Lead Pilot

Content Marketing Library and Platform for Advisors

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Lead Pilot combines a large (and ever-growing) content library with marketing automation and analytics software. The library contains both timely articles from today’s headlines and evergreen content that won’t go out of style.

The library can be searched using filters and/or by article categories and includes:

  • Personal finance content
  • Lifestyle content
  • Infographics
  • Videos

a. Blog Articles

The blog articles are fully customizable. Edit it them so they represent you and your firm:

  • Add more in-depth or personalized content
  • Remove sentences or paragraphs that don’t represent your message
  • Articles are already generically optimized for search, but you can improve the SEO for your target area or audience
  • Add your unique voice to make it personal to you and your readers

Each article comes with a full-size featured image for your blog and social media making them easy to publish and share.

b. Advisor Videos

Choose pre-produced advisor videos from Lead Pilot’s video library. Use them on your website, landing pages, newsletters, or share them on social media.

c. Infographics

Turn complex data into easy-to-understand graphics. Infographics are a graphical representation of information and a great way of connecting and engaging with your audience.

d. Social Media Marketing

Share your blog posts, snippets from the articles, video, infographics, or your own content/commentary. Your posts can be pre-scheduled down to the minute, and are archived for compliance.

e. Email Marketing

Easy to create email marketing campaigns – use content from the library, or create your own. Emails can be pre-scheduled, segmented for more personalized content, and customizable. They are automatically archived for compliance.

f. Lead Scoring and Profiles

The Lead Pilot AI will help Advisors identify, connect, and track leads as they move through your funnel.

g. Marketing Analytics

Track how effective your marketing efforts are in moving your bottom line through detailed reporting and analytics covering all aspects of Lead Pilot.

Managed Lead Pilot

Don’t have time for or interest in, managing Lead Pilot? We can manage it for you. Our managed Lead Pilot service will be customized to meet your needs, and could include:

  • Blog selection
  • Editing/personalizing the content
  • Post the blog
  • Creating custom posts from content.
  • Optimizing for SEO
  • Creating appropriate internal links
  • Sharing the blog post on Social Media
  • Creating and distributing Social Media posts