CoPilot Advisor

Let CoPilot Advisor Generate Leads And Build An Unstoppable, Snowball-Like Referral Machine For You

In this video, we show you exactly how to build a stellar LinkedIn profile, how to generate a list of 50,000+ prospects, exactly how to turn these prospects into leads, and how to turn these leads into qualified leads and accounts!


Get A Price

2,500 advisors and counting...

Case Studies

Jason Hilliard

brought on a multimillion dollar CEO within 10 days thanks to our prospecting tool.

"It's been really great for me, I mean personally and professionally"

"It only takes one (client) and this one was pretty much as good as you could imagine"

Michael Vestal

from Vestal Financial Planning and Investments went from getting no results from a $1500 mailing campaign, to bringing in 17 leads and a new client in the first 2 months on CoPilot.

"I have probably connected to well over 200 university professors in my target market"

"Met with one of my potential clients, just a couple of days ago and I'm almost positive he is going to become a client"

Ben Fox

from Scarecrow Trading went from 1-2 leads per month to 10 leads a month without spending any extra time.

"It took a little time to figure out, but once I did, I saw how powerful this was. Thanks."

Boost your website conversion rate by up to 1000%

3% 30%

Increase your organic traffic

+30% +30%

Increase your leads

3 Jan Mar Sep Jan Mar Sep Jan 20

Close more accounts

"Before I started using CoPilot Prospect, I was bringing on 3 new accounts a year. After implementing this tool, I'm bringing on 12 new accounts a year"
Richard Eddy, Cona Financial

Get A Price

Artificial Intelligence LinkedIn Direct Prospecting - This will line up leads and appointments for you.

(BONUS) Captivating lead quizzes - This will engage and qualify your current leads.

Your Website Before

Your Website After

(BONUS) Comprehensive Quiz Templates

  • Financial Preparedness Quiz: Use this quiz to gauge the needs of your prospects and isolate problems
  • Investor Type Quiz: Use this quiz to determine investor type and propose solutions that match their personalities
  • Impossible Investor Quiz: Use this quiz to generate excitement and optimize lead capture rate
  • Risk Assessment Quiz: Use this quiz to determine risk levels your prospects are comfortable with
  • Most popular - The Financial Health Calculator: Use this calculator to generate insights in seconds for your visitors.

(BONUS) Overlay Your Quiz On All Your Content To Maximize Leads - This will turn your content traffic into leads.

Your Articles Before

Your Articles After

Customizable Branding and Messaging

Setup in 2 Minutes With One Piece of Code

Bonus: Only 200 slots per month available!

Complimentary Training Call Worth $500.

-One-On-One Help

-Unlimited Support

-Strategy Session

If you just got one new client a year, how much would this be worth to you?

Get A Price

(BONUS) Watch an investor go through the quiz in real time

$799/mo + $500 Setup

$199.00/mo - $599/mo

  • Guaranteed 600-1200 Invites Per Month with LinkedIn Lead Generation Service
  • (BONUS/OPTIONAL) Unlimited Quiz Overlays on Content and Quizzes
  • (BONUS/OPTIONAL) Custom Branding
  • Training Call (worth $500)
  • No Contract
  • No Cancellation Charges
  • In-Depth Support

Book a Call and Get a Price

Give us one shot to improve your business.
Worst case scenario: you waste a few minutes on a training call and keep all your money.
Best case scenario: you bring on new high-net-worth clients.

Get A Price

Questions and Concerns

  • Is this tool compliant?

    Yes, we haven't had any compliance departments reject this tool yet. 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 who worked at Next Financial, RBC Capital Markets, VT International and Predictable Revenue. 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 actually 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?

    1. You get the automated prospecting LinkedIn Service
    3. You get a Training Call (Only 200 slots per month available)

  • 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 Prospect?

    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's included in the training call?

    During this call, we will help you get set up and show you the best practices to generating leads using LinkedIn.

  • What are the next steps?

    Sign up using the link, then create your account. 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 Team

Jean-Marc Bougie

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

Henry Bee

CEO, Co-founder Ex-Broadrige and quantitative finance firm CSS Analytics, spent 10 years building advisor tech.

Jesse Chen

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

Mark Hollingsworth

CSO Mastermind behind Riskalyze's growth from 5,000 to 20,000 advisors, CEO and Co-founder of NEXT financial which had $200M in annua revenue when he excited.

David Lee

Senior Engineer 10 years at Electronic Arts working on FIFA.

Peter Smyrniotis

Strategic Advisor. CEO, Blockchain Assembly. Director, Victory Square Technologies.

Mojan Butler

Director of Sales.

Sean Brouwer

Product Designer.

Desmond Poon


Jackson Chao


Peter Bell

Customer Success.

Bala Amar

Customer Success.

Paul Fremes

Customer Success.