per year

All Semi-Annual Plan

features

20% discount over the

retail monthly plan

VIP access to new tools

and beta features

Testimonials

Public Cheers for Us!

Public Cheers for Us!

Public Cheers for Us!

Find out how our users are spreading the word!

Joanna Antonopoulos

Financial Advisor, Atlantic Planning Group, LLC

"SocialLead transformed my lead generation, providing high-quality leads and meaningful conversations. This helped me achieve the 2023 Chairman's Council. I'll continue using SocialLead for ongoing success."

Ted Ritchie

Founding Partner & Financial Advisor, True North Financial Partners LLC

"I’ve been pleasantly surprised with the number of high-quality contacts it generates. And I’ve been even more pleased with the great conversations that have resulted from SocialLead."

Abby Delaney

Director of Recruiting, New York Life Insurance Company

"We both truly appreciate the quality of leads that we get from you [SocialLead]…. the caliber of candidates can’t be touched by any other service we currently or previously have used! Once our contract with Career Builder is up this summer, we won't even be renewing it. Haven’t hired anyone from there in years."

Christopher Vivieros

Managing Partner, New York Life Insurance Company

"With SocialLead I don't need a recruiting assistant to scan through resumes. I'm never going back to CareerBuilder."

Clinton Stosich

Financial Advisor, Ethington Financial Group

"SocialLead gives me 2-4 high quality appointments per month. I don’t really have to do much of anything and have brought in millions of AUM. I'm loving it!"

Christopher Interrante

Senior Managing Director, Charter Oak Financial

"SocialLead's intuitive platform and top-notch support have revolutionized my lead generation and recruiting efforts. With over 15 years in the industry, I've never found a more seamless and effective system. The real-time campaign tracking and automation have maximized my reach and engagement, making SocialLead the best comprehensive package I've used. It's a game-changer for my success."

FAQ

Quick Answers on SocialLead FAQs

Quick Answers on SocialLead FAQs

Quick Answers on SocialLead FAQs

What is SocialLead?

How does SocialLead help me pinpoint my target audience?

How do I create messaging sequences with SocialLead?

How does SocialLead help manage my conversations?

What types of campaigns can I run with SocialLead?

What makes SocialLead different from other services on the market?

What kind of support does SocialLead offer?

Can I cancel my subscription at any time?

Do you offer training or onboarding sessions?

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

Created with

❤️

by SocialLead © 2024 - All rights reserved

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

Created with

❤️

by SocialLead © 2024 - All rights reserved

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

Created with

❤️

by SocialLead © 2024 - All rights reserved