Stop prospecting. Start presenting.
The Lead Champions books qualified, pre-screened appointments directly onto the calendars of financial advisors and insurance professionals — so you spend your week in front of people who are ready to talk.
Founded by an industry builder with 25 years in lead generation, Medicare distribution and financial services
Consent-based outreach
Month-to-month, no long contracts
The problem
You didn't get licensed to cold call. Yet most advisors and agents lose 10–20 hours a week chasing aged leads, no-shows and people who were never a fit. Shared internet leads get sold to five competitors. Seminars cost thousands per room. Referrals are great — but they don't scale on demand.
The solution
We run the front end of your pipeline for you. We reach prospects on LinkedIn and by phone, and our trained appointment setters qualify and book them against criteria you set — age, assets, coverage need, geography — then hand you a confirmed appointment with notes.
Exclusive appointments
Never resold to another advisor.
Pre-qualified to your criteria
You approve the script and the qualifying questions.
Confirmed and reminded
Every appointment gets confirmation and reminder touches to protect show rates.
Transparent reporting
Get a monthly performance report covering LinkedIn outreach, calls and booked appointments.
For group health agents, financial advisors, financial planners, tax advisors and insurance advisors
Meetings with business owners
Business owners are the most valuable clients in financial services, and the hardest to reach. Whether you sell group health, retirement plans, tax strategy, wealth management or business insurance, we book you in front of owners, CFOs and HR directors at companies with 20–500 employees who are open to a conversation.
Decision-maker targeting
LinkedIn campaigns aimed at owners, presidents, CFOs and HR leaders in your territory and industries, plus phone follow-up.
Conversations that open doors
Positioned around the owner's real problems: rising health premiums and self-funded options, 401(k) and retirement plans, tax planning, key-person and buy-sell coverage, succession and exit planning, and benefits that help recruit and retain staff.
Monthly results
LinkedIn acceptance and reply rates, conversations and booked meetings in one report.
Why trust a new company?
Because new is exactly why we'll work harder for you than anyone else will.
Big lead companies have thousands of clients. If you churn, they barely notice. We're taking on a small group of founding clients, and every one of them becomes the proof we build this company on. Your results aren't a line on our dashboard — they're our reputation.
The company is new. The experience isn't.
Our leadership has spent 25+ years in financial services, running appointment-setting call centers in the U.S. and overseas, leading technology platforms to enhance marketing efforts and scaling sales teams nationwide for Fortune 500 companies. We've been the advisor waiting on leads, and the company delivering them.
You get the A-team, not the B-team.
Founding clients work directly with our senior people, not a junior rep juggling 80 accounts.
We carry the risk.
Month-to-month terms mean you are never locked in for the long haul. If this is not for you, you can simply opt out.
Nothing hidden.
You approve every script and see every number in your monthly report — what's working and what isn't.
Founding pricing, locked in.
Early clients get rates that won't be offered again once our track record speaks for itself.
Every established lead company was new once. The advisors who got in first got the best pricing and the most attention. That's the seat we're offering you.
Results described are typical, not guaranteed. Individual outcomes vary based on your market, offer and level of participation.
How it works
The short version
1
Strategy call
We learn your ideal client and market.
2
Build
We write your script, qualifying questions and calendar rules.
3
Launch
Marketing campaign starts.
4
Show up
Get confirmed when an appointment is booked.
5
Review
Monthly performance report and campaign adjustments.
Founding Client offer
We're accepting 50 founding clients at locked-in launch pricing, backed by our month-to-month contract terms — opt out at any time. When the spots are gone, pricing goes up.
Your calendar should be full of conversations, not cold calls.
Book Your Strategy CallBook Your Call
Drop us a line!
Tell us where your lead pipeline stands and where you want it to go. We'll come back to you with a straight answer and a plan.