For Independent Financial Advisors

Simple, transparent pricing for fully-managed LinkedIn outreach

Imagine waking up to a calendar filled with qualified prospects—without chasing, cold calling, or endless LinkedIn guesswork. While others fight for attention, your pipeline runs on autopilot, bringing high-value conversations directly to you.

That’s the power of our fully managed LinkedIn outreach system for IFAs. No more pay-per-lead uncertainty—just predictable meetings, month after month, run by a team that knows your market inside out.

Performance Incentive

When you bring in $100,000 or more in qualifying business, you’ll receive one profile completely free for a month. For certain short-term products, the threshold is $200,000.

This incentive applies whether you use your own LinkedIn profile or one provided by us.

Learn more

Choose your plan

All plans are fully managed by LGLM. Cancel anytime.

Done For You Outreach

$149 / month
★ Sales Navigator Included $100/month value — included at no extra cost
  • We run outreach from your LinkedIn profile
  • Targeting & messaging setup + personalization
  • Inbox triage, follow-ups, and meeting-ready handoff
  • Dashboard access & monthly performance reviews

Premium Pay-Per-Appointment

$59 / qualified appointment
★ Sales Navigator Included $100/month value — included at no extra cost
  • Minimum 5 appointments ($295 minimum spend)
  • Qualified appointments delivered to your calendar
  • Sales Navigator included — no separate subscription needed
  • Targeting & copy calibrated for your niche
  • Transparent tracking & basic reporting
No long-term contracts Cancel anytime
Fully managed by LGLM Focus on your clients, we'll handle the rest
Transparent reporting Know what's happening at every step
Built for IFAs High-quality, relevant opportunities

What’s included in “fully managed”?

  • Audience discovery & targeting setup
  • Message strategy with compliance-friendly copy
  • AI-assisted personalization for higher acceptance & replies
  • Inbox tagging, follow-up cadences, and meeting-ready handoff
  • Monthly performance report and pipeline review

How does Premium Pay-Per-Appointment work?

  • Pay $59 per qualified appointment booked to your calendar
  • Minimum order of 5 appointments ($295 minimum spend)
  • Appointments are tracked and shared with audit-ready logs

Billing & terms

  • Month-to-month subscription. Cancel anytime.
  • Sales Navigator (worth $100/month) is included at no extra cost with every plan.
  • Incentive credit (free month) is applied the month following qualification.

Ready to fill your calendar with the right conversations?

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Book a Demo

Schedule a personalized walkthrough with our team.