Transform Your Business Into A Scalable Agency!

Scaling your financial advising business has never been easier

We are helping advisors (just like you!) transform their businesses into scalable agencies. How are we doing this? Through proven lead generation strategies and lead nurture processes. 

 

Generating clients through the cold market has never been easier. To make things better, we do all the heavy lifting for you, so all you have to do is sit back and watch your business grow! 

Achieve Your Business Goals In ONLY 3 STEPS!

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GENERATE

The first step in our process is strategizing, building, and implement the generation tools needed to grow your business. 

 

Depending on your business needs and goals, we select various lead generation tools to generate the results you desire. We are constantly improving all lead generation tools through daily split testing and monitoring.

AUTOMATE

Generating leads is great, but when the number of leads coming through grows, many businesses struggle with closing all the leads. That’s where our lead nurture process comes in!

 

We have developed a 15 touch-point process that automates the nurturing process of incoming leads. This process includes email and follow-up calls to ensure that leads to take action. This automated process sees an increase in closing rate by 30%!

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SCALE

Generating leads is great, but when the number of leads coming through grows, many businesses struggle with closing all the leads. That’s where our lead nurture process comes in!

 

We have developed a 15 touch-point process that automates the nurturing process of incoming leads. This process includes email and follow-up calls to ensure that leads to take action. This automated process sees an increase in closing rate by 30%!

Build Your Agency Today

Our Agency Building Tools

Cold Calling

Using our proven sales scripts, we are able to generate amazing results for advisors thanks to cold calling. A neglected form of lead generation, cold calling is helping advisors get qualities leads that convert into lifelong clients. 

 

The best part, we do it for you! Our sales team paired with our proven scripts, ensures that you will get the results you need to scale your business into an agency

LinkedIn Messaging

Generate leads and create meaningful connections with professionals on LinkedIn. This strategy involves connecting, building trust, and getting booked meetings. 

Through our 5-message strategy, you will be connecting with 100 new leads every week and following up with new connections without lifting a finger. How? Because we’re here to do the heavy lifting for you!

Automated Nurture

Our automated nurture process is the perfect way to ensure optimal success for all your lead generation efforts. This process will handle every lead consistently and provide the necessary follow-ups to ensure they book a call with you!

 

To make things even better, our process also follows-up with leads that don’t show up to your initial meeting. By using emails and calls made by our sales team, get the ultimate follow up nurture process to increase your chances of success!

Results You Can Expect

We strive to meet your goals and you expect results when working with Get Automated. Here’s what you can expect from our Lead Generation & Lead Nurture processes:

Lead Cold Calling

80 - 100 cold calls made every day

Exclusive Leads & Clients

Get 40 - 75 exclusive leads every month

Lead Touch Points

15 automated touch points for leads

Account Manager

Manage your account for success

Start Building Your Agency Today

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