Done-With-You Service

Whether you are looking to add on new clients or are seeking to hire other financial reps to join your team, you're in the right place. We firmly believe that financial reps spend FAR too much of their time prospecting each week with little to no results, so it's about time that changes. Fortunately, we have just the solution.



$900 First Month, $199/mo Ongoing

For those who want to respond to their Direct Messages on LinkedIn, but need some hands-on support

*No contract required

  • LinkedIn Premium to keep your account in good standing (value of $650/year) 
  • We Adjust Your Outreach Campaigns, You Book Your Own Meetings
  • Automated Outreach on LinkedIn
  • Two Onboarding Strategy Calls
  • Access to Our Content Library Area That Contains Video & Text Content to Help With Online Prospecting 
  • Bi-Weekly Group Coaching
  • Access to our course: Online Prospecting for Financial Advisors 
  • Weekly Prospecting Results Monitoring
  • (whenever necessary) Our Team Adjusting LinkedIn Outreach Sequences 
  • Weekday Slack (messaging app) Support on How to Respond to LinkedIn Messages From Your Prospects