Life Stage Insights

Automate Your Social Media and Grow Your Business

The turnkey lead generation, relationship-building, client discovery, and wow factor solution for financial advisors

Special offer! 30% off subscription with promo code 30off

Monthly cost: $59 $41

Offer expires:

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One Click Launches a Hyper-Personalized Marketing Campaign with Social Media Posts, Personalized Landing Page, and Automated Emails 
Life Stage Insights is the complete solution to grow your business by connecting with what is most important to your prospects and clients

Client Discovery System

Social Media Manager

Hyper-Personalized Email Campaigns

Risk Tolerance Assessment

Robust Content Library

Contact Management System

Onboarding Questionnaire

Client Content Portal

Newsletter Creator

Branded Landing Pages

Fastlink Website Content

Your Membership Includes Lots of Resources to Make
Client Engagement Faster, Better, and Easier!
Master Social Media Marketing and Win New Clients
  • Fill your Facebook, LinkedIn, and Twitter pages with fresh and engaging content

  • Schedule posts in advance with a click of a button, and watch the content stream onto your pages each day  

  • Choose from hundreds of proprietary and curated articles and newsbriefs that are refreshed weekly

Convert Prospects to Clients with Branded Custom Landing Pages
  • Easily add your brand and logo

  • Thought-provoking content and eye-catching design 

  • Multiple points of interaction to entice and engage new visitors

Deploy Hyper-Personalized Email Campaigns
  • No more generic, boring emails and newsletters. Send only the most relevant insights to your prospects and clients

  • Our system leverages life stage data to target each contact with the best content 

  • Send email campaigns with just a few clicks

What Clients and Advisors are Saying About Life Stage Insights

“Very effective in bringing in new clients.”

- Financial Advisor

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Try Life Stage Insights   for Free


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