Michael R. booked a meeting
$2.4M AUM Prospect
Live from LeadEngine Tech
New Entry-Level "Tech Tier" Now Open — Self-Guided LinkedIn Automation
Book More
LinkedIn
Meetings.
The exact LinkedIn automation system 600+ advisors use to generate millions in AUM—now available as a self-guided tech platform for a fraction of the cost.
Trusted by 640+ Advisors
Total Meetings Booked
14,292+
Watch The Tech Overview
Click to see how the system works
Is This You?
Most advisors are stuck in a manual prospecting trap. We help you break free.
Zero Time to Prospect
You're juggling client meetings and case design. Spending 4 hours a day manually sending connection requests isn't an option.
Burnt by Marketing
You've tried 'leads' before and they were junk. You want a proven system built by someone who actually produced in the field.
No Predictable Flow
Referrals are great, but they aren't a system. You need a way to turn the meeting faucet on and off whenever you need more growth.
There Are 5 Things That Need to Happen in Order for You to See Success on LinkedIn
Know Who You're Targeting
You have to get clear on exactly who you're going after. That means knowing what search filters to use — location, job title, industry, connection degree, and which companies to target. Most people get this wrong, and it's the reason nothing else works.
Know What Messages to Send
You need the right sequence of messages to get people interested in a conversation. We send 5–7 messages over 30 days. You'll get every single one — written, sequenced, and ready to copy and paste.
Handle Objections and Convert Replies into Meetings
When someone replies, you need to know exactly what to say to get them to book. Not everyone says yes right away. Some say "I already have a financial advisor." We give you a full objection handling playbook — every common objection, with a copy-and-paste response for each one.
Optimize Your LinkedIn Profile
When you message someone, the first thing they do is click on your profile. If it's vague, generic, or confusing — they leave and never reply. Your profile needs to speak directly to your ideal client so they see it and think: this person works with people just like me.
Automate the Process
You shouldn't be manually sending connections and messages every single day. The right automation technology does the heavy lifting for you. Instead of 3 hours a day, you spend 15–30 minutes replying to people who have already messaged you back.
What's Inside
LeadEngine Tech?
This isn't just software. It's the entire LinkedIn strategy Scottie Taylor Jr. used to generate $315k in premiums—automated.
LinkedIn Expert Library
~7 hours of step-by-step video training. Learn to identify targets, use filters, and write messages that actually get responses.
Automation Technology
The proprietary software that runs your outreach in the background. Mimics human behavior to send requests and follow-ups naturally.
Tech Training Library
Dedicated videos showing you exactly how to use the software. Built for non-tech users—if you can send an email, you can use this.
Built by Producers.
We didn't just invent a software. We built the exact system we needed to scale our own practices.
Scottie Taylor, CFA & Ashley Horne
The Founders
We didn't just invent a software. We built the exact system we needed to scale our own practices when we were tired of the manual grind.
Scottie personally generated $288,000 in insurance premiums, 130 lives, and 80 new clients in his first full calendar year at Northwestern Mutual—the majority from LinkedIn. In 2021, working only two days per week, he generated $315,000 in premiums and $5M in new AUM from LinkedIn alone.
Ashley has spent 15 years running her Wealth Management Practice, growing her revenue from $270K to $560K in less than 12 months using LinkedIn. She placed in the Top 50 (Top 5%) of her entire company—and out of that 5%, only 16 were women. She also runs a multi-6 figure coaching and consulting business for financial advisors.
Together, we packaged our exact methodology into LeadEngine Tech so other advisors could replicate those results without paying for an expensive done-for-you agency.
"Is it worth the price?"
Total cost for a full year of the system running daily:
$3,540
One closed client—one life insurance policy, one annuity rollover—pays for the entire year.
Just ONE client.
Real Results.
No Hype.
David booked 8–9 meetings in his first 3 weeks with a Primerica campaign.
Generated over $2M in AUM and $50k+ in premium from a single LinkedIn funnel.
Scottie Taylor Jr. personally generated $315k in premiums working 2 days/week.
"My very first campaign response was a YES from an ideal client."
— David, Financial Advisor
Transparent
Investment
No hidden fees. No long-term contracts. Just growth.
The Tech Tier Offer
Month 1
Initial Setup
- LIFETIME ACCESSLinkedIn Expert Video Library
- LIFETIME ACCESSTech Platform Training Library
- INCLUDEDFirst month of Automation Technology
- INCLUDED7 Proven Message Templates
- FLEXIBLECancel $149/mo tech anytime
Payment plans available • Email tech@leadengineco.com
Common Questions
Everything you need to know before joining.
Ready to Build
Your Pipeline?
Stop waiting for referrals. Take control of your practice today with the proven system used by hundreds of successful financial advisors.
Join 640+ advisors
winning on LinkedIn.
Average Response: < 2 hours