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Start Your Free 30-Day-Trial Now
No contracts, downgrade or cancel your account anytime with a single click from your dashboard…
$299/mo + $500 Setup
- $0 for 30 days, then $149/mo
- Unlimited Lead Quizzes
- Unlimited Quiz Overlays on Content
- Custom Branding
- Training Call (worth $500) only 200 slots available per month
- No Contract
- No Cancellation Charges
- In-Depth Support
- 30-Day-Money-Back Guarantee (60 days risk free with trial)
Is this tool compliant?
Yes, we haven’t had any compliance departments reject this tool yet. None of the communication within the quizzes violate 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, and Predictable Revenue. We are dedicated to helping our fellow advisors be successful.
How do I generate traffic to my website?
You just need to share content on your social media profiles. You can use your own content, 3rd party content, or your firm’s content. Use the Link Sharing Tool to overlay your quizzes on all of your content to drive leads and engagement.
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. Everyday 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.
Will high-net-worth people take the quiz?
Yes! These high-net-worth investors were more than likely the kids in school who were good at taking tests and enjoyed proving how smart they were. They also want to see what types of questions you ask so they can evaluate your knowledge.
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 CoPilot Custom Quizzes
2. You get the CoPilot Link Sharing Tool
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 copy and paste a single line of code onto your website. It will only take you or your website person 2 minutes, max to set up.
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.
Can I change the colors and messaging?
Yes, all the quizzes are completely customizable. Just change the colors or messaging to fit with your brand.
How much does it cost to use?
Instead of charging $20k for a custom solution, we decided to price it at just $149/mo - to make it available to more advisors.
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.
Can I try it for free?
Yes. We are offering a 30-Day-Free-Trial. During this trial, you get full access to the product and you get full access to our team.
How long are you offering it at this price?
Prices are scheduled to increase by 50% February, 2018.
How should you present this to a friend or partner?
Use the trial and bring them results first. Lead with proof and save everyone’s time.
If it's so good why don't you use the strategy to build your advisory practice?
We could use this tool to build a rock solid advisory business, however we compared that option to building a fast growing SaaS business and found that the SaaS model yielded a higher return for our investors.
What if I want to cancel during my trial? Will I be charged?
No, you will not be charged if you cancel within 30 days.